Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Twenty is an innovative open-source customer relationship management (CRM) platform that serves as a contemporary alternative to conventional solutions like Salesforce. Released under the GNU General Public License (GPL), it empowers users to take control of the software and tailor it to their specific business demands. Among its standout features are contact management, opportunity tracking, task creation, and a timeline view for documenting notes and activities. With a strong focus on simplicity and ease of use, the platform integrates keyboard shortcuts and search capabilities to enhance navigation efficiency. Additionally, a vibrant community of developers supports Twenty, fostering collaboration and ongoing enhancements, ensuring the CRM adapts to meet the evolving needs of its users. This commitment to user-driven development makes Twenty a compelling choice for businesses seeking a flexible CRM solution.
Description
Twenty7Tec serves as a fintech platform that modernizes and digitizes the processes involved in mortgage, wealth, and protection advice for financial advisers and lenders alike. At the heart of its services is CloudTwenty7, which provides a comprehensive suite of modular tools encompassing features such as mortgage and loan sourcing, submission of applications, customer relationship management (CRM), engagement tools for consumers, and advanced data analytics. This platform allows advisers to efficiently search for and compare a range of mortgage products, including secured loans, bridging loans, and equity release options, based on specific lender criteria and affordability assessments. Furthermore, the application module facilitates the submission of Decisions in Principle or complete mortgage applications directly through the platform, thereby reducing the need for repetitive data entry and the complexities associated with managing multiple systems. It also includes functionalities for managing client cases, improving communication, and ensuring compliance. In addition to these features, Twenty7Tec provides lenders and product providers with valuable analytics, product distribution capabilities, and advertising tools to effectively promote mortgage offerings. This comprehensive approach positions Twenty7Tec as a pivotal player in enhancing the efficiency and effectiveness of financial services in the mortgage sector.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Chief
Yes
ElectroNeek
Yes
Motileo
Yes
PostgreSQL
Yes
Stripe
Yes
Integrations
Chief
No
ElectroNeek
No
Motileo
No
PostgreSQL
No
Stripe
No
Pricing Details
$9/user/month
Free open source version also available
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Twenty
Founded
2023
Country
United States
Website
twenty.com
Vendor Details
Company Name
Twenty7tec
Founded
2014
Country
United Kingdom
Website
www.twenty7tec.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No