How to Use Twenty
A beginner-friendly guide to getting started with Twenty in 2026.
Getting Started: Step by Step
Create your Twenty account
Visit Twenty's website and sign up for a free account. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Twenty workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore contacts-management
One of Twenty's key features is contacts-management. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore pipeline
One of Twenty's key features is pipeline. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore email-integration
One of Twenty's key features is email-integration. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Twenty with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Twenty for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Twenty's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Twenty's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Twenty isn't the right fit, here are some similar tools:
Ready to Try Twenty?
Open-source CRM alternative to Salesforce offering a modern interface, customizable data models, email integration, and full self-hosting with PostgreSQL.