Today
The queue of what needs action now: deal tasks, activities and renewals, most urgent first.
Customers · Deals · Renewals
CustomerCheck
The Nextcloud-native CRM for customer work: one workspace shares the customer book, a shared mailbox, account plans and operating rituals — Today, Pulse and Team views keep deals and renewals moving. Deliberately not Salesforce: ledgers stay in the apps that own them.
We improve this app with real-world use. Bug reports, rough edges, and ideas help — open a GitHub Issue or write to info@software-by-design.de.
What it does
One place where a workspace shares a customer book, a shared mailbox, account plans and operating rituals — so the team sees what is going on, decides what is next, chases deals and renewals, coaches each other and measures the book by joining Check apps and Groupware instead of replacing them.
Pulse & Brief
Measure the customer book and commit weekly — every Brief line has a named owner.
Company 360
Every account answers the Ten Command Questions; missing sibling apps show honest mute reasons instead of silence.
Pipeline & My Chase
Next action, quote age, sequences, loss codes and forecast labels — pipeline hygiene, not cash accounting.
Renewal engine
60/30/7/0/+7 reminders fire exactly once and can be exported as ICS calendar entries.
Shared mailbox
Folder-based IMAP ingest plus SMTP send with an unavoidable shared disclosure on every outbound mail.
Team & coaching
See who is stuck, cover absences without stealing ownership, and reassign in bulk with typed confirmation.
Workspaces & roles
Roles, a workspace switcher and fail-closed directory allowlists; WCAG 2.1 AA, responsive from 320 px.
Works with these modules
CustomerCheck is a deliberately lean CRM — not an ERP or invoicing suite. It keeps the customer-facing operating layer — fully usable without any other Check app.
- ProjectCheck (optional) — project time and budgets stay in ProjectCheck; CustomerCheck reads them for account plans and renewal context. Available now
- Nextcloud Groupware — Files, Mail, Contacts, Calendar and Tasks stay the canonical stores; CustomerCheck links instead of duplicating. Built in
Screenshots
Click a screenshot to enlarge. Use ← → or the on-screen arrows to browse the gallery; Esc to close.
Install & requirements
CustomerCheck is published in the official Nextcloud App Store and on GitHub.
From the App Store
- Sign in to Nextcloud as administrator.
- Open Apps.
- Search for CustomerCheck.
- Download and enable.
Manually from Git
git clone https://github.com/aSoftwareByDesignRepository/\
nextcloud-customercheck.git \
/path/to/nextcloud/apps/customercheck
cd /path/to/nextcloud
php occ app:enable customercheckRequirements
- Nextcloud 32–35 · PHP 8.2+
- MySQL / MariaDB or PostgreSQL
- Optional: ProjectCheck for project context in account plans
User handbook (PDF)
Step-by-step guide for administrators and end users — free download.
Official mobile app
CustomerCheck Mobile is the Android companion for field and desk staff: the Today queue, Company 360, activity logging and deal stages in your pocket — CRM data stays on your Nextcloud. The web UI stays free (AGPL). Mobile list price: €5 / user / year, minimum €25 / year (up to 5 users). The Google Play listing is in preparation; organisation seats (CUC2) can already be ordered via the order form, and the licence key activates the companion once installed. 10 % bundle discount when ordered together with ProjectCheck Mobile seats on one order. No iOS, no Terminal.
Web app
Free
The full CRM for customer work in Nextcloud — Today, Pulse, Company 360, shared mailbox and renewals, no licence key required.
Mobile seats
from €5.00 / user / year
Minimum €25/year (up to 5 seats). Your IT buys named seats by invoice and pastes the licence key in CustomerCheck → Settings → Licence. 10 % off when combined with ProjectCheck Mobile seats on the same order.
Mobile screenshots
Phone captures from the companion app. Tap to enlarge.
Frequently asked questions
Is CustomerCheck a Salesforce replacement?
No. It is a focused CRM for customer work inside Nextcloud — shared customer book, pipeline, renewals and a shared mailbox. Ledgers stay in the apps that own them.
Where is customer data stored?
In your own Nextcloud database on infrastructure you control. The documentation site does not receive app data.
Is the web app free?
Yes. The Nextcloud web app is AGPL-3.0-or-later and free with the complete feature set. A paid annual organisation licence is only required for official CustomerCheck Mobile seats.
How do I order Mobile seats?
Use the licence order form or e-mail info@software-by-design.de. Mobile access starts at €25/year (minimum, up to 5 named users; €5 per additional user).
What licence applies?
AGPL-3.0-or-later.
Support this app
These apps are maintained in public. If CustomerCheck helps your organisation, you can fund ongoing work through GitHub Sponsors. Want a feature shipped sooner or tailored to your setup? Contact us — we are happy to discuss sponsored feature development. Product feedback — bugs, rough edges, missing pieces — is always welcome via GitHub Issues or info@software-by-design.de; it directly shapes what we build next.