MIZO CRM is designed to keep your sales and follow-up process organized, efficient, and responsive — while keeping things simple. While it does not support complex workflow automations, it offers essential tools that make lead handling faster and easier.
✸ Supported Automation Features
✸ Basic Lead Assignment
During setup, MIZO CRM can be configured to auto-assign leads to specific users based on :
🔹Platform/source (e.g., Facebook, Google Form)
🔹Pre-defined business rules (on request)
This ensures no lead is missed and helps teams respond quickly.
You can send pre-approved WhatsApp templates directly from the lead profile. These include :
🔹Welcome messages
🔹Brochures or pricing
🔹Follow-up prompts
All messages are sent manually, not through automated workflows or time triggers.
Each Lead Shows :
🔹Status changes
🔹WhatsApp messages sent
🔹Assigned user updates
This provides transparency for managers and clarity for teams – without needing advanced automation tools.
