Sutra CRM
Documentation

Docs that grow with the product.

The full documentation site lands at docs.sutracrm.io with v1.0 GA. Until then, this page is the index: every topic with answers today links to those answers; everything else is flagged Coming v1.0 GA so you know what’s in flight.

Get started

Install and first run

System requirements

PHP 8.3+, MariaDB 10.6+ or MySQL 8.0+, 512 MB RAM minimum, 1 GB recommended.

Available now

Install on Plesk

Upload the ZIP, point a domain, run the install wizard. Works on shared hosting.

Available now

Install with Docker

Single-container image with bind-mounted config + storage. Compose file for staging.

Coming v1.0 GA

Install on Kubernetes

Helm chart with PVC, MariaDB sidecar, Ingress + cert-manager wiring.

Coming v1.0 GA
Admin guide

Configure Sutra for your team

Custom entities

Build your own record types from /admin/entities. Fields, layouts, picklists.

Available now

Global Pick Lists

Manage shared picklists at /admin/picklists. Cascade Country → State.

Available now

Relationships

One-to-Many, Many-to-Many, Child-to-Parent at /admin/relationships. Sub-tabs auto-generate.

Available now

Duplicate rules

Per-entity dedupe rules at /admin/duplicate-rules. Per-field operators, Warn or Block.

Available now

Access control

Role + team voter at /admin/roles. Per-action, per-field guards.

Available now

Audit + restore

Field-level diff stream per record. Non-destructive restore from any prior save.

Available now
Concepts

How Sutra is put together

Architecture overview

Kernel + plugin model, request lifecycle, DI container, metadata registry.

Coming v1.0 GA

Storage model

ULIDs, schema versioning, append-only stream, soft-delete contract.

Coming v1.0 GA

ACL voter

How role + team scoping translates to query restrictions and write guards.

Coming v1.0 GA

Metadata registry

Entity schemas, field types, relationship definitions — the runtime that wires it all.

Coming v1.0 GA
Plugin SDK

Build and ship your own plugins

Anatomy of a plugin

Directory layout, manifest, service registration, lifecycle hooks.

Coming v1.0 GA

Composer + ZIP install

Two distribution paths, one install flow. Versioning + upgrade contract.

Coming v1.0 GA

Publishing a plugin

Marketplace submission, license requirements (MIT SDK, your code your choice).

Coming v1.0 GA
Until docs ship

Where the practical answers live today.

Roadmap

Shipped milestones, what’s next, the long view to v1.0 GA.

Changelog

What we shipped, when. Newest first.

Features overview

High-fidelity screen replicas of the main surfaces, with deep links.

Forum

Community Q&A, bug reports, feature requests.

GitHub

Source code (private during the beta — opens at v1.0 GA).

Live demo

Poke around a hosted instance. Resets nightly.