Twenty CRM customisation & AI

Your work.
Your kind of system.

We configure Twenty around your customers, sales and operations, then build the working screens, connections and AI your team needs. A tailored CRM, from setup to adoption.

Let’s talk Explore a working example

What we build

A CRM for the work
around your customers.

New enquiries. Live projects. Orders to fulfil. Relationships to look after. We shape the records, working screens, connections and AI around how your team handles that work.

Twenty provides the foundation. LogicFox designs and builds your implementation.

A bespoke implementation, with clear ownership, human review and ongoing care agreed in scope.

Illustrative photograph of a man taking a call by a studio window while colleagues work at a table behind him. — Four moments a CRM should make easier.Swipe to explore.

Illustrative photograph of a woman reviewing a stone sample at a long materials table, with two colleagues behind her. — Four moments a CRM should make easier.Swipe to explore.

What your system could bring together

Sales & pipelines
Delivery
Account care
Customer experiences
Reporting
Useful AI

A working CRM, shaped around your team.

Twenty / One working exampleUse the workspace

Approved in the inbox. Still waiting in the CRM.

Approval received.
Handover waiting.

Morgan has approved the launch files. The project still says Awaiting approval.

Morrow StudioA workspace shaped on Twenty

Example

Delivery assistant

Context found. Your review comes next.

Morgan has approved the launch files. The project still says Awaiting approval.

Interactive example

Sample records and prepared AI suggestions. Changes stay here; nothing is sent.

Back to the story

Scene3D / Customer implementation

Twenty, shaped
around Scene3D.

Scene3D creates 3D visualisations and virtual tours. We helped bring the business behind that work into a shared Twenty CRM and connected workflows.

Scene3D

“Working with LogicFox was a game changer. They automated our processes, streamlined our CRM, and boosted our team's productivity in no time.”

Alex EasonFounder of Scene3D UK

Read the implementation story

The starting point

Work spread across tools.

Customer and project information lived in spreadsheets, inboxes and a growing collection of automations.

What we implemented

One connected operational core.

A shared Twenty CRM, an opportunity pipeline and connected workflows for intake and follow-up.

What the team can see

The work and the ongoing relationship.

Connected customer and project history, alongside a visible renewal book and billing review.

What we can build

One system for the whole
customer relationship.

A sales pipeline. Your team’s working desk. A useful customer portal. We shape the records and the experience around the people using them.

Morrow StudioConnected customer work

Custom working views

Across the working day

Customer context, work and responsibility together.

EnquiryEnquiry received

Alder customer workspace

Customer: Alder & Co
Follow-up owner: Unassigned
Scope: To discuss
Timing: To confirm

Customer email · Morgan Lee · Alder & Co

“Could we talk about bringing our customer project updates into one workspace? We would like to understand what is possible before agreeing the scope or timing.”

The work to move forward

Clarify the customer-workspace scope and timing.

Try the sales example

A working view for the team: the customer, the current record and what needs to happen next.

Twenty foundationConnected records underneath. Bespoke experience on top.

Native configuration

The data model is yours to shape.

Records, fields, relationships, pipelines, workflows and role-specific views. We confirm the relevant version, edition and access for your build.

CustomersAlder & Co

ProjectsAlder brand launch

DeliverablesBrand system & launch files

Example project fields

ClientRelation

Project leadRelation

Delivery stageSelect

HandoverDate

LogicFox / Bespoke experience

The working screens shown here are custom design possibilities. Integrations, customer access and AI are designed and developed to the agreed scope.

Custom working views, designed around Twenty’s connected records.

See the customer experienceShowing team workspace. Alder customer workspace.

An experience for your customers

A useful window
into the work.

Your team has the full working picture. Customers get a project space shaped around them, with your identity and a clear view of what comes next.

Illustrative photograph of a woman writing in a notebook beside an olive tree in a calm, daylit stone interior.

The customer’s sideTheir project, in their own time.

alder&co.Your project space

Alder brand launch

Your launch,
coming together.

Brief agreed, complete
Final artwork shared, complete
Approved by Morgan, complete
Handover walkthrough, next

Approved by your team

Morgan has approved the launch files. A short walkthrough is the next conversation.

Your project contactJamie Ellis

Shared project informationSelected for Alder & Co

One set of records. Two experiences.

Inside your team: The full project, pipeline, internal notes and AI proposals stay in the working system.
Shared with Alder & Co: Only their project progress, selected files, approval and contact. Other customers and unsent drafts stay private.

A customer portal is bespoke LogicFox development connected to Twenty, not a standard Twenty feature. Sign-in, access and what is shared are designed and agreed for each implementation.

Start with the work.
Choose what belongs.

These are possibilities to shape together, rather than a fixed bundle in every build.

Sales & pipelines: Give every enquiry a next step.
Customers, contacts, opportunities and follow-up in a pipeline shaped around your sales process.
Delivery: Keep the work moving.
Projects, files, approvals and responsibilities together in a working view for your team.
Account care: See the relationship beyond the sale.
Sites, agreements, service history and renewal preparation connected to the customer.
Customer experiences: Give customers a useful window in.
A bespoke portal for the project information, documents and requests you choose to share.
Reporting: Know what needs attention.
Views of open work, ownership and outstanding information, drawn from the same records.
Useful AI: Put the context to work.
Source-linked answers, preparation and drafts, with proposed changes shown for review.

Different records. Different work.

Picture your business here.

Explore a different working setup, or shape a starting point around what you manage.

Creative agencies

Projects, deliverables and a clear customer handover.

Property services

Sites, agreements and the next account review.

Recruitment

Roles, interviews and feedback to coordinate.

Your business

Choose your records and the work you want to improve.

Work with the tools you already use

A request becomes
connected work.

Bring correspondence, customer records and the next action into the same working picture. Your team can see what has been asked, what is known and who needs to take it forward.

Illustrative architectural setting with natural materials, considered light and a landscaped courtyard.

Customer email01

Riley MorganHarbour Group

“Could we arrange site photography at Linden Court?”

“I still need to confirm the access contact and any building restrictions.”

Linked to this customer and site

Morrow Studio / Visit preparationConnected workflow

Site photography02

Linden Court

Harbour GroupRiley Morgan · Portfolio manager

Access contact: To confirm
Building restrictions: To confirm
Visit date: Not confirmed

Proposed review task03

Confirm Linden Court’s access contact and visit requirements

Alex ChenPrepared for your review

The request

The customer’s email gives the team a useful starting point: a photography visit, with access information still to collect.

Access details still neededExplore this working example

Preparation can move forward; the visit stays unconfirmed.

Email & calendar

See relevant correspondence and scheduled activity beside the customer and work it concerns.

Customer & work records

Connect the people, sites, projects and responsibilities your team needs to keep in view.

Accounting context

Bring an agreed billing status into the work. Your accounting system continues to handle invoices and payments.

We choose and build connections around your systems, their access and the actions you want to permit.

AI with a useful place in the work

Useful answers.
Reviewable work.

Ask about a customer. Bring the details together before a visit. Draft the next conversation. An assistant can turn agreed sources into something your team can use.

Evidence you can inspect.

Open the sources behind each output. Drafting a response and changing a record are separate actions, with agreed permissions for each.

Account assistantAlder & Co

Prepared example

Account answer

What’s happening with Alder?

There is current delivery work and a separate opportunity to explore.

Current project: Alder brand launch
Morgan has approved the launch files. The team still needs to arrange the handover walkthrough.
CRM stage: Awaiting approval — approval received; stage update still to review. Project lead: Jamie Ellis
New enquiry: Customer workspace
Alder wants to explore bringing customer project updates together. Scope, timing and price are still to discuss.
Follow-up owner: Unassigned

For the next conversation

Ask which updates customers need, which tools Alder uses today and what timing they have in mind.

Sources behind this output

PreparationAnswers, briefs and unsent drafts.

Your reviewExact changes and a named owner.

Agreed permissionsYou decide what can run automatically.

Your implementation defines the assistant’s sources, permissions and review steps.

Showing ask about an account.

Implementation and adoption

From your current tools
to a system your team can use.

We bring the model, the working experience and the team together. Each stage leaves you with something concrete.

Your implementationDelivery roadmap

From first enquiry

to the next
customer chapter.

SalesDeliveryAccount care

The model

Customers, opportunities,
projects and relationships.

The working system

Useful screens, connected tools
and defined AI responsibilities.

The handover

A team ready to use it.
Clear responsibility for its care.

LogicFox / Model · Build · Adoption

01
Map the work
Walk through the people, records and tools involved. Find the awkward joins and choose a useful first release.
You receiveA workflow map, priorities and a shared definition of success.
02
Design the system
Make the records and working screens tangible. Review the proposed experience and AI assistance with the people who will use them.
You receiveA connected data model and a clickable prototype to review.
03
Build and connect
Configure Twenty, develop the agreed custom work and connect the tools. Test sample imports, access and what should happen when information is missing.
You receiveThe agreed system, tested connections and a switch-over plan.
04
Adopt and hand over
Train the team around its actual work. Set up administrative access and make responsibility for operating and improving the system clear.
You receiveTeam training, documentation and an agreed plan for ongoing care.

Bring your history with you.

We assess the data you already have, map its fields and relationships, and test a sample import before the switch. We agree which history, files, cleanup and checks belong in the migration scope; not every feature of an old system transfers automatically.

Know who looks after what.

We agree whether the system is client-operated or managed, who holds the accounts and administrative access, and who handles backups, recovery and upgrades. Commissioned work follows the contract; Twenty and other software keep their own licences.

The implementation timetable follows the agreed scope. Hosted and self-hosted arrangements, platform features, connected tools, AI usage and ongoing care each need an agreed owner and budget.

How we work

Investment

A clear scope.
A fixed quote.

Focused work is quoted to the change involved. For broader implementations, these ranges help set an initial expectation. We confirm the scope and timetable with your quote.

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.

Build cost and running costs are separate.

Hosting, platform licences, connected services, AI usage and optional care are separately agreed. These are planning guides, not fixed feature bundles.

Discuss your implementation

Not ready to define the whole build?

The optional £150 Blueprint & Prototype makes one priority workflow tangible before an implementation commitment.See what the Blueprint includes

A few useful answers

Before we begin.

Is this a different CRM, or Twenty?

Twenty is the CRM foundation. LogicFox shapes the data model, configuration, integrations, custom working interfaces and useful AI around the engagement. The interactive screens are fictional examples of the custom work we could design, rather than a promise that every element is a standard Twenty screen.

What can be customised?

Records and field types, relationships, pipelines, role-specific views, workflows, applications and connected tools. Some changes are native Twenty configuration; others need custom development or a connected service. We check the installed version, edition, access and scope before committing to the build.

Can you migrate our existing records?

Yes, migration can be included in the implementation. We first assess the source, relationships, data quality, access, history and attachments. We then agree the mapping, cleanup, sample imports and switch-over plan. An import is not assumed to preserve every source-system feature.

Who owns and runs the system afterwards?

For a self-hosted arrangement, the agreed installation and accounts can sit under your control. We document the custom work, configuration, access, backup and recovery arrangements, and the person responsible for operating it. Platform and dependency licences still apply. Client-operated and managed arrangements have different responsibilities and are agreed explicitly.

Will AI act on its own?

That is a design and permissions decision, not a default promise. Read-and-prepare assistance, human-reviewed changes and bounded automation have different risks and operating needs. We agree the sources, permitted actions, exceptions and monitoring for each workflow. The demonstrations here only update their local fictional records.

What is included in the implementation quote?

Your quote sets out the records, screens, integrations, migration and adoption included, together with the assumptions and access needed to deliver them. A focused first release can be scoped around one priority. Hosting, licences, connected services, AI usage and optional care are separately agreed, so you can assess both the build and its ongoing operation.

Start with a conversation

Let’s look at
your CRM.

Tell us what your team manages, where the process gets awkward and which tools you already use. We’ll talk through fit and a sensible next step.

Book a free consultationA free 30-minute conversation.Or tell us about your project

An optional, tangible starting point

Blueprint
& Prototype

£150

A workflow and data model, a clickable prototype using example data, and a phased implementation plan with a fixed quote for the agreed build.

One agreed priority workflow and its supporting records, with one consolidated revision.

Explore the £150 Blueprint

Within five UK working days after payment, scope and required inputs are confirmed. Carlo confirms your actual delivery date.

£150 credited against an implementation build started within 60 days of blueprint delivery. The credit is not a cash refund.

Full refund before work starts or if your request falls outside this offer. After work starts, we address issues through the agreed deliverables and included revision, subject to your applicable rights.

Full scope, delivery and refund terms