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Custom CRM on Twenty

Build a CRM around how your team works.

Twenty provides a production-ready CRM foundation with AI built into the platform.

3Trees works with your team to design the data model, workflows and custom capability around how your organisation operates, then carries the system through implementation and continued development.

Partnerships
Enrich with AI
All partnerships· 4
PartnershipStageNext action
1Regional network
ActiveReview meeting
2Strategic account
ReviewConfirm priorities
3Delivery partner
PlanningAgree next steps
4Referral partner
ActiveFollow up
An illustrative Twenty workspace shaped around a partnership workflow, with AI working in the same CRM context.

Where you are starting

A modern route to a better-fitting CRM.

Modern CRM platforms and AI-assisted delivery make it more practical to shape a dependable system around how an organisation works, without accepting a fixed product or building everything from scratch.

Considering Twenty or replacing another CRM

Your current CRM may be restrictive, fragmented or difficult to trust. Start by defining what the future system needs to support and what should be preserved or migrated.

Already using Twenty

Twenty is already in place, but the data model, workflows or specialist functionality need to go further. Start by identifying the changes that will make the system work better for the team.

Why Twenty is a strong foundation

Why Twenty

A production-ready CRM you can make your own.

Build a custom CRM around your organisation without rebuilding the platform underneath it.

  • A working CRM from day one

    Start with the records, relationships, views, workflows, permissions and interface expected from a modern CRM, rather than an empty development framework.

  • Shape the whole system

    Create tailored data models and workflows, connect other systems, and add substantial apps with their own logic and interface.

  • Built to evolve at AI speed

    Twenty combines an open-source foundation with no-code configuration, modern developer tooling and native AI capabilities, enabling faster iteration.

Twenty provides the platform. You invest in shaping the CRM around what your organisation actually needs.

Learn more about Twenty

What 3Trees brings

Build faster. Design properly.

Twenty and AI-assisted development make substantial CRM capability faster and more practical to deliver. 3Trees brings the system design, data and implementation discipline needed to turn that advantage into a CRM that finally fits how your organisation works and can keep evolving with it.

01

Understand and design

Clarify the people, relationships, workflows and decisions the CRM needs to support, then define the data model, system boundaries and implementation approach.

02

Build and connect

Extend Twenty with the custom apps, workflows and interfaces your organisation needs, then connect the CRM to the wider systems and data it relies on.

03

Migrate and implement

Clean and map existing data, test the system against real scenarios, and manage migration, rollout, training and adoption.

04

Support and evolve

Continue with 3Trees as your long-term CRM partner after launch, refining workflows and adding capability as your organisation grows and priorities change.

What can be shaped

Your records. Your logic.Your way of working.

A genuinely custom CRM can reflect the records and relationships your organisation depends on, the stages and decisions they move through, and the actions people need to take. That structure also gives automation and AI dependable operational context.

Your records and relationships

Define the records that matter to your organisation, how they connect and the history your team needs to understand.

Your processes and decisions

Set your own stages, review points, approvals, ownership and next actions instead of forcing the work through a generic sales pipeline.

Your workflows and interfaces

Shape views, record pages, actions, handoffs and automations around how different teams need to work.

AI grounded in your CRM

Give AI assistants and agents structured records, relationships, permissions and workflow context to work within, with that context available to MCP-compatible tools where appropriate.

Next step

What does your CRM need to become?

Tell us what needs to work differently, whether you are considering Twenty, replacing another CRM or taking an existing workspace further.