Unit 04AGPL-3.0Live demo

A free CRM your small team owns instead of rents.

Contacts, organizations, deals and every call, meeting, note and task, in one place you control. Bring your records over from Salesforce, take them anywhere, and let Claude or ChatGPT do the typing.

Try the demo Host it yourself, free

crm.waronsaas.com · the pipeline · example data, fictionalLive demo

The CRM pipeline: deals in lanes from Lead to Won, with value, company, close date and owner on each card

What the CRM does

Contacts, companies, deals

Every person, organization and deal, linked to each other, with a page per record that shows its whole history.

A pipeline you can drag

Deals by stage with totals per stage. Drag a deal to move it, or open it and pick a stage.

Every call and meeting

Calls, meetings, notes and tasks land on the record they belong to, with what is due this week on top.

Import from Salesforce

Drop in the files from Salesforce Data Export, or any report saved as CSV. You see every row as new, updated or skipped before anything changes.

Your assistant runs it

Claude, ChatGPT, Claude Code and Codex use the same tools the screens use: "log a call with Dana", "move Birch Law to Won".

Leave any time

Export every kind of record as a spreadsheet file whenever you like. Your data is never stuck here.

Moving off Salesforce

Small teams use a handful of Salesforce's hundreds of features, and pay for all of them per seat. This CRM covers the part you use every day. In Salesforce, go to Setup, then Data Export, and download the zip. Drop the files in, accounts first. Columns are matched for you, and you can change any match. Importing again updates records instead of duplicating them.

Import and export in the CRM: choose Contacts, Organizations, Deals or Activities, drop a CSV file, then match columns and check before importing

Agents can run it

Every button in the CRM calls a tool, and your AI assistant gets the same tools over MCP. Add the CRM to Claude as a custom connector, to Claude Code or Codex with one command, or to ChatGPT as a GPT. Then ask in plain words.

App	How to connect
Claude (web, desktop, phone)	Settings, Connectors, Add custom connector: `https://your-crm/mcp`
Claude Code	`claude mcp add --transport http crm https://your-crm/mcp`
ChatGPT	A GPT with actions imported from `https://your-crm/openapi.json`

Two ways to run it

Try the demo

The full CRM with a fictional team and example records. Click around, drag deals, try an import. Nothing to sign up for.

Try the demo

Host it yourself, free

Your server, your private GitHub repo for the records, no account with us. You need a GitHub sign-in app and somewhere that runs Node, such as Vercel.

Self-host steps

The source opens on GitHub soon. The steps below are the ones it ships with.

Make a workspace repoA private GitHub repo that holds your records. List your team's GitHub usernames in people.yml.
Create a GitHub sign-in appgithub.com/settings/developers, New OAuth App, with the callback https://your-crm/oauth/github/callback.
Deploy itTo Vercel or any server that runs Node, with the repo name, a token for it and the sign-in app's details as settings.
Bring your dataImport and export, then the Salesforce files, accounts first.

Either way, your records are plain files in your own repo, and every kind of record exports as a spreadsheet file.