Stop Losing Leads! Effective Contact Management in CRM Explained

Is your customer data scattered?
Building a scalable business starts with a powerful foundation. Twozo CRM is a comprehensive business automation platform designed to simplify complex sales cycles and improve team collaboration. Built with modern features like Nira AI, Twozo helps you generate content and manage customer interactions with intelligence and speed.

As you grow, the most critical asset you have is your data. In this video, we discuss the high importance of contact management and why centralizing your customer data is the secret to consistent revenue. If your leads are scattered across spreadsheets or sticky notes, you are losing money.

We show you how to leverage Twozo CRM to turn a messy database into a streamlined sales pipeline. Effective customer management in CRM allows you to track every touchpoint, from the first inquiry to the final handshake, ensuring no opportunity falls through the cracks.

Whether you are a startup founder or a sales manager, mastering Customer Relationship Management (CRM) is vital for maintaining a competitive edge in any industry—from real estate to retail.

In this video, we cover:
0:06 - Contact Module in CRM Intro
0:15 - Filters in contact view
0:36 - Adding new contacts
1:00 - Importing Bulk contacts
1:12 - Contact view customization
1:22 - Editing/adding information to contacts
1:30 - lifecycle stages of contacts
1:55- Contact Timeline View
2:12 - Contact Subtab Conversation
2:22 - Contact Subtab Activity
2:36 - Contact Subtab Notes
2:45 - Contact Subtab Files
3:17 - Checking duplicates and merging them
3:35 - Import history for contacts

So are we! Catch us on your favourite socials!

YouTube -      / @twozocrm  
Instagram -    / _twozo_  
LinkedIn -    / twozo  
Facebook Profile -    / twozocrm  
Facebook Page -   / twozoindia  
X - https://x.com/TwozoCRM

Go beyond spreadsheets – Join us at https://crm.twozo.io and https://twozo.io/ today!

#crm #crmsoftware #crmsolution #business #twozocrm #saas #crmtools #software #ai #aipoweredcrm #aicrm #leadgenerationsoftware #automationsoftware #cloudcrm #trending #fyp #futuretechnology #business