Sorry if these are dumb questions, but it’s a little confusing trying to organize what’s going on in my head.
I’m trying to understand the intended path here because the current situation is pretty confusing.
I installed the current self-hosted Corteza release and found that it starts basically as a blank low-code platform: create namespace, create modules, etc.
But when I tested 2023.9.9, it included the built-in CRM and Case Management apps with the expected Salesforce-style object model already present (Leads, Accounts, Contacts, Opportunities, etc.), which is much closer to what the docs/videos/marketing imply.
So my questions are:
Why were CRM and Case Management removed from the default deployment after 2023.9?
What is the supported way to get that same CRM app/model on current Corteza?
• official extension?
• importable template?
• Aire/Public Library?
• old provisioning files from GitHub?
If the recommendation is not to use the old 2023.9 CRM provisioning, then what is the modern supported equivalent for someone who wants a real CRM starting point instead of building everything from scratch?
Is there any official way to get the same CRM starter/demo schema that older versions and demo materials showed?
I’m not asking for sample records so much as the actual app/model/pages/workflows that made Corteza feel like a CRM out of the box.
Right now it seems like:
• 2023.9.x = real built-in CRM starter
• current releases = blank platform
• marketing/docs still strongly suggest a CRM template exists
So I’m trying to understand what the actual supported path is in 2024.9+ / current releases.
I’m brand new to Corteza. I first heard of it about an hour ago. I have a test installation to evaluate it as a suitable platform to roll out for clients. I basically have exactly the same questions. Very well articulated.
EDIT: I don’t want to jump to any conclusions but I think removing it from the core distro is a way of encouraging people to familiarise themselves with the Aire library. I’m getting no satisfaction because the Aire library is not working for signups at the moment. So I am locked out.
EDIT2: So my current situation is, I was looking for a CRM, found Corteza. Looked on YT and found tutorials that are 5 years old that don’t match up with the current dashboard. So I thought I could poke around the example CRM, but that is gone too. So I came for the CRM, but there is no CRM. And there are no tutorials on how to make anything with the most up to date version of Corteza. At least not on YT, which is my default goto for these things. So I guess if I want a CRM with Corteza, I have to read the manual and build one from scratch. I read on the website about the Aire Library, but that is not working so I have nothing. There is just the core distro, and a text manual. Thats it. That is the 2026 experience to date. Am I missing something?
We removed the CRM and Case Management, because we felt they were a bit out of date.
We were going to put them back into the Aire Public library, but we ended surprised by the speed of development of Claude code in particular. So most of Aire is going to end up in “@Human”, our recent AI release. We intend for that to be the case for the library as well, which will also include a Connection library (In “Human”, TAQ is essentially a completely free Zapier alternative).
The CRM will be made available again shortly in “@Human”, shipping with Connections and some new Agentic elements as well. Again, all free and all Apache v2.0.
I must admit the AI stuff is driving us all a bit mad. Our philosophy has been to make it as safe as possible. However, if we don’t embed it at all, then we’re perceived as being behind the times.
Happy to show you guys where we’re at on a video call if you wish.