现状
从文档到开放 API
Elevate Consulting 是一家总部位于加拿大的管理咨询公司。数字与信息总监 Justin Beadle 加入时，公司完全依赖 Word 文档、Excel 表格、便利贴、电子邮件和对人的依靠来运转。没有 CRM，没有可通过 API 访问的工具，只是一堆拼凑物勉强充当所谓的“单一事实来源”。
CEO 多年来一直抗拒引入 CRM。业务拓展团队也没有使用 CRM 的经验，而 Salesforce 或 HubSpot 等知名 CRM 的授权成本，在没有采用率保证的前提下很难被证明是合理的：CRM 的价值取决于其中数据被维护得有多好。
2025 年 6 月，Justin 得知 Twenty v1 已正式发布。在短短两三天内，CEO 就要求他研究搭建 CRM 的可能。转变的动力来自于：在完全开放的 API 之上可以构建的种种可能性。时机再好不过。
“与 Salesforce 或 HubSpot 打交道相比，这真是愉快太多了。我的使命是让每个工具都能通过 API 访问，这样一切都能相互联通。Twenty 以一种旧式 CRM 平台根本做不到的方式实现了这一点。”
集成
一个 API 统领全局
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 NTN 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 NTN across the full opportunity lifecycle. It is another shift toward higher-value work for clients.
Twenty 不仅仅是存放 CRM 数据的地方，它还是让整个技术栈成为可能的 API 支柱。
“Because NTN'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.”
采用情况
真正被用起来的工作流
业务拓展团队终于拥有了他们一直想要的 CRM。采用过程顺理成章：当他们登录时，数据早已在其中。
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 NTN 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.
能够把这一切连在一起，而无需外部帮助、也不用与平台对抗，正是让一个人就可以为整家咨询公司搭建并维护互联技术栈的关键。
接下来是什么
走出内部上线的范畴
Elevate's CEO was so impressed with NTN 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.
对于一家曾经靠便利贴运转的公司来说，这不仅仅是升级，而是彻底的蜕变。
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