A Search Interface Built for Granular Filtering Control
Cut through the noise and instantly surface the deals and records that matter most to your sales workflow.
Find What Matters to You, Instantly
Twozo’s Filters and Global Search put every record at your fingertips, search across your entire CRM in real time, and apply smart filters to segment precisely.
Cut through the noise and instantly surface the deals and records that matter most to your sales workflow.
Access a comprehensive set of ready-to-use deal filters to instantly segment your sales pipeline, without any manual setup.
Pin your most-used filters as favourites for one-click retrieval, and seamlessly access the data your team relies on every day.
Every saved filter view includes built-in visibility controls such as keep it private, share it organisation-wide, or restrict access to specific team members only.
Quickly search and refine results with intelligent filtering designed for scalable sales teams that can’t afford to lose time.
Access contacts, deals, companies, activities, and custom records from a single, centralized search interface. Plus, instantly locate any CRM data across modules, eliminating the need to switch between modules and keeping your sales workflow uninterrupted.
Skip the back-and-forth navigation. Create and manage deals, activities, contacts, and products instantly from the global search view, minimizing context-switching and keeping your entire sales pipeline workflow uninterrupted.
Automatically surfaces linked records connecting across modules to reveal the full business context behind every search result, so your team always acts on complete, connected CRM data.
Apply multiple flexible conditions to narrow down records with pinpoint accuracy. Whether filtering by deal stage, owner, date range, or custom fields, Twozo CRM ensures your team gets only the most relevant, actionable data, every time.
Save your preferred filter views once and reapply them anytime. Twozo CRM ensures your team retrieves consistent, accurate filtered results without manually rebuilding filter conditions every time.