Getting Started with Twentu CRM

Your CRM Pipeline Leads 8 Acme CorpWebsite enquiry Widget LtdPhone call TechStart IncReferral › Quoted 3 Smith & Co£2,400 quoted Jones Group£8,750 quoted › Won 5 BigCo Ltd£12,000 won Premier Gym£4,200 won › Invoiced Davis & Son£3,600

Welcome to Twentu CRM

Twentu CRM is your complete customer relationship management solution, designed to help you manage clients, create quotes, send invoices, and track your sales pipeline.

What Can You Do with Twentu CRM?

  • Manage Clients – Maintain a directory of customers with full contact details and history
  • Create Quotes – Build professional proposals with optional items and digital signatures
  • Send Invoices – Generate and track invoices with payment recording
  • Track Orders – Manage bookings and orders from enquiry to completion
  • Build Forms – Create custom data collection forms for clients
  • Manage Documents – Store and organise files related to clients and deals
  • Digital Agreements – Create contracts with electronic signature capture

The CRM Workflow

A typical workflow follows these steps:

  1. Client enquires – A new client makes contact (or submits a form)
  2. Create a quote – Build a proposal with your products and pricing
  3. Send to client – Email the quote for their review via the client portal
  4. Client accepts – They review, optionally sign an agreement, and accept
  5. Create order – An order is automatically created from the accepted quote
  6. Invoice – Generate an invoice from the order
  7. Get paid – Record payments and mark invoices as paid

Navigation

The CRM sidebar gives you quick access to:

  • Dashboard – Key metrics and pending items
  • Clients – Your client directory
  • Orders – Active bookings and orders
  • Quotes – Proposals and estimates
  • Invoices – Billing and payments
  • Products – Your service/product catalogue
  • Forms – Custom data collection forms
  • Settings – Business and CRM configuration