Make Twenty fit your team
Twenty is built to change with your business. This guide shows you how to set up your workspace and shape it as you go, from the data you track to the screens your team works in every day.- Set up your data. Model objects and fields around your business, then bring in your records from CSV files or another CRM.
- Bring your conversations in. Sync email and calendar so every exchange lands on the right record, and reach your contacts with email campaigns.
- Organize the work. Build the views, pipelines and record pages your team uses every day.
- Automate the busywork. Hand repetitive steps to workflows and multi-step tasks to AI agents.
- Stay in control. Follow your numbers on dashboards, decide who sees what with roles, and manage billing and settings.
Explore the user guide
Each section covers one part of Twenty, from your data model to billing and settings.
Data Model
Customize your data model to fit your business processes.
Data Migration
Import and export your data via CSV or API.
Calendar & Emails
Centralize your team’s meetings and emails.
Email Campaigns
Send email campaigns built on your CRM data.
Workflows
Automate processes and integrate with external tools.
AI
Enhance your team with AI agents.
Layout
Sidebar, views, and record page customization.
Dashboards
Real-time insights to track performance.
Permissions & Access
Manage roles and access to Twenty.
Billing
Understand how Twenty pricing and billing works.
Settings
Configure your workspace preferences.
Discord
Ask questions and share what you build with the Twenty community.