Twenty Training & Consulting

In today’s dynamic business environment, managing customer relationships requires a flexible, user-driven approach. At CRM Coach, we specialize in training and consulting services for Twenty, the open-source CRM platform designed to put businesses back in control.

Here’s how our training and consulting services help solve common challenges faced by businesses implementing Twenty CRM:

• ✅ Rigid CRM Systems That Don’t Fit Your Needs
  We’ll help you tailor the platform to your unique workflows, ensuring a perfect fit for your business.
• 🔗 Disconnected Data Sources
  Integrate seamlessly with your existing systems. We’ll guide you in connecting Twenty to your data sources, enabling real-time access and visualization without needing to conform to rigid structures.
• 🛠️ Complex Interfaces That Hinder Adoption
  Simplify CRM adoption with Twenty's intuitive, Notion-inspired design. We’ll train your team to navigate and use Twenty efficiently, ensuring a smooth transition and high user satisfaction.
• 📊 Lack of Ownership Over CRM Data
  Regain control of your customer information. We’ll show you how to use Twenty to maintain complete ownership of your data while fostering better insights and decision-making.
• 💡 Underutilized Customization Potential
  Maximize the value of Twenty’s open-source flexibility. From creating bespoke workflows to designing tailored reporting dashboards, we’ll help you unlock the full potential of the platform.

Let us help you transform Twenty into a CRM solution that truly works for your business. Together, we’ll enhance your workflows, empower your team, and ensure you stay in control of your customer relationships every step of the way.

Twenty Training

Hands-on training to help you master Twenty. Hands-on learning with live instructors provides everything you need to optimize your Twenty instance. Customized private training is also available.

Twenty Consulting

Expert consulting to optimize your CRM for success.

Why Choose Our Twenty Services?

Expertise and commitment to your success.

Need Help With Twenty CRM?

Professional Services: Work one-on-one with a Twenty expert who takes time to understand your company's goals and deliver training, consulting, and technical services customized to your business and goals.

Technical Consulting: Receive one-on-one guidance from a Twenty technical expert who will provide consultative support to help you solve your API, design, and account customization needs so that you can ensure Twenty is properly integrated with all your business software.

Migration Services: Whether you need help with a single import or collecting your entire addressable market, we’ll provide everything you need to ensure your data migration is a success.

Frequently Asked Questions