Marg Twozo CRM
Marg ERP 9+
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Twozo CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales, customer engagement, and operations in one unified space. Built with small to medium enterprises in mind, it delivers an intuitive interface that simplifies lead tracking, contact management, communication, and sales forecasting. With drag-and-drop sales pipelines, real-time analytics, and built-in communication tools like calling, messaging, and email, Twozo helps teams maintain focus and efficiency. The platform offers powerful automation, helping teams eliminate repetitive tasks and ensure timely follow-ups.
Twozo CRM also supports extensive customization, enabling businesses to configure deal stages, custom fields, access controls, and reporting dashboards. Its AI integration aids in writing and analyzing emails, summarizing conversations, and suggesting next actions. Multi-platform availability, including web, desktop, and mobile apps, ensures flexibility for remote or on-the-go teams. The pricing tiers are structured to suit different business needs—from startup to enterprise—ensuring value for money across scales. Twozo is particularly favored for its simplicity, strong automation, and excellent support infrastructure, including 24/7 assistance and dedicated account management for premium users.
Pricing of Marg ERP-Pharmaceutical Industry Software
Pricing plans
Introduce pricing plans
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
Standard - Explore how our features help with everyday tasks - Customize
USD 0.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Deal Contact and Activity Management
- Manage Pipeline and Contact Lifecycle stages
- Curated and Custom Dashboards
- Built in Chat Call and Emai
- AI Email Inbox
- Custom Fields
- Mobile App
- 24*7 Call Support
Premium - Level up productivity and never miss the next step - Customize
USD 0.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Everything from premium plus
- Tracking
- Lead Generation Web Forms
- Bulk Action
- Data Migration In & Out
- Visual Deal Timeline
- Custom Permission sets
- Cloud Telephony
- Automated Workflow
- Live and Chat Support
Enterprise - Get the best to empower larger teams - Customize
USD 0.00 /Month
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Everything from Enterprise plus
- Access Unlimited Database of Deal Contacts and Companies
- Forecast Insights
- Deal Card Customization
- Automated Task Alerts
- Customizable Email Templates
- Field Access Control
- Dedicated success manager
Key Specification
| Other Categories: | |
|---|---|
| Deployment: | Cloud Hosted,Hybrid,Any |
| Customer Support: | Phone,Email,Live Chat |
| Customization: | Yes |
| Languages Support: | English |
Who uses Twozo CRM
Company Details
- Company Name: Twozo Technologies
- Headquarter: Chennai, Tamil Nadu India
- Website: Visit Website
Twozo CRM Description
Twozo CRM is a feature-rich, AI-enhanced customer relationship management software that supports the entire customer lifecycle—from capturing leads to post-sale engagement. Built with flexibility and productivity at its core, Twozo offers visually intuitive sales pipelines with the ability to customize each stage to match a company’s sales strategy. Leads can be imported through various methods and then filtered, segmented, and nurtured through automated workflows and reminders.
Its built-in AI tools assist users with crafting context-aware emails, tone refinement, grammar suggestions, and even provide real-time tracking of open and click rates. The conversation assistant can automatically generate summaries, suggest next steps, and record meeting highlights without manual effort.
Twozo supports complete visibility into team activities—calls, tasks, follow-ups, and calendar events—via a centralized dashboard. Internal communication is enhanced with integrated chat and cloud telephony, allowing sales representatives to make calls or send messages directly from the CRM.
The reporting suite includes dynamic dashboards that can be shared across teams, displaying real-time performance via KPI cards, pie charts, line graphs, and data drill-downs. It also allows deep customization for roles, access levels, and data visibility.
Twozo integrates with widely-used tools such as Gmail, Slack, Zoom, Google Calendar, LinkedIn, and PayPal. This helps users centralize their workflows. It offers cloud and on-premise deployment options, and is available on Windows, macOS, Linux, iOS, Android, and Chromebooks.
For businesses switching CRMs, Twozo provides bulk import/export and data migration support. Pricing is tiered—starting with a basic package for small teams and scaling to enterprise-grade features with premium support and dedicated success managers. Twozo is especially popular among growth-focused companies for its ease of use, automation features, strong support ecosystem, and multi-platform accessibility.
⚙️ Key Feature & Specification
Key Feature:
AI Email Assistant & Communication Tools – Helps draft, analyze, track, and automate emails with AI-powered suggestions, integrated cloud telephony, and chat functionalities.
Specifications:
Lead & Deal Management: Visual pipelines, lead capture forms, custom deal stages
Contact Management: Custom fields, filters, bulk import/export
Workflow Automation: Task automation, follow-ups, activity reminders
Email Tools: AI-generated content, open/click tracking, grammar & tone tools
Dashboards & Reports: Live reports, custom charts, data insights, shared dashboards
Integrations: Gmail, Slack, Zoom, PayPal, Outlook, Google Calendar, LinkedIn
User Management: Custom roles, field-level permissions, activity logs
Mobile & Platform Support: Windows, macOS, Linux, iOS, Android, Chromebook
Deployment: Cloud-based and On-premise options
Support: 24/7 live help, chat, knowledge base, phone support, success manager
Key Features & Specifications
- Widgets
- Public Dashboard
- Private Dashboard
- Predefined Templates
- Data Integration
- Key Performance Indicators
- Strategic Planning
- Dashboard
- Data Analysis
- Ad hoc Query
- Customer Support
- Lead Scoring
- Lead Management
- Email Drip Campaigns
- Activity Management
- Email Marketing
- Document Library
- Instagram Ads
- Transfers
- Alert Notifications
- Conversion Tracking
- CRM
- Report Generation
- Campaign Management
- Quotes (Proposals)
- Event Tracking
- Email Scrapper
- Scheduled Alerts
- Notification Scheduling
- Reports
- CRM & Sales Reports
- CRM integration
- Team Management
- Activity Tracking
- Email Templates
- Pipeline Management
- Sales Pipeline Tracking
- Email Management
- Calendar/Reminder System
- Data Management
Twozo CRM Video
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Its simple user interface makes it easy for us to use. Although we have only been trying the software, we can see how it can benefit our business by making payroll management work like a breeze.
Keka app is an excellent software for payroll management. KEKA is easy to use, user-friendly, and straightforward to operate. It's an intuitive app that won't take you long to learn how it works.
What you like the most about Keka HR Payroll Platform?
It has many features and can be customized according to the needs of our business.
Its simple user interface makes it easy for us to use. Although we have only been trying the software, we can see how it can benefit our business by making payroll management work like a breeze.
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Frequently asked questions
Everything you need to know about discovering, comparing, and choosing the right AI software for your business.
Twozo CRM has 3 plans,
- Standard - Explore how our features help with everyday tasks - Customize USD 0.00 Month
- Premium - Level up productivity and never miss the next step - Customize USD 0.00 Month
- Enterprise - Get the best to empower larger teams - Customize USD 0.00 Month
Twozo CRM is the CRM Software used for the below functionalities.
Top 5 Twozo CRM features
- Widgets
- Public Dashboard
- Private Dashboard
- Predefined Templates
- Data Integration
Twozo CRM provides Phone,Email,Live Chat support.
Twozo CRM is allowed 14 Days Free Trial.
Twozo CRM provides Help Guides,Video Guides,Blogs,Webinars,Case Studies,Whitepapers for the software training.
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