The Two Bad Choices:
Many small businesses today fall into one of two categories: using no CRM at all or using legacy CRMs that don't fit their needs. Both scenarios leave businesses struggling with scattered data, wasted time, and missed opportunities.
Scattered information across multiple tools
No single source of truth for customer data
Relying on memory and manual processes
Expensive per-user pricing models
Rigid workflows that don't adapt to your processes
No intelligent automation or insights
The Real Cost of This Problem
Meet growing businesses like yours, caught between these two bad choices:
You want to automate lead research, enrich contacts with up-to-date information, and trigger smart workflows automatically.
But legacy CRMs weren't built for AI-powered automation, and manual processes just can't scale with your ambitions—
A Third Way:
The Open-Source, AI-Powered Stack
What if there was a third option? A solution that gives you enterprise-grade power and cutting-edge automation, all on a fixed budget.
We're talking about a unified, open-source stack that brings everything together in one place: your customer data, your sales funnels, and your analytics.
But Here's Where We Come In
Deep Understanding
We dive deep into your business processes, understanding your unique workflows, pain points, and goals to create a tailored solution.
AI Enhancement Opportunities
We identify strategic points where AI can amplify your operations—from automated lead scoring to predictive analytics and intelligent workflows.
Seamless Implementation
We implement and integrate these tools with precision, ensuring they work together harmoniously while training your team for success.
The result? A unified, intelligent system that grows with your business—without the enterprise price tag or vendor lock-in.
What 'Fixed Cost' Really Means
Your Budget, Your Control
Let's address the most important question: cost. Traditional CRMs lock you into escalating per-user fees that grow with your team, plus hidden costs for add-ons and support.
Our model is different. It's a transparent, fixed-cost approach:
One-Time Implementation
We get you set up, customized, and running. No recurring setup fees.
Predictable Hosting
Full control over your data and infrastructure, with low, fixed hosting costs.
Zero Per-User Fees
Ever. Add as many users as you need without extra costs.
For a 10-user team, this approach can save you over
in just three years compared to a traditional CRM
Stop paying for users. Start paying for value.
Why Us? From Setup to AI-Powered Strategy
You might find others who can install open-source software. But we are not a simple CRM setup company; we are an AI process implementation partner.
Others Offer a Technical Setup
They install the software and leave you to figure it out.
We Deliver a Strategic, Automated Solution
Our process is designed to transform how you work.
Analyze
We begin by mapping your current business processes to understand your unique workflows and identify the most impactful areas for automation.
Recommend
We design a streamlined future-state process, showing you exactly how we can use AI to handle your most time-consuming manual tasks.
Implement & Automate
We build out this new process. We don't just customize Twenty and Metabase; we integrate Windmill for automated lead enrichment and real-time market research.
Critical data is fed directly into your CRM, saving your team hundreds of hours and providing them with insights they never had before.
Take Control of Your CRM Today
Stop letting your tools dictate your budget and your strategy. It's time to adopt a platform that's powerful, affordable, and intelligently automated.
With a Twenty + Metabase solution, implemented and automated by us, you get:
Predictable, Fixed-Cost Model
No per-user fees. Complete budget control with transparent pricing.
Fully Customized Platform
Built around your unique business processes, not generic templates.
AI-Powered Workflows
Automated data enrichment and research via our Windmill integration.
Unified Customer View
A single, comprehensive view of your customers and operations.
Complete Data Control
Own your data with no vendor lock-in. Your business, your rules.
Ready to get started?
Let's move beyond a simple demo. Schedule a free 'Process & AI Automation' consultation today. We'll help you map out a clear path to a more powerful and profitable future.