# Erxes — Open Source Experience Operating System

> An open-source business platform that unifies marketing, sales, operations, and support into a single self-hosted system, replacing tools like HubSpot and Zendesk.

## Install

Save in your project root:

# Erxes — Open Source Experience Operating System

## Quick Use
```bash
# Deploy with Docker Compose
git clone https://github.com/erxes/erxes
cd erxes
docker compose up -d

# Access the dashboard at http://localhost:3000
```

## Introduction
Erxes is an open-source experience operating system (XOS) that combines marketing automation, CRM, customer support, and project management into a unified platform. It provides a self-hosted alternative to commercial tools like HubSpot, Zendesk, and Linear in a single deployment.

## What Erxes Does
- Manages customer relationships with a built-in CRM and contact database
- Automates marketing campaigns across email, SMS, and social channels
- Provides customer support ticketing with live chat and knowledge base
- Includes project management with boards, tasks, and team collaboration
- Offers form builders, lead capture, and customer journey mapping

## Architecture Overview
Erxes is built with TypeScript and uses a microservices architecture with plugins for each business function. The frontend uses React with a modular plugin system. The backend runs on Node.js with MongoDB for data storage and Redis for caching and real-time events. Each module (CRM, marketing, support) operates as an independent plugin.

## Self-Hosting & Configuration
- Deploy via Docker Compose with all services pre-configured
- Configure SMTP for email campaigns and notifications
- Set up integrations with external channels (Facebook, Instagram, WhatsApp)
- Enable specific plugins based on your business needs
- Scale individual microservices independently based on load

## Key Features
- All-in-one platform replacing multiple SaaS subscriptions
- Plugin architecture allowing selective feature enablement
- Self-hosted with full data ownership and privacy control
- Multi-channel customer communication (email, chat, social, SMS)
- Open-source with no per-seat licensing or feature restrictions

## Comparison with Similar Tools
- **HubSpot** — similar scope but proprietary, expensive at scale
- **Zendesk** — support-focused only, lacks CRM and marketing
- **Twenty CRM** — CRM only, no marketing automation or support
- **Chatwoot** — customer support only, narrower scope
- **Mautic** — marketing automation only, no CRM or support desk

## FAQ
**Q: Can I use only specific modules?**
A: Yes. Erxes uses a plugin architecture so you can enable only the features you need.

**Q: What database does it use?**
A: MongoDB is the primary database, with Redis for caching and real-time messaging.

**Q: Is there a limit on users or contacts?**
A: No. The self-hosted version has no artificial limits on users, contacts, or data.

**Q: Does it support third-party integrations?**
A: Yes. It integrates with Facebook, Instagram, WhatsApp, Gmail, and custom webhooks.

## Sources
- https://github.com/erxes/erxes
- https://erxes.io

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Source: https://tokrepo.com/en/workflows/erxes-open-source-experience-operating-system-c197bcb9
Author: AI Open Source