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Alexandre Siqueira a publié du contenu dans * Customer Success *

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! 

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