Twozo CRM is a cloud-based customer relationship management platform designed to give businesses of all sizes a unified view of their customer journey. Suitable for sales, marketing, and support teams, it helps organizations centralize workflows, manage leads, and automate repetitive tasks. Whether you're a growing startup or an established company, Twozo offers adaptable tools to improve team productivity and customer engagement.

The platform includes features like customizable workflows, cloud telephony, and an AI-powered assistant for communication. It also supports integration with major messaging platforms and offers full mobile access, making it particularly useful for remote teams or agents in the field.

What are the key features of Twozo CRM?

Automated workflows for consistent processes

Twozo CRM allows users to create workflows that automate routine actions across the sales pipeline. These workflows are triggered by predefined conditions, reducing manual input and minimizing errors.

• Send automated emails and task reminders

• Update fields or assign leads based on behavior or status

• Ensure consistent follow-up without manual intervention

This functionality helps teams streamline their processes, ensuring that no lead or opportunity slips through the cracks.

Built-in cloud telephony for seamless calling

With integrated cloud telephony, Twozo CRM enables voice communication directly within the platform. Teams can place and receive calls from anywhere using an internet connection.

• Make and receive calls without switching tools

• Automatically log call details to customer records

• Improve communication continuity across sales cycles

This feature supports uninterrupted engagement and simplifies contact tracking during deal negotiations.

AI assistant for email generation

The AI Assistant, Nira, supports customer communication by helping users craft professional emails quickly. It adapts to tone preferences and can regenerate content instantly.

• Generate grammatically accurate emails

• Customize tone and subject line based on audience

• Save time on repetitive outreach tasks

Nira is especially helpful for sales and marketing teams handling high-volume communication.

Multi-channel outreach through social media integrations

Twozo CRM extends its reach beyond email by integrating with platforms like LinkedIn, Facebook, and WhatsApp. This expands engagement options for sales teams targeting leads on multiple channels.

• Connect and engage leads via social media

• Log conversations across platforms within CRM records

• Diversify lead generation strategies

This helps teams meet prospects where they are and maintain a broader communication footprint.

Mobile access for remote and field teams

The mobile app provides full CRM functionality for users on the move. It's suitable for field agents or remote employees who need quick access to customer data and updates.

• View and update customer records

• Log sales activities in real-time

• Receive push notifications for important events

This feature ensures that teams remain connected and productive, regardless of location.

To summarize

Twozo CRM brings together automation, AI assistance, and omnichannel engagement into a centralized platform that adapts to your team’s workflow. It focuses on helping organizations work more efficiently while maintaining strong, responsive customer relationships.

Key benefits include:

• Faster task execution through automated workflows

• Stronger communication via AI-generated emails and cloud calls

• Broader lead coverage with social media integration

• Increased flexibility for remote and mobile teams

• Ongoing support from a responsive service team

With its customizable and scalable approach, Twozo CRM is built to support teams aiming to optimize sales processes and drive sustained growth.