Running a buyer's agency end to end on Twenty

The problem

Acquisition House is a Sydney buyer's agency. Every client moves through the same journey: discovery call, agreement, invoice, property search and settlement. Each step lived in a different tool, and the team moved data between them by hand.

What we built

• Twenty as the single source of truth, with 15+ workflows covering the whole client lifecycle
• Website forms, lead magnets and referrals land in the CRM and are matched to existing people
• Cal.com discovery call bookings create the prospect automatically
• Agreements generated from the CRM, sent and signed in PandaDoc, with status synced back
• Xero invoices raised when the agreement is signed, and the balance invoice on stage change
• An AI agent that reads property contracts and fills in the key dates
• Stage-triggered client emails, previewable on each opportunity through a custom Twenty app tab
• A secure client portal, with access granted automatically when a client's search starts
• Daily CRM backups with a dashboard to browse and download them

The result

• One system from first enquiry to post-purchase follow-up
• Clients stay updated at every stage without the team writing each email
• On an ongoing monthly retainer since March 2026