Name: Twozo CRM: A Closer Look | Product Demonstration Video
Uploaded: 2025-06-17T15:23:48.000Z
Duration: 8 min 33 s
Description: Twozo CRM: A Closer Look | Product Demonstration Video

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

Development

Business Intelligence (BI)

Collaboration

Enterprise Feedback Management

Interactive Voice Response (IVR)

Manufacturing Execution

Payment Facilitation

Supply Chain Management

Enterprise

Accounting

CTRM

Corporate Performance Management (CPM)

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

HR Compliance

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Enterprise Flash Array Storage

File Sync and Share

Fraud Detection

High Availability Cluster

In-Memory Databases

Integration Platform as a Service (iPaaS)

Internet Security

Network Operating Systems

Network Performance Monitoring

Remote Monitoring and Management

SaaS Management

Software Defined Storage (SDS)

Threat Hunting

User Virtualization

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Deliverability

Email Marketing

Graphics

Headless CMS

Marketing Automation

Online Reputation Management

Retail Media Advertising

Social Media Management

Social Media Publishing

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Intrusion Detection

Security

Auto Repair

Building Information Modeling (BIM)

Construction Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Insurance Agency Management

Investment Portfolio Management

Law Practice Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Retail Analytics

Vertical-Specific

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Priority Matrix

Appfluence

eMeetingsOnline

FastPIPE

FastEST, Inc.

ReportsNow

AspenOne Supply Chain Management

Aspen Technology

Crowdtap

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Aras PLM

Aras Corporation

Zoho CRM

monday CRM

HubSpot CRM

Zapier

Standard

Premium

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Twozo CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

How Twozo CRM Use Customer Email Addresses for Syncing Email, Calendar, and Contacts with Google

Twozo CRM: A Closer Look | Product Demonstration Video

the Cross-Module Filter. Filter beyond a single module by retrieving associated records for better results. While in the contact module, you can filter related deals, activities, and other linked data. Multiple filters can be used in a single attempt for greater precision.

Smart Lifecycle Progression. This ensures unified tracking by having the system automatically update a contact's lifecycle stage whenever an associated deal is created or won.

Email Templates, pre-built for different use cases, can be applied for clearer communication.

Twozo Technologies Private Limited

Twozo CRM supports managing contacts and automating follow-ups to tracking leads and closing deals.

Product Launch Teaser: Introducing Twozo CRM - Streamline your business like never before! 🚀 #crm

Welcome to Twozo CRM! In this video, we reveal the top rumours and leaks around our highly anticipated product launch. Twozo is set to revolutionize the way you manage your business, with smart, simple, and powerful tools designed to help you grow! 🚀 

From managing contacts and automating follow-ups to tracking leads and closing deals, Twozo CRM puts everything you need in one place. Take the stress out of business management and stay ahead with real-time insights, automated tasks, and seamless communication features! 📈

💡 Why Twozo? 
✅ Manage your customers, tasks, and deals all in one place
✅ Get data-driven insights for faster growth
✅ Automate your to-do list and never miss an opportunity
✅ Built-in communication features to connect smarter

Start your journey with Twozo CRM today!

Visit - twozo.io for more details!

Discover how Twozo CRM simplifies your workflow and enhances collaboration among your teams. In this product tutorial, we walk you through the intuitive and user-friendly features of Twozo, from adding leads to managing deals. One of the standout segments of the video is the Deal Management Module, adding deals, contacts, organizations, and products either manually or imported from various file formats is like a piece of cake! From simple lead qualification to complex B2B cycles, Twozo CRM pipeline management fits according to your sales model.  

Amplify your Revenue Growth:

An impressive section is where you can get a real-time view of the value for each deal, success probability, and projected revenue using Twozo’s forecast option. Also explore, how smart filters works quickly in searching and accessing the right data related to deals, contacts, organizations, and products.

Moving into the Contact Module, the video highlights, how each contact record opens into a detailed profile and gives your team everything they need to know about a contact at a glance. In under 30 seconds, Twozo enables you to access a contact, view their deal history, send a follow-up task, and log a call. That’s the kind of speed; we bring to your floor. 

Meet the CRM that Thinks Like You:

A section worth watching closely is the Organizational Module, which is specifically designed to provide a 360-degree view of the deals and their relevant companies or client organizations. Even after organizing and managing deals and customer details, you might struggle to follow up with clients? Here’s where the Activity module steps in to schedule calls, set meetings, send emails, and jot down the notes. So, everything is timestamped and user-attributed, creating accountability and transparency.  

Crafting customer bonds with AI smart CRM:

Our Nira, AI-assistant helps you craft emails, not just quickly, but also contextually relevant and conversion-focused.  

Saving the best for last is our Cloud Telephony, where you can initiate, track, and log calls instantly in the CRM, without switching devices.  

To wrap it up, you can notice how the presenter switches between the deal, contact, organization, and product modules, this cross-linking is what makes Twozo stand out for high-volume B2B teams.

Here’s What’s Inside: 

0:06 – Welcome to Twozo CRM Tutorial 

0:20 – Smart Deal Management 

0:56 – Visual Pipeline 

1:48 – Filter Like a Pro 

2:17 – Forecast Your Revenue 

4:07 – Activities with Precision 

5:47 – Adding Products 

7:37 – Craft with Nira Email 

8:07 – Instant Calling 

Social? So are we! Catch us on your favourite socials!

YouTube - https://www.youtube.com/@TwozoCRM 

Instagram - https://www.instagram.com/_twozo_/ 

LinkedIn - https://www.linkedin.com/company/twozo/ 

Facebook Profile - https://www.facebook.com/TwozoCRM/ 

Facebook Page - https://www.facebook.com/profile.php?id=61572325745468  

X - https://x.com/TwozoCRM 

Go beyond spreadsheets – Join us at https://crm.twozo.io and https://twozo.io/ today!

#crm #crmsoftware #crmsolution #business #twozocrm #saas #crmtools #software #ai #aipoweredcrm #aicrm #leadgenerationsoftware #automationsoftware #cloudcrm

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Twozo CRM

Overview

What is Twozo CRM?