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CRM and pipelines

Native CRM with 360 customer view and pipelines configurable per department. Unified history of every interaction, LTV prediction and per-decision traceability.

Contact list in Twinny’s CRM: 1664 contacts with type, consent, origin and channel.

360 customer view: every contact with its origin, channel, consent and pipeline stage.

KEY CAPABILITIES

What this module delivers.

360 profile with unified history

A single customer view with conversations, calls, emails, campaigns and transactions.

Predictive segmentation

Automatic classification by behavior, intent and potential value. LTV prediction.

Pipelines per department

Sales, support and ticketing pipelines configurable with no code.

Full traceability

Every conversation, call, email and action logged and attributed.

EVERYTHING INCLUDED

Everything included, no promises.

360 customer profile

  • Single view with conversations, calls, emails, campaigns and transactions
  • Unified history of all interactions
  • Campaign history and per-customer outcome
  • Segments the customer belongs to
  • Campaign response / non-response detection

Segmentation and classification

  • Automatic contact tagging
  • Automatic enrichment from Shopify and other platforms
  • Classification by behavior, intent and potential value
  • Lifetime Value (LTV) prediction
  • Recurring customer management
  • Identification of new opportunities in existing customers

Pipelines

  • Configurable sales pipelines
  • Support or ticketing pipelines
  • Per-department or per-team pipelines
  • Customer states inside the pipeline
  • Contact movement between pipelines preserving history
  • Sales-stage progress tracking

Assignment and tickets

  • Dynamic assignment to reps or departments
  • Ticket management
  • Traceability of conversations, calls, emails and actions
  • Routing rules by intent, value or availability

TYPICAL USE CASES BY INDUSTRY

How it lands in each industry.

  1. Education

    Admissions pipeline with states: Initial interest → Documentation → Interview → Signed enrolment. State advances only when automated conditions are met.

  2. Healthcare

    New-patient pipeline classified by urgency. Conversational triage feeds the right medical pipeline.

  3. Industrial

    B2B pipeline with order, incident and SLA visibility per customer. Customer classified by LTV for prioritization.

  4. Professional services

    Case pipeline: Acquisition → Documentation → Analysis → Proposal → Close. Each state with its SLA and owner.

FREQUENTLY ASKED

What we get asked most about this module.

Does it replace the CRM we already use?

It can. It can also integrate with HubSpot, Pipedrive or your existing CRM as an orchestration layer. You decide the source of truth.

How are existing contacts imported?

Import from CSV, native connector from Shopify, HubSpot, Pipedrive and REST API for custom CRMs. Automatic enrichment on import.

Are there contact or pipeline-size limits?

Not per contact. The plan defines monthly conversation volume and the number of active pipelines.

Is CRM data stored in European territory?

Yes. AWS Frankfurt or Ireland by default. On-premise option for regulated sectors.

Orchestrate every channel
from one intelligent
layer.

In 30 minutes we'll show you how Twinny connects to your operation and starts delivering results from week 1.

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