CRM

Migrate your Crust CRM data

Open-source, self-hosted CRM from Planet Crust with configurable modules and no per-seat billing, built for enterprises that want full infrastructure control.

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In its favor

Why people choose Crust CRM

The signal that keeps Crust CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

100% open source under Apache 2.0 — full source available on GitHub (cortezaproject/corteza) with no vendor lock-in, code-level customization, and freedom to self-host.

Low-code Corteza platform underneath the CRM allows organizations to extend and build adjacent business apps without writing the data layer from scratch, similar in spirit to Salesforce's customization but without per-user licensing.

Cloud-ready Docker deployment runs on any major OS, making it suitable for teams that require sovereign or air-gapped deployments.

Planet Crust provides commercial support and development services on top of the open-source codebase, so enterprises that need SLAs and consulting can buy them without losing portability.

Apache 2.0 licensing and standards-based architecture appeal to public sector, regulated industries, and enterprises with strict data residency requirements that disqualify proprietary SaaS CRMs.

Self-hosting requires operational investment — Docker, Postgres, monitoring, and upgrade discipline — which small teams without DevOps capacity find difficult versus turnkey SaaS.

Native marketplace of pre-built integrations is smaller than commercial CRMs, so customization work is often required to connect to common SaaS tools.

User interface and feature velocity lag commercial CRMs (HubSpot, Salesforce) because the project is community- and partner-driven rather than venture-funded.

Limited public review presence on G2 and Capterra makes it harder for prospects to validate before commitment compared to mainstream CRMs.

Workflow automation, BI dashboards, and AI features must be built on the low-code platform rather than coming out of the box, increasing implementation time for organizations that want everything turnkey.

Reasons to switch

Why people leave Crust CRM

The recurring reasons buyers give for replacing Crust CRM. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Crust CRM fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

Self-hosted deployment gives organizations complete data sovereignty and no vendor lock-inOpen-source platform with no per-seat pricing model for the community editionConfigurable modules allow organizations to model their exact sales processBuilt-in automated workflow engine for sequencing follow-ups and stage transitionsIntegrated enterprise messaging reduces the need for separate collaboration tools

Weaknesses

No free trial makes it difficult to evaluate the platform before committingSmall review sample on G2 limits third-party validation of real-world performanceNo publicly documented API rate limits for self-hosted deploymentsSelf-hosting responsibility falls on the customer for infrastructure, backups, and uptimeSmaller community compared to established CRM platforms affects third-party integrations

Where it works

Organizations with strict data sovereignty requirements such as government agencies, defense contractors, and regulated industries needing compliance with GDPR or CCPA.Mid-sized enterprises with dedicated IT staff capable of managing self-hosted infrastructure, backups, and security patches on their own timeline.Companies transitioning from Salesforce or other vendor-locked CRMs seeking to eliminate per-seat licensing costs while preserving their existing sales process architecture.Organizations operating in regions with limited internet connectivity where cloud-dependent CRMs create operational risk or latency issues.Technical teams with DevOps capabilities who want to integrate the CRM into existing private cloud infrastructure and control deployment environments.

Where it struggles

Small businesses or startups without dedicated IT resources that need quick deployment and minimal infrastructure management responsibility.Organizations requiring extensive pre-sales evaluation before commitment, given the no-free-trial constraint and limited third-party review data.Teams needing immediate implementation speed where self-hosting setup, infrastructure provisioning, and configuration would cause unacceptable delays.Companies relying on a large ecosystem of third-party integrations, given Crust CRM's smaller community compared to established CRM platforms.Businesses that prefer predictable SaaS pricing with transparent tiers rather than custom plan negotiations for budget planning.

Pricing tiers

Crust CRM pricing overview

Crust CRM offers a free self-hosted community edition with no per-seat or per-contact fees, making it attractive for organizations with strong technical teams. Cloud-hosted and Enterprise tiers use custom pricing negotiated with Planet Crust, with no free trial available to preview the managed experience.

Community (Self-Hosted)

Tier 1 of 3

Free (self-hosted)

What's included

Full source code accessSelf-hosted on customer infrastructureCommunity support via forumsNo per-seat or per-contact fees

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Pricing is informational. FlitStack AI does not bill on Crust CRM's schedule — see our quote-based pricing →

What gets migrated

Crust CRM object support

Object-by-object support for Crust CRM migrations. Per-pair details surface during scoping.

Contacts

Fully supported

Standard CRM contact records with name, email, phone, and address fields. Schema is well-documented and maps cleanly to most destination CRMs. We preserve all standard properties and lifecycle stage assignments during migration.

Companies/Accounts

Fully supported

Company records that can be linked to multiple contacts. The company-contact relationship is preserved by matching on company ID during import. We run deduplication checks against existing company records in the destination.

Deals

Mapping required

Deal records include pipeline stage, amount, close date, and custom fields. Pipeline stage names vary by organization and require explicit mapping to destination stage names during import. We handle multi-currency amounts by converting or preserving as custom fields.

Leads

Mapping required

Where Leads exist as a distinct object from Contacts, we preserve the Lead_Status property as a custom Contact field in the destination if the target CRM does not have a separate Lead object. Requires confirmation of source schema before import.

Activities/Tasks

Mapping required

Activity history including calls, emails, and notes. These are child records linked to contacts or deals. We preserve the parent-child linkage during migration but note that activity timestamps may need date-format normalization.

Custom Objects

Mapping required

Crust CRM supports fully customizable modules. We review the custom object schema during scoping, map field types to destination equivalents, and flag any unsupported field types before running the migration.

Pipelines and Stages

Mapping required

Pipelines are defined per-organization and stages within them have arbitrary names. We collect the full pipeline-stage map during discovery and generate a translation table so deal records land in the correct stage in the destination CRM.

Users/Owner Assignment

Fully supported

User records and owner assignments on contacts and deals. We map source user emails to destination user emails and flag any orphaned assignments where a source owner has no corresponding destination user.

Attachments

Mapping required

Attachments are stored per-record and may require separate export handling depending on storage backend. We export files individually, preserving filename and record association, and re-attach them in the destination after record creation.

Tags and Custom Properties

Mapping required

Tags are simple label fields. Custom properties on any object require schema review to determine whether they map 1:1 or need transformation. We document all custom property types during the discovery phase.

Gotchas

What to watch for in Crust CRM migrations

Issues we've hit on past Crust CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

Medium

No free trial limits pre-migration evaluation

Medium

Self-hosting shifts infrastructure responsibility to the customer

Medium

Custom object schemas require explicit discovery before migration

How a Crust CRM migration works

Four steps, Crust CRM-specific

Connect

OAuth 2.0 and personal access tokens are supported by the underlying Corteza platform per the open-source documentation. The REST API uses bearer tokens for authenticated requests. into Crust CRM. Scopes limited to read-only on the data we move.

Map

We translate Crust CRM-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Crust CRM quirks before production.

Migrate

Full migration with Crust CRM rate-limit handling. Rollback available throughout.

FAQ

Crust CRM migration FAQ

Answers to the questions buyers ask most during Crust CRM migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your Crust CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.

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Most Crust CRM migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Crust CRM.
Without the rebuild.

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