Self-Hosting Twenty CRM: A Complete Guide

Did you know that self-hosting software can give you greater control over your data and customization? If you're looking to set up Twenty CRM on your own server, you've come to the right place! With a few straightforward steps, you’ll be ready to harness the power of Twenty CRM in a secure, self-managed environment. Let’s dive in and get started!

What to Expect:

This guide will walk you through:
Preparing Your Server: Setting up the server and essential configurations.
Installing and Setting Up Twenty CRM: Step-by-step instructions for a smooth installation.
Testing and Troubleshooting: Tips to ensure everything runs well.

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Twenty CRM: Your Open-Source CRM Solution 🚀

Meet Twenty CRM! This powerful, open-source tool helps you manage customer relationships with ease, giving you control over your data and customization. If you’re a fan of open-source solutions, give it a try and show some support with a ⭐!

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Four Steps to Self-Host Twenty CRM

Step 1: Prepare Your Environment ⚙️

To start, make sure your server meets the basic requirements:

• System Requirements: Minimum 2GB RAM to handle CRM processes.
• Docker & Docker Compose: Ensure both are up-to-date.

Installation Options

1.Quick Start with One Command: Install Twenty CRM using a one-line script:

bash <(curl -sL https://git.new/20)

2.Manual Setup:

• Download and configure the .envfile, then generate secure tokens:

openssl rand -base64 32

• These tokens enhance security for CRM processes, including access and login.

Step 2: Download Configuration Files 📁

1.Environment and Docker Compose Files: Download the essential .env and docker-compose.yml files:

curl -O https://raw.githubusercontent.com/twentyhq/twenty/main/packages/twenty-docker/docker-compose.yml

2.Configure the .env File: Open the file to set variables such as database passwords and server URLs.

Tip: Avoid altering any settings not explicitly mentioned in the guide to prevent conflicts.

Step 3: Launch the Application 🚀

1.Run Containers: Launch the application using Docker Compose:

docker-compose up -d

2.Check Container Status: Ensure the containers are running smoothly:

docker-compose ps

• If issues arise, review logs using:

docker-compose logs

Step 4: Access and Configure 🔧

1.Local Access: Access the CRM interface via http://localhost:3000.

2.External Access Setup: To enable remote access, modify the SERVER_URL in your .env file to match your public IP or domain, then restart:

docker-compose down && docker-compose up -d

3.Firewall and Port Access: Ensure that port 3000 is open and accessible if you’re using an external setup.

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Troubleshooting Tips 🔍

• Unable to Log In: Run these commands to reset the database if login fails:
• Issues Behind a Reverse Proxy:

1. Ensure headers like X-Forwarded-For and X-Forwarded-Proto are set.
2. Restart both the proxy server and the CRM containers.

• Server URL Conflicts: Verify that the SERVER_URL in .envmatches your access URL, especially if using SSL.

Tip: Review Docker Compose logs for details on any setup issues.

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Conclusion: Self-Hosted CRM, Tailored for You 🚀

With this guide, you’ve set up Twenty CRM to be fully self-hosted, giving you control over your data, privacy, and customization. This flexible, open-source setup is now tailored to meet your business needs—empowering you to manage client relationships with confidence. Enjoy the benefits of an efficient, secure, and scalable CRM that grows with you!