Phoenix LiveView CRM for Romp — jobs and leads, inbound SMS via Twilio, AI-assisted parsing with Anthropic Claude, reminders, optional PayPal subscription paywall on the hosted product, and more.
The OTP application is :romp_crm with modules under RompCrm.* and RompCrmWeb.*.
The hosted product is at https://rompcrm.com/romp-crm/. The app is mounted under /romp-crm behind nginx (Phoenix routes stay at / on the upstream port; the proxy strips the prefix — see below).
- Marketing / step-by-step HTML: docs/self-hosting-rompcrm.com.html (live copy: https://rompcrm.com/self-hosting.html). After editing that file in this repo, install it on the web server, for example:
sudo install -m 644 docs/self-hosting-rompcrm.com.html /path/to/rompcrm.com/public_html/self-hosting.html - Env template: deploy/romp-crm.env.example
- Ops checklist (nginx, systemd, Twilio, PayPal): deploy/README.md
Typical self-host: leave SUBSCRIPTION_PAYWALL_ENABLED unset or false so accounts are active without PayPal. Set true only if you supply all PayPal variables enforced in config/runtime.exs.
Phoenix keeps routes at / on the app server. Your reverse proxy must forward https://<your-host>/romp-crm/... to http://127.0.0.1:<PORT>/... by stripping the /romp-crm prefix. Public URLs use the prefix via Endpoint URL config (path_prefix in config/prod.exs).
Example nginx fragment (see deploy/nginx-location-romp-crm.conf):
location /romp-crm/ {
proxy_pass http://127.0.0.1:40175/;
proxy_http_version 1.1;
proxy_set_header Host $host;
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
proxy_set_header Upgrade $http_upgrade;
proxy_set_header Connection "upgrade";
}The trailing slash on proxy_pass makes nginx map /romp-crm/foo → /foo on the upstream.
- Build a production release so
config/prod.exsapplies (path_prefixis/romp-crmunless you change it and rebuild). - Point nginx at the Phoenix listener port from
.env.production(PORT). - Restart the app and nginx; open
https://<your-host>/romp-crm/.
Use your real hostname, for example https://rompcrm.com/romp-crm/webhooks/twilio/sms — HTTP POST — nginx strips the prefix → Phoenix /webhooks/twilio/sms.
| Env | Purpose |
|---|---|
TWILIO_ACCOUNT_SID |
REST API (outbound replies + mix twilio.configure_sms) |
TWILIO_AUTH_TOKEN |
Validates X-Twilio-Signature; Basic auth for Messages API |
TWILIO_MESSAGING_FROM |
E.164 sender for replies |
TWILIO_SMS_REPLIES_ENABLED |
Set false to disable outbound SMS |
TWILIO_WEBHOOK_PUBLIC_URL |
Optional; set to the exact public webhook URL Twilio signs |
TWILIO_MESSAGING_SERVICE_SID |
Optional; used by mix twilio.messaging_service_inbound when the SMS number sits on a Messaging Service |
TWILIO_VOICE_WEBHOOK_PUBLIC_URL / TWILIO_VOICE_FORWARD_TO |
Optional; voice webhook (/webhooks/twilio/voice) |
ANTHROPIC_API_KEY |
SMS → job parsing |
ANTHROPIC_MODEL |
Defaults in config/runtime.exs if unset |
GOOGLE_MAPS_API_KEY |
Optional; Places Autocomplete + Geocoding for structured job addresses (see self-hosting guide §4) |
See deploy/README.md for systemd, PayPal provisioning, Twilio voice, and Google Maps setup.
Sign-ups: By default any email can register (ENFORCE_REGISTRATION_ALLOWLIST is off). Set ENFORCE_REGISTRATION_ALLOWLIST=true and ALLOWED_REGISTRATION_EMAILS in production only if you need a private allowlist.
PayPal paywall: When SUBSCRIPTION_PAYWALL_ENABLED=true, config/runtime.exs requires PayPal client id/secret, plan ids, webhook id (unless skip-verify), etc. — see deploy/README.md.
SMS-driven job updates, workspaces, job list with expandable rows (hours, materials, reminders), Reminders (/reminders), optional data export scheduling, gifts and invitations, Support (/support), Admin (/admin) for configured admin emails, multipart HTML + plain transactional email, and more. See CHANGELOG.md for versioned detail.
Four highlights from the rompcrm.com landing page carousel. Assets live under docs/screencaps/.
 Jobs at a glance |
 Detailed job view |
 Tasks and materials |
 Create leads by text |
Romp CRM is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version. See the file LICENSE in this repository for the full license text.
SPDX: GPL-3.0-or-later