HotCRM Documentation
The World's First AI-Native, Metadata-Driven CRM — Find the docs you need by role.
HotCRM Documentation
Welcome to the HotCRM documentation. Whether you're closing deals, configuring the platform, or building integrations, start here to find the guides that match your role.
🚀 Get Started
Introduction
What HotCRM is, core principles, and who it's for.
Installation
Set up HotCRM locally or in the cloud.
Quick Start
Create your first lead and close a deal in minutes.
☁️ Products & Clouds
Explore the six business clouds that power every stage of the customer lifecycle.
Sales Cloud
Lead management, Opportunity pipelines, AI-powered deal intelligence, and Activity tracking.
Service Cloud
Case management, SLA tracking, Knowledge base, and Omni-channel routing.
Marketing Cloud
Campaign management, Email automation, Lead nurturing, and ROI attribution.
Revenue Cloud
CPQ (Configure, Price, Quote), Contracts, Invoicing, and Payment tracking.
HR Cloud
Recruitment, Onboarding, Performance management, Payroll, and Training.
AI Intelligence
AI Agents, Co-Pilot, Model registry, Prediction service, and RAG pipelines.
🔧 Administration
Setup & Configuration
Environment setup, package management, and system preferences.
Security
Authentication, authorization, and data protection policies.
Users & Permissions
User provisioning, roles, profiles, and permission sets.
Data Management
Data import/export, backups, and data quality.
💻 Developer Guide
Creating Objects
Define business objects using the metadata-first .object.ts protocol.
Business Logic
Write server-side hooks, triggers, and automation rules.
Platform Architecture
Understand the ObjectStack Protocol, plugin system, and data model.
Field Type Guide
Reference for all 33+ field types including lookup, master-detail, and summary.
📊 Platform at a Glance
| Metric | Value |
|---|---|
| Protocol Version | @objectstack/spec v3.0.11 |
| Business Packages | 13 (6 core clouds + AI + Analytics + Integration + Community + 4 verticals) |
| Business Objects | ~148 across 13 packages |
| Server-Side Hooks | 121+ hooks enforcing business logic |
| Integration Connectors | 10 (Stripe, DocuSign, Slack, Gmail, Teams, PayPal, Adobe Sign, Outlook, QuickBooks, LinkedIn) |
| AI Agent Workflows | 13 AI agents + 6 autonomous workflows |
| Tests | 3,817 passing across 195 test files |