Introduction to Twenty CRM
Are you struggling to manage your customer relationship, track leads, and streamline your sales pipeline? A powerful CRM can transform the way you do business. Welcome to 20 CRM, the ultimate platform for managing customers data, automating workflows, and driving growth. In this step-by-step tutorial, I will walk you through how to use 20 CRM to manage leads, track interaction, automate task, and generate actionable insight, all from one dashboard. By the end of this video, you will know how to set up 20 CRM, organize your contact, create pipeline, automate workflows, and analyze performance. Now, let's dive in.
Right. So, before we get started, let's break down what's make 20 CRM stand out. Obviously, it's open-source, right? It is AI powered customer relationship management platform designed to help businesses build strong relationship with their customers, right? There are so many advantages. for example, contact management, sales pipeline, automate tools, right? AI insights. It is a seamless integration with the tools like Slack, Gmail, Zapier, affordable pricing plan. There's a lot of thing.
Pricing and Account Setup
Now, if I just uh let's talk about the pricing. So, it will give you only one price that is a $9 per user per month. That is a unlimited records customer object and field API is priority and there's a lot of thing here. And you can just start a free trial. If you have any queries, you can just go and click on schedule a call.
Now on the top right side corner, let's go and click on get started. Here you can use your normal Google ID. So let's I will just use my normal Google ID here because it's seamlessly it's easy as compared to make a new ID. Now click on continue. Now here it will give you two options to choose your free trial. The first one is a 30 days trial but it required your credit card. The second one is a 7 days free trial but it without a credit card. So let's go and choose without a credit card here. Now click on continue. Now here enter your email address and click on start trial.
Now it is asking to create your workspace. So let's upload a image here. If you want to add it, you can add it. Just go to the upload section and you can upload. Now here this is a workspace name here. So I'll just write here workspace name as a file X express. Click on continue. Now here you can add your profile picture or you can just add your name and the last name and click on continue.
Email Sync and Team Invitations
Now here sync your email and calendar with the 20. Choose your privacy settings. So here I I want to sync my Google as well as uh you can also sync with your outlook here. Right. This is a subject and metadata. the metadata. So here I will choose everything. Let's I will just go and click on sync with Google. Now here I will give one of my Google ID so that it can sync properly here. Right now you have to make sure you select all and click on continue.
Now here you can invite your team. So you just need to enter their email address or just copy this invitation link and paste it and share it wherever communication social medias you use right whether it's Slack, WhatsApp or whatever it is. Right now I don't want to add here but obviously you can add it. So right now we'll just skip this part.
Now this is how it's look right. So these are the okay we will talk one by one here. This is a company section. So this is just uh pre-default it was added here. Obviously I can just edit this right now this people section. Let's talk one by one right here. Now first of all you will see this exact dashboard. This dashboard gives you a quick access features like contacts, people, companies, industries, preferred communication and there's a lot of things like um you know the pipelines task and reports. There are so many things right uh connect 20 CRM to your email calendar other tools for seamless workflow. As you saw I just connected with my Google right now.
Navigating Profile and Workspace Settings
You have the account set up. Now let's organize your contacts and leads. So first of all, let's say this is the workspace we just created on the top left side corner. If you click here, right? The this is a workspace, right? This is a theme. So I use a system theme. I can just go and choose a white color here, right? And by the way, there's a more features. For example, invite user or you can just log out from here. Now this is a search. So you can do you can search anything, right? Whether you're working on a pipeline, the contacts, the people, everything, right? Whether the integration apps and so many things. Now this is a settings gear icon. So settings gear I can usually this is a profile icon, right? So profile settings. So for example, this is me. I can change my name. I can change my email, change my password and everything.
Now this is experience. Now what is meant by experience? The same thing, right? I change the my interface whether it should be dark or system settings whatever it is. your timeline sorry your time uh time zone date format time format your language and all this stuff of here now here comes this a little bit important which is accounts so all the accounts which you have saved so it's not only Google account whether it will be Microsoft account or some other accounts like Zapier or calendar or there are so many things so everything will be shown up here and it will show whether that account is sync with your you know 20 CRM or not so if it isn't sync then obviously uh it will show sync here.
Now this is a block list. So exclude the following people and domain from your email sync. So you can add a block list. For example, you don't want to sync any email which says like for example spammy emails or let's say some typical organization you don't if there's if you receive any email from Google or Microsoft or any of the companies and you want to exclude it here. So you have to just enter the email address and automatically it will not sync.
Now this is a settings. So configure your settings and calendar. So this is my email settings. Now here everything uh every data will be taken by the 20 right I can choose what kind of data it should take for example if you want just metadata then obviously you can select here only meta data here right contacts autocreation so I have selected send here if I want to give sent and receive so both I can select it so you can depending upon your preference you can set it right now let's go back to the account same goes for calendar I have a Google account calendar so automatically it is in the sync I've given all the permissions
Customizing Your Workspace Domain
Now this is a workspace. Now this is a general settings. So as I told you this is a workspace we just created. You can set a domain or subdomain or a custom domain to your workspace here. So for example the domain is a white lime tiger.20.com. So let's say I will just write here file x express.20.com and click on express. Sorry save on the top right side corner. Now you can see here this is a domain that is a subdomain www.fileexpress.20.com.
Now let's press enter and let's see. I hope it will take me to the workspace we just created. Okay, this is some kind of error here. Now it's working well here. Right now we are in the welcome page. Let me close this up because I've already open in the background. Now here welcome to file express. So you can just go and click on continue with Google. Now it asking me the same detail again. I don't know why but anyway I will integ I mean there's already I have an account now let's come back to the dashboard now this is a workspace dashboard now let's go to the people dashboard here
so all the people in your CRM right in your system will be shown here for example this is Brian Cheski the is email right and there's a system so it was created in the system now this is the company the phone number right creation date the city and everything right job title linked ID you know Twitter account and there's a lot of things right now here you can see it was by default created now this is created from my email list and I don't know why it's created like this right list unsubscribe I think there's some kind of errors okay so it was a spam from the telegram and it took me so I can just copy the email address and I can put in the block list in this way it will not sync up this email right now for example if I want to filter this right so I can filter it by name so for example any full name. So let's say I just want to read the B. So it will show me only with the B, right? So this is a way to filter it out, right? It's really easy here.
Now this is a sort. So sort I can sort it with my name, email, created by phone number, city or LinkedIn ID, right? So obviously if you have a long record, you can this short feature is really useful. This is option. So it comes in the layout. I can open it in the canbon. But actually the canvas is not available for default view. So I think it is available on the side panel. Right? Okay.
Now let's see if I want to create a new record in the system. So how we can do it? So I can just create this way right on the top right side corner. You just saw I just click on this new record. You have to enter the name and you can fill up all this information. Automatically it's created by me. That's why it's showing here. If my other team member is creating then automatically their name will be shown here. Right now once I add I have to just add fill up all this information. For example, company. So they are from this company. Right. And by the way I can just add a completely new company if I want to do so. Now this is I have to add the company name if I want to add a new company. Right? Now this is the opportunities and the people and everything. Right? So it's become really easy.
Creating and Assigning Tasks
Now here this is a task. So if there's are some task which need to be you know accomplished by the RO. So here I will just put a new task here and automatically they will able to do so. Let me just add a new task here that is a task title is task test one. Okay I think this is some kind of error. Okay task test one right and let me just erase this. Okay, the system is a little bit confusing here. I created the one was a name and the first second one was company. I don't know why it's showing me the two section. I think there's some kind of issue here. Some kind of error glitch or something. It should not create like this, right? Because if I just go and create here task, let's say I just assign a task to this person. Okay, it's showing me here. But I want to open it in the canvan board. So, is it possible right now? Let me check this out. Okay. Layout. No. Still no. So that is I think I like the canban board a much more because you can see here I like Trello and this is a way which I use the canban board.
Managing Companies and Sales Opportunities
Now this is a company. So the company which I just created it was not created a good way. That's why it's showing me here. But I can always edit edit this information here. This is opportunities. So here you can add your your first opportunity which says use our API to add your first opportunity. Now click on it. Now once I click on it, let me just put two right there empty. So I'll just write here $1,000 right 10,000 and the close date is you know first and created by me stage and everything and click on open. So this is opportunity task you can see here this is a funnel or pipeline right it's similar to that I can integrate the subtask and the new task in this section right
Using the Kanban Board for Task Management
and inside the opportunity it show me the all and here once I go to the all it will show me the opportunity which I created and if I just go and click on open it will open in a full large view and I can just fulfill the task and the notes and the files this is a really good feature now this is a task so all the task will be shown here and here this is a way and So automatically it will show up here. So for example if I just open it up and click on open.
Now the notes the timelines right everything is written here right automatically it's uh real time sync save and all the files will be shown up here. This is a by status. So this is a canben board which I really like. I don't know why I'm not able to open it from here. They don't give the feature they should give here. But this is a by status. So for example this is a task and let's say this task has been done. I can just click and hold and move it to the done section. Automatically the status will be changed. Right now let's say I'm in the progress now the status has been changed to the progress. Right now this is really feature a good feature. I really like it because I don't need to just go and click on change the status or something like that.
Right now this is assigned to me. So when you work with a large team obviously this is some task is assigned to every specific people and if there are some task which is assigned just to you and here you will able to identify which task has been given to you right and you can just go and check this out everything here and by the way if you want to add a task you can simply just go and click on add a task and you can enter all this information and click on open right now let's say I can just go and click on open now this is my task field here I can write all this information the descript description and everything the timeline the timeline will be shown right for example when it got completed it's like a history which cannot be deleted right so it's really nice feature
Understanding Notes and Final Thoughts
now there's a last thing which is called notes so here notes is something like a task but it's it obviously it is a notes it just act as a description part right you can just fill up all this information obviously you can add your team member you can add a deadline or something like that here but uh task I mean sorry the notes is just like a notes Right? And I hope you understand it. But the task switches is really much more useful because I like to use it a lot now.
This is I hope you found this information because in the end this tools provide a clear overview of your sales process and help you identify the bottleneck. Right? And you know this tools ensures repetitive task are handled automatically by your team member. Right? Freeing up time from high value activities. Now use this insights to refine your strategies. recognize top performance and optimize your sales efforts. You can also export reports in various formats for presentations or audits.
Now, this is it. I hope you found this video very useful. You you I have already made a complete step-by-step guide to use 20 CRM to manage customers relationship. And if you found this video really useful, make sure to like this video and subscribe.
