Aditya Deshlahre
In today’s competitive landscape, effective customer relationship management is crucial. Twenty CRM is a powerful platform that simplifies customer interactions, strengthens relationships, and ensures data security and privacy.
Quick Walkthrough Video
What is Twenty CRM?
Twenty CRM is an open-source platform redefining customer relationship management for modern businesses. Built to streamline CRM processes, Twenty combines essential features and an intuitive design to support teams in handling customer relationships seamlessly. Unlike legacy CRM systems, which often become cumbersome and expensive over time, Twenty is designed to be agile, cost-effective, and customizable to the specific needs of any organization.
Note : We have Dark Mode :)
Features of Twenty CRM
- Contact Management: Efficiently store and manage customer data. Learn more.
- Custom Objects: Create and customize objects to fit your business needs. Details.
- Custom Fields: Tailor data fields to capture and organize information specific to your operations. Understand more.
- Kanban & Table Views: Optimize your workflow with flexible Table Views and Kanban Views.
- Pipeline Visualization: Get a clear view of your processes with customizable views. Explore views.
- Email Integration: View the emails of a specific customer or company within your workspace. Integrate now.
- Notes: Create detailed notes for each record to share knowledge more effectively. Add notes.
- Tasks: Schedule tasks to track customer interactions. See how.
- API & Webhooks: Connect to other apps and automate workflows with API and Webhooks. Start integrating.
WorkSpaces
There are different workspaces for effect management
- People
- Companies
- Opportunities
- Tasks
- Notes
- Rockets
- Workflows
Documentation
Documentation becomes very necessary when it comes to usability over all as User/Developer
- User Guide
User Guide for Twenty is your go-to resource for mastering this open-source CRM. Here’s what you can explore:
- Getting Started: Familiarize yourself with the basics, including Twenty’s features, benefits, system requirements, and community involvement opportunities.
- Objects: Learn how to effectively use standard and custom objects within your workspace to enhance data management capabilities.
- Functions: Discover how to seamlessly connect Twenty to your other tools, streamlining your workflow.
- Other Tips: Access valuable insights on user and workspace management, along with personalization settings to tailor the platform to your needs.
- This guide is designed to empower you to leverage Twenty CRM to its fullest potential!
- Developers Guid
If you’re eager to dive deeper into Twenty CRM, our comprehensive developer documentation is here to help:
Local Setup: Simplified guide for running Twenty CRM on your machine.
Self-Hosting: Detailed instructions for hosting Twenty on your own server, giving you full control over your CRM environment.
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Extending the Platform:
- Rest APIs: For straightforward integrations.
- GraphQL APIs: For more powerful integration options.
Contributing: Welcomes bug reports and feature requests on GitHub or Discord.
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Frontend Development Resources:
- Insights on Storybook.
- Guidance on Figma.
- Best practices for React.
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Backend Development Insights:
- Information on NestJS.
- Utilizing custom objects.
- Working with queues.
Explore our developer docs to enhance your experience with Twenty CRM!
Integration
We support integration
- Airtable
- Stripe
- Zapier
- Windmill
Didn't find the integration of your choice? Request here
DataModle and Visualization
You can see your workflow visually since we have different connections and workflows between existing workspaces. So it is easy to maintain and explain itself in team.
API & WEBHOOKS and Functions
Easily manage the distribution of API keys and Webhook URLs from a centralized location. Set up Webhook endpoints to receive real-time notifications for asynchronous events, ensuring you stay informed and responsive to changes as they occur.
Creating custom function with code is easier now. You code test run the function code which eventually can be implemented in your workflow.
The Open-Source Advantage
As an open-source tool, Twenty CRM gives companies complete control over their CRM system, free from costly subscription models and limited customization. The active community behind Twenty continuously contributes to improvements, making it easy for users to find solutions, suggest new features, and even directly shape the platform's future. An open roadmap fosters collaboration, allowing users to participate in feature discussions and contribute code to help build the CRM they envision.
A Self-Hostable SaaS for Full Ownership #ownyourdata
Twenty CRM is designed to be self-hostable, which means organizations can install, configure, and control it on their own servers, offering the best of both worlds: SaaS-like features with the control of self-hosting. This approach appeals to companies that prioritize privacy and data ownership, as well as to those who prefer to manage costs internally. For teams looking to avoid dependency on external software providers, self-hosting with Twenty CRM can be a game-changer.
Why Twenty CRM Stands Out
Twenty CRM is built for adaptability. With support for custom data objects, GraphQL and REST API integration, and flexible workflow configurations, it seamlessly aligns with diverse business needs. Key features include task management, reminders for client follow-ups, and kanban views that simplify project management. For developers and data engineers, the platform’s flexibility eases customization, while its clean, user-focused design helps sales teams navigate tasks more efficiently, avoiding the slowdowns common in older CRM systems.
Roadmap and Community Discussions
The Twenty CRM community actively participates in shaping the platform’s roadmap, which includes several exciting initiatives:
- Integrations and API Enhancements: Ongoing projects focus on improving data integration and supporting new tools, such as Google Analytics, Slack, and more real-time data access through APIs.
- Localization and Multi-language Support: With global use in mind, Twenty CRM’s community has proposed multi-language support to enhance accessibility for teams around the world.
- Advanced SSO Options: With plans to support OpenID Connect, the platform aims to offer secure, scalable single sign-on features for seamless authentication.
By staying involved in GitHub discussions, users can engage directly with contributors, help prioritize new features, and offer feedback on functionality, ensuring Twenty CRM continues to evolve to meet the needs of its diverse user base.
In sum, Twenty CRM stands out for its open-source foundation, self-hosting capabilities, and agile, community-driven approach, making it a leading choice for organizations seeking a flexible and powerful CRM solution.
