Twenty CRM Consulting Services
Struggling with CRM complexity, rising costs, or scattered customer data? As a Twenty CRM consulting service provider, we are here to help you plan, design, and deploy an open-source CRM built around how your team actually works, not how a vendor thinks you should. TaskRhino works with growing teams, SMBs moving off Salesforce, and technical founders who want full ownership of their CRM data and workflows. Our end-to-end Twenty CRM services cover everything from initial CRM strategy and data modeling through implementation planning, integration architecture, and post-launch optimization.
Build a CRM That Scales Without Vendor Lock-In
If you’re growing fast, your CRM shouldn’t slow you down or lock you into expensive upgrades. Twenty CRM is the best choice for businesses that need full data ownership, deep customization, and predictable costs without sacrificing usability or scalability.
Whether you’re optimizing enterprise workflows, tired from Salesforce consultant rates, or streamlining operations for a growing team, our Twenty CRM consultants help you design a system that fits your processes, automates repetitive tasks, and connects your tools into one unified platform.
We specialize in Twenty CRM consulting and guide you through every stage—from mapping your workflows and building custom data models to secure data migration and long-term support.
Our Professional Twenty CRM Consulting Services
Our Twenty CRM experts have hands-on experience in CRM strategy and implementation, experience in CRM strategy and implementation. We help you shape your workflows, automate repetitive tasks, and get your team aligned from day one. From planning to go-live, we’ll be with you every step of the way.
Twenty CRM Implementation
We manage the complete Twenty CRM implementation—from technical deployment to user onboarding, so you avoid rework six months later.
- End-to-end setup: Configure custom objects, pipelines, fields, and relationships.
- Role-based access & permissions: Ensure secure data visibility aligned with your org structure.
- Go-Live & team training: Support adoption with documentation and hands-on enablement.
Twenty CRM Customisation Services
We help you customize it around your real operations instead of forcing your team to adapt to rigid software limitations.
- Custom modules and advanced fields: Design CRM components tailored to your business model.
- UI and experience optimization: Improve layouts and navigation for higher user adoption.
- Custom reporting and dashboards: Deliver real-time insights for founders, sales leaders, and operations teams.
Custom Workflow Development
Many CRM failures happen because the data structure doesn’t match how the business actually works. We design Twenty CRM around your real sales and operational flow.
- Custom object architecture: Model complex B2B, SaaS, or multi-pipeline sales processes.
- Pipeline and lifecycle mapping: Reflect actual deal stages and customer journeys.
- Permission and compliance design: Support GDPR and data residency requirements.
- Automation logic mapping: Build workflows that reduce manual dependency.
Twenty CRM Integration Services
Integrating Twenty CRM with your existing systems requires precision and expertise. We ensure a smooth connection between your CRM, business applications, and workflows with minimal disruption.
- Custom CRM integrations: Connect Twenty CRM with your ERP, marketing tools, or internal platforms for unified data and automated workflows.
- Data synchronization & consistency: Ensure contacts, deals, activities, and custom objects stay accurate and up-to-date across all connected systems.
- Post-integration performance optimization: Monitor system performance, refine dashboards, and enhance reporting for better decision-making.
Twenty CRM Migration and CRM Optimization
Switching from Salesforce, HubSpot, or legacy CRMs requires careful planning. We ensure secure migration with zero data loss and minimal disruption.
- Secure CRM data migration: Migrate contacts, deals, activities, and custom objects safely.
- Data cleanup and deduplication: Improve data quality during transition.
- Cost optimization strategy: Replace per-user licensing with scalable open-source infrastructure.
- Post-migration performance tuning: Refine automation and dashboards for better decision-making.
Twenty CRM Ongoing Managed and Support Services
Twenty CRM users need stability, security, and continuous improvement—especially in self-hosted environments. Our managed services ensure long-term reliability.
- Proactive monitoring & maintenance: Keep infrastructure secure and optimized.
- Version upgrades and patch management: Stay current without downtime.
- SLA-backed support: Fast issue resolution when your team needs it.
- Continuous ROI optimization: Improve adoption, automation, and reporting as your business scales.
Why Do We Recommend Twenty CRM for Scaling Businesses?
Expert Guidance on Data Ownership
Twenty CRM can be self-hosted on your own infrastructure. You control your customer data completely — no vendor lock-in, no surprise access restrictions, no data held hostage during contract negotiations. For organizations with data residency requirements (Canada, GDPR), this is a significant advantage.
No Per-User Licensing Fees
Twenty CRM is 100% open-source under the AGPL license. There are no per-seat costs that balloon as your team grows. For companies currently paying $175/user/month for Salesforce Enterprise Edition, the savings over a 3-year period are substantial.
Modern, Extensible Architecture
Built on React, TypeScript, and GraphQL, Twenty CRM gives development teams a platform they can extend, customize, and integrate with modern tools. Unlike Salesforce’s proprietary Apex and Lightning ecosystem, Twenty CRM’s open codebase means your team (or ours) can build exactly what you need.
Unlimited Custom Objects and API Calls
Salesforce Enterprise Edition caps custom objects at 200 and API calls at 100,000 per day (plus 1,000 per user). Twenty CRM has no such limits. If your business relies on heavy API usage or complex data structures, you won’t hit artificial ceilings.
Why Choose TaskRhino for Expert Twenty CRM?
Choosing the right implementation partner is critical to making Twenty CRM successful in production. While Twenty CRM offers flexibility and control, it requires thoughtful architecture, technical execution, and ongoing guidance. TaskRhino helps teams adopt Twenty CRM safely and effectively, without trial-and-error or operational risk.
Hands-on Experience and Expertise
Twenty CRM is a modern platform, and our team works directly with its architecture, APIs, and deployment model. We focus on real-world implementations — configuring data models, workflows, integrations, and analytics in ways that hold up under daily business use.
CRM Architecture & Migration Expertise
While Twenty CRM is new, our expertise is not. TaskRhino brings experience in CRM architecture, Salesforce migrations, data modeling, and integrations applying proven principles to Twenty CRM implementations to avoid common mistakes seen in failed CRM projects.
No Vendor Bias, Honest Guidance
We don’t resell licenses or push platforms. Our role as an experienced CRM consultant is advisory first. If Twenty CRM is not the right fit for your workflows, reporting needs, or internal capabilities, we’ll tell you upfront , before you invest time or money.
Dedicated Support
Experience dedicated support from our team, helping you resolve any issues quickly and efficiently to minimize downtime. We’re here whenever you need us, ensuring your CRM runs smoothly.
Reliable Integrations & Analytics
We design integrations using Twenty CRM’s GraphQL API, automation tools, and external BI platforms to ensure clean data flow, reporting accuracy, and operational reliability.
Ongoing Support & Partnership
Twenty CRM adoption doesn’t end at go-live. We provide post-implementation support, enhancements, and advisory services to help your CRM evolve as your business grows.
Our Process: From Consultation to Implementation and Ongoing Support
See What Our Clients Say
We were spending $120,000 annually on Salesforce licenses and only using a fraction of the features. TaskRhino migrated us to Twenty CRM. And that transition was smoother than we expected. Now, we’re saving over $80,000 a year now, and we finally own our customer data. Should have made this switch years ago.
– Director of Operations, B2B SaaS Company (50 users)
Industries We Serve with Twenty CRM Services
Technology
Healthcare
Finance
Education
Manufacturing
Retail
Real Estate
Legal Services
Frequently Answered Questions About Twenty CRM Service
Why does our business need a professional implementation service for Twenty CRM?
While Twenty CRM has a clean, modern interface, professional implementation ensures you get maximum value from the platform from day one. We handle the technical setup, configure the system to match your workflows, migrate your existing data, and train your team, saving you time and ensuring nothing is overlooked. Most importantly, we help you avoid the common mistakes that lead to CRM adoption failures.
Can you customize Twenty CRM to fit our specific business processes?
Absolutely. Twenty CRM’s open architecture allows extensive customization, and that’s one of our core strengths. We build custom objects, design workflows, create automated processes, and configure the interface to match exactly how your team works. Unlike platforms with artificial limits, Twenty CRM lets us build what you actually need.
Can you migrate our data from Salesforce to Twenty CRM?
Yes, Salesforce-to-Twenty migration is one of our specialties. We map your Salesforce objects, fields, and relationships to Twenty CRM equivalents, migrate all your records, including historical data, and validate everything for accuracy. Most migrations are complete within 4-8 weeks depending on complexity, and we guarantee 100% data integrity.
Can you integrate Twenty CRM with other tools we use?
Yes. Twenty CRM provides a powerful GraphQL API that can connect to virtually any system. We build custom integrations with accounting software, marketing platforms, email systems, and other business tools. For simpler connections, we configure Zapier or n8n workflows. Our goal is making Twenty CRM the connected hub of your operations.
How long does a typical Twenty CRM implementation take?
A typical Twenty CRM implementation timeline ranges from a few weeks to several months, depending on business complexity, organizational size, and customization requirements. Small businesses generally complete implementation within 1–3 months, mid-sized organizations typically require 3–6 months, while larger enterprises with advanced integrations and workflows may take 6+ months.
What kind of support do you offer after implementation?
We offer multiple support options to fit your needs. Our managed services package includes ongoing system administration, updates, monitoring, and priority support. For organizations that prefer to manage things internally, we offer as-needed support hours. All implementations include a post-launch support period to address questions and fine-tune the system.
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Trusted by
Erick McGann 
Founder & CEO of Bright Horizons Consulting
Partnering with TaskRhino has truly transformed the way we operate. Their team’s dedication and expertise have been invaluable in streamlining our workflows and enhancing collaboration across our organization. I can confidently say that our decision to work with TaskRhino was one of the best investments we’ve made for our business.
Phone: +1 (602) 737-0187
Email: sales@taskrhino.ca