Twenty

Core customer relationship management capabilities for tracking contacts, companies, opportunities, and deals. Users create and organize customer records, track interaction history, and manage sales pipelines. This is the primary workspace for day-to-day customer relationship activities.

Data visualization and reporting tools for creating charts, metrics, and analytics dashboards. Users build custom dashboards with bar charts, line charts, pie charts, gauge charts, and aggregate metrics to track sales performance, pipeline health, and business KPIs. Supports data grouping with configurable granularity, filtering, sorting, and embedding external content via iframes alongside rich text documentation.

Flexible data modeling system that allows users to create custom objects, fields, and relationships beyond standard CRM entities. Users can define custom business data structures, add fields with various types, configure relationships between objects, and build visualization components like charts and widgets to display and analyze their data.

Integrated email and calendar management that connects external accounts directly into the CRM. Users send and receive emails within the platform, track email interactions on contact records, sync calendars, and manage meeting scheduling alongside customer data. The system supports Gmail, Outlook, IMAP/SMTP connections, and includes privacy controls, automated email workflows, and timeline tracking of all communication history.

Tools for moving data in and out of the system via CSV files or API. Users import contacts, companies, and custom records from spreadsheets or other CRMs, update existing records in bulk, handle import errors, and export data for backup or analysis.

Platform for connecting external services and extending functionality through community-built apps, serverless functions, and APIs. Users install pre-built apps (Fireflies, LinkedIn, Stripe, Mailchimp, etc.), write TypeScript serverless functions that respond to events, and build custom integrations using GraphQL and REST APIs. Apps are distributed as packages with configuration files and can include custom objects, actions, and serverless logic.

Security and access control system for managing what users can see and do. Administrators configure role-based permissions, set field-level access controls, manage workspace members, and control data visibility across teams.

Auto-created domain for "Ui" features.

Visual interfaces for displaying and organizing records including table views, kanban boards, and calendar views. Users can filter, sort, group, and organize data in multiple ways, create saved views for different use cases, and visualize sales pipelines with drag-and-drop kanban boards. Also includes chart and analytics widgets that aggregate and visualize data through bar charts, line charts, pie charts, gauge charts, and aggregate metrics.

Automation engine that triggers actions based on record changes or manual triggers. Users build multi-step workflows with conditional logic, send emails, update records, call external APIs, and integrate with other tools. Includes visual workflow builder with branching, iterators, and code actions. The platform also supports serverless functions through a custom app framework that allows developers to deploy TypeScript functions responding to events or running on schedules.

Administrative settings for configuring workspace behavior, appearance, and member management. Administrators manage workspace members, configure custom domains, set up billing, control feature flags, and customize the workspace experience.