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About

Twenty is an open-source customer relationship management (CRM) platform designed to offer a modern alternative to traditional CRMs like Salesforce. Licensed under the GNU General Public License (GPL), it provides users with the freedom to own and customize the software to fit their unique business needs. Key features include contact management, opportunity tracking, task creation, and a timeline view for notes and activities. The platform emphasizes simplicity and user-friendliness, incorporating keyboard shortcuts and search functionalities for efficient navigation. Supported by a thriving community of developers, Twenty encourages collaboration and continuous improvement, ensuring the CRM evolves in line with user requirements.

About

Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations that want an open source CRM as an alternative to Salesforce

Audience

Mortgage advisers, wealth and protection advisors, and lenders who need a unified, end-to-end platform to manage sourcing, applications, client relationships, and analytics — to deliver efficient, compliant, and scalable financial advice

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$9/user/month
Free open source version also available
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Twenty CRM is a game-changer for businesses seeking an open-source CRM solution. Its intuitive interface makes onboarding quick and straightforward, even for non-technical users. The customization options are endless, allowing teams to tailor workflows, data fields, and integrations to match their unique needs. The active open-source community behind Twenty is incredibly supportive, regularly rolling out updates and offering assistance. The platform’s pricing (free!) is unbeatable, making it ideal for startups and small businesses.

Cons

  • While Twenty CRM shines in flexibility, its extensive features can be overwhelming for users who prefer a more straightforward setup. Initial setup might require some technical expertise, especially for customizing advanced workflows or integrating with third-party apps. Additionally, while the community is active, official support could be improved with faster response times for troubleshooting.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Twenty
Founded: 2023
United States
twenty.com

Company Information

Twenty7tec
Founded: 2014
United Kingdom
www.twenty7tec.com

Alternatives

Alternatives

Twenty20 Construction Cloud

Twenty20 Construction Cloud

Hindsight Technologies
ReverseVision LOS

ReverseVision LOS

ReverseVision

Categories

CRM Supported

Categories

Financial CRM Supported
Financial Services Supported
Loan Management Supported

Integrations

Chief Supported
Motileo Supported
PostgreSQL Supported
Stripe Supported

Integrations

Chief Not Supported
Motileo Not Supported
PostgreSQL Not Supported
Stripe Not Supported
Claim Twenty and update features and information
Claim Twenty and update features and information
Claim Twenty7tec and update features and information
Claim Twenty7tec and update features and information