02 · Resources
Self-hosted CRM and customer data
21 articles
Choose and price8 min
Real estate CRM: industry software or an open CRM?
Off-the-shelf real estate software, or an open CRM you shape around your business? The six requirements of a real estate CRM, what the French data protection authority expects on keeping prospect data, and the case of a six-language property portal run from Twenty.
Understand10 min
CRM for web agencies: why to choose an open one in 2027
A web agency lives on projects, monthly recurring contracts and its clients’ trust. In 2027, a modern open CRM pays off twice: to run its own sales and subscriptions without re-keying anything, and as one more service to sell to its clients, under its own brand.
Practical guide8 min
Talking to your CRM in plain language: MCP and guardrails
CRMs now publish an MCP server: from ChatGPT, Claude, Gemini or Mistral, you can query your records and prepare updates in everyday language. What this changes for a sales team, the permissions to set, and what an agent must never do on its own.
Choose and price8 min
CRM pricing: the real cost over three years
CRM prices are shown per user per month, but you pay them over several years, onboarding, edition upgrades and AI credits included. We redid the calculation over three years for a team of 25 users, using the prices published on 14 October 2026.
Practical guide11 min
French e-invoicing mandate: what your software must do
Since 1 September 2026, every French company must be able to receive electronic invoices, and issuing them becomes mandatory for small and mid-sized businesses on 1 September 2027. The timeline by company size, choosing an approved platform, what Dolibarr and Odoo can do, and the case of Belgium.
Practical guide9 min
Inbound leads: from the web form to the right sales rep
An enquiry that comes in through your website has to be saved, linked to what you already know, assigned to the right person and tracked until the first reply. The five-step process, the routing rules, and the mistake that quietly loses leads.
Understand15 min
Modern, open CRM: 12 reasons to switch in 2027
In 2027, Europe bans cloud switching charges, e-invoicing reaches French small businesses and AI agents move into business software. Here is why a closed CRM billed per user becomes the brake on your automation, and where to start if you want to change.
Choose and price9 min
How much does Odoo really cost? The three-year calculation
Odoo's per-user price tells only part of the story. Licence, hosting, setup hours, what the subscription leaves out, and what moves you to a pricier plan without you choosing it: everything you need to estimate the three-year cost before you sign.
Practical guide8 min
Managing listings and mandates in a CRM: the data model
A useful real estate CRM keeps properties, mandates, owners, buyers and their searches in one tool, connected to the listings website. What it should contain, the French legal obligations it helps you meet, the example of a portal we run on Twenty, and its limits.