Twozo offers comprehensive CRM, automation, and social media management capabilities all in one powerful platform. The platform helps small and mid-size teams to automate tasks, manage contacts, and track deals. While it offers limited automation tools, its predictive lead scoring and shared inbox features boost speed and collaboration.
Twozo Specifications
Contact Management
Lead Management
Sales Forecasting
Customer Communication Tracking
What Is Twozo?
Twozo is an AI-powered customer relationship management (CRM) platform designed to support sales, marketing, and support teams. It unifies contact and deal management, automated workflows, pipeline tracking, and reporting within a centralized system.
The platform helps to organize workflows and improve internal coordination without switching between multiple tools. Twozo's intelligent automation features and real-time analytics empower teams to make faster decisions, boost productivity, and enhance customer engagement.
What Is Twozo Best For?
The platform is best known for its intelligent ‘Activity Scheduler’, designed to help teams plan and execute tasks for peak productivity. Acting like a smart assistant, it suggests optimal times for meetings, follow-ups, and outreach based on workload, engagement patterns, and task urgency. This makes Twozo a strong choice for teams aiming to improve focus, reduce scheduling conflicts, and maintain consistent momentum throughout the workday.
Twozo Pricing
The vendor offers three pricing plans, catering to the requirements of teams of all sizes. These include:
- Standard
- Premium
- Enterprise
Twozo Integrations
Twozo offers integrations with 500+ third-party systems and tools, including:
- Slack software
- Microsoft Outlook
- Zoom
- PayPal software
- Google Calendar
- Gmail
Who Is Twozo For?
The platform is suitable for various industries and sectors, which include:
- Manufacturing
- Event management
- Wholesale
- Distribution
Is Twozo Right For You?
If you're a small to mid-sized business seeking a CRM solution that surpasses basic contact management, Twozo could be a great fit. Its standout feature is AI-powered sales and support tools that help teams automate repetitive tasks, prioritize leads, and stay organized without needing to switch between platforms. With features like shared inboxes, mobile access, and built-in calling, Twozo is built for teams that value speed, structure, and smarter workflows, all in one place.
Still unsure if Twozo is the right fit for your team? Call us at (661) 384‑7070 for tailored advice and answers!
Twozo Features
Twozo enables structured contact management across every stage of the customer lifecycle. Users can log interactions, track engagement history, and categorize contacts based on their position in the funnel. This allows teams to prioritize high-value prospects, automate next-step actions, and deliver more timely, contextual follow-ups across the funnel.
See How It WorksThe system provides a visual pipeline to monitor deal stages, assign owners, and automate task reminders. The sales teams gain clear visibility into deal status, expected closing dates, and activity timelines. This helps prioritize opportunities, accurately forecast revenue, and accelerate the sales cycle.
See How It WorksTwozo’s ‘Shared Inbox’ integrates directly into the CRM, allowing cross-functional teams to view, reply, and manage customer emails in one unified space. It includes AI-generated reply suggestions, grammar-checked templates, and automated follow-up sequences. Campaign managers can also run bulk email blasts and track engagement metrics in real time.
See How It WorksThe platform offers real-time insights through interactive dashboards and visual charts like bar, pie, and line graphs. Teams can collaborate easily with shared access to live data, ensuring everyone stays aligned. You can review the underlying records for full context or focus on curated reports tailored to your specific goals. This makes it easier to track performance, identify trends, and make informed decisions.
See How It WorksTop Recommended Software
