About Zulivio
Zulivio is a free, open-source CRM and workforce-operations platform built for teams that want role-based control over who can see and change what — without a monthly per-seat bill, and without their employee and customer data sitting on someone else's server.
Why we built it
Most CRM and workforce tools are either an expensive hosted subscription that meters every seat, or a spreadsheet and a WhatsApp group held together by habit. Neither gives a growing team real access control, an honest record of who did what, or attendance evidence both the employee and the manager can see.
Zulivio is the alternative — a complete workforce-operations system that runs on your own server. Employee records, assignments, and attendance history all stay on infrastructure you control, with no subscription and no data leaving your organization.
What it does today
It covers the operational core every department needs first: a strict role hierarchy enforced on every request, employee lifecycle management with generated credentials, work assignments tracked through a guarded status pipeline, an explicit attendance shift/break state machine, a knowledge base with version-tracked acknowledgements, and a live master dashboard — plus CSV and Google Sheets import/export.
A real-time dashboard shows headcount, assignment status, and who's on the clock right now, as it happens — without sending a single byte of your organization’s data to an outside analytics service.
Still growing
This is an actively developed, open-source project. Employee management, role-based access control, work assignments, attendance tracking, the knowledge base, and the master dashboard are live and working today. A full sales CRM (leads, pipelines, opportunities), customer service and success workspaces, marketing tools, and governed AI features are on the public roadmap. The project is explicit about what’s built versus planned.
Built by NodeDR Infotech
Zulivio is made and maintained by NODEDR INFOTECH PRIVATE LIMITED — a software company building self-hosted tools for small and growing businesses. Our official site is www.nodedr.com.
It’s a sister project to NodeDR POS and NodeDR OrderRestro, our free retail and restaurant management systems — built as its own codebase because workforce and customer-relationship operations work differently from point-of-sale.
The project is licensed under AGPL-3.0. You’re free to self-host, use, and modify it for your organization — if you modify it and run that modified version as a service for others, you must share your changes under the same license. Pull requests and issue reports are welcome on GitHub.
Frequently asked questions
Is Zulivio really free?
Yes. It's open-source software (AGPL-3.0 license) — there's no subscription, no per-seat fee, and no feature locked behind a paid plan. You run it on your own server and it costs nothing beyond the hardware you already have.
What can it do today?
Two things at once. A telecalling CRM: a lead board with drag-and-drop stages, a single-screen lead workspace, single-tap call dispositions, an activity timeline, due-dated follow-ups, configurable lead scoring, lead assignment and routing rules, deals and forecasting, and manager/admin dashboards. And a workforce-operations core: employee lifecycle management, role-based access control, work assignments with a guarded status pipeline, an attendance shift/break state machine, a PDF knowledge base with daily tips, a live master dashboard, and CSV/Google Sheets import-export.
Is this a full sales CRM with leads and pipelines?
Yes. Leads move through a configurable telecalling pipeline (New, Contacted, Connected, Interested, Qualified, Meeting Booked, Proposal Sent, Negotiation, Won, plus Lost with a specific reason), a qualified lead converts into an opportunity on a Kanban deal board without losing its history, and managers get conversion, revenue and per-telecaller performance reporting. What isn't built yet — cloud telephony, AI call analysis, marketing automation, and a customer-service workspace — is listed openly on the roadmap rather than implied.
Does it replace our dialer or phone system?
No, and it doesn't pretend to. Zulivio gives your telecallers a Call button that dials through the phone or softphone they already use, then records the outcome, disposition, duration and next follow-up against the lead. There's no cloud telephony, call recording, or predictive dialer — the integration point for one is built in, but that's a future release, not a claim about today.
How does lead scoring work?
Each lead scores 0–100 from six signals a telecaller captures on the call: budget available, whether you're speaking to the decision maker, urgency, how clear the requirement is, how soon they'll decide, and business fit. Scores band into HOT, WARM, or COLD. The weight of each signal and the band thresholds are stored per organization and editable in the app — so the rubric matches how your team actually sells, and changing it doesn't need a redeploy.
What do I need to run it?
A server with Docker installed — your own hardware, a home server, or a cloud VPS. One command (./install.sh) checks for Docker, generates a secure database password, and starts the whole stack.
Can I control who sees what?
Yes. Roles form a strict hierarchy — Master Owner, Company Admin, Sales Head, Manager, Employee — enforced on the server for every request, not just hidden in the interface. A manager can never promote themselves or a peer to their own rank or above.
How does attendance tracking avoid feeling like surveillance?
Employees and managers see the same underlying evidence — login/logout times, break duration, assignment outcomes — not a one-sided log the employee can't see. There's no keylogging, no screenshots, no webcam monitoring.
Is my organization's data safe if the server restarts?
Yes. All data — employees, assignments, attendance, documents — is stored in a PostgreSQL database in a persistent Docker volume, not in a temporary process. Restarting the server or updating the software doesn't touch your saved data.
How hard is it to set up?
One command downloads and starts everything — it checks for Docker, generates a secure database password, builds the images, and starts the stack. Open the app afterward and create your organization from the setup page. Most people are ready to add their first employee within a few minutes.
Can it run on CasaOS or ZimaOS?
Yes — a CasaOS/ZimaOS app store listing ships alongside the Docker Compose setup, so it installs the same way any other CasaOS app does.
Do I need the internet at all?
Only to install the software and pull updates later. Day-to-day use — logging in, managing employees, tracking attendance — needs no external service except the ones you explicitly opt into, like Google Sheets sync.
Can I use Zulivio from Claude or another AI assistant?
Yes. Zulivio ships its own MCP server — generate a personal API key from Settings > API Keys, point an MCP client at it, and it can list your leads, create one, check the sales dashboard, log your attendance, or update a task for you. Every call is checked against your own role's exact permissions, so it can never do more than you could do yourself in the app.