Twozo CRM

Customer Data Management (CDM)

• Contact Management
  Store, update, and easily find all your contacts in one place.​​
• Account Management
  Organize company accounts and link related contacts for better sales control.​​
• Customer Profiles
  View every customer’s complete details, history, and touchpoints instantly.​​
• Contact Segmentation
  Group contacts by filters for targeted communication and marketing.​​
• Activity History
  See all customer interactions, notes, and actions in a chronological timeline.​​

Sales Management

• Lead Management
  Capture, assign, and track leads from first interaction to closure.
• Territory Management
  Organize sales teams and activities across different geographic regions.
• Sales Forecasting
  Predict future sales outcomes with real-time forecast visualization.
• Deal Management
  Monitor deal stages, values, and progress for improved closing efficiency.
• Sales Automation
  Automate repetitive sales tasks to save time and reduce errors.
• Workflow Automation and Management
  Create customized automated sales processes for smoother operations.
• Opportunity & Pipeline Management
  Track opportunities through each stage of your sales pipeline.
• Quote Management
  Generate accurate, branded quotes and proposals to accelerate sales processes.
• Order Management
  Track and manage orders from customers to ensure timely fulfillment and accurate billing.
• Contract Management
  Managing contracts from their creation, execution, and performance tracking to their eventual termination.

Marketing Automation

• Email Marketing
  Design, send, and track bulk emails with built-in templates and analytics.​​
• Campaign Management
  Launch, monitor, and optimize marketing campaigns directly within the CRM.​​
• Lead Nurturing
  Automate engagement to build stronger relationships with potential customers.​​
• Customer Journey Tracking
  Visualize and analyze each customer’s journey through different touchpoints.​​
• Customer Segmentation
  Automatically divide your customers into targeted segments for smarter marketing.​​
• Event-Triggered Workflows
  Automatically notify users of important customer or deal events.​​
• Automated Campaigns
  Run recurring or rules-based campaigns without manual work.

Data Sourcing / Integrations

• Social Media Integration
  Connect popular platforms to sync contacts and track engagement.​​
• Data Import/Export
  Bring in or export customers and deal data quickly from other tools.​​
• API Access
  Enable secure, direct connections with your own apps via API.​​
• Calendar Integration
  Sync your calendar for meetings, reminders, and follow-ups.​​
• Third Party Integrations
  Connect with over 2,000 business tools for enhanced workflows.​​
• Email Marketing Tools Integration
  Seamlessly connect well-known email marketing services.​​
• Marketing Tools Integration
  Integrate with top marketing apps for unified campaign execution.
• Interactive Voice Response (IVR) Integration
  Integrate CRM with IVR systems to manage customer calls and enhance support.
• eCommerce Integrations
  Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.

Collaboration Tools

• Team Communication
  Chat, share updates, and collaborate directly within the CRM workspace.​​
• Task / Activity Management
  Assign, track, and manage tasks and activities for all team members.​​
• Document Sharing & File Storage
  Store, share, and manage files securely with access controls.​​
• Omnichannel Support & Engagement
  Interact with customers across email, chat, phone, and web in one platform.

Security & Compliance

• Role-Based Access Control (RBAC)
  Grant permissions by role to protect sensitive business and customer data.
• Audit Trail
  Track changes and updates within the system for enhanced security and transparency.
• Data Encryption
  Encrypt data both at rest and in transit to safeguard customer information.
• Backup & Disaster Recovery
  Ensure business continuity with secure backups and disaster recovery plans.
• GDPR & Data Privacy
  Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

• Predictive Analytics
  Use AI insights to anticipate sales trends and identify new opportunities.​​
• Lead Scoring
  Automatically score leads with AI to focus on those most likely to convert.​​
• Chatbots
  Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

• Predictive Analytics
  Use AI insights to anticipate sales trends and identify new opportunities.​​
• Real Time Analytics
  View live dashboards with sales, marketing, and support data instantly.​​
• Campaign Performance
  Monitor marketing campaign results in real time with clear metrics.​​
• Custom Dashboards
  Build personalized dashboards showing the KPIs you need.​​
• Sales Performance Reports
  Track individual and team sales against targets and quotas.​​
• Customer Insights
  Get actionable reports on customer preferences and activity.​​
• Forecasting & Trends
  Spot growth opportunities and challenges with trend analysis tools.​​
• Performance Tracking
  Monitor business operations and team effectiveness quickly.​​

Alerts & Notifications

• Event-Triggered Notifications
  Automatically notify users of key events, such as new leads, meetings, or customer actions.
• Custom Workflow Alerts
  Set personalized alerts for task completions and workflow milestones.​​
• Customer Interaction Alerts
  Get notified when customers engage or need attention.​​
• Workflow Trigger Alerts
  Alert teams as automated processes reach specific stages.​​
• Lead Activity Alerts
  Instantly notify sales when leads take key actions or show interest.
• System Errors/Failures
  Receive immediate notifications for any system failures or errors for quick resolution.
• SLA Violations
  Receive notifications when service level agreements are breached or approaching deadlines.