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Custom AI CRMs · Built with Twenty

A CRM that works
the way your business does.

We shape Twenty around your customers, projects and day-to-day work, connect the tools you rely on and build AI assistance your team can review and use.

Customers, projects and next steps. One connected workspace.Intelligence, applied.

Explore one connected business

Meet fictional Northline. Open a record. Review a proposal. See the next step.

NorthlineConnected business
Interactive example

The work, connected

From opportunity
to next step.

Open a record.
See what connects.

Proposal

1

Approved

1

In progress

1
Opportunity

Customer workspace rollout

Proposal£8,400

Alder & Co’s next project, with the people, context and work behind it.

Open project tasks

Fictional customer message · Morgan Lee

“The customer workspace scope is approved. Please confirm the project handover with our team. We will bring the sample records to our next meeting.”

The approval is here.
Prepare the next step.

The assistant can propose a stage change and a handover task. You see both before anything changes.

Fictional business · Simulated AI · Nothing is sent

Fictional business · Simulated AI · Every change stays in this example.

A familiar foundation. A different possibility.

The foundation is Twenty.
The shape is yours.

A CRM can reflect the language, relationships and everyday rhythm of your business. We shape the experience around the people doing the work.

Your language. Your relationships. Your rhythm.

Your language.

Records and relationships that reflect what your business actually does.

Your way of working.

Stages, useful connections and handoffs built around the flow of work.

Your people.

Relevant context and considered views for each role, with AI assistance people can review.

Twenty customisation and connected AI assistance, scoped around your business.

Shaped around your work

Your business has a shape.
Your CRM should too.

Records & relationships

Customers, contacts, opportunities, projects and the specialist records your business needs. Fields and relationships give the team a dependable shared picture.

Pipelines & workflows

Stages that reflect how your work progresses, with useful next steps and ownership. We define the exceptions as carefully as the happy path.

Northline / Fictional example records
CustomerAlder & Co

A customer bringing project information into one shared workspace.

Customer contact
Morgan LeeOperations lead
Related project
Customer workspaceScope agreed · Jamie
Open task
Review the import sampleJamie · Open

One customer. Connected context.

Useful AI assistance

Context, brought together.
Next steps, prepared.

Source-linked summaries, research, drafts and prepared next steps. Your team can see the basis for the work and review the proposed changes.

A fictional new enquiry

ML

“Could we bring our
project updates together?”

We share status updates by email, but our customers keep asking what happens next. Could you help us make the process clearer?

Morgan Lee · Alder & Co
Request connected to
Customer workspace
Enquiry assistantIllustrative output · Ready for review
A prepared first response

A useful answer.
A better starting point.

Hi Morgan,

Bringing project status, documents and next steps into one customer workspace sounds like a useful place to start.

Which project tool do you use today, and who prepares the updates? That will help us understand what should connect.

Original enquiryCustomer context
Draft for review · Nothing sent
Fictional illustrative preview · No live integrations

The detail makes the difference

Built for the people
doing the work.

01

Screens & role-specific views

Considered record pages, views and custom interfaces. Give each role the context and actions it needs, rather than making everyone navigate the same workspace.

02

Connected tools

Email, calendars, accounting, project tools and bespoke systems where the APIs and permissions support it. Each connection has an agreed purpose and source of truth.

03

Migration & team handover

Agreed data clean-up and import, representative checks, documentation and training. Optional ongoing care keeps responsibilities and further improvements explicit.

A foundation, made specific to you.

We can build on Twenty’s CRM foundation and extend the experience around your operations. The work starts with the records, relationships and decisions your team needs.

The feature set, deployment, access and platform licences are confirmed for your scope. We do not assume that every feature is available in every edition or client version.

Explore Twenty

Planning an implementation

A clear scope before a fixed quote.

These ranges apply to CRM implementation work. We confirm the data, permissions, integrations and delivery responsibilities before quoting.

CRM foundations

£6–9k

Core records, a defined pipeline, agreed data import and team handover. Data quality, permissions and migration scope are agreed before a fixed quote.

Connected systems

£12–20k

Related workflows, approved integrations and prepared work for people to review. API access, source data and each write permission are agreed in scope.

Larger bespoke work

Separately scoped

Complex processes, specialist interfaces or a wider AI capability need their own discovery and quote.

Hosting, platform licences, AI usage and optional ongoing care are separately agreed. Start with the £150 Blueprint & Prototype ↗

Scene3D capturing a customer property on location.

Scene3D / Customer implementation

Real work.
Better connected.

A connected CRM and automation layer for a 3D visualisation studio. Customer records, project context and a visible pipeline bring the day-to-day work together.

Explore the Scene3D story

A few useful answers

Before we begin.

Why Twenty?

Twenty gives us a foundation for a CRM tailored to the way your business works. We assess the required records, interfaces, integrations and deployment options against your scope before choosing the setup.

Can you bring across our existing data?

Migration begins with a review of your sources, data quality and required history. We agree the mapping, clean-up, checks and cutover process before quoting the import.

What can the AI change?

We agree each assistant’s sources, outputs and permissions. The example on this page shows a proposed record change and task before you apply it. Live permissions and review rules are part of the implementation scope.

What costs continue after the build?

Hosting, platform licences, connected services, AI usage and optional care depend on the chosen setup. We make the relevant costs and responsibilities clear in the proposal. Twenty’s current licensing terms apply to the features and deployment selected.

Start with a conversation

Bring the work together.

Tell us what your team is trying to do, what gets in the way and the tools you already use. We’ll help define a sensible first step.

Book a free consultation

A free 30-minute conversation.

A defined first step

£150Blueprint
& Prototype

A paid blueprint for one agreed priority.

Explore the Blueprint

Implementation and ongoing costs are scoped separately.