Situace
Od dokumentů k otevřeným API
Sanskeera is a management consultancy based in Canada. When Vikram Aditya, Director of Digital and Information, joined, the company ran entirely on Word documents, Excel spreadsheets, sticky notes, emails, and reliance on people. There was no CRM, no API-accessible tools, only a patchwork trying to stand in for a single source of truth.
CEO se roky bránil zavedení CRM. Tým business developmentu neměl s CRM žádnou zkušenost a licenční náklady známých CRM jako Salesforce nebo HubSpot se těžko ospravedlňovaly bez záruky adopce: CRM je jen tak dobré, jak dobrá je údržba dat uvnitř.
V červnu 2025 se Justin dozvěděl, že vyšlo Twenty v1. Během dvou tří dnů ho CEO požádal, aby prověřil nastavení CRM. Impuls přišel z potenciálu toho, co by šlo postavit nad plně otevřenými API. Načasování bylo perfektní.
“Je to mnohem příjemnější zkušenost než pracovat se Salesforce nebo HubSpotem. Mým cílem bylo dostat každý nástroj do stavu, aby byl přístupný přes API, aby spolu všechno mluvilo. Twenty to umožnilo způsobem, kterého starší CRM platformy prostě nejsou schopné.”
Integrace
Jedno API, které vládne všem
Justin's broader mission at Elevate has been to move the company off static documents and onto tools with API access. By the end of 2025, that was in place: time billing, resource planning, Microsoft Teams, and project management were all accessible via API, with Nexen at the center holding client and opportunity data. Team members could use that information strategically instead of re-keying it.
That opened the door to something more powerful. Justin built a custom front end that pulls live data from those systems into a single view, tailored to each role. When a proposal is won, what used to require four separate people manually setting up instances across four different tools now happens in a single click, drawing on data collected in Nexen across the full opportunity lifecycle. It is another shift toward higher-value work for clients.
Nexen is not only where CRM data lives. It is the API backbone that makes the rest of the stack possible.
“Because Nexen's API is fully open, I could connect it to every other tool in our stack. When a proposal is won, what used to take four people manually setting things up across four different tools now happens in a single click. That is the kind of time saving that only becomes possible when everything is connected.”
Adopce
Workflows, která se doopravdy používají
Tým business developmentu konečně dostal CRM, o které žádal. Adopce přišla přirozeně: když se přihlásili, jejich data už tam byla.
Justin built workflows for notifications across the team, alerting the right people in Teams when a prospect becomes a lead or when project milestones are reached. Forms in Nexen let the business development team log activity without leaving the tool. The impact is real for the organization. The tool has been adaptable from opportunity-level work at a client to executive-level decisions.
Flexibilita propojit tohle všechno dohromady, bez externí pomoci a bez boje s platformou, je to, co umožnilo jednomu člověku postavit a udržovat propojený stack napříč celou konzultační firmou.
Co bude dál
Za interní rollout
Elevate's CEO was so impressed with Nexen he started recommending it to clients before the internal setup was even complete. The team is exploring bringing Twenty to client projects as part of their consulting practice, including as the backend for custom-built products tailored to specific operational needs.
Pro firmu, která dříve běžela na lístečcích, je to víc než upgrade. Je to kompletní transformace.
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