Open Source] Easy CS – Free Customer Success app for small businesses using Salesforce
Hi everyone!
I’d like to share a community project I just published:
Easy CS — a lightweight and open-source Customer Success app designed for small businesses running Salesforce
as their CRM.
The idea came from the lack of simple, accessible solutions tailored to post-sales operations in small teams.
Easy CS offers a basic yet solid structure to help teams get started with Customer Success:
- Custom objects for Accounts, Engagements, and Tasks
- Pre-configured relationships and page layouts
- Starter dashboards and reports
- User manual included (PDF)
- Easy deployment via SFDX into any Developer Org
This is a free and open initiative — feel free to install, customize, or improve it. I’d love to see the community contribute ideas, enhancements, or even use it as a base for other scenarios (support, onboarding, post-sales, etc).
Happy to chat, answer questions, and get your feedback!