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Introduction to MIZO CRM & Core Functionality

What is Mizo CRM?

MIZO CRM is a simple, effective, and powerful Lead Management System designed to help businesses track and convert more leads by centralizing them from various sources like Facebook Ads, WhatsApp, Google Forms, websites, phone calls, and referrals into one dashboard. It enables quick action, smarter follow-ups, and prevents missed opportunities through features like automated lead capture, quick WhatsApp messaging, smart filters, and follow-up reminders.

Why Businesses Use MIZO CRM?

MIZO CRM is purpose-built for businesses with high lead volumes and a need for fast response times, such as real estate agencies, education consultancies, coaching centers, and service-based businesses. It offers centralized lead management, WhatsApp communication, team collaboration, source tracking, and live updates to streamline lead workflows.

What are the key features of MIZO CRM?

MIZO CRM includes key features such as :

Lead Capture & Tracking : Manual import or auto-fetch from forms and social platforms, with instant assignment and progress tracking through statuses like “New,” “In Progress,” and “Converted.”

  • WhatsApp Integration : Connect your WhatsApp Business to send personalized follow-ups or use pre-set templates directly within the CRM.
  1. Follow-up Reminders : Set call reminders, appointment dates, or next actions to ensure no lead is forgotten, with alerts directly inside the system.
  2. Filter & Search : Use smart filters to sort leads by source, name, date, or status for quick action.
  3. Custom Statuses : Define your own lead stages to match your workflow.
  4. Multi-User Access : Allow multiple users (admins, salespeople, tele-callers) access and assign leads manually or auto-distribute.
  5. Reporting Dashboard : Track leads added, converted, and pending, as well as team performance and lead source analytics.
  6. Import & Export : Easily import leads from Excel/CSV files and export lists for reporting or analysis.
  7. Security & Data Handling : Hosted on a secure cloud platform with daily backups, access protection, and admin control.