CRM records, ownership and pipeline
Lead records with owner, status, HOT/WARM/COLD tier, notes, tasks and a full activity timeline. Roles for admins, managers, agents and viewers, and lead pools to limit visibility.
Roadmap
What ships today. What is being built. What is a plan.
Everything under “available now” is in the open-source release on GitHub, version 0.3.0. Nothing below it should be assumed until it ships.
No dates are promised. Want something moved up? Say so in GitHub Discussions — or build it.
Available now
7- CRM, ownership and pipelineRecords, owners, status, notes, tasks, scoring.
- WhatsAppDirect Meta Cloud API for each connected number.
- Email, Telegram, iMessageSMTP/IMAP, Brevo, your Telegram account, BlueBubbles.
- Lead captureForms, ads, marketplaces, Zapier, CSV — with instant first contact.
- Campaigns and follow-upsSequences that stop when a buyer replies.
- Orders and customersOrders, invoices, shipments, products, revenue.
- MCP serverClaude and other AI clients on live data.
In development
1- Alerts and notification routingClearer alerts, routed back to the affected conversation.
Planned
3- QuotationsQuotes that turn into orders and invoices.
- Support threadsPost-sale conversations with owner and status.
- Multiple workspacesSeparate teams or clients in one install.
Available now
In the open-source release.
Each of these is described in the docs and runs from a single Docker install.
Channels
WhatsApp through Meta’s Cloud API; email over SMTP/IMAP or Brevo; Telegram from your own account; iMessage through BlueBubbles. All threads on the same lead.
Lead capture and first contact
Webhooks with presets for website forms, Facebook Lead Ads, marketplace, TradeIndia, JustDial and generic external systems; CSV import and export. Configured live sources can queue first contact; historical imports remain paused.
Campaigns and follow-ups
Targeted campaigns with approved templates, follow-up sequences timed to the lead’s morning, and replies that stop them.
Orders and customers
Customers, products, orders, invoices and shipments, WhatsApp order updates, and revenue and margin in your home currency.
Integrations out
Signed outgoing webhooks, a live Google Sheets sync, and an MCP server for AI clients.
Operations
Setup wizard, built-in sign-in or Clerk, encrypted credentials, automatic migrations, backups, and an Android companion app.
Richer alerts and notification routing
More useful intervention alerts, routed back to the affected conversation, and better visibility when a channel or scheduled action needs attention.
In development
Active work, not yet a promise.
Implementation has started, but the finished behaviour can still change.
Planned
Direction, not features.
Do not choose Outbound OS today because of anything in this list.
Quotations
Create, revise and send quotations that become orders and invoices without re-typing.
Support threads
Post-sale conversations with their own owner and status, on the same customer history.
Multiple workspaces
Separate teams, brands or clients inside one install, each with its own leads and channels.
Use what ships today.
One Docker command starts the app, creates the database and your first admin. The setup wizard does the rest.
git clone https://github.com/thatsarpit/outbound-os.gitcd outbound-oscp .env.example .envdocker compose up -dOpen http://localhost:3001 and sign in