Outbound OS

Outbound OS / The open-source WhatsApp CRM

Every conversation,
one place to act.

WhatsApp, email and customer records in one shared workspace. Read the history. Find the next step. Keep the conversation moving, at your desk or on your phone.

Open source · Free to self-host
The shared inbox
One inbox. The customer’s full story.Actual product · sample workspace Open the mobile demo

Connected to the tools you work with

WhatsAppMeta Cloud APIEmailWebhooksFacebook LeadsMCP agents

From first enquiry to the next reply

A workflow that keeps
the conversation moving.

Bring in the lead, follow up with control, and hand the conversation to a person when the customer answers.

One customer. A connected workflow.

A customer record, from the first hello.

Bring in enquiries from forms, Facebook Lead Ads and signed webhooks. Keep source details with the record, and merge a repeat enquiry into the existing lead.

Workflow illustration · sample records
  • Signed webhookYour connected source
  • Facebook Lead AdsConnected forms
  • Website formyoursite.com/contact
  • Zapier · Make · n8nwebhook
DODaniel OkaforLagos Medical Supply · NigeriaHOT
Wants
500 units, CIF Lagos
Phone
+234 ••• ••• 4471
Source
Webhook
Duplicate merged

Workflow examples shown with sample records. Your configured rules control sending.

Look inside

Your working day.
In full view.

Actual product screens, from the full desktop workspace to a focused mobile conversation. Try the demo to use it yourself.

Outbound OS dark overview with lead counts, messages sent by channel and items needing attention

A daily view of new leads, messages sent and the people who replied. Product screenshot · sample data. Select a screen to view full size.

The same workspace. In your pocket.

Step away from your desk.
Stay in the conversation.

A focused sales workspace for the work that can’t wait. Read a reply, check the customer’s context and move the conversation forward.

  • Start with what needs you. WhatsApp and email replies in one queue.
  • Reply with the full picture. Message history, delivery status and the WhatsApp reply window.
  • Keep the next step close. Follow-ups, leads and device notification settings.
Try the mobile workspace Runs in your browser. Add to your Home Screen on iPhone. Notifications require device permission and supported browser settings.
Dark Outbound OS mobile inbox with Needs reply, Waiting and Done filters and Inbox, Tasks, Leads and More navigation
Find the next reply.
Dark Outbound OS mobile conversation showing the reply window, file attachments, delivery receipts and reply composer
Keep the context.

Your tools. One working system.

Connected around
the customer.

Use your own business accounts. Bring enquiries into the workspace and connect the channels your team already uses.

Connection mapChoose a source to explore the route

01 Bring the enquiry in

02 Keep the customer together

Website forms
Rohan MehtaMeridian Distributors
Enquiry
M8 hex bolts · 20,000 units
Context
Source, contact details and message history

Match repeat enquiries to the same lead

Example record · not a live customer

03 Continue the conversation

Your connected accounts, consent and provider rules determine what can send.

Capture the enquiry and consent collected by your form. Keep the source key in a server-side handler where possible.

Set up website forms
And connect the rest of your workGoogle SheetsSigned eventsAI agents & MCP

An open workspace for your AI tools

Ask your CRM.
Then choose the next move.

Connect an MCP client to inspect leads, read conversations and work with campaigns through the product’s tools. Your assistant gets the context. You decide what to do with it.

Meet the MCP server

Example exchange with sample records.

Open source, all the way through

The software is yours.
The help is your choice.

Read the code, run your own instance and keep your customer data under your control. Our paid service is the work of setting it up and keeping it running.

Free softwareEvery feature included under AGPL-3.0.
Your own instanceYour business accounts and your customer records.
Room to make it yoursConfigure workflows. Extend the open-source code.

A little help getting started

Your business. Your instance.
We can handle the setup.

Installation, channel connections, contact imports and a team walkthrough. Hosting and ongoing support are optional, with a scope and quote agreed first.

Plan your setup

FAQ

Before you get started.

Is Outbound OS free?

Yes. The complete software is open source under AGPL-3.0. You can install it yourself without a software subscription. Hosting, WhatsApp messaging and other providers can have their own costs.

What can you set up for my business?

We offer installation, a direct Meta WhatsApp connection, email and lead-source setup, contact imports and a team walkthrough. Managed hosting and ongoing assistance are also available. We agree the scope and quote before work starts.

Can I keep my existing WhatsApp number?

We first check your current number and Meta Business account. A number already connected through another provider may need a migration. We plan that with you before making changes.

Does this include the WhatsApp messaging fees?

Software and setup services are separate from Meta messaging charges and other provider costs. Your proposal will explain which infrastructure costs are included and which are billed separately.

Can I move to self-hosting later?

Yes. Managed setup uses the same open-source product. You can export your data and run your own instance. We can include a handover in your service scope.

Make it your workspace

Take a look around.
We can help with the rest.