CaveauCRM
Your Entire Business. One Intelligent CRM.
CaveauCRM is the integration layer that connects five open-source platforms into a single, automated business management system. Instead of logging into five different dashboards, toggling between tabs, and manually copying data between systems, CaveauCRM makes everything talk to each other — and uses AI to make sense of it all.
At its core, CaveauCRM connects SuiteCRM (pipeline and relationship management), FOSSbilling (invoicing, support tickets, and client accounts), Baikal CalDAV (calendar and scheduling), n8n (workflow automation), and CaveauAI (RAG-powered intelligence and natural language queries). When something happens in one system, the others know about it instantly through HMAC-signed webhooks and automated n8n workflows.
The AI layer indexes every client interaction — tickets, invoices, meetings, deals — into a searchable knowledge base. Ask "What happened with Client X last quarter?" and get a cited, accurate answer in seconds. Weekly health scores automatically flag at-risk clients before problems escalate. Urgent tickets trigger instant Telegram alerts. Deal closures automatically create billing accounts and book onboarding calls.
Everything runs on EU bare-metal servers. Your data never touches third-party cloud services. No vendor lock-in. No per-seat licensing. No data harvesting. Just your business, running on infrastructure you control.
How CaveauCRM Works
Step 1: Connect
SuiteCRM, FOSSbilling, Baikal CalDAV, n8n, and CaveauAI are deployed on your infrastructure and connected through secure API bridges with OAuth2 authentication and HMAC-signed webhooks.
Step 2: Hook
Eight event-driven webhooks capture every meaningful business event: new client signup, ticket created, ticket closed, deal won, invoice overdue, invoice paid, appointment booked, and client health check. Each event fires through n8n with full payload data.
Step 3: Automate
Six production workflows handle the automation chain: client onboarding sync, ticket intelligence ingestion, deal closure orchestration, invoice escalation sequences, satisfaction surveys, and weekly health score generation. No manual data entry. No forgotten follow-ups.
Step 4: Monitor
The AI layer continuously indexes all client interactions into a RAG knowledge base. Weekly health scores (green/amber/red) surface at-risk clients automatically. Natural language queries let you ask anything about any client and get cited answers in seconds.
Usage Examples
Scenario 1: New Client Signs Up
A new client registers on your FOSSbilling portal. CaveauCRM automatically:
- Creates a matching contact and account in SuiteCRM
- Sends a Telegram notification to the sales team
- Triggers a welcome email sequence
- Adds the client to the weekly health monitoring cycle
Scenario 2: Urgent Support Ticket at 2am
A client submits a critical support ticket through FOSSbilling. CaveauCRM:
- Ingests the ticket content into the AI knowledge base via RAG pipeline
- Detects the "urgent" priority flag
- Sends an instant Telegram alert to the on-call team with ticket details
- Creates a follow-up task in SuiteCRM assigned to the account manager
Scenario 3: Deal Won — Automatic Onboarding
A sales rep marks a deal as "Closed Won" in SuiteCRM. CaveauCRM:
- Creates a billing account in FOSSbilling with matching client details
- Books an onboarding call in Baikal CalDAV (next available slot, Mon-Fri 9-17 CET)
- Sends a congratulations notification via Telegram
- Updates the client health score to green
Scenario 4: Monday Morning Health Report
Every Monday at 8:00 CET, CaveauCRM automatically:
- Calculates health scores for all active clients based on ticket volume, response times, invoice status, and engagement frequency
- Flags amber and red clients with specific deduction reasons
- Sends a formatted health report via Telegram to the management team
- Creates follow-up tasks in SuiteCRM for any red-status clients
CaveauCRM vs. Traditional CRM Platforms
| Feature | CaveauCRM | Salesforce | HubSpot | Zoho |
|---|---|---|---|---|
| Data hosting | Your EU servers | US cloud | US cloud | US/EU cloud |
| Source code access | 100% open source | Closed | Closed | Partial |
| Vendor lock-in | None | High | High | Medium |
| Per-seat licensing | None | $25-300/user/mo | $15-150/user/mo | $14-65/user/mo |
| AI knowledge base | RAG with citations | Einstein (add-on) | Breeze (limited) | Zia (basic) |
| Billing integration | Native FOSSbilling | Third-party | Third-party | Zoho Books |
| Calendar integration | Native CalDAV | Third-party | Basic | Zoho Calendar |
| Workflow automation | n8n (visual, unlimited) | Flow (limited) | Workflows (limited) | Blueprint (limited) |
| GDPR compliance | By design | Add-on config | Add-on config | Add-on config |
What’s Included
- SuiteCRM — Pipeline management, contact tracking, deal stages, task management
- FOSSbilling — Invoicing, support tickets, client portal, payment processing
- Baikal CalDAV — Calendar management, appointment scheduling, availability tracking
- n8n — Visual workflow automation with 6 production workflows and 8 event hooks
- CaveauAI — RAG knowledge base, client health scoring, natural language queries, Telegram alerts
- Full documentation — Architecture guide, deployment checklist, API reference, webhook specifications
Services for CaveauCRM
AI Systems Integration
We design and implement the integration layer between CaveauAI and your existing systems — ERPs, CRMs, document management platforms, and custom applications.
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GPU Infrastructure Management
We specify, procure, deploy, and manage bare-metal GPU infrastructure in EU data centres — so you get the performance of owned hardware without the operational burden.
Learn moreRelated Products
CaveauAI
Upload thousands of documents and get citation-backed answers in seconds. CaveauAI runs 72B parameter models on dedicated GPUs you control — no data leaves your controlled infrastructure, ever.
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The Knowledge Exchange
Package your domain knowledge into a secure AI corpus. We host the GPU and the RAG engine. You set the price. You keep 80% of the revenue. Build, curate, and publish knowledge packages for the Knowledge Exchange.
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CaveauAI MCP Server
A Model Context Protocol (MCP) server that bridges CaveauAI document intelligence with agentic AI workflows. Let Claude, Cursor, VS Code Copilot, and other MCP-compatible clients search, query, and reason over your private document corpus in real time.
Learn moreReady to Put This to Work?
Bring the documents, the workflow, or the integration question. We will tell you whether CaveauCRM is enough on its own or needs a broader Blue Note Logic rollout.
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