Migrating from Google Sheets to TwentyCRM for tracking production metrics
Hello!
I'm considering migrating from Google Sheets to TwentyCRM for tracking internal production metrics. I'd like to ask the community how good of an idea this is.
Goal:
To replace Google Sheets with a more reliable and scalable system with a web interface.
Key Requirements:
1. Simple UI for users: End users (up to 20 people) shouldn't require training. Ideally, their work should be limited to filling out simple fields in ready-made forms.
2. Access control: We need to flexibly configure who can see and edit what data.
3. Automation: We need support for webhooks (or an API) for integration with other systems and for the automatic collection of some metrics.
Data Volume:
* Manually filled entities: ~10-50 types, with up to 20 fields each.
* Automatically created entities: ~100-2000 types, with up to 50 fields each.
Questions for the community:
1. Technical feasibility: Can TwentyCRM handle this volume of data and customization? How flexibly can custom entities and fields be created that are not tied to standard ones (Deals, Contacts)?
2. Conceptual fit: How good is the idea of using a CRM system for such tasks? Will I not run into fundamental architectural limitations that are "sharpened" for sales rather than for tracking arbitrary data? Perhaps low-code platforms like Appsmith, Retool, or Budibase are better suited for this?
I would be grateful for any opinions and experiences. Thank you!
6 Replies
Hi, could you explain what do you mean by type? For me that sounds like a multi-select but I want to be sure that we're on the same page
The type in this case is just a parameter or a number or a string. Usually we collect numbers: how many minutes, how many tokens, how many bags, how many kilometers.
So a field then
As I wrote abowe
Answering your question:
- Twenty has simple UI which doesn't require much training, the only thing that should be thought is accessing forms created via workflow
- RBAC is implemented but only on object-level meaning people may not even see the object depending on settings (please check first screenshot for more details)
- Twenty has support for both webhooks and API as well as some in-house automation with workflows (which can be triggered via webhook)
- it can handle this volume of data and customization however if you're looking for even more customization like your own pages, that's not available as of now
- custom entities and fields are not tied to standard ones at all unless you form a relation between them
- using CRM for non-sales isn't nothing new, there are at least few users who use it to manage things like tracking incoming students
And since you mentioned production metrics, dashboards will be available next quarter at latest given how much work needs to be done as per message https://discord.com/channels/1130383047699738754/1130383048173682821/1412066460657909903