# ReachCrew

> The open-source AI SDR: find leads, reach them on email, LinkedIn and WhatsApp, and let AI work every reply, from one workspace you run yourself.

- [Introduction](https://docs.reachcrew.space/index.md): ReachCrew is an open-source, self-hosted AI SDR: find leads, reach them on email, LinkedIn and WhatsApp, and work every reply from one place.
- [Quickstart](https://docs.reachcrew.space/quickstart.md): Go from a running ReachCrew instance to your first campaign and your first reply in the queue.
- [Concepts](https://docs.reachcrew.space/concepts.md): The mental model behind ReachCrew: organizations, one lead record, channels, campaigns, the reply queue and the rules that protect your accounts.
- [How ReachCrew works](https://docs.reachcrew.space/how-it-works.md): What runs where, how a lead moves from import to reply, what stops outreach, and what data leaves your server.
- [Leads](https://docs.reachcrew.space/leads/overview.md): See every person and company in your workspace with their reachability, campaign enrollment and CRM state, and search or filter them.
- [Import leads](https://docs.reachcrew.space/leads/import.md): Bring people into ReachCrew from a CSV or Excel file, and learn how matching, duplicates and extra columns are handled.
- [Custom fields](https://docs.reachcrew.space/leads/custom-fields.md): Add your own fields to people and companies, and rename, retype, remove or delete them from Settings.
- [Tables](https://docs.reachcrew.space/tables/overview.md): Use workbooks and tables to import a list, enrich it with data providers and AI, then turn selected rows into a campaign.
- [Enrichment providers](https://docs.reachcrew.space/tables/enrichment.md): Connect data providers such as Apollo, Hunter and Lusha, and add enrichment columns that find emails, phones and company data.
- [AI and HTTP columns](https://docs.reachcrew.space/tables/ai-columns.md): Prompt a model for every row in a table, or call any web API per row, using values from your other columns.
- [Connect email](https://docs.reachcrew.space/email/connect.md): Connect Google Workspace, add the mailboxes campaigns send from, and set each mailbox's signature and sending hours.
- [Email campaigns](https://docs.reachcrew.space/email/campaigns.md): Build a multi-step email sequence, add leads, launch it, and see how sending, replies, bounces and unsubscribes are handled.
- [Email inbox](https://docs.reachcrew.space/email/inbox.md): Read and answer email replies in the Master Inbox, and use tasks and notes to keep track of follow-ups.
- [LinkedIn accounts](https://docs.reachcrew.space/linkedin/accounts.md): Connect LinkedIn accounts through Unipile, see their status, and set each account's daily connection request limit and working hours.
- [LinkedIn campaigns](https://docs.reachcrew.space/linkedin/campaigns.md): Find leads with LinkedIn search, send connection requests, follow up after acceptance, and understand the limits that pace sending.
- [LinkedIn messages](https://docs.reachcrew.space/linkedin/messages.md): Read and answer LinkedIn conversations, see who accepted your invitations, and understand how replies reach the CRM.
- [WhatsApp numbers](https://docs.reachcrew.space/whatsapp/accounts.md): Link WhatsApp numbers through Unipile, sync them into ReachCrew, and understand the guards that protect each number from bans.
- [Message campaigns](https://docs.reachcrew.space/whatsapp/campaigns.md): Send a first WhatsApp message and timed follow-ups from your numbers, and know exactly when ReachCrew sends, waits or stops.
- [Calling and recording](https://docs.reachcrew.space/whatsapp/calling.md): Place WhatsApp calls from ReachCrew with the Call Recorder Chrome extension, record them from pickup to hang-up, and get a transcript.
- [CRM overview](https://docs.reachcrew.space/crm/overview.md): How the AI CRM turns replies from email, LinkedIn and WhatsApp into one conversation per lead, with classification, drafts and follow-ups.
- [Action required](https://docs.reachcrew.space/crm/action-required.md): Work the queue of replies, AI drafts, classifications and follow-ups that need your decision before anything is sent.
- [Pipeline](https://docs.reachcrew.space/crm/pipeline.md): See every open lead by where it stands, move leads between funnel stages, and learn when the AI moves a lead and when it waits for you.
- [CRM sequences](https://docs.reachcrew.space/crm/sequences.md): Build reusable reply and follow-up flows that start when a lead answers, wait between steps and stop when the lead replies again.
- [Instructions, knowledge and lead categories](https://docs.reachcrew.space/crm/knowledge.md): Steer how the CRM AI classifies replies and writes drafts with instructions, a knowledge base and your own lead categories.
- [Analytics](https://docs.reachcrew.space/analytics.md): Read replies, positive replies, meetings and customers by period and channel, and see what needs attention right now.
- [Organizations and members](https://docs.reachcrew.space/workspace/organizations.md): Create organizations, invite people, assign roles, group members into teams and control who can sign up.
- [AI provider](https://docs.reachcrew.space/workspace/ai-provider.md): Connect your own OpenRouter keys, choose the providers and models ReachCrew may use, and set the default and transcription models.
- [Sending rules](https://docs.reachcrew.space/workspace/sending-rules.md): Every limit that paces email, LinkedIn and WhatsApp sending: defaults, hard limits, safe edges and per-account overrides.
- [Get help](https://docs.reachcrew.space/help.md): Where to ask a question, report a bug, suggest a feature or report a security problem, and what to include so it gets fixed fast.
- [Self-hosting](https://docs.reachcrew.space/self-hosting.md): What you run, what you need, which outside accounts power which features, and the order to set ReachCrew up.
- [Docker Compose](https://docs.reachcrew.space/self-hosting/docker-compose.md): Install ReachCrew with one docker-compose.yml: set your secrets, run docker compose up -d, and create your admin account. Database, schema setup and scheduled jobs included.
- [From source](https://docs.reachcrew.space/self-hosting/from-source.md): Run ReachCrew directly with Bun and your own PostgreSQL: install, configure, create the schema, build, start and keep it running.
- [Dokploy on a VPS](https://docs.reachcrew.space/self-hosting/dokploy.md): Deploy ReachCrew on your own server with Dokploy: Dockerfile build, environment, domain with HTTPS, Postgres, scheduled jobs and deploy on push.
- [Your own domain](https://docs.reachcrew.space/self-hosting/custom-domain.md): Run ReachCrew on a subdomain such as app.example.com over HTTPS: DNS, Caddy with Docker Compose or Dokploy, Cloudflare, and what to update after a move.
- [Logs and dashboards (Grafana)](https://docs.reachcrew.space/self-hosting/observability.md): Grafana with Loki and Grafana Alloy: every container's log searchable, plus dashboards for health, LinkedIn sends, replies and scheduled jobs.
- [Going to production](https://docs.reachcrew.space/self-hosting/production.md): Checklist for a live ReachCrew: domain and HTTPS, sign-up policy, email, scheduled jobs, webhooks, database connections, backups and upgrades.
- [Public demo](https://docs.reachcrew.space/self-hosting/demo.md): Run a read-only ReachCrew anyone can open without signing in, filled with a fictional company's three months of outbound.
- [Troubleshooting](https://docs.reachcrew.space/self-hosting/troubleshooting.md): Real ReachCrew self-hosting failures with their exact messages: setup refusals, database connections, silent email, webhooks and scheduled jobs.
- [Configuration reference](https://docs.reachcrew.space/configuration.md): Every environment variable ReachCrew reads: what it does, whether you need it, how to generate it, its default and where it is read.
- [Integrations](https://docs.reachcrew.space/integrations.md): How ReachCrew connects to outside services, where to connect each one, and the technical webhook reference.
- [Google Workspace](https://docs.reachcrew.space/integrations/google-workspace.md): Connect a Google Cloud service account to your Workspace domain so ReachCrew can send email from, and read, your team's Gmail mailboxes.
- [Gmail reply sync](https://docs.reachcrew.space/integrations/gmail-reply-sync.md): Set up Google Cloud Pub/Sub so replies to your outreach reach ReachCrew within moments and stop the sequence.
- [Unipile](https://docs.reachcrew.space/integrations/unipile.md): Connect Unipile so ReachCrew can use LinkedIn and WhatsApp: get your DSN and access token, connect, link accounts and check webhooks.
- [Cloudflare R2](https://docs.reachcrew.space/integrations/cloudflare-r2.md): Create a Cloudflare R2 bucket and API token, connect it to ReachCrew, and store WhatsApp call recordings and contact photos privately.
- [OpenRouter](https://docs.reachcrew.space/integrations/openrouter.md): Create OpenRouter keys, add credits and provider keys, connect them in ReachCrew and choose the models, with provider pinning and transcription.
- [Enrichment providers](https://docs.reachcrew.space/integrations/enrichment-providers.md): The 15 enrichment providers you can connect from Tables, what each returns, and where to find each provider's API key.
- [Resend](https://docs.reachcrew.space/integrations/resend.md): Send ReachCrew's own account emails (verification, password reset, invitations) through Resend on a domain you verify.
- [Google sign-in](https://docs.reachcrew.space/integrations/google-sign-in.md): Optionally show a Continue with Google button on the sign-in and sign-up pages, using a Google OAuth client.
- [Responsible use](https://docs.reachcrew.space/responsible-use.md): Platform terms, email and privacy law, call recording consent, and your data responsibilities.
- [Development](https://docs.reachcrew.space/development.md): Local setup, scripts, tests, database changes and code conventions.
- [Architecture](https://docs.reachcrew.space/architecture.md): How the app is put together: request flow, background work and the data model.
- [Database](https://docs.reachcrew.space/database.md): Schema files, fresh-install tooling, migration history, the tenancy registry and the connection pool.
- [Tenancy conventions](https://docs.reachcrew.space/multi-tenancy/conventions.md): The rules every query, route, page, worker and webhook follows so organizations stay isolated.


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