Self-hosted CRM · Built for nonprofits

Own your CRM.
No monthly fees.

Cortex is a complete donor & customer CRM you install on your own server. Pay once, get the source code, host it on your domain. No seats, no tiers, no per-record charges, no upsells when you scale.

ONE-TIME · $899 · YOURS FOREVER
Unlimiteddonors & customers
16built-in financial & donor reports
$0/morecurring cost
100%yours forever
Cortex dashboard with workspace tiles for Customer Management, Reports, Receipt Center, Relationships, Products, and Admin
FIG. 01 — DASHBOARD SHIPS WITH FULL SOURCE CODE
Donor management Advanced reporting Designated giving Year-end receipts Sales tax by state Card payments ShipStation shipping Product bundles Donor giving portal Inventory tracking Role-based access 2-factor auth Geo-radius reports Tag manager Conversation history Click-to-call Email from Gmail Self-hosted Donor management Advanced reporting Designated giving Year-end receipts Sales tax by state Card payments ShipStation shipping Product bundles Donor giving portal Inventory tracking Role-based access 2-factor auth Geo-radius reports Tag manager Conversation history Click-to-call Email from Gmail Self-hosted
01 / Why Cortex

Most nonprofit CRMs charge $50/month per seat, forever. They get bigger, slower, and more expensive every year.

Cortex is a deliberate counter-offer. One payment, real source code, your own server. We can even set it up for you — handed over with the keys.

02 / The math

SaaS rents.
Cortex sells.

Three years of a typical donor-CRM subscription buys an espresso machine. Three years of Cortex buys… nothing else, because you already paid.

Typical SaaS donor CRM

RENTAL
  • Year 1$1,200 – $4,800 in subscription fees
  • Year 3$3,600 – $14,400 cumulative — and still no equity
  • RecordsTiered. Adding donors triggers an upsell.
  • DataLives on their server.
  • CustomizationLimited to what their roadmap supports.
  • End of contractPrice hikes. Yay!

Cortex

OWN
  • Year 1$899. Once.
  • Year 3Still $899. The math is doing well.
  • RecordsUnlimited. Limited only by your server's disk.
  • DataYour MySQL database, on your machine. Always.
  • CustomizationFull PHP source. Modify whatever you want.
  • End of contractThere is no contract. You already own it.
03 / What's inside

A real CRM.
Not a spreadsheet with a login.

A robust CRM that scales with your organization. Everything below ships in the ZIP, day one.

Donor & customer management

Addresses, phones, emails, tags, conversation history, relationship reminders, monthly-donor flags — all in one screen.

  • Conversation log
  • Tags
  • Relationship tracking
  • Geocoded addresses

Sales & donation tracking

Mixed orders that can include both donations and product sales. Take card payments through your own Stripe account — over the phone, or with a payment link the customer opens on their own device. Unpaid invoices print with a QR code to the same link.

  • Designations
  • DAF support
  • Card payments
  • Payment links
  • Edit history

Financial & donor reporting

Sixteen ready-to-run reports across donors, giving, finance, inventory, outreach, and calls. Filter by date range, export to CSV, drill into any row.

  • Income by category
  • Lapsed monthly donors
  • Dormant donors
  • State sales tax

Inventory management

Product catalog with photos, shipping weights, sales velocity, depletion tracking, and projected stock-out dates. Group products into bundles — with variants like KJV, NKJV, or ESV — and add them to an order in one click.

  • Product photos
  • Bundles & variants
  • Velocity
  • Stock-out projections

Shipping & fulfillment

Compare live USPS, UPS, and FedEx rates from your ShipStation account right on the order, send the order to ShipStation for labels, and see tracking once it ships.

  • Live rate quotes
  • Send to ShipStation
  • Shipment tracking

Donor giving portal

Donors sign in with a one-time email code to see their giving history, monthly pledge, and year-to-date total, and download their own receipts.

  • Passwordless sign-in
  • Giving history
  • Receipt downloads

Year-end giving receipts

Generate year-end receipts for every donor, then email them or print them out.

  • Includes your logo
  • Email or print

Role-based access

Six permission levels — from view-only intern to super-admin — covering donor relations, bookkeeping, fulfillment, and reporting. Two-factor authentication is built in.

  • 6 roles
  • TOTP 2FA
  • Edit-history audit

Click-to-call

Call a donor from their record — through your computer's headset, or by having Cortex ring your own phone first. Donors see your organization's number, the call is logged to their conversation history, and a report shows who called whom, how often they answered, and for how long. Runs on your own Twilio account.

  • Browser or your phone
  • Your org's caller ID
  • Automatic call log
  • Outgoing Calls report

Email from your own Gmail

Email a donor from their record and it goes out from your own Google Workspace mailbox, with your signature — so it lands in your Sent folder and replies come back to you. Each email is logged to the donor's history. An optional AI draft can get you started from their giving and conversation history, or from a teammate's comment.

  • Sends as you
  • Gmail signature
  • Logged automatically
  • AI first drafts
04 / The actual product

Real screens.
Not pretty mockups.

The shots below are the live application. The same UI ships in your install. Light mode and dark mode included.

Customer overview screen showing Samantha Johnson's profile with tags, donor flags, transaction history, and conversation history.

Customer Overview

FIG. 02
Report Center grid with categories: donors and giving, financial reports (including Accounts Receivable), orders and inventory, contacts and outreach.

Report Center

FIG. 03
Donors Report with $651,444.29 total given, 1,034 donors, and a table of giving activity.

Donors Report

FIG. 04
Order detail page with products, donations, billing, shipping, and a Payment & Totals panel offering Collect Payment and Record a Payment.

Order Detail

FIG. 05
Income Report showing revenue captured by income category and payment method, with totals for Regular Giving, Designated Giving, Sales, Sales Tax, and Shipping.

Income Report

FIG. 06
Customer Dashboard showing 30-day new customer and order counts with sparklines, plus a table of the 15 most recent customers with name, location, contact, and status.

Customer Dashboard

FIG. 07
Payment Link window on an order, with the customer's pay link, a Copy button, an email field with a Send button, and when the link was created, expires, and was last emailed.

Payment Links

FIG. 08
Calculate Shipping window comparing USPS, UPS, and FedEx rates from ShipStation for the order's weight and box size, with UPS Ground selected.

Calculate Shipping

FIG. 09
Add Product window on the Bundles tab, showing bundles such as a Welcome Kit and a Supporter Pack with photos of their products, item counts, prices, and variant choices.

Product Bundles

FIG. 10
Donor giving portal for Samantha showing her monthly pledge, year-to-date giving, year-end receipts, and giving history with receipt downloads.

Donor Giving Portal

FIG. 11
Call button inside a contact's phone number, opening a menu to call through the browser or through the staff member's own phone, dial a different number, or call from their own number.

Click-to-call

FIG. 12
New Email window sending from the staff member's own Gmail to Samantha Johnson, with an AI-suggested draft, the staff member's Gmail signature, and Redraft and Send buttons.

Email from Gmail

FIG. 13
$ 899 / once. Forever.
  • Full PHP source
  • MySQL schema
  • 16 reports included
  • Setup guide
  • 30 days of email support
  • Free bug fixes for 1 year
  • Modify for your org
  • No record limits
Buy & download → See it first
05 / Pricing

One number.
One time.

$899 buys the full source as a ZIP, the setup guide, and 30 days of email support. Optional white-glove setup is $1,499 flat — we'll set up the server, train your staff, and hand you the keys. Never a subscription.

06 / Common questions

The honest FAQ.

We're not pretending Cortex is for everyone. Read these before you buy.

Q.01

Do I need a developer to run this?

Yes — or someone technical on staff or contracted. Cortex is PHP & MySQL; setup involves a server, a database, and an AWS account. If you don't have that person, consider our White Glove service for a flat fee of $1,499.

Q.02

What does the $899 actually include?

The full PHP source as a ZIP, the MySQL schema, the setup guide, and 30 days of email support. You can modify it, fork it, share it within your org, host as many copies as you want.

Q.03

What happens if you stop maintaining Cortex?

You still have the source. You still have your database. Nothing turns off. That's the entire pitch.

Q.04

Can I customize it for my org?

Absolutely. Add fields, rename modules, write new reports — it's standard PHP.

All FAQs →

Stop renting your CRM.

Buy Cortex once. Host it yourself. Hand it to your successor. The math gets better every year you don't write a SaaS check.

Buy for $899 → Schedule a demo