A self-hosted, AI-native CRM that replaces Salesforce: objects, pipelines, workflows, and Claude agents built in, plus 10 migration fixes that cut your $165 to $350 per seat monthly bill.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
Free account, no card, 30 seconds. This tab stays open so you can come back.
Open claude.ai ↗Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.
Install Open Source CRM to Replace Salesforce on my computer. Walk me through it. Repo: https://github.com/twentyhq/twenty What it does: A self-hosted, AI-native CRM that replaces Salesforce: objects, pipelines, workflows, and Claude agents built in, plus 10 migration fixes that cut your $165 to $350 per seat monthly bill. 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.
Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
The code is public and free. The setup instruction above installs and wires it for you. You never need to open this link.
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.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑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 →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.
Want this wired into your stack instead of running it yourself? That is our AI workflow automation consulting service.
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Open Source CRM to Replace Salesforce is a business operations build in the consultance.ai AI Build Library. A self-hosted, AI-native CRM that replaces Salesforce: objects, pipelines, workflows, and Claude agents built in, plus 10 migration fixes that cut your $165 to $350 per seat monthly bill. It fits Founders, RevOps leads, and sales managers at $5M to $500M paying $165 to $350 per user per month for Salesforce and watching the bill outgrow the value. Setup difficulty is Technical, with 4 plain-English steps.
A self-hosted, AI-native CRM that replaces Salesforce: objects, pipelines, workflows, and Claude agents built in, plus 10 migration fixes that cut your $165 to $350 per seat monthly bill.
It fits Founders, RevOps leads, and sales managers at $5M to $500M paying $165 to $350 per user per month for Salesforce and watching the bill outgrow the value.
Technical to set up — one guided setup instruction covering 4 plain-English steps, plus 10 ready-to-run prompts on the resource page.
We would deliver a private CRM workspace: the open CRM self-hosted in your own tenant, every Salesforce record migrated and deduped, custom objects rebuilt, Claude agents wired via MCP for scoring, forecasting, and enrichment, and a reversible two-week parallel-run cutover so nothing is lost. Done with you, then handed over so you own it.
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.
Open Source CRM to Replace Salesforce is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice, serving businesses across the USA and Canada.