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Platform: business app for Twenty — CRM pipeline, product catalog, and inventory.

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Platform

Our generic business app for Twenty, with a CRM, units of measure, a product catalog, inventory, work cases and field service. Any company can install it. One folder per module under src/.

Design: docs/superpowers/specs/2026-10-06-twenty-platform-crm-design.md.

Modules

Module Holds
src/crm/ Leads, stages, lost reasons, recurring plans, assignment and predictive scoring (CRM)
src/sales-team/ Sales teams, members and the stage–team link
src/crm/settings/ The CRM settings page
src/shared/plug/ Plug points: another app or service makes one Platform decision
src/utm/ Source, Medium, Campaign, UTM stage and tag
src/uom/ Units of measure with 30 default units (Products)
src/product/ Products, variants, attributes, pricelists, combos (Products)
src/stock/, src/stock-picking-batch/, src/product-expiry/, src/base/ Inventory: warehouses, transfers, stock levels, counts, lots, reports (Inventory)
src/helpdesk/, src/helpdesk-type/, src/helpdesk-product/, src/helpdesk-crm/, src/helpdesk-ticket-related/, src/helpdesk-sla/, src/resource/ Work cases: cases, teams, stages, service levels and working hours (Work cases)
src/fieldservice/, src/base-territory/, src/fieldservice-crm/, src/fieldservice-stock/, src/fieldservice-equipment-stock/, src/fieldservice-stage-validation/, src/helpdesk-fieldservice/, src/fieldservice-activity/ Field service: service orders, locations, equipment, workers, teams and service areas (Field service)
src/shared/install/ The pre-install step and the post-install hook (Install and upgrade)
src/roles/ Staff access: building blocks and the Roles page (Roles and row access)

Later modules, each with its own design: Sales, Purchase.

Requirements

  • Node 24 (.nvmrc) and Yarn.
  • A Twenty server on the same version as the SDK (twenty-sdk 2.45.0).
  • Logic functions need LOGIC_FUNCTION_TYPE=LOCAL on the server and worker.

Quick start

From this folder:

yarn install --immutable
yarn lint && yarn typecheck && yarn test
yarn twenty dev:build --tarball   # .twenty/output/platform-<version>.tgz

Publish

Each publish needs a higher version in package.json; an equal one is refused.

yarn twenty remote:add --api-key <ADMIN_API_KEY> --url <SERVER_URL> --as <remote>
yarn twenty app:publish --private -r <remote>
yarn twenty app:install -r <remote>

Upgrading from the 1.x app: see Install and upgrade.

Documentation

The guides are in docs/guide/: CRM, Inventory, Products, Work cases, Field service, Roles and row access, Install and upgrade, Build and publish.

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Platform: business app for Twenty — CRM pipeline, product catalog, and inventory.

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