Casalvi

Spec sheet

Product

Casalvi is an open-source real-estate CRM designed to run on the agent’s own machine.Read 13 Oct 2026 · casalvi.com

Intended users

Casalvi is presented as a CRM for real estate professionals who want to prioritize seller calls and find suitable buyers for properties.Read 12 Oct 2026 · casalvi.com

Privacy

Casalvi says it does not send client data to the cloud and has no telemetry.Read 12 Oct 2026 · casalvi.com

Support

The homepage invites users to open a pull request if something is missing.Read 13 Oct 2026 · casalvi.com

AI providers

The project can use OpenAI or Ollama, selected through an environment setting.Read 13 Oct 2026 · casalvi.com

Buyer matching

It matches buyers with properties using rules and semantic similarity.Read 13 Oct 2026 · casalvi.com

Data storage

In the recommended local-first setup, the database, indexed files, embeddings, and authentication sessions stay on the user’s machine.Read 13 Oct 2026 · casalvi.com

Document ingestion

It can read PDFs, DOCX files, and images from a local folder, classify each file, and link it to the relevant contact.Read 12 Oct 2026 · casalvi.com

External processing

If OpenAI is configured, text sent for embeddings or chat goes to OpenAI’s API; Ollama runs locally, and Groq is optional for audio transcription.Read 13 Oct 2026 · casalvi.com

Import

Contact records can be imported from CSV, and users can point the ingestion workflow at a local folder.Read 12 Oct 2026 · casalvi.com

Intended user

The maker describes Casalvi as a CRM for real-estate agents who want client data kept on their own machine.Read 13 Oct 2026 · casalvi.com

Lead import

YesRead 20 Sep 2026 · casalvi.com

License and cost

The project is MIT-licensed and says it has no paid features or subscription fees.Read 12 Oct 2026 · casalvi.com

License and paid features

Casalvi is MIT-licensed and the homepage says it has no paid features.Read 13 Oct 2026 · casalvi.com

Local file indexing

It indexes PDFs, DOCX files, and images from a local folder, classifies them, and links them to contacts.Read 13 Oct 2026 · casalvi.com

Property matching

YesRead 20 Sep 2026 · casalvi.com

Security responsibility

The maker says users are responsible for data processing in their instance and advises EU users with real data to keep it behind the included authentication or on a private network.Read 13 Oct 2026 · casalvi.com

Seller ranking

Its explainable seller ranking can flag signals such as a divorce note, an expiring rental contract, or a work relocation, with reasons that can be cited.Read 12 Oct 2026 · casalvi.com

Seller signals

It ranks property owners using explainable signals such as divorce, inheritance, moving, and an expiring rental contract.Read 13 Oct 2026 · casalvi.com

Setup

The homepage says Docker Compose starts self-hosted Supabase and the app, which runs at localhost:3000.Read 13 Oct 2026 · casalvi.com

Telemetry

The maker says the project sends no telemetry or analytics to a server.Read 13 Oct 2026 · casalvi.com

WhatsApp agent

An included MCP server lets OpenClaw or another agent access Casalvi from WhatsApp.Read 13 Oct 2026 · casalvi.com

WhatsApp integration

An included MCP server can connect OpenClaw to WhatsApp so users can ask for rankings from a phone.Read 12 Oct 2026 · casalvi.com

Plans and prices

Every Casalvi plan and price →

Where Specifiction places it

• Real Estate CRM Software#119 of 2497.9