consultance.ai
Business operations

The Salesforce Escape Kit — Open CRM + Claude

Salesforce never sold software, it sold lock-in. An open AI-native CRM (objects, pipelines, workflows, and agents in core) now runs the same workflows you rent at $165 to $350 a seat a month, except you own the database and the Claude agents run inside it. 10 migration fixes take a six-figure annual seat bill down to the price of a server.

Have us build it — and hand you the keysor set it up yourself ↓

You don't own a CRM. You rent one — every month, forever.

At $165 to $350 per user a month, you're not buying software — you're paying rent on your own customer data, and the bill only goes up. Own the database instead and that six-figure annual seat charge drops to the price of a server.

Path A

Set it up yourself

You're technical and patient. The setup prompt and 10 task prompts are below — free. The cost is your weekends and the risk that a botched migration loses records.

Jump to the prompts ↓
Path B

We wire it into your business

We migrate and dedupe every Salesforce record, rebuild your custom objects, wire the Claude agents, and run both systems in parallel for two weeks — reversible, so nothing is lost. Then we hand it over and you own it.

Book a build call →
Built on open source
Twenty (open-source CRM, AGPL-3.0) ↗

The code is public and free. The setup prompt below installs and wires it for you.

Step 1

Paste this setup prompt — Claude installs it for you

Easy mode · paste this into Claude

Claude installs it for you, step by step.

Never used Claude before? It is free to start. Open it in a new tab, copy the prompt, paste it in. It asks one question, then walks you through everything.

  1. Step 1
    Open claude.ai ↗

    Sign up free. No card. Takes 30 seconds.

  2. Step 2

    One click. Lands on your clipboard.

  3. Step 3
    Paste + send

    Claude asks what you need + guides you the rest of the way.

Open claude.ai ↗
▸Tune the prompt for your level (optional)
▸Preview the prompt (you do not need to read it)
Install The Salesforce Escape Kit — Open CRM + Claude on my computer. Walk me through it.

Repo: https://github.com/twentyhq/twenty
What it does: Salesforce never sold software, it sold lock-in. An open AI-native CRM (objects, pipelines, workflows, and agents in core) now runs the same workflows you rent at $165 to $350 a seat a month, except you own the database and the Claude agents run inside it. 10 migration fixes take a six-figure annual seat bill down to the price of a server.

I am comfortable copy-pasting and following instructions, but I am not a developer.

Rules:
- Plain English. Define jargon the first time it appears (repo, env var, port, dependency).
- One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows).
- One sentence per command explaining what it does and what success looks like.
- After each command, wait. I will tell you the output before you move on.
- If a tool is missing (git, node, docker, python), give me the one-line install for my OS first.
- If something errors, diagnose before the next step. Do not skip.

First message: ask only "What is your operating system — macOS, Windows, or Linux?" Then start step 1.

Reference steps from the public guide (adapt to my OS, do not just paste them at me):
1. Stand up the open CRM on a $40/month server with one Docker command. Your records and pipeline live in your own Postgres and never leave it.
2. Run the schema-map prompt to mirror every Salesforce object, field, and pipeline stage, then export Salesforce via Data Loader, dedupe, and import.
3. Wire Claude to the CRM via MCP, then stand up deal scoring, the weekly forecast, and contact enrichment as agents on top.
4. Run both systems in parallel for two weeks, reconcile nightly until counts match three days running, then cut over and cancel the seat.

Stop when the app opens and I confirm it works.
Step 2

Step 1 installed it. Now run these 10 prompts on your own data.

the vault

The 10 prompts

Tap a prompt to jump to it. Hit copy. Replace the tokens. Paste into Claude Opus 4.7.

where it breaks

Before you connect live data

  • • Run dummy data first. Real client data is not a test bed.
  • • API keys never go in a public repo. Use env vars and a secrets manager.
  • • Add logging, access control, monitoring, and a rollback path before launch.
  • • Read the license. Forking a repo without checking is how lawsuits start.
license note

Credit the original author

Migration playbook and prompt set authored by consultance.ai. The underlying CRM is open source under AGPL-3.0; self-hosting is free. Salesforce is referenced as the incumbent being replaced, no affiliation implied. Your CRM data stays in your own self-hosted instance; we never see it.

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Read this far? You want out of Salesforce. Let us carry the migration — you keep the keys.

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