by Nmtec

Version 0.17.6

OS Ubuntu 18.04



erxes is an open-source growth marketing platform. It helps you attract and engage more customers while giving you high lead conversion.

With erxes, all your marketing, sales and customer service tools are merged into one platform for greater output. Replace Hubspot with the mission and community-driven ecosystem.



Growth Hacking: Managing your entire growth operation made easy. From ideas to actual performance, making sure everything recorded, prioritized and centralized in the single platform to get tested with pool of analysis and learnings, which made the growing as pleasure.

Email & SMS Marketing: Reach your customer with personalized messaging. Keeping your customers hooked is definitely a challenge. Start converting your prospects into potential customers through email, SMS, Live chat, and In-app-messaging or more interactions to drive them to a successful close. You can connect to your customers in a whole new way with Erxes!

Pop-ups & Forms: Create Stylish Pop-ups and Forms that Bring Leads. Turn regular visitors into qualified leads by capturing them with customizable pop-ups, forms, and embedded placements. Erxes helps you to create stylish and contextual pop-ups, banners and bars fit all your marketing needs.

Sales Pipeline: Track your entire sales pipeline from one dashboard. All your customer information and sales process in one board to follow up flawlessly. Have your sales managers to know everything needed to deliver increased levels of personalization before they contact customers.

Contact Management: Manage Visitors, Customers, and Companies. Access our all-in-one CRM system in one go so that it’s easier to coordinate and manage your contacts and interactions with your customers. Erxes Contacts provides whole segmentation tools for you to work more efficiently.

Shared Team Inbox: Communicate faster and easier with your customers via one truly omnichannel platform. Combine real-time client and team communication with in-app messaging, live chat, email, and form, so your customers can reach you however and wherever they want.

Messenger: Talk to Your Customers in Continuous Omnichannel Conversations. Enable businesses to capture every single customer feedback and communicate in real-time. You can educate your customers through knowledge-base from the erxes Messenger.

Knowledgebase: Create Help Articles for Customer Self-service. Educate both your customers and staff by creating a help center related to your brands, products, and services to reach a higher level of satisfaction.

Task Management: Work More Collaboratively and Get More Done. Save time, manage your projects, monitor your team and increase your productivity in just a few clicks. Erxes helps to turn chaos into clarity and make everything perfect.

Software Included

Getting started after deploying Erxes

Connect to your droplet

Connect to your droplet via ssh.

  • YOUR_DROPLET_PUBLIC_IP is your droplet public IP address

Configure NGINX

  • You need to replace the YOUR_DOMAIN_COM with your actual domain name in the nginx config file /etc/nginx/sites-available/default.
nano /etc/nginx/sites-available/default
  • After replacing YOUR_DOMAIN_COM with your actual domain name. Save with ctrl + x and then y to accept the changes.

  • Test the NGINX configuration to make sure you don't have any errors

nginx -t

You should see the following output:

nginx: the configuration file /etc/nginx/nginx.conf syntax is ok
nginx: configuration file /etc/nginx/nginx.conf test is successful
  • Reload nginx service
systemctl reload nginx

Install Let's Encrypt using Certbot

Execute Certbot. You will asked several questions, you can answer as follows:

  • Enter your email address
  • Agree with the Terms of Service
  • Answer Yes or No, if you want to share your email address with the Electronic Frontier Foundation
  • Select the corresponding number associated with your domain name, usually 1
  • Choose 2 to redirect all your traffic to a secure HTTPS
certbot --nginx

Configure erxes

  • Run the following to change the password for erxes and switch to user erxes.
passwd erxes
su erxes
  • The rest of the steps are run as erxes user.

Configure PM2 ecosystem.config.js

  • Run the following command to replace YOUR_DOMAIN_COM with your actual domain name. Please use your domain for
cd ~/
sed -i 's/YOUR_DOMAIN_COM/' ecosystem.config.js

Configure frontend environment variables

  • Open the ~/ file in the nano editor.
nano ~/
  • Copy the following environment variables in between the { }, and replace YOUR_DOMAIN_COM with your actual domain name.
NODE_ENV: "production",

It should look like this, but with your actual domain name:

window.env = {
    NODE_ENV: "production",
  • save the file with ctrl + x and then y to accept all changes.

You are now ready to initialize and load the permissions in erxes.

export MongoDB URL

cd ~/
nano ecosystem.config.js

Locate the "MONGO_URL": "mongodb://erxes:82e3e42ef31e51d51687b366118200e2@localhost/erxes?authSource=admin&replicaSet=rs0", under the erxes-api.

  • Copy the MONGO_URL and exit the nano editor with ctrl + x.

  • Now you will need to export and set the variable MONGO_URL, with the copied URL. See below:


# example
# export MONGO_URL="mongodb://erxes:92c54fa1f0658xxxxc2d9ce618b008b4@localhost/erxes?authSource=admin&replicaSet=rs0"

Use your copied MONGO_URL below:


Initialize and Load permissions for erxes

  • initialize Erxes and generate login password.
source ~/.nvm/
nvm use default
cd ~/
node commands/initProject

You should have a generated password. The output will be similar to this:

Your new password: HcEjfBMxws

# note this down
  • Run this final command to finish the installation of erxes.
cd ~/
node commands/loadPermissionData

cd ~/
pm2 restart ecosystem.config.js

Congratulations, time to log in

You may now visit your domain, and log in.

The username is, and the password is the password generated above.

API Creation

In addition to creating a Droplet from the Erxes 1-Click App via the control panel, you can also use the DigitalOcean API.

As an example, to create a 4GB Erxes Droplet in the SFO2 region, you can use the following curl command. You’ll need to either save your API access token to an environment variable or substitute it into the command below.

  curl -X POST -H 'Content-Type: application/json' \
       -H 'Authorization: Bearer '$TOKEN'' -d \
      '{"name":"choose_a_name","region":"sfo2","size":"s-2vcpu-4gb","image":"nmtec-erxes-18-04"}' \

Support Details

Supported By:Nmtec
Hours:Hours: Community Edition – 5 days per week, initial response 48 hours. Additional paid support is available 24/7
Support URL:

Additional Links


Official doc