CRM · Twenty

A Twenty CRM that fills itself

A Twenty instance set up as for a client, on fictitious data: the site form creates the contact and the company, the deal enters the pipeline and the salesperson gets their task.

Shown in a meeting

How it works

  1. The lead arrives

    The site form creates the person, the company and the request in the CRM.

  2. It is sorted

    A native Twenty workflow scores the request and points it to the right offer.

  3. The task lands

    The salesperson gets a dated task, with the request context.

  4. The pipeline reads clearly

    Deals move by stage, with a view per salesperson and per offer.

What the demo proves

  • The CRM fills itself with no manual typing.
  • Objects and fields are cut to the client’s business.
  • The CRM can also be queried from an AI assistant, through its MCP server.

Its limits, said plainly

  • Twenty stays a CRM: for invoicing and stock, we move to Dolibarr or Odoo.
  • The demo shows our settings; with a client, we start from their sales process.

The matching offer : CRM and ERP

CRM and ERP

We show it to you in 20 minutes

A video call, the demo on screen, and your questions about your case.

Ask for the demo