Freedom251 › Real Estate CRM Software
Casalvi
What Casalvi is
Casalvi is a free, MIT-licensed, self-hosted real estate CRM that keeps client information on the user's machine. It indexes PDFs, DOCX files, and images from a local folder, classifies them, links them to contacts, and accepts contact imports from CSV. Explainable seller ranking can highlight signals such as divorce, inheritance, relocation, or an expiring rental contract, with reasons that can be cited. For each property, buyer ranking combines rules including budget, area, and bedrooms with semantic similarity to stated preferences. The system runs through Docker with self-hosted Supabase, Postgres, and pgvector. Users can choose OpenAI's API or a local Ollama model for embeddings and chat. An included MCP server can connect OpenClaw or another agent through WhatsApp. The maker says data is not sent to the cloud and there is no telemetry, while users remain responsible for securing their instance.
Who it suits
Casalvi suits real-estate professionals who want local control over client and property data. It is aimed at agents prioritizing seller outreach and matching buyers to listings.
What it does well
- Open-source MIT license with no paid features
- Indexes local PDFs, DOCX files, and images
- Explainable seller and buyer rankings
- Supports OpenAI or local Ollama models
- No telemetry or cloud client-data transfer
What to know first
- Self-hosted setup requires terminal comfort
- Users are responsible for instance security
- OpenAI configuration sends text to its API
- No free trial is offered
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Open source (MIT) | No paid features · Self-hosted | Free |
As casalvi.com lists them, read 13 Oct 2026. The maker's own page has the final word.
Verdict
Casalvi offers local-first ranking and document organization for real-estate workflows without subscription fees. Its self-hosted deployment and responsibility for security require technical ownership.
Facts from Casalvi's own pages
- AI providers
- The project can use OpenAI or Ollama, selected through an environment setting. · casalvi.com, 13 Oct 2026
- Buyer matching
- It matches buyers with properties using rules and semantic similarity. · casalvi.com, 13 Oct 2026
- Data storage
- In the recommended local-first setup, the database, indexed files, embeddings, and authentication sessions stay on the user’s machine. · casalvi.com, 13 Oct 2026
- Document ingestion
- It can read PDFs, DOCX files, and images from a local folder, classify each file, and link it to the relevant contact. · casalvi.com, 12 Oct 2026
- 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. · casalvi.com, 13 Oct 2026
- Import
- Contact records can be imported from CSV, and users can point the ingestion workflow at a local folder. · casalvi.com, 12 Oct 2026
- Intended user
- The maker describes Casalvi as a CRM for real-estate agents who want client data kept on their own machine. · casalvi.com, 13 Oct 2026
- Intended users
- Casalvi is presented as a CRM for real estate professionals who want to prioritize seller calls and find suitable buyers for properties. · casalvi.com, 12 Oct 2026
- Lead import
- Yes · casalvi.com, 20 Sept 2026
- License and cost
- The project is MIT-licensed and says it has no paid features or subscription fees. · casalvi.com, 12 Oct 2026
- License and paid features
- Casalvi is MIT-licensed and the homepage says it has no paid features. · casalvi.com, 13 Oct 2026
- Local file indexing
- It indexes PDFs, DOCX files, and images from a local folder, classifies them, and links them to contacts. · casalvi.com, 13 Oct 2026
- Privacy
- Casalvi says it does not send client data to the cloud and has no telemetry. · casalvi.com, 12 Oct 2026
- Product
- Casalvi is an open-source real-estate CRM designed to run on the agent’s own machine. · casalvi.com, 13 Oct 2026
- Property matching
- Yes · casalvi.com, 20 Sept 2026
- 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. · casalvi.com, 13 Oct 2026
- 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. · casalvi.com, 12 Oct 2026
- Seller signals
- It ranks property owners using explainable signals such as divorce, inheritance, moving, and an expiring rental contract. · casalvi.com, 13 Oct 2026
- Setup
- The homepage says Docker Compose starts self-hosted Supabase and the app, which runs at localhost:3000. · casalvi.com, 13 Oct 2026
- Support
- The homepage invites users to open a pull request if something is missing. · casalvi.com, 13 Oct 2026
- Telemetry
- The maker says the project sends no telemetry or analytics to a server. · casalvi.com, 13 Oct 2026
- WhatsApp agent
- An included MCP server lets OpenClaw or another agent access Casalvi from WhatsApp. · casalvi.com, 13 Oct 2026
- WhatsApp integration
- An included MCP server can connect OpenClaw to WhatsApp so users can ask for rankings from a phone. · casalvi.com, 12 Oct 2026
Where Casalvi stands on Freedom251
- Real Estate CRM Software#39 of 249