FeaturesWorkflow Automation

Turn Daily Tasks into Automated Actions

Workflow Automation

Automate every stage of your sales process across your pipeline.

Let Automation Handle Routine Activities

Configure using Twozo workflows to reduce your manual work in your sales process.

workflow automation dashboard

Built-In Workflow Templates

Start with built-in templates and tailor them to run workflow actions with minimal effort.

Workflow Automation Setup

Configure workflow rules to execute actions automatically when triggers and conditions are met.

Auto-Assignment Rules

Set rule-based assignments to direct leads and activities to the right team members automatically.

Intelligent Automation for Structured Growth

Keep the potential leads engaged with automated communications and timely task execution throughout their entire sales journey.

Automatic Task Management

Automatic Task Management

Every business has its own sales process, and Twozo lets you tailor workflows to match how your team works. Set triggers and conditions for task assignment to automatically perform activities, reducing repetitive manual work each time the task is required.

Workflow Performance Insights

Workflow Performance Insights

Twozo helps improve automation by providing clear visibility into how workflows perform over time. Workflow insight reports highlight the execution status, identify failures, and help you address affected actions, so you can resolve them without delay.

Smarter Automation Management

Build a connected automation environment with Twozo, where every workflow is trackable and easily managed.

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Workflow Activity History

View a detailed log showing when automated actions were executed across your records.

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Flexible Workflow Control

Enable or disable automation anytime to match your current business needs.

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Centralized Process Control

Access, edit, and maintain every workflow from a single interface.