Getting Started with Twentu CRM

CRM Dashboard CLIENTS 124 OPEN DEALS 18 INVOICED (MTH) £24,600 OVERDUE £3,200 Sales Pipeline Leads · 8 Quoted · 5 Negotiating · 3 Won · £42,000 Recent Activity Invoice #INV-042 paid New deal: Acme Corp Quote #QUO-019 viewed Email synced: Widget Ltd Clients Deals Orders Invoices Quotes Projects Pipeline Email Sync

Welcome to Twentu CRM

Twentu CRM is your complete customer relationship management solution. Manage clients, track deals through a visual pipeline, create quotes with digital signatures, send invoices, sync emails from Gmail and Outlook, run projects, and much more – all from one place.

What Can You Do with Twentu CRM?

  • Manage Clients – Maintain a full directory of customers with contacts, tags, custom fields, and a unified timeline of every interaction
  • Track Deals – Use the visual Kanban pipeline to move deals through stages from lead to won
  • Create Quotes – Build professional proposals with optional items, send them to clients, and capture digital signatures
  • Send Invoices – Generate invoices from orders, set up recurring invoices, and track payments
  • Track Orders – Manage bookings and orders from enquiry through to completion
  • Run Projects – Organise work into projects with tasks, assignees, and progress tracking
  • Sync Emails – Connect your Gmail or Outlook account to automatically pull email history onto client profiles
  • Build Forms – Create custom data collection forms with public links for clients
  • Digital Agreements – Create contracts with electronic signature capture
  • Manage Documents – Store and organise files related to clients and projects
  • Automated Reminders – Get notified about expiring quotes, overdue invoices, stale deals, and overdue tasks

The CRM Workflow

A typical workflow follows these steps:

  1. Client enquires – A new client makes contact, submits a form, or is added manually
  2. Create a deal – Track the opportunity on your pipeline board
  3. Send a quote – Build a proposal with your products, optional items, and pricing
  4. Client accepts – They review the quote, sign the agreement, and accept via the client portal
  5. Order created – An order is automatically created from the accepted quote
  6. Invoice – Generate an invoice from the order (or set up recurring invoices)
  7. Get paid – Record payments and mark invoices as paid

Navigation

The CRM navigation bar gives you quick access to all areas:

  • Dashboard – Key metrics, pipeline summary, pending items, and recent activity
  • Clients – Your full client directory with search, filters, and tags
  • Deals – List view of all deals with status and stage filters
  • Pipeline – Visual Kanban board for dragging deals between stages
  • Orders – Active bookings and orders
  • Quotes – Proposals and estimates with status tracking
  • Invoices – Billing, payments, and recurring invoice schedules
  • Projects – Project boards with tasks and team assignments
  • Products – Your service and product catalogue
  • Templates – Email and agreement templates
  • Documents – File storage and management
  • Forms – Custom data collection forms
  • Reports – Financial reports and analytics
  • Settings – CRM configuration across five tabs: General, Invoices & Orders, Tags & Fields, Automation, and Integrations

User Roles & Permissions

Twentu CRM uses a role-based access system. Roles are assigned per user in the Team management area:

  • Admin – Full access to all CRM features, settings, and data
  • Manager – Can view all records across the team and edit everything, but cannot change settings
  • User – Can only see records they are assigned to or created. Granular permissions can be enabled (e.g. view all clients, delete records, export data)
  • Viewer – Read-only access to their own assigned records

Business owners automatically have permanent admin access. Granular permission checkboxes allow fine-tuning what each user or manager role can do, including managing pipeline stages, accessing settings, and deleting records.

Getting Started Checklist

  1. Configure your settings – Go to Settings and set up your currency, tax rate, invoice/quote number prefixes, and payment terms
  2. Set up your pipeline – Customise your pipeline stages in Pipeline > Manage Stages to match your sales process
  3. Add your products – Create your products and services catalogue for use in quotes, orders, and invoices
  4. Create email templates – Set up templates for quotes, agreements, and general client communications
  5. Add your first client – Create a client record with their contact details
  6. Connect your email – Link your Gmail or Outlook account in Settings > Integrations to sync email history
  7. Create tags – Set up colour-coded tags in Settings > Tags & Fields to categorise clients, deals, and orders
  8. Configure reminders – Set up automated reminder rules in Settings > Automation for quote expiry, overdue invoices, and stale deals