Twozo CRM: Feature-Rich, Flexible, and Built to Grow with Your Business
At Twozo CRM, we believe that managing your customer relationships and business processes should be seamless, efficient, and scalable.
For every connection, at every stage —Twozo is here.
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.
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.
Products and Sales Items
Track the products or services associated with your deals. Easily manage product listings, apply pricing structures, and monitor product-specific sales performance.
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.
Import, Export, and Migrate Contacts
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.
Real-Time Interaction Tracking
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.
Segment Your Contacts
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.
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.
Email Integration
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.
Built-In Phone System
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.
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.
Workflow Automation
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.
Web Forms
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.
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.
Activity Tracking Across Teams
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.
Task and Calendar Sharing
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.
Sales Team
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Territory
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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.
Contact Lifecycle Stages
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.
Custom Fields for Contacts and Deals
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.
Custom Sales Activities
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.
Multi-Currency Support
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.
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.
Customizable Dashboards
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.
Sales Performance Reports
Track how well your team is performing against targets. Identify top performers, monitor deal progression, and get insights into where bottlenecks may be occurring.
Lead Source Analysis
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.
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.
Bulk Data Import
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.
Migration Assistance
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.
Ongoing Data Syncing
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.
Integrations
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Mobile Applications
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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.