“Stéphane's team brings deep expertise, listens carefully and fully understands project needs, challenges assumptions in the right way and delivers on the brief.”
SM
Shane Munro
Vice President, Food & Beverage Europe & North Africa Premium · Accor
Customer Relationship Offer
TWENTY CRM, customer portal, or both. Connected to your IT system, augmented by AI.
The open-source TWENTY CRM for your teams, a custom portal for your customers, separately or together, you choose the starting point. From scoping to run-time evolutions. Zero vendor lock-in.
15+
years of experience
100+
projects delivered
Trusted by
Starting points
You do not need to rebuild everything to regain control.
The Customer Relationship offer covers three options: CRM only, portal only or a full platform when both sides must finally talk to each other.
01
Replace a CRM that has become too expensive
HubSpot, Salesforce or Microsoft Dynamics are reaching their limits: too rigid, with customization and usage costs that are too high. We scope migration to an open, API-first architecture that natively integrates AI for easy adaptation to your business processes: Twenty.
Sales leadership · CIO
02
Add a portal without changing CRM
Your customers need a clear space for requests, documents, orders or contracts. The portal connects to your existing CRM and ERP.
Sales admin · Support · Operations
03
Connect AI agents to real data
Qualification, account summary, follow-up, meeting preparation, CRM update: AI acts inside a traced perimeter, with human validation for sensitive actions.
Sales Ops · RevOps
04
Reconcile CRM, ERP and invoicing
Accounts, opportunities, quotes, contracts, invoices and tickets stop living in silos. We align the data model with your IT system.
CIO · Finance · Sales
What we build
An open, measurable and maintainable customer relationship platform.
Each brick is scoped to your stakes: CRM, portal, integrations, automations, governance and run.
Twenty open-source CRM
- Data model, roles, pipelines and custom objects audit
- Cloud or self-host deployment depending on GDPR constraints
- Migration from HubSpot, Salesforce, Dynamics or historical files
- Workflows, views, permissions and data hygiene
Connected customer portal
- Customer, partner or distributor space in Next.js
- Requests, documents, contracts, orders and tickets
- Authentication, roles, business journeys and accessibility
- Design system aligned with your brand and tools
IT system integration
- ERP: SAP, Sage X3, Cegid, Dynamics, Divalto, Odoo
- Marketing: Brevo, Mailjet, ActiveCampaign, HubSpot if retained
- Telephony, helpdesk, signature, electronic invoicing
- n8n and custom Node.js code when standard connectors are not enough
AI agents & automations
- Qualification, meeting preparation and account summary agents
- Traced CRM read/write via API or MCP
- Human validation for risky actions
- Usage, errors, time saved and adoption dashboards
Governance & security
- Hosting strategy: AWS, OVH, Scaleway, Render or private cloud
- Backups, logs, monitoring and separated environments
- GDPR, rights management, reversibility and documentation
- PDP/PPF and Factur-X readiness when invoicing is in scope
Run, managed services and evolutions
- Monthly retainer or prioritized evolution envelope
- Fixes, patches, supervision and user support
- Continuous improvement of workflows and AI agents
- Steering committees focused on adoption, quality and ROI
Architecture
Three paths, one logic: regain control of customer relationships.
The full platform is powerful, but it is not required at the start. We split the project to deliver clear first value.
01
CRM only
Audit, migration and Twenty deployment for sales teams, with essential IT integrations.
02
Portal only
Customer portal connected to your existing CRM, without challenging Salesforce or HubSpot licenses at launch.
03
CRM + portal + AI
Full customer relationship architecture: Twenty, Next.js, AI agents, n8n orchestration and ERP as system of record.
Twenty is a credible open-source option to evaluate, not an automatic recommendation. If HubSpot, Salesforce or Dynamics remain better suited to your context, we say it.
Customer relationship AI agents
Useful agents because they are connected to your real data.
AI to accelerate, humans to decide: every agent has a perimeter, rights, logs and impact measurement.
Qualification agent
Enriches a lead, detects business signals, suggests a score and prepares the next sales action.
Account agent
Summarizes CRM history, tickets, ERP orders and documents to prepare a meeting or account review.
Sales admin / support agent
Prepares replies, retrieves documents, updates request status and escalates when a business rule requires it.
Data quality agent
Detects duplicates, missing fields, dormant opportunities and CRM/ERP gaps before they pollute reporting.
Measurement & steering
Measure customer relationships. Steer CRM, portal and AI from the same data.
CRM data model, sales adoption, portal usage, pipeline quality, SLAs and AI agents: measurement is scoped from the platform design phase.
On a customer relationship platform, you do not only steer opportunities. You measure data quality, processing speed, team adoption and value created on the customer side. Smotly connects Twenty, portal, support and ERP events into dashboards that sales leadership, IT and business teams can read.
What should you measure on a customer relationship platform?
Pipeline quality and CRM hygiene
Account completeness, opportunity freshness, blocked stages, missing data and consistency between CRM and ERP.
Sales adoption and real usage
WAU/MAU by role, opportunity creation, follow-ups, time between actions and workflows actually used by teams.
Customer portal and self-service
Login rate, submitted requests, viewed documents, resolution time and reduction in repeated support or sales admin requests.
AI agents and automations
Suggested actions, validated actions, error rate, measured time savings and read/write traceability in the CRM.
You leave with a customer relationship platform and the ability to see what it really changes: cleaner data, shorter cycles, stronger adoption and faster decisions.
Learn more about our analytics approachWhen to choose what?
Twenty, HubSpot, Salesforce or Dynamics: the detailed comparison.
In short: Twenty when you want a modern, self-hostable, AI-ready open-source CRM with controlled seat cost. Salesforce and Dynamics remain strong for heavily tooled enterprises. HubSpot remains effective for a SaaS-friendly B2B company that wants CRM + marketing out of the box.
They chose Twenty
Customer relationship stack
Around CRM, we assemble the bricks that change the experience.
CRM is only one piece. Value comes from the data model, interfaces, connectors, agents and run.
Twenty
Open-source CRMObjects, pipelines, views, workflows and GraphQL API. Self-host or cloud depending on your context.
Fast, secure, SEO-compatible front end adapted to connected journeys.
CRM, ERP, marketing, telephony, helpdesk and invoicing synchronization.
AI
Business agentsClaude, GPT, Mistral or local models, governed by rights and validation steps.
Electronic invoicing in France: receiving e-invoices becomes mandatory for all companies on September 1, 2026; issuing becomes mandatory for large companies and mid-sized companies on September 1, 2026, and for SMEs/VSEs on September 1, 2027.
Economic model
Quoted after a scoping audit.
No public range until the scope is framed. The scoping audit fixes risks, integrations and a firm quote.
Customer relationship audit
Scope a CRM model, IT integrations, data, security, solution validation, migration and delivery roadmap.
On request
- Tool and data mapping
- Prioritized backlog
- Target architecture
- Firm estimate
Recommended
Build & migration
CRM, portal, AI agents and integrations delivery according to the validated scope.
On request
- HubSpot/Salesforce/Dynamics migration
- Next.js portal
- ERP connectors
- QA and go-live
Run & managed services
Maintenance, supervision, evolutions, data quality, workflow and AI agent improvement.
On request
- Adapted SLA
- Monitoring
- Monthly evolutions
- Steering committee
What our clients say
A clearer, more reassuring and more useful collaboration.
← Swipe →
“Stéphane's team brings deep expertise, listens carefully and fully understands project needs, challenges assumptions in the right way and delivers on the brief.”
SM
Shane Munro
Vice President, Food & Beverage Europe & North Africa Premium · Accor
“Our new website is now live thanks to their strong technical expertise and constant willingness to find solutions without ever losing sight of the user experience.”
SJ
Sven Jansen
Content Manager · Adisseo
“Despite a tight three-month deadline, they delivered a high-quality project on time. Their professional yet friendly approach made the collaboration both productive and genuinely enjoyable.”
AT
Aymeric Tissot-Favre
Chief Revenue Officer (CRO) · SCUTUM
FAQ
Customer Relationship offer FAQ.
No. We can start with a customer portal or an AI layer connected to your existing CRM if it allows it. CRM replacement is decided after scoping, when cost, limits and reversibility justify the project.
Related services
To build the customer relationship cluster.
Customer Relationship
Audit, deployment, migration, managed services and Twenty CRM hosting.
Portal, Extranet & Web app
Customer portals, extranets and business apps connected to the IT system.
AI & Automation
AI agents, RAG, business automations and integration with existing tools.
Maintenance & support
Run, support and continuous evolution of your critical platforms.
Let's talk customer relationship
A useful CRM is a CRM connected to your stakes.
Tell us what blocks today: cost, adoption, data, portal, AI or IT integration. We come back with a realistic path.