Pipeline Management
Keep Your Sales Flowing Smoothly
Managing your sales pipeline effectively is critical for closing deals and driving revenue. With Twozo CRM’s Pipeline Management tools, your sales team can stay organized, track every deal at every stage, and maximize efficiency through automation and smart insights. Whether you're a small team or a large enterprise, Twozo adapts to your workflow and scales as your business grows.
Team Pipelines
Organize Your Sales Team with Ease
Twozo CRM enables you to create separate pipelines for different teams, ensuring that each department has the tools they need to succeed. Whether you're managing a sales team focused on specific products, regions, or deal types, team pipelines allow everyone to stay on task and track progress in real-time.
1. Custom Pipelines for Each Team
Create pipelines tailored to the needs of specific departments or sales teams. Each pipeline can reflect different stages of the sales process, making it easier to manage specialized workflows.
2. Team-Wide Visibility
Share pipeline views across your team to provide transparency. Sales managers can monitor the progress of each team member and ensure that every opportunity is being properly managed.
3. Custom Stages
Adapt the pipeline stages to fit your sales process. Whether you need five or fifteen stages, Twozo gives you the flexibility to reflect your sales journey accurately.
Connected Pipelines
Seamless Movement Between Teams and Processes
When your deals flow across different departments or stages, connected pipelines in Twozo CRM allow for smooth transitions. Whether a deal is passed from marketing to sales or from one sales team to another, no information is lost, and the handoff is seamless.
1. Cross-Departmental Workflows
Move deals across pipelines without losing valuable data. Ensure all team members have access to the right information at every step of the sales process.
2. Automation Triggers
Set up automatic triggers that move deals between pipelines based on specific actions. For example, when a lead is qualified by the marketing team, it can automatically be moved to the sales pipeline for follow-up.
3. Real-Time Notifications
Keep all team members in the loop with real-time updates and notifications when a deal progresses or is handed off to another team.
Task and Activity Management
Stay on Top of Every Action
Every deal requires consistent follow-ups, timely meetings, and efficient task management. With Twozo CRM’s integrated Task and Activity Management tools, your team will never miss an important step in the sales process.
1. Task Scheduling
Assign tasks related to specific deals, such as calls, meetings, or emails. Set due dates, priorities, and link tasks to deals so that all relevant information is in one place.
2. Activity Tracking
View a complete timeline of all activities related to a deal. From initial contact to closing, your team can track every email, meeting, and note to stay organized.
3. Automated Reminders
Receive automated reminders for follow-ups and overdue tasks, ensuring that nothing is forgotten. This is especially useful for high-value deals where timing is crucial.
Products and Sales Items
Track What You’re Selling
Incorporating products and sales items into your pipeline is crucial for tracking deal specifics and ensuring that all sales are recorded accurately. Twozo CRM’s Products and Sales Items feature allows you to link products to deals, simplifying the tracking of what you're selling and to whom.
1. Product Listings
Manage a catalog of your products or services, complete with descriptions and pricing. Easily link these items to deals, making it simple to track what’s being sold.
2. Sales Item Integration
Associate specific products with each deal, ensuring that your sales team knows exactly what’s being offered. This is particularly useful for companies offering multiple products or service lines.
3. Custom Pricing and Discounts
Adjust pricing on a per-deal basis and apply discounts as needed. Twozo CRM ensures that all changes are recorded and reflected in your deal forecasts and reports.
Get Started Today
See how Twozo CRM’s Pipeline Management can help your team close more deals, faster.