Settings
The pipeline, picklists and custom fields. Your data stays yours: export it any time, or move it to your own server.
Custom fields
Extra fields on any kind of record, shown on forms and lists, imported and exported (Salesforce __c fields arrive here too).
Contacts
No custom fields.
Organizations
- Regionx.region · pick: West, Central, East · Region__c
Deals
No custom fields.
Activities
No custom fields.
Tidy up
Access token for scripts
For npm run pull:salesforce and other scripts. It acts as you for 30 days, or until you sign out everywhere on your account; keep it secret.
Host it yourself, free
Open sourceThis is the public demo. Sign in and your team gets a space of its own, with everything exportable at any time. The same app runs on your own server with any Postgres, SQLite or a GitHub repo, at no cost. One command:
docker compose upFrom the code at github.com/warOnSaaS/crm (AGPL-3.0). Moving later is an export and an import: nothing is locked in.