Twozo CRM
Deals in your pocket
Twozo CRM is a feature-rich, AI-enhanced customer relationship management software that supports the entire customer lifecycle—from capturing leads to post-sale engagement. Built with flexibility and productivity at its core, Twozo offers visually intuitive sales pipelines with the ability to customize each stage to match a company’s sales strategy. Leads can be imported through various methods and then filtered, segmented, and nurtured through automated workflows and reminders.
Its built-in AI tools assist users with crafting context-aware emails, tone refinement, grammar suggestions, and even provide real-time tracking of open and click rates. The conversation assistant can automatically generate summaries, suggest next steps, and record meeting highlights without manual effort.
Twozo supports complete visibility into team activities—calls, tasks, follow-ups, and calendar events—via a centralized dashboard. Internal communication is enhanced with integrated chat and cloud telephony, allowing sales representatives to make calls or send messages directly from the CRM.
The reporting suite includes dynamic dashboards that can be shared across teams, displaying real-time performance via KPI cards, pie charts, line graphs, and data drill-downs. It also allows deep customization for roles, access levels, and data visibility.
Twozo integrates with widely-used tools such as Gmail, Slack, Zoom, Google Calendar, LinkedIn, and PayPal. This helps users centralize their workflows. It offers cloud and on-premise deployment options, and is available on Windows, macOS, Linux, iOS, Android, and Chromebooks.
For businesses switching CRMs, Twozo provides bulk import/export and data migration support. Pricing is tiered—starting with a basic package for small teams and scaling to enterprise-grade features with premium support and dedicated success managers. Twozo is especially popular among growth-focused companies for its ease of use, automation features, strong support ecosystem, and multi-platform accessibility.
⚙️ Key Feature & Specification
Key Feature:
AI Email Assistant & Communication Tools – Helps draft, analyze, track, and automate emails with AI-powered suggestions, integrated cloud telephony, and chat functionalities.
Specifications:
Lead & Deal Management: Visual pipelines, lead capture forms, custom deal stages
Contact Management: Custom fields, filters, bulk import/export
Workflow Automation: Task automation, follow-ups, activity reminders
Email Tools: AI-generated content, open/click tracking, grammar & tone tools
Dashboards & Reports: Live reports, custom charts, data insights, shared dashboards
Integrations: Gmail, Slack, Zoom, PayPal, Outlook, Google Calendar, LinkedIn
User Management: Custom roles, field-level permissions, activity logs
Mobile & Platform Support: Windows, macOS, Linux, iOS, Android, Chromebook
Deployment: Cloud-based and On-premise options
Support: 24/7 live help, chat, knowledge base, phone support, success manager
- ✓ Widgets
- ✓ Public Dashboard
- ✓ Private Dashboard
- ✓ Predefined Templates
- ✓ Data Integration
- ✓ Key Performance Indicators
- ✓ Strategic Planning
- ✓ Dashboard
- ✓ Data Analysis
- ✓ Ad hoc Query
- ✓ Customer Support
- ✓ Lead Scoring
- ✓ Lead Management
- ✓ Email Drip Campaigns
- ✓ Activity Management
- ✓ Email Marketing
- ✓ Document Library
- ✓ Instagram Ads
- ✓ Transfers
- ✓ Alert Notifications
- ✓ Conversion Tracking
- ✓ CRM
- ✓ Report Generation
- ✓ Campaign Management
- ✓ Quotes (Proposals)
- ✓ Event Tracking
- ✓ Email Scrapper
- ✓ Scheduled Alerts
- ✓ Notification Scheduling
- ✓ Reports
- ✓ CRM & Sales Reports
- ✓ CRM integration
- ✓ Team Management
- ✓ Activity Tracking
- ✓ Email Templates
- ✓ Pipeline Management
- ✓ Sales Pipeline Tracking
- ✓ Email Management
- ✓ Calendar/Reminder System
- ✓ Data Management
- Deal Contact and Activity Management
- Manage Pipeline and Contact Lifecycle stages
- Curated and Custom Dashboards
- Built in Chat Call and Emai
- AI Email Inbox
- Custom Fields
- Mobile App
- 24*7 Call Support
- Everything from premium plus
- Tracking
- Lead Generation Web Forms
- Bulk Action
- Data Migration In & Out
- Visual Deal Timeline
- Custom Permission sets
- Cloud Telephony
- Automated Workflow
- Live and Chat Support
- Everything from Enterprise plus
- Access Unlimited Database of Deal Contacts and Companies
- Forecast Insights
- Deal Card Customization
- Automated Task Alerts
- Customizable Email Templates
- Field Access Control
- Dedicated success manager
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Twozo CRM offers 3 pricing plan(s):
- Standard - Explore how our features help with everyday tasks - Customize — USD0.00 Month
- Premium - Level up productivity and never miss the next step - Customize — USD0.00 Month
- Enterprise - Get the best to empower larger teams - Customize — USD0.00 Month
Twozo CRM is a CRM Software solution. Top features include:
- Widgets
- Public Dashboard
- Private Dashboard
- Predefined Templates
- Data Integration
Yes, Twozo CRM offers a 14-day free trial.
Twozo CRM provides Phone,Email,Live Chat support.
Twozo CRM is Cloud Hosted,Hybrid,Any software.
Twozo CRM provides Help Guides,Video Guides,Blogs,Webinars,Case Studies,Whitepapers for training.
