FeaturesDeal Management

Manage High-Volume Sales

Deal Management

A comprehensive sales pipeline with real-time deal insights at every stage of your sales funnel, driving predictable revenue growth.

Prioritize Your Leads

Give your team complete visibility and flexibility to manage deals and pipelines efficiently

See Every Deal at a Glance

Switch between list view and pipeline view to manage and move deals through the visual sales pipeline.

Deal Rotting

Get notified for stalled or inactive deals, prompting timely follow-ups to prevent losses.

Group Deals by Tags

Use flexible, user-defined tags to categorize, prioritize, and filter deals for better, faster follow-ups.

Flexible Pipeline Management

Every business sells differently, and Twozo CRM’s pipeline management adapts to varied sales processes and team structures.

Customizable Pipeline Management

Twozo CRM allows teams to create and customize multiple pipeline stages to align with diverse business workflows.

Customizable Pipeline Management

Deal Timeline

Get a chronological view of all activities, interactions, and updates associated with a deal, helping teams maintain context.

Deal Timeline

Deal Archive

Allows deals to be archived from the active pipeline while keeping their full history intact for reference.

Deal Archive

Smooth Deal Progression

Pipeline stages can be advanced using drag-and-drop, and even extended with new stages whenever required.

Smooth Deal Progression

AI-Powered Deal Intelligence

Turn every deal interaction into actionable insights with AI-driven analysis and predictions.

Deal Summary

Provides a clear overview of the deal by summarizing interactions, notes and activities.

Deal Prediction

Anticipates the deal success probability based on deal activities and engagement.

Lost Deal Analysis

Reveals the key factors behind lost deals, from sales gaps to competitive alternatives.

Smart Keyword Insights

Automatically extract key insights from emails, calls and conversations.