# Twenty CRM at Elm Business Solutions | Case study

Reference implementation: production Twenty workspace with custom apps, hosting, integrations, and operational guardrails.

## Challenge

Elm Business Solutions needed a CRM shaped around companies, people, leads, opportunities, and vendors - without a closed SaaS product. The firm also required production hosting, backups, monitoring, and integrations (website leads, Apollo outreach) on open-source Twenty.

## Approach

1. Deployed Twenty on Railway with Postgres, Redis, worker, and private networking
2. Built a private Twenty App with seven custom directory pages and eight custom objects
3. Implemented unified lead intake (website + Apollo saved lists)
4. Added vendor lifecycle management with agreement renewal automation
5. Configured backups, health monitoring, Slack alerts, and tag-gated CD releases
6. Documented architecture, API reference, and partner evidence

## Delivered capabilities

- Companies, People, Opportunities, Leads, Vendors, and Calendar directories
- Company Overview dashboard
- Apollo saved-contact import (admin-only)
- Website contact form → elmLead on elmbsol.com
- Twilio softphone architecture (staging-gated for production voice)
- GitHub Actions CI: lint, typecheck, unit, integration, E2E smoke

## Outcomes (qualitative)

- Single workspace for pipeline and vendor tracking
- Primary CRM actions stay in custom Elm UI
- Versioned, tested production releases
- Verified backup restore drill and monitoring alerts
- Public documentation suitable for Twenty partner application

## Technology

Twenty CRM 2.37, Twenty App (TypeScript), Railway, GitHub Actions, Vercel marketing integration.

## Disclaimer

Twenty is a trademark of its respective owner. Elm Business Solutions is an independent implementer; partner certification is pending Twenty review.

## Related

Service: https://elmbsol.com/services/twenty-crm-implementation 
HTML: https://elmbsol.com/case-studies/twenty-crm