CRM Consolidation
We help SaaS companies migrate from expensive enterprise CRMs (like HubSpot Professional or Salesforce) to self-hosted Twenty CRM. Your team keeps the workflows that matter, drops the features they never used, and redirects savings into headcount.
This engagement model illustrates our approach, methodology, and typical outcomes for this type of project.
Scenario
SaaS company with 50 employees
Industry
SaaS
Team Size
8-person sales team
Typical Duration
3-5 weeks typical
Expected Outcomes
Typical outcomes for this type of engagement based on our methodology.
Lower
CRM Cost
Self-hosted eliminates per-seat enterprise pricing
Higher
Rep Productivity
Fewer clicks, faster interface for daily workflows
Full
Automation Clarity
Documented workflows replace opaque vendor automation
100%
Data Portability
You own the database, export anytime
The Problem
Many SaaS companies pay enterprise CRM prices while actively using only a fraction of the features. Workflow friction slows reps down. Automation workflows accumulate with unclear dependencies. Leadership worries about data portability and losing historical records during migration.
How We Solve It
Self-hosted Twenty CRM replicates the workflows the team actually uses with a faster interface. n8n replaces opaque vendor automation with transparent, documented workflows. Data migration preserves full relational structure and activity history.
Typical Approach
Typical Timeline
Actual timelines vary based on scope and complexity.
CRM Usage Audit
Shadow reps documenting actual workflows and pain points
Infrastructure and Migration
Deploy Twenty, migrate contacts with full history
Automation Rebuild
Rebuild active workflows in n8n with improvements
Training and Validation
Team training and parallel run comparing both systems
Technologies We Use
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