Thozo CRM – Complete Customer Relationship Management Solution

Overview

Thozo CRM is a powerful customer relationship management application that helps businesses manage leads, opportunities, sales pipelines, customer interactions, and sales forecasting from a single platform. It enables organizations to track every stage of the customer journey—from the first inquiry to closing the deal—and integrates seamlessly with Sales, Marketing, Helpdesk, Inventory, Accounting, and other Thozo applications.

Complete CRM Workflow

Lead Generation
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Lead Qualification
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Opportunity
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Sales Pipeline
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Quotation
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Sales Order
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Invoice
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Payment
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Customer Relationship

Key Features

👥 Lead Management

Capture leads from multiple sources.

Lead sources include:

  • Website Contact Forms
  • Live Chat
  • Email
  • Social Media
  • Phone Calls
  • Manual Entry
  • Marketing Campaigns
  • Trade Shows
  • Referrals
  • API Integrations

Features:

  • Unlimited lead creation
  • Lead categorization
  • Lead source tracking
  • Lead ownership
  • Duplicate detection
  • Lead history

Thozo can also create leads from web forms and email aliases.

🎯 Opportunity Management

Convert qualified leads into opportunities.

Track:

  • Customer Requirements
  • Expected Revenue
  • Probability of Closing
  • Salesperson
  • Expected Closing Date
  • Products of Interest
  • Customer Notes

📊 Sales Pipeline Management

Manage every sales stage using a visual Kanban pipeline.

Example Pipeline:

  • New Lead
  • Contacted
  • Qualified
  • Proposal Sent
  • Negotiation
  • Won
  • Lost

Benefits:

  • Drag-and-drop stage updates
  • Pipeline visibility
  • Faster follow-ups
  • Improved sales management

📈 Sales Forecasting

Forecast future revenue based on:

  • Open opportunities
  • Win probability
  • Expected closing dates
  • Sales team performance
  • Historical trends

Helps management plan resources and revenue targets.

🤖 Lead Scoring

Automatically prioritize leads based on:

  • Customer interest
  • Lead source
  • Company size
  • Industry
  • Sales history
  • Website engagement

Predictive lead scoring is available in supported editions.

🔄 Lead Assignment

Automatically assign leads based on:

  • Sales territory
  • Salesperson
  • Department
  • Product category
  • Workload balancing
  • Assignment rules

📞 Activity Management

Schedule and manage:

  • Phone Calls
  • Meetings
  • Emails
  • Follow-ups
  • Site Visits
  • Product Demonstrations
  • Reminders

No customer follow-up is missed.

📧 Email Integration

Communicate directly from CRM.

Features:

  • Send emails
  • Email templates
  • Email tracking
  • Conversation history
  • Automatic logging
  • Customer communication timeline

📅 Calendar Integration

Schedule:

  • Meetings
  • Appointments
  • Customer visits
  • Follow-up reminders
  • Sales presentations

Integrated with the Thozo Calendar app.

📝 Notes & Communication History

Maintain a complete customer history:

  • Calls
  • Emails
  • Meetings
  • Internal notes
  • Documents
  • Attachments
  • Activities

👤 Customer Management

Store complete customer information:

  • Contact Details
  • Company Information
  • Billing Address
  • Shipping Address
  • Tax Information
  • Payment Terms
  • Sales History
  • Documents

📂 Document Management

Attach:

  • Quotations
  • Contracts
  • Invoices
  • Product Catalogs
  • Brochures
  • Images
  • PDFs

💼 Quotation Integration

Create quotations directly from opportunities.

Benefits:

  • Faster proposal creation
  • Automatic customer details
  • Product selection
  • Price lists
  • Discounts
  • Digital signatures (supported editions)

📦 Sales Integration

CRM integrates with Sales to manage:

  • Quotations
  • Sales Orders
  • Delivery Orders
  • Invoices
  • Customer Payments

One-click conversion from Opportunity to Quotation is supported.

🌐 Website Integration

Generate leads from:

  • Contact Forms
  • Inquiry Forms
  • Product Pages
  • Landing Pages
  • Live Chat

Leads automatically appear in CRM.

💬 Live Chat Integration

Convert website visitors into CRM leads.

Features:

  • Real-time customer chat
  • Lead creation
  • Operator assignment
  • Chat history
  • Customer engagement

📱 Mobile CRM

Access CRM from mobile devices:

  • View leads
  • Update opportunities
  • Schedule meetings
  • Create quotations
  • View dashboards
  • Track activities

Thozo provides a Progressive Web App (PWA) and mobile applications for supported platforms.

📊 Dashboards

Monitor:

  • Total Leads
  • Opportunities
  • Revenue
  • Conversion Rate
  • Sales Performance
  • Team Performance
  • Pipeline Value
  • Forecast Revenue

📈 Reports

Generate:

  • Lead Reports
  • Opportunity Reports
  • Pipeline Analysis
  • Conversion Reports
  • Salesperson Performance
  • Activity Reports
  • Lost Opportunity Reports
  • Forecast Reports
  • Revenue Reports

👨‍💼 Sales Team Management

Manage:

  • Sales Teams
  • Team Leaders
  • Individual Salespersons
  • Team Targets
  • Performance Tracking
  • Team Activities

🔔 Smart Notifications

Receive alerts for:

  • New Leads
  • Follow-up Reminders
  • Meetings
  • Won Deals
  • Lost Opportunities
  • Pending Activities

🌍 Multi-Company Support

Supports:

  • Multiple Companies
  • Multiple Branches
  • Multiple Sales Teams
  • Separate Pipelines
  • Shared Customer Database (configurable)

🌎 Multi-Currency Support

Handle international business with:

  • Multiple currencies
  • Currency conversion
  • Global customers
  • International quotations

🔐 Security & User Access

Role-based permissions for:

  • Sales Managers
  • Salespersons
  • Marketing Teams
  • Customer Support
  • Administrators

CRM Integration with Other Thozo Apps

Thozo CRM integrates seamlessly with:

  • Sales
  • Marketing Automation
  • Email Marketing
  • Social Marketing
  • Live Chat
  • Website
  • Helpdesk
  • Inventory
  • Purchase
  • Accounting
  • Invoicing
  • Subscription
  • Field Service
  • Project
  • Documents
  • Calendar
  • Contacts

Business Benefits

  • Centralized customer database
  • Faster lead qualification
  • Better sales pipeline visibility
  • Improved customer follow-up
  • Increased sales conversion
  • Automated workflows
  • Accurate sales forecasting
  • Enhanced team collaboration
  • Better customer relationships
  • Reduced manual work
  • Higher productivity
  • Improved decision-making

Industries We Serve

  • Manufacturing
  • Retail
  • Wholesale
  • Healthcare
  • Education
  • Construction
  • Real Estate
  • Logistics
  • Food & Beverage
  • E-Commerce
  • IT & Software
  • Professional Services
  • Financial Services
  • Distribution

Why Choose Thozo CRM?

  • Complete Lead & Opportunity Management
  • Visual Sales Pipeline
  • Predictive Lead Scoring
  • Automated Lead Assignment
  • Integrated Quotations
  • Sales Forecasting
  • Activity & Follow-up Tracking
  • Mobile CRM Access
  • Email & Calendar Integration
  • Real-Time Dashboards
  • Powerful Analytics & Reports
  • Seamless Integration with Other Thozo Apps
  • Cloud & On-Premise Deployment
  • Scalable for Startups, SMEs, and Enterprises

Ideal For

  • Sales Teams
  • Marketing Agencies
  • Manufacturing Companies
  • Retail Businesses
  • Real Estate Firms
  • Educational Institutions
  • Healthcare Organizations
  • Logistics Companies
  • IT & Software Companies
  • Professional Service Firms

Thozo CRM provides a complete solution for managing customer relationships, improving sales efficiency, automating follow-ups, and giving businesses full visibility into their sales pipeline from lead generation to customer retention.