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Replatform Salesforce to Twenty CRM
Keep the custom data model — lose the complexity and the admin overhead.
Salesforce is built for very large and complex sales organisations. Many businesses running it use a fraction of the platform while still carrying its licences, its admin overhead and its customisation debt. Where that is the case we replatform to Twenty — standard and custom objects, fields, relationships and history mapped, moved and reconciled — then rebuild the flows and integrations the business depends on.
What Replatform Salesforce to Twenty CRM delivers
Discovery before migration
We inventory the Salesforce org — objects, fields, record types, flows, reports and integrations — and separate what is used from what is legacy.
Custom model carried across
Standard and custom objects and their relationships rebuilt as Twenty objects and fields, so the data keeps its shape.
Data moved and reconciled
Records loaded by CSV or API, and reconciled by count and key totals against the Salesforce source.
Automation and integrations rebuilt
Flows rebuilt in Twenty's workflows or n8n, and connected systems re-pointed through Twenty's APIs and webhooks.
AI from day one
AI agents and assistants connected to the new CRM through Twenty's MCP server, within the permissions you set.
Project or managed service
A defined-scope migration project, optionally followed by a managed service that runs and improves the CRM every month.
Representative stack
Salesforce
Twenty CRM
n8n
Retool
OpenAI
Anthropic Claude
Gemini
Grok
Cursor
OpenRouter
Snowflake
BigQuery
KeboolaWhat you are moving to.
Set-up, configuration, customisation, automation, integration and AI on Twenty CRM — and how we run it afterwards if you want it managed.
Twenty CRM servicesGenerative, RAG and Agentic
Three different things — most businesses need more than one.
A catalogue of every object, field, flow, report and integration in the Salesforce org, with usage evidence.
When you need it: It shows what must move, what can be retired and what Twenty needs to be configured to do.
The rule for how each Salesforce object and field becomes a Twenty object and field.
When you need it: It keeps relationships and history intact rather than flattening them into spreadsheets.
A short period where both systems hold the same data before the final cutover.
When you need it: It lets the team check reports and pipelines match before Salesforce is switched off.
Capability Maturity — we walk you up the five levels
Operated at Level 4 · Quantitatively Managed — measured, predictable and owned. We track this rank and raise it over time. See the five levels →
Why this matters
Functional value, value-stream value — and why it can't be ignored.
Discovery, object and field mapping, migration, reconciliation, configuration, customisation, and the rebuild of automation, integrations and AI on Twenty CRM — delivered as a project, or followed by a managed service.
Replaces a heavyweight platform the business has outgrown in the wrong direction with a CRM it can own and change itself, while keeping the custom data model the sales process was built on.
Years of Salesforce customisation encode how the business sells. Moving without mapping that logic loses it; staying without using it pays for it indefinitely. Either way the decision should be made on evidence.
One data layer · measured & owned
Every service creates data — captured, measured, owned.
Replatform Salesforce to Twenty CRM doesn’t just run — it generates signal. We land that data in one warehouse and turn it into live KPIs tied to a named owner, so performance is attributable and acted on, never trapped inside a single tool.
Data warehouse
Supabase Snowflake Keboola BigQuery KPIs, dashboards & apps
Plotly Retool
Apache Superset Platform-agnostic — we connect what you already use and add a warehouse only where it earns its place.
How we select technology
We choose technology last — for the outcomes it has to earn.
Never tech for its own sake. A tool joins the stack only where it measurably protects value, cuts cost or unlocks speed — fit to a designed system, owned where it counts, and measurable from day one. How we select technology →
Speed
Modern, edge-served stacks are sub-second. Slow surfaces cost conversion and SEO every single day.
Cost
Cut licence, hosting and per-task SaaS fees — pay for capability, not lock-in or idle enterprise tiers.
Security
Flat, edge architecture with almost nothing left to attack — fewer moving parts, smaller surface.
Ownership & no lock-in
Composable and self-hosted where it counts — you own the system, not rent someone else’s.
Measurability
Clean data and KPIs baked in — you cannot improve, automate or apply AI to what you cannot measure.
Fit to process
The right tool for a designed system — selected against process readiness, so it amplifies, not adds friction.
How we deliver · DMAIC
Every Replatform Salesforce to Twenty CRM engagement runs on DMAIC.
Define the goal and its value, measure the baseline, analyse the real constraint, improve with a proven build, then control the gains — so results are predictable, repeatable and defensible, not down to luck.
Agree the goal, value, budget & timescale up front.
Baseline the KPIs above — current state, not guesswork.
Diagnose the real constraint and the solution needed.
Build the chosen solution; prove the uplift.
Lock in the gains; monitor and sustain them.
FAQ
Common questions
What is Replatform Salesforce to Twenty CRM?
Salesforce is built for very large and complex sales organisations. Many businesses running it use a fraction of the platform while still carrying its licences, its admin overhead and its customisation debt. Where that is the case we replatform to Twenty — standard and custom objects, fields, relationships and history mapped, moved and reconciled — then rebuild the flows and integrations the business depends on.
Why does Replatform Salesforce to Twenty CRM matter?
Years of Salesforce customisation encode how the business sells. Moving without mapping that logic loses it; staying without using it pays for it indefinitely. Either way the decision should be made on evidence.
How does Sentry deliver Replatform Salesforce to Twenty CRM?
Discovery, object and field mapping, migration, reconciliation, configuration, customisation, and the rebuild of automation, integrations and AI on Twenty CRM — delivered as a project, or followed by a managed service.
What do I get with Replatform Salesforce to Twenty CRM?
Discovery before migration: We inventory the Salesforce org — objects, fields, record types, flows, reports and integrations — and separate what is used from what is legacy. Custom model carried across: Standard and custom objects and their relationships rebuilt as Twenty objects and fields, so the data keeps its shape. Data moved and reconciled: Records loaded by CSV or API, and reconciled by count and key totals against the Salesforce source. Automation and integrations rebuilt: Flows rebuilt in Twenty's workflows or n8n, and connected systems re-pointed through Twenty's APIs and webhooks. AI from day one: AI agents and assistants connected to the new CRM through Twenty's MCP server, within the permissions you set. Project or managed service: A defined-scope migration project, optionally followed by a managed service that runs and improves the CRM every month.
Start here · the free first step
Replatform Salesforce to Twenty CRM starts the same way every engagement does: with Discovery.
Two distinct moves — a free, no-obligation Discovery Session to find your value at stake, then the Discovery & Blueprint: 14 structured outputs — value model, roadmap and business case — before a pound of delivery is committed.
Engaged alone or as one engine