Insights and analytics
Review lead status, source, conversion and salesperson activity.
Connect enquiries, conversations, sales and service in one platform—giving teams a complete customer view and a clear next action.
Connect every customer moment—online and offline
Twin CRM keeps the relationship moving from first enquiry through sales, delivery and ongoing service. It connects website activity, conversations, visits, proposals and support interactions in one shared customer history, so every team knows what has happened, what matters now and what comes next.
360-degree customer profile
Twin CRM brings customer details, preferences, opportunities, conversations, service activity, tasks and appointments into one reliable operational record. Authorised teams gain the context they need to understand each relationship, act with confidence and keep work moving.
Its flexible data model reflects how your organisation operates. Connect each customer to the companies, properties, projects, dealers, vehicles, products, locations, courses, treatment programmes or other entities that shape the relationship.
See Twin CRM in action
Explore six genuine Twin CRM screens covering lead management, campaigns, communications and reporting. Every capability is displayed below for easy comparison.
Review lead status, source, conversion and salesperson activity.
Bring enquiries from approved forms, chats and messages into an owned workflow.
Connect campaign activity with response handling and operational customer records.
Configure timely email or SMS follow-up within agreed service limits.
Keep relevant calls, email, messages, meetings and notes connected to the customer.
Support ownership and hand-offs across central and frontline teams.
These screens use historical or demonstration data. Interface appearance, terminology and available modules vary by version, industry configuration, connected systems and implementation scope.
Capability
Bring leads, accounts, opportunities, campaigns, communications, service, reporting and team collaboration into one connected platform—so every customer activity stays organised, visible and moving forward.
Create, execute and review campaigns while keeping source, response and follow-up attached to the customer record.
Record email, SMS, calls, social interactions, meetings and face-to-face activity in one relevant history.
Use templates, custom parameters, tracking, reminders and automated follow-up within the selected plan and configured services.
Run mass email or messaging with agreed consent, templates, delivery limits, tracking and governance.
Route customer enquiries and service work by type, location, priority or owner, with status through to resolution.
Assign work and use board, calendar, timeline, map, chart or workload views where supported by the plan.
Give authorised users remote access to customer context, approved documents, sales collateral and assigned activity.
Support onboarding, workload visibility, shared work practices and structured follow-up.
Monitor pipeline, source, conversion, workload and service status, with forecasting and team goals in the relevant plans.
Use validation, required fields, duplicate warnings, merge processes and ownership rules to improve record reliability.
Apply role-based access, multi-level permissions, activity history and enterprise governance around the agreed operating model.
Use formula fields, time information and multi-board management views where included in the deployment.
One CRM. Six industries.
Twin CRM adapts to the customer relationships, processes and priorities of each industry. Configure records, stages, permissions, workflows, integrations and reporting around how your organisation operates—not a rigid, one-size-fits-all template.
Manage project and property enquiries, buyer relationships, opportunities, sales stages, reservations, documentation and hand-offs to leasing or property-operation platforms.
Connect manufacturer, distributor, dealer, lead, owner, vehicle, sales and service relationships, with Dealer Management System integration where required.
Support customer service, loyalty, product ownership, warranty, post-purchase activity and field service, with PangoCDP added where broader activation is needed.
Manage enquiries, learner or family relationships, admissions activity, course interest, communication, appointments and service follow-up around the institution’s process.
Discuss an education CRMConnect customer profiles, preferences, appointments, service history, memberships, packages, reminders and relationship activity across locations and teams.
Discuss a spa and beauty CRMSupport suitable non-clinical account, professional, customer-service, field-team and relationship workflows while keeping regulated or clinical records in the appropriate specialist systems.
Discuss a pharmaceuticals CRMTwin CRM and PangoCDP
Twin CRM manages leads, accounts, sales, service and relationship work. PangoCDP gathers customer data from connected sources, unifies profiles, supports segmentation and activates customer journeys. They can work together where an organisation needs both.
Implementation and integration
Twin CRM can be introduced as a focused CRM deployment or as one component of a wider enterprise platform. The right approach depends on users, workflow depth, data migration, integrations, reporting, governance and support requirements.
Shape terminology, fields, stages, forms, roles, permissions, notifications, dashboards and views around the agreed lifecycle.
Connect websites, portals, mobile apps, email and calendars, ERP, DMS, finance, messaging, PangoCDP, reporting and other approved systems.
Add differentiated workflows, applications, services or reporting where standard product functions do not cover the requirement.
Agree onboarding, training, issue handling, release, enhancement and service commitments for the selected plan and deployment.
Top-tier clients and success stories
Selected programmes show how Twin CRM and related customer platforms support customer journeys, central and frontline teams, connected systems and operational reporting.
Automotive
A connected O2O CRM programme spanning leads, sales, ownership, service, customer-facing functions, DMS context and role-specific reporting.
View the customer story
Connected customer discovery and enquiries with property information, content and internal administration through a web and mobile platform.
View the customer story
Retail and field service
Linked customer-service CRM with technician mobile work, service status and operational reporting.
View the customer story
Retail and loyalty
CRM and mobile work supporting customer engagement, sales channels, loyalty, rewards and a consumer application.
View the application portfolioChoose your plan
All prices are in Australian dollars and are charged per seat.
Standard
Essential tools for organising contacts, leads, conversations and day-to-day sales work.
For 1–4 seats
Try It FreePro
Deeper communication, automation, views and reporting for growing sales and service teams.
For 1–4 seats
Try It FreeEnterprise
Customisation, governance, advanced analytics and service commitments for complex organisations.
Commercial scope confirmed with your team
Contact SalesNeed help choosing the right plan?
Start with the operational scope, data volume, communication requirements, reporting depth, governance and support commitments. Twin Global can then confirm the most suitable plan and implementation approach.
Standard
Choose Standard when the priority is a shared contact database, lead and deal management, configurable pipelines, mobile access and essential dashboards.
Try It FreePro
Choose Pro when teams need higher automation and integration allowances, advanced email functions, broader work views, forecasting and sales analytics.
Try It FreeEnterprise
Choose Enterprise when the deployment requires lead scoring, team goals, advanced analytics, account management, multi-level permissions, enterprise governance, HIPAA compliance, a dedicated success route or a 99.9% uptime SLA.
Contact SalesDetailed comparison
This comparison preserves the complete substantive feature catalogue from the approved Twin CRM page. Specific connector availability, usage terms and product configuration are confirmed during implementation.
| Feature | Standard | Pro | Enterprise |
|---|---|---|---|
| Essentials | |||
| Contacts database | Unlimited | Unlimited | Unlimited |
| Maximum number of seats | Unlimited | Unlimited | Unlimited |
| Web forms to capture leads | Included | Included | Included |
| Templates for lead, contact and deal management | Included | Included | Included |
| Customisable pipelines | Unlimited | Unlimited | Unlimited |
| Boards and documents | Unlimited | Unlimited | Unlimited |
| Column types and templates | 20+ column types · 200+ templates | 20+ column types · 200+ templates | 20+ column types · 200+ templates |
| iOS and Android apps | Included | Included | Included |
| Free viewers | Unlimited | Unlimited | Unlimited |
| Lead, account, contact and deal management | Included | Included | Included |
| Items | Unlimited | Unlimited | Unlimited |
| File storage | 5 GB | 100 GB | 100 GB |
| Activity log | 1 week | 1 year | 1 year |
| Customer relationship and communication | |||
| Two-way email integration with Gmail and Outlook | Available | Included | Included |
| Activity management, quotes and invoices | Available | Included | Included |
| Email templates with custom parameters | — | Included | Included |
| Email tracking and automations | — | Included | Included |
| Mass email, tracking and HTML editor | — | Included | Included |
| Google Calendar synchronisation and email signatures | Available | Included | Included |
| Productivity, integrations and automation | |||
| Customisable notifications | Included | Included | Included |
| AI email generator and duplicate-data merge | — | Included | Included |
| Integration actions | 250 actions/month | 25,000 actions/month | 25,000 actions/month |
| Automation actions | 250 actions/month | 25,000 actions/month | Enterprise-scale allowance |
| DocuSign, Aircall and PandaDoc integrations | Available | Available | Available |
| Mailchimp, HubSpot and Facebook Ads integrations | Available | Available | Available |
| Time tracking and formula columns | — | Included | Included |
| Salesforce integration | — | — | Available |
| Lead scoring and duplicate warning | — | Duplicate warning | Included |
| Insights and reporting | |||
| Sales forecasting and sales analytics | — | Included | Included |
| Advanced analytics and team goals | — | — | Included |
| Dashboard scope | 1 board per dashboard | Combine up to 10 boards | Advanced dashboards up to 50 boards |
| Post-sale, sales operations and collaboration | |||
| Account management, client projects and collection tracking | — | Available | Included |
| Headcount planning and sales-team onboarding | — | — | Included |
| Sales collateral and documents for sales | Available | Available | Included |
| Legal and security requests | — | — | Included |
| Views and reporting | |||
| Kanban view | Included | Included | Included |
| Timeline, calendar, map, chart and workload views | — | Included | Included |
| Support, service levels and governance | |||
| Self-service knowledge base | Included | Included | Included |
| 24/7 customer support | Included | Included | Included |
| Daily live webinars | Included | Included | Included |
| Dedicated customer success manager | — | — | Included |
| 99.9% uptime SLA | — | — | Included |
| Multi-level permissions and enterprise governance | — | — | Included |
| HIPAA compliance | — | — | Included |
Twin CRM questions
The product plan is one part of the decision. A successful deployment also defines data, integrations, roles, workflows, rollout and support.
Every displayed numerical price is in AUD and is charged per seat for the selected billing period. It is not an organisation-wide total.
The annual charge is 10% lower than paying the corresponding monthly per-seat price for 12 months. The full approved annual amount is shown for each seat band.
Standard and Pro use Contact Sales for 31+ seats. Enterprise always uses Contact Sales so the commercial, implementation and support scope can be confirmed.
Yes, where suitable interfaces and responsibilities are available. Common connections include websites, forms, mobile apps, email and calendars, ERP, DMS, finance, messaging, PangoCDP, reporting and approved third-party services.
The platform can be configured around fields, stages, forms, roles, permissions, notifications, dashboards and views. Bespoke extensions can be added where the standard product does not cover a differentiated requirement.
No. The selected plan establishes the product entitlement, while the proposal confirms the implementation, migration, connectors, optional services, training, support routes and applicable service commitments.
How can we help?
Tell us about your team, customer lifecycle, existing systems and reporting needs. We will help shape the right plan and implementation approach—whether Twin CRM is configured, integrated or extended for your business.