S SelfHostedERP

Build-your-own ERP, multi-business workspace. Self-hosted, yours forever.

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SSelfHostedERP

Set up your workspace

Let's get you started

1Business
2You
3Modules
4Review

Name your business

This is what your team will see when they sign in.

SSelfHostedERP

Set up your workspace

Let's get you started

Business
You
3Modules
4Review

Which modules do you need?

Turn off anything you won't use — you can change this any time in Settings → Modules.

  • ERP System Required Your business operations workspace — customers, tasks, and the entities you build.
  • SEO & AI Briefs Rank tracking and AI-citation briefs.
  • Marketing Social posts and newsletters.
  • Ads Campaigns, spend-approval gates.
  • Analytics Traffic and KPI dashboards.
  • Automation Background workflows and syncs.
SSelfHostedERP

Set up your workspace

Let's get you started

Business
You
Modules
4Review

Ready to go?

One click and your workspace is live.

  • Workspace Texas Flange
  • You Jeff · jeff@texasflange.com
  • Modules 6 of 6 enabled
S SelfHostedERP WORKSPACE / TEXAS-FLANGE
⌘K
J
Jeff
Owner

Welcome back, Jeff.

Here's what's happening in Texas Flange.

Live Owner
Quick actions
  • Invite teammate
  • Manage modules
  • Appearance
Rooms (modules)
6/6
6 enabled
Workspace
Texas Flange
texas-flange
Status
Active
All systems operational
Local time
12:16 PM
Wed, May 27 · America/Chicago

Rooms

6 of 6 on this homescreen — manage in Settings → Modules
Open
ERP System
Customers, orders, invoicing.
ERPOpen
Open
SEO & AI Briefs
Rank tracking and AI-citation briefs.
SEOOpen
Open
Marketing
Social posts and newsletters.
MARKETINGOpen
Open
Ads
Campaigns, spend-approval gates.
ADSOpen
Open
Analytics
Traffic and KPI dashboards.
ANALYTICSOpen
Open
Automation
Background workflows and syncs.
AUTOMATIONOpen
Team1 member
J
Jeff · you
Online
Workspace setup1 / 4
  • Workspace created
  • Invite your team
  • Configure modules
  • Customize appearance
S SelfHostedERP WORKSPACE / TEXAS-FLANGE / ROOM / ERP
⌘K
J
Jeff
Owner

Overview

A snapshot of your workspace.

Build your first entity

Entities are the things your business tracks — projects, jobs, cases, members, bookings, anything. Define your own with the fields, statuses, and views you want, and they show up here alongside Customers and Tasks.

CUSTOMERS
0
ACTIVE LEADS
0
OPEN DEALS
0
Recent customers
Nothing here yet.
SSelfHostedERP WORKSPACE/TEXAS-FLANGE/ROOM/ERP
⌘K
J
Jeff
Owner
ERP Customers

Customers

Companies you sell to and the contacts you work with.

/
0 customers
CozyCompact

No customers yet

Customers are the companies you sell to. Add your first to
start tracking work against them.

SSelfHostedERP WORKSPACE/TEXAS-FLANGE
⌘K
J
Jeff
Owner
ERP & EntitiesRooms

Your entities, platform subsystems, and admin shortcuts.

Your entities
8 total · 0 custom. Customers, tasks, and your own entities live here.
Open Entity Builder
  • Customers
    Customer · customer
    SYSTEM7 fields1d ago
  • Contacts
    Contact · contact
    SYSTEM6 fields1d ago
  • Tasks
    Task · task
    SYSTEM5 fields1d ago
  • Notes
    Note · note
    SYSTEM3 fields1d ago
  • Files
    File · file
    SYSTEM4 fields1d ago
  • Communications
    Communication · communication
    SYSTEM6 fields1d ago
  • Events
    Event · calendar-event
    SYSTEM6 fields1d ago
  • Tags
    Tag · tag
    SYSTEM2 fields1d ago

Platform subsystems

Cross-cutting features that work across every entity in your ERP.

PDF Creator
Templates, overlays, and on-demand PDF generation.
SSelfHostedERP WORKSPACE/TEXAS-FLANGE
⌘K
J
Jeff
Owner

Appearance

PER-BROWSER
Color mode
Dark by default; System follows your OS.
DarkLightSystem
Accent color
Saturated, professional. Reads cleanly in dark + light.
StandardPastelNeon
Background
Soft accent radial gradients (default).
SEO & AI Briefs · Texas Flangelive
Tracked keywords
328
Top 10
112
Avg position
14.3
Site health
92/100
flanges houston#3 ▲
stainless flange supplier#7 ▲
weld neck flange tx#12 —
ansi b16.5 distributor#5 ▲
Marketing · Calendarmock
Mon
Q2 catalog
Tue
LinkedIn
Wed
Win-back
YT short
Thu
Fri
IG reel
Sat
Sun
Ads · Creative librarymock
Spring promo
$ 1,240 · 3.2× ROAS
Industrial reel
$ 820 · 1.9× ROAS
Catalog grid
$ 2,005 · 4.4× ROAS
Analytics · This weeklive
Sessions
18,420
Conversions
312
Revenue
$ 84,210
Automation · Flowmock
Shopify order
AI brief
Create task
Notify Jeff
14 runs today · 0 errors · last 4m ago
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