Related Products
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About
Twenty is an open-source customer relationship management (CRM) platform designed to offer a modern alternative to traditional CRMs like Salesforce. Licensed under the GNU General Public License (GPL), it provides users with the freedom to own and customize the software to fit their unique business needs. Key features include contact management, opportunity tracking, task creation, and a timeline view for notes and activities. The platform emphasizes simplicity and user-friendliness, incorporating keyboard shortcuts and search functionalities for efficient navigation. Supported by a thriving community of developers, Twenty encourages collaboration and continuous improvement, ensuring the CRM evolves in line with user requirements.
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About
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations that want an open source CRM as an alternative to Salesforce
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Audience
Mortgage advisers, wealth and protection advisors, and lenders who need a unified, end-to-end platform to manage sourcing, applications, client relationships, and analytics — to deliver efficient, compliant, and scalable financial advice
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$9/user/month
Free open source version also available
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTwenty
Founded: 2023
United States
twenty.com
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Company InformationTwenty7tec
Founded: 2014
United Kingdom
www.twenty7tec.com
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Categories |
Categories |
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Integrations
Chief
Motileo
PostgreSQL
Stripe
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