🎯 Key points for quick navigation: 00:00 *🌟 Overview of Twenty CRM* - Introduction to Twenty, a free open-source CRM alternative to Pipedrive and Salesforce. - Options for using Twenty: Cloud version or self-deployment. - Steps to install Twenty using a platform provider. 02:16 *🏢 Initial Setup and Features* - Creating a workspace and member profile in Twenty. - Overview of pre-built CRM templates and data sets (companies, people, opportunities). - Introducing advanced search functionalities. 03:55 *🛠️ Customizing with Data Models* - Creating custom data models and fields within Twenty. - Adding relations, team members, and defining outcomes. - Managing actions and associating them with companies and members. 08:00 *📊 Advanced Data Management* - Building custom views and filters for data. - Options to import/export data in CSV format. - Utilizing detailed object views and timelines for tracking. 12:14 *⚙️ Additional Features and Integrations* - Managing tasks within Twenty and adding team members. - Customizing appearance settings and exploring integration options. - Overview of available APIs and developer tools for extended functionality. Made with HARPA AI
Ease of implementation. Twenty is still in its alpha stage. I can’t wait until their documentation on integrations evolves, so it’s easier for less experienced coders to extend the usability. I have read on their GitHub discussions, that a N8N integration is planned, which would eliminate the need of zapier..
If you do business on scale you understand that MailChimp (or any other top email provider like Klaviyo) are far superior to let's say HubSpot's email. Also if you get HubSpot (or most CRMs) with the plan which allows you automating things and you got a fairly big team it would probably cost you more than multiple separate subscriptions.
Hi, thanks for your video! It's a great approach to exploring alternatives and reducing vendor lock-in. By the way, could you share some alternative ERP solutions? Regards.
so far no user role control, this is a big drawback, everyone can delete users and records, also no way to trace action history, and no way to set up rules to automatically transfer companies (status).
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🎯 Key points for quick navigation:
00:00 *🌟 Overview of Twenty CRM*
- Introduction to Twenty, a free open-source CRM alternative to Pipedrive and Salesforce.
- Options for using Twenty: Cloud version or self-deployment.
- Steps to install Twenty using a platform provider.
02:16 *🏢 Initial Setup and Features*
- Creating a workspace and member profile in Twenty.
- Overview of pre-built CRM templates and data sets (companies, people, opportunities).
- Introducing advanced search functionalities.
03:55 *🛠️ Customizing with Data Models*
- Creating custom data models and fields within Twenty.
- Adding relations, team members, and defining outcomes.
- Managing actions and associating them with companies and members.
08:00 *📊 Advanced Data Management*
- Building custom views and filters for data.
- Options to import/export data in CSV format.
- Utilizing detailed object views and timelines for tracking.
12:14 *⚙️ Additional Features and Integrations*
- Managing tasks within Twenty and adding team members.
- Customizing appearance settings and exploring integration options.
- Overview of available APIs and developer tools for extended functionality.
Made with HARPA AI
Looks cool but you can do all this in Notion
Thanks for this great video! It tops many of my own Twenty demos ;)
A CRM that needs zapier and MailChimp to email people? So 3 subscriptions then. Why?
Ease of implementation. Twenty is still in its alpha stage. I can’t wait until their documentation on integrations evolves, so it’s easier for less experienced coders to extend the usability.
I have read on their GitHub discussions, that a N8N integration is planned, which would eliminate the need of zapier..
If you do business on scale you understand that MailChimp (or any other top email provider like Klaviyo) are far superior to let's say HubSpot's email. Also if you get HubSpot (or most CRMs) with the plan which allows you automating things and you got a fairly big team it would probably cost you more than multiple separate subscriptions.
where remaining 19 Open CRMS ?
Hahaha! I was thinking the same thing! 🤣🤣🤣🤣
Thanks for another great video!
thanks for the video, that's a great inspiration for a crm I'm currently working.
wow. thats so cool. I do have my own setup of crm in obsidian which has exactly same resemblance....
Is this a plugin set up? Care to share any info? I'm already using Obsidian.
Love this! +1 to Thomas, you're doing a better job that we'd do :)
Is a german Language pack available?
Hi, thanks for your video! It's a great approach to exploring alternatives and reducing vendor lock-in. By the way, could you share some alternative ERP solutions? Regards.
Axelor
so far no user role control, this is a big drawback, everyone can delete users and records, also no way to trace action history, and no way to set up rules to automatically transfer companies (status).
But for freelancers is a huge step ahead with a very affordable price
Why would I pay $15/mo for you to host it when they offer hosting for $10/mo?
Hello, our solution is for unlimited users, and the SaaS version is billed $9/user/month
this feels so..Notion~ed
How do you find so many good free open source apps
Is free mean no cost at all ?
Is this the father of Frappe CRM or this is the son?
The absolute beast free CRM system I have ever seen is from Doc-V, a Kazakhstani company. It’s much more programmable than this one
Can you be more specific, I can't find this CRM you're talking about.
what is name of this crm?
Aw3some!
Nice CRM to discover in 2024
Nice, but Docker installation is a nightmare
I cannot understand a word you are saying
Yes
Learn
It's ok, the rest of us can.
Love this! +1 to Thomas, you're doing a better job that we'd do :)