Twozo CRM: Feature-Rich, Flexible, and Built to Grow with Your Business
Discover how our cutting-edge software can transform your operations and help you achieve unparalleled success.
At Twozo CRM, we believe that managing your customer relationships and business processes should be seamless, efficient, and scalable.
Our robust CRM platform equips your team with all the tools needed to close deals, automate workflows, communicate effectively, and gain insights into your performance.
Let’s explore what makes Twozo CRM a complete solution for businesses of all sizes.
Pipeline Management
Keep Your Sales
Flowing Smoothly
Twozo CRM offers dynamic tools to manage your sales pipeline with ease. Whether your sales process is simple or complex, our platform gives you full control and visibility at every stage of the funnel, ensuring you never miss an opportunity.
What we offer?
Enable your teams to have separate pipelines based on departments or products. Each pipeline can be customized to reflect different stages, helping your teams focus on relevant deals.
Seamlessly connect related pipelines to ensure that information flows smoothly between teams. Whether it’s moving deals from marketing to sales or customer support to account management, Twozo ensures no data is lost.
Task and Activity Management
Stay organized by assigning tasks to team members based on specific deal stages. Track every activity—meetings, calls, emails—related to a deal, and ensure nothing falls through the cracks.
Track the products or services associated with your deals. Easily manage product listings, apply pricing structures, and monitor product-specific sales performance.
Learn more about Pipeline Management.
Contact Management
Simplify and Strengthen Customer Relationships
With Twozo, organizing and nurturing customer relationships has never been easier. Our comprehensive contact management system gives you the tools to track every interaction, ensuring you build meaningful connections with your clients.
Features Include:
Whether you’re switching from another CRM or starting fresh, Twozo makes importing and migrating contacts seamless. Bulk import from spreadsheets, or sync with existing systems to keep your contact list up to date.
Always stay connected with your contacts by tracking every interaction in real-time. View emails, calls, and meeting history at a glance to provide personalized customer service and make informed decisions.
Categorize contacts based on criteria such as lead source, industry, or engagement level. With segmentation, you can target the right audience for specific marketing campaigns and follow-up strategies.
Learn more about Contact Management.
Sales and Marketing Automation
Boost Efficiency
and Save Time
Automation is the key to reducing manual workloads and focusing your team on what matters—closing deals and delighting customers. Twozo CRM offers powerful automation tools that streamline workflows and marketing efforts.
Automation Tools:
Automate repetitive tasks like follow-ups, reminders, and deal progression. With triggers based on specific events (e.g., email responses, deal stage changes), Twozo CRM automatically moves tasks along without manual intervention.
Capture leads directly from your website and have them automatically added to your CRM. Customize forms to gather the information you need and route leads to the right pipeline instantly.
Design and automate email campaigns with our intuitive builder. Create personalized, multi-step email sequences to nurture leads, send promotions, or onboard new customers.
Learn more about Automation.
Customization
Tailor Twozo
to Fit Your Business
No two businesses are alike, and Twozo CRM understands the need for flexibility. With our powerful customization options, you can mold the platform to fit your exact workflows and business requirements.
Customization Features:
Track the entire lifecycle of a contact from lead to customer with customizable stages. Tailor each stage based on your industry or sales process to ensure every contact is nurtured appropriately.
Add custom fields to your contact or deal profiles to store data unique to your business. Whether it’s specific contract terms, product preferences, or customer notes, you can create fields that matter most to you.
Define and track the sales activities that are most relevant to your process. Whether it’s a demo call, contract negotiation, or a product delivery, custom activities allow your team to stay focused and measure the right KPIs.
If your business operates globally, Twozo CRM provides full multi-currency support, allowing you to handle deals in different currencies while maintaining accurate financial tracking and reporting.
Learn more about Customization.
Team Collaboration
Work Together,
Win Together
In today’s fast-paced business environment, collaboration is key. Twozo CRM fosters teamwork with features that help your team stay aligned, share insights, and move deals forward together.
Collaboration Tools:
Share activity logs across departments to keep everyone informed of the latest interactions. Sales teams can share notes with support staff, while marketing can collaborate with sales to align messaging and strategy.
Teams can work together on shared pipelines, making it easy to collaborate on complex deals. Assign team members to specific tasks or deal stages to ensure every part of the sales process is managed effectively.
Schedule team meetings, assign tasks, and monitor progress through shared calendars. This keeps everyone on the same page and ensures deadlines are met without miscommunication.
Learn more about collaboration.
Communication Tools
Stay Connected
Across Multiple Channels
Effective communication is the backbone of any successful business. Twozo CRM offers a suite of communication tools that allow your team to stay in touch with customers no matter where they are.
Communication Options:
Send and receive emails directly from Twozo CRM, and track email interactions without ever leaving the platform. Automated email templates ensure consistency, while real-time tracking lets you know when emails are opened or replied to.
Make calls directly from the CRM and log conversations for future reference. Twozo’s phone integration allows you to set up automatic call logging, track duration, and schedule follow-ups based on previous calls.
Engage with your website visitors using built-in live chat. Offer real-time assistance, and convert chat inquiries into leads or deals, ensuring you never miss a chance to connect.
Learn more about Communication.
Data Import and Migration
Seamless Transitions
for Growing Businesses
Whether you're transitioning from another CRM or consolidating multiple systems, Twozo CRM simplifies the data import and migration process.
Data Management Features:
Easily import large sets of contacts, companies, deals, and custom fields from your current systems. Twozo ensures that your data is cleanly imported and mapped to the right fields.
If you’re switching from another CRM, Twozo provides migration tools and support to ensure a smooth transition. Our step-by-step guides and support team will walk you through the process, ensuring no data is lost.
Keep your data fresh by setting up automatic syncs with other platforms or tools your business uses. Twozo integrates with popular apps, ensuring your CRM is always up-to-date with the latest customer data.
Learn more about data import and migration.
Analytics and Reporting
Turn Data into Actionable Insights
Unlock the full potential of your data with Twozo’s robust analytics and reporting tools. From tracking sales performance to analyzing customer behavior, our platform offers insights that help you make informed decisions.
Analytics Features:
Create dashboards tailored to your business’s key metrics. Whether you’re tracking revenue, lead conversion rates, or customer retention, you can build a visual overview that highlights your performance at a glance.
Track how well your team is performing against targets. Identify top performers, monitor deal progression, and get insights into where bottlenecks may be occurring.
Understand which marketing efforts are driving the most leads. Twozo provides detailed insights into lead sources, enabling you to focus your marketing budget on high-performing channels.
Learn more about Analytics and Reporting.
Why Choose Twozo CRM?
Twozo CRM is built to empower your business with tools that enhance efficiency and drive growth. Our user-friendly platform combines powerful automation, intuitive design, and robust analytics, allowing you to focus on what matters most—scaling your business.
Take the Next Step: Try Twozo CRM for Free
Sign up for a free trial and see how Twozo CRM can transform your business. From sales tracking to data analytics, our platform has the tools you need to build stronger customer relationships and drive growth.
Features
All comprehensive Feature set of Twozo CRM
Twozo is a latest entrant in the CRM market designed for small and medium-sized businesses. It prioritizes user-friendliness and affordability, ensuring that you can start managing your customer relationships.
Contact Management
Keep all you customers organized with Twozo's Contact Management feature.
Sync
Twozo provides contact sync, email sync, and calendar sync options for ease of operations.
Workflow
With the powerful automation feature, you can tailor Twozo to meet your unique business needs.
Our comprehensive workflows module allow you to automate the sales tasks that saves a lot of time on mundane tasks, also while ensuring your CRM aligns perfectly with your processes.
Communication
Inbuilt mailing system to engage with your contacts easily.
Activity Tracking
View the entire CRM activities at one place with Twozo's Activity Tracking.
Reporting
Twozo provides robust reporting and analytics tools, enabling clients to track performance metrics and gain actionable insights. This helps businesses make informed decisions to drive growth and improve sales strategies.
Key benefits
Every feature you need,
all in a single system
Our software solutions empower businesses across industries, driving growth, and enhancing efficiency.
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Deliver exceptional service
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Make informed, strategic decisions
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Streamline your processes and workflows
Custom User Fields
Time Saved
Workflow Templates
Revenue Growth
Get started
Ready to supercharge your business?
Grow sales and stay ahead in the competitive market by being among the first to benefit from our game-changing solutions.
