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Sell & support · CRM · ~10 min read

Twenty CRM

Coming soon

Track contacts, companies and deals through a pipeline - so follow-ups happen and nothing falls between chairs.

See Twenty CRM in the tool catalogue →
Coming soon. This tool isn't switched on for your company yet - but you can read up in advance. The guide reflects how it will work on your Brundo instance.

What is Twenty?

Twenty is your CRM - the shared memory of every business relationship. People, the companies they belong to, and opportunities (deals) moving through your pipeline, with notes and tasks attached to each. It replaces Salesforce or HubSpot for the core job, without the sprawl.

The point of a CRM in one sentence: when a client calls, anyone on the team can see the whole story in ten seconds - and no follow-up depends on someone's memory.

How it works: records (people, companies, opportunities) link to each other. Opportunities sit in a kanban pipeline of stages (e.g. Lead → Contacted → Proposal → Negotiation → Won/Lost). Notes and tasks attach to records, building a timeline.

Getting started

  1. Log in at your company's Twenty address with your Brundo account.
  2. Look around: People, Companies and Opportunities live in the left sidebar. Open a company record and see how people, deals and notes hang off it.
  3. Add your first contact: People → +. Name, email, company. Creating the company inline links them automatically.
  4. Create an opportunity: from the company record, add an opportunity, give it a value and a stage.
  5. Learn the pipeline view: Opportunities → kanban view. Drag cards between stages as deals progress.

Core concepts

People & companies

People are individuals; companies are organisations. Always link a person to their company - the relationship is where CRM value lives.

Opportunities & stages

An opportunity is a potential deal with a value and a stage. Stages should reflect your actual sales steps - agree them as a team and keep them stable.

Notes & tasks

Notes record what happened ("Call 19 Jul: budget confirmed, decision in Sept"). Tasks record what must happen next, with a due date and owner. Every meaningful interaction should leave one of each.

Views & filters

Filter and sort any list, then save it as a view: "My open deals", "Contacts not touched in 90 days". Views are how you drive your week.

Everyday tasks, step by step

Log a sales call properly (60 seconds)

  1. Open the person's record (search is fastest - Ctrl/Cmd+K).
  2. Add a note: date, what was discussed, what was agreed.
  3. Create a task for the follow-up with a due date, assigned to whoever owns it.
  4. If the deal moved, drag the opportunity to its new stage.

Weekly pipeline review (team ritual)

  1. Open the pipeline kanban together, right to left: start with deals closest to closing.
  2. For each card: what's the next step, who owns it, is the stage honest?
  3. Deals with no next-step task are the red flags - fix those on the spot.
  4. Close lost deals as Lost with a one-line reason. A truthful pipeline beats a flattering one.

Prepare for a client meeting

  1. Open the company record: read the last three notes and any open tasks.
  2. Check open opportunities and their stages.
  3. Two minutes of reading; you walk in knowing everything the company knows.

Tips & good habits

  • If it isn't in the CRM, it didn't happen. The tool is only as truthful as the team's discipline.
  • Log notes immediately after the call - accuracy halves by the next morning.
  • Every open opportunity should always have exactly one next-step task. No task = stalled deal.
  • Use consistent lost reasons (price, timing, competitor, no budget) - patterns emerge in a quarter.
  • Automate the drudgery with Activepieces: e.g. new form lead in Formbricks → contact created in Twenty automatically.

Troubleshooting & FAQ

Duplicate contacts appeared. Search before creating, and merge duplicates when found. One person, one record - otherwise history splits.

Should suppliers and partners go in too? Yes - CRM is for relationships, not only sales. Use a field or tag to distinguish customer/partner/supplier.

Can I import our existing spreadsheet? Yes, CSV import handles people and companies. Clean the data first (one column per field); Brundo can help with the initial import.

Who sees what? By default the workspace is shared - that's the point. Discuss internally before storing anything the whole team shouldn't see.

Useful resources

Curated for the version Brundo hosts (community / self-hosted editions) — cloud-only or enterprise-only material is skipped.

  • User guide — Official guide: objects, views, pipeline and workspace settings.
  • Documentation home — Everything else - data model customisation, import/export, API.
  • GitHub project — Source, roadmap and releases - Twenty moves fast, worth a look monthly.
  • Twenty website — Product updates and feature announcements.