Twenty CRM development & consulting

Twenty CRM is an open-source customer relationship management platform that gives revenue teams a fast, modern workspace while keeping retailers in full control of their customer data — managing contacts, companies, pipelines, and activities through a single admin interface.
It scales from early-stage startups to enterprise teams, covering sales, account management, and post-sale workflows across self-hosted or cloud deployments. Brights handles implementation, customization, and development — so the platform fits your business needs.
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Let’s make Twenty work exactly like you do

Twenty CRM services we offer.

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Consulting & strategy

  • Free CRM consultation call

  • CRM discovery and workflow audit

  • CRM strategy and phased roadmap

  • Feasibility study: TCO and migration risk

  • Data model architecture review

  • Compliance & data-residency advisory

  • Build vs. self-host vs. Cloud advisory

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Implementation & setup

  • Twenty CRM installation and setup

  • Infrastructure provisioning and tuning

  • Custom data modeling and object design

  • Pipeline and workflow configuration

  • Role-based access and permissions setup

  • Role-based dashboard and reporting setup

  • Go-live support and hypercare coverage

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Data migration

  • Salesforce to Twenty migration

  • HubSpot to Twenty migration

  • Zoho to Twenty migration

  • Pipedrive to Twenty migration

  • Spreadsheet and legacy DB migration

  • Data cleansing and deduplication

  • Field mapping and relationship preservation

  • Migration validation and rollback planning

  • Phased and parallel-run migration support

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Customization & custom development

  • Custom objects and industry-specific fields

  • Custom module design and development

  • UI/UX optimization for user adoption

  • Custom reporting and analytics dashboards

  • Custom workflows and automation logic

  • Custom views: Kanban, table, and board

  • Multi-team workspace architecture

  • Codebase extensions via React, TypeScript and GraphQL

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Integrations

  • Email and calendar sync (Gmail, Outlook, Google Workspace)

  • Communication tools (Slack, Microsoft Teams, WhatsApp)

  • Accounting integrations (QuickBooks, Xero)

  • Marketing automation (Mailchimp, HubSpot Marketing, Klaviyo)

  • ERP integrations (NetSuite, SAP, custom ERPs)

  • Data warehouse sync (BigQuery, Snowflake)

  • iPaaS connectors (Zapier, Make, n8n, Windmill)

  • Custom GraphQL and REST API integrations

  • Webhook setup for real-time triggers

  • Bidirectional sync architecture

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AI & automation

  • MCP server setup for LLM connectivity

  • AI lead scoring and enrichment

  • Automated conversation summarization

  • AI-driven workflow and follow-up design

  • Custom AI agent integrations (ChatGPT, Claude, internal LLMs)

  • GitHub Actions and Zapier automation

  • Prompt engineering for CRM use cases

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Managed services & hosting

  • Managed Twenty hosting (multi-cloud)

  • Bring Your Own VM (BYOVM) support

  • Automated backups and disaster recovery

  • SSL, domain, and DNS management

  • 24/7 monitoring and incident alerting

  • Version upgrades and patch management

  • Security hardening and firewall configuration

  • Encrypted private networking setup

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Ongoing support & optimization

  • SLA-backed support plans (1 to 4 business days)

  • Dedicated customer success manager

  • Continuous workflow refinement

  • Quarterly health checks and CRM reviews

  • Performance tuning for DB and dashboards

  • Bug fixes and troubleshooting retainer

  • Roadmap alignment with Twenty releases

  • Cost optimization audits

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Training & enablement

  • Role-based user training (sales, ops, leadership)

  • Admin training for in-house CRM owners

  • Developer training for codebase extension

  • Custom documentation for client setups

  • CRM onboarding workshops

  • Train-the-trainer for team self-sufficiency

  • Recorded video walkthroughs per instance

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Migration, setup, and go-live — we’ve got it covered.

Brights moves your contacts, pipelines, and history from Salesforce, HubSpot, or spreadsheets into a clean Twenty workspace.

Industry-specific services we offer.

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Technology & SaaS

Multi-pipeline and PLG-ready configuration built for SaaS sales and growth teams.

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Finance & advisory

Audit trails and compliance-first data handling configured for regulated industries.

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Education

Student, parent, and donor data models designed for educational institutions.

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Healthcare

HIPAA-compliant data models structured for patient, provider, and care-team relationships.

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Manufacturing

Account and distributor architecture configured for multi-channel manufacturing sales.

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Retail & e-commerce

Order sync and lifecycle tracking structured for retail and e-commerce customer data.

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Real estate

Listing, contact, and transaction workflows designed for the full real estate lifecycle.

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Legal

Matter, client, and billable-time tracking built for legal teams and boutique firms.

FAQs about Twenty CRM and our services.

Twenty is open-source, so there are no per-seat licensing fees and no vendor lock-in. You own your customer data, self-host if you need to, and customize the platform without waiting on a vendor roadmap. For growing teams, that usually means 60–80% lower total cost than Salesforce while keeping enterprise-grade capabilities like SSO, granular permissions, and full audit trails.

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