Pricing

Proactively prevent churn with Twenty CRM alerts

Swiftask analyzes your Twenty CRM data to spot at-risk clients. Receive automated alerts and intervene before losing an account.

Result:

Turn CRM data into retention opportunities. Secure your recurring revenue with AI.

Churn is often detected too late

Losing a client never happens by chance. It is the result of weak signals ignored in your CRM: decreased activity, unresolved support tickets, or lack of engagement. Without automation, these signs go unnoticed until the cancellation request arrives.

Main negative impacts:

Insufficient reactivity: When churn is identified, it is often too late to save the relationship. Revenue loss is immediate.
Underutilized CRM data: Your Twenty CRM data holds precious insights into account health, but they remain dormant without continuous analysis.
Strain on CSM teams: Customer Success Managers spend valuable time manually checking which clients are at risk instead of taking action.

Swiftask connects your AI agents to Twenty CRM. They constantly scan your data to detect risky behaviors and send you actionable prevention alerts.

BEFORE / AFTER

What changes with Swiftask

Reactive approach

The client sends a cancellation email. The support team then discovers the drop in product usage over the last 3 months. The rescue attempt is a desperate move.

Proactive approach with Swiftask

As soon as activity drops in Twenty CRM, the Swiftask agent detects the anomaly and instantly alerts the responsible CSM with a full summary of the context.

Set up your churn alerts in 4 steps

STEP 1 : Define signals in Swiftask

Configure risk thresholds (e.g., 30% drop in usage, no login for 15 days) within your AI agent.

STEP 2 : Connect to your Twenty instance

Link Swiftask to Twenty CRM to allow the agent to access client data in read-only, secure mode.

STEP 3 : Configure intelligent alerts

Choose the alert channel (Slack, Email, Teams) and the level of detail required for your CSMs.

STEP 4 : Monitor and refine

The agent runs in the background. Refine alert criteria based on results to maximize relevance.

AI agent analysis capabilities

The agent cross-references Twenty CRM data: activity logs, interaction history, support tickets, and contract renewal dates.

Target connector: The agent performs the right actions in twenty based on event context.
Automated actions: Detect abnormal usage drops. Identify lack of commercial interaction. Alert on key contact changes. Generate automated client health reports.
Native governance: Your data remains private and secure within your Twenty environment.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-twenty@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Why automate your retention

1. Increased retention

Act as soon as the first signs of degradation appear.

2. Operational time savings

Your CSMs receive qualified alerts; no need to dig through the CRM.

3. Better client insight

A holistic view of every account's health.

4. Team alignment

Sales, Support, and CSMs share the same view of risks.

5. Scalability

Manage hundreds of accounts simultaneously without extra effort.

CRM data privacy

Swiftask applies enterprise-grade security standards for your twenty automations.

Restricted API access: Swiftask uses only the necessary permissions to read your Twenty data.
Data encryption: All data in transit and at rest is encrypted according to banking standards.
GDPR compliance: Your data management strictly adheres to European standards.
Full control: You can revoke access to your Twenty instance at any time.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your key metrics

Metric	Before	After
Detection delay	Several weeks	Real-time
Retention rate	Current baseline	Measurable increase
CSM productivity	Time-consuming manual analysis	Direct and targeted action

Take action with twenty

Turn CRM data into retention opportunities. Secure your recurring revenue with AI.

Drive your Twenty CRM opportunities with AI

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