Consolidating three per-seat tools into one self-hosted platform
Platform customization · CRM · Client portal
The typical situation
Picture a consulting firm of around 50 people running a CRM, a project-management tool, and a time-tracking app — all priced per seat, none connected. At typical list prices that can pass a few thousand dollars a month, and it rises with every hire. Client data lives in three places, and staff re-enter it between them.
How we would approach it
Deploy a self-hosted, customized open-source CRM such as Twenty, with a client portal and project tracking built in, on the firm’s own cloud account. Connect it to the accounting system so invoicing no longer needs manual entry.
What to expect
Per-seat license fees go away and are replaced by hosting, which for a deployment like this is typically in the low hundreds of dollars a month. The bigger gain is usually operational: one system of record, no duplicate data entry, and a single view of pipeline and active work.
The takeaway
The cost of several disconnected per-seat tools compounds faster than any one bill suggests — and the hidden cost is the manual work people do to connect them.