Yes, MIZO CRM supports customization to align with your specific business needs and workflow. You can define custom lead statuses (e.g., “New,” “Follow-Up,” “Converted”) , use basic lead tags for grouping (e.g., “Hot,” “Facebook Lead”) , set manual follow-ups and notes , and use WhatsApp template integration for customized communication. Lead assignment and team coordination are also customizable. For broader needs like special filters, reporting formats, unique automation, or complex integrations, their development team can implement them at an additional customization cost.
Yes, MIZO CRM offers essential lead analytics and reporting features. It provides a lead summary dashboard with real-time views of total leads, status summaries, daily inflow, and lead source tracking. You can track lead status by various filters , view conversion summaries by team or source , and monitor user and team activity. Admins can also export lead data manually in Excel format for external analysis.
