Our Opinion on Twilead: The All-in-One Sales & Marketing CRM

Twilead is CRM software for sales automation, prospecting and marketing. This all-in-one system enables you to develop your sales and marketing processes as efficiently as possible. It has a number of tools that make it possible to integrate your marketing platforms, messaging systems and calendars.

This article details many of these features, and will allow you to form an opinion on this software that promises a revolution in business development!

The impressive functional scope of the solution

Twilead is a true all-in-one solution that allows you to manage your customer relationships through marketing and sales tools, and even integrate customer support. For SMEs or freelancers, it is an excellent solution that replaces more than a dozen common marketing and sales tools.

1. Contact management in Twilead

The contact management functionality is available directly from the left-hand navigation bar. All your contacts are gathered in this tab. You can check off the ones you want and easily add a tag to them, send them an email, sms and even change their stage in the sales pipeline using one of the tabs at the top of the page.

By clicking on a contact, you can access their detailed information, conversation history, activity, appointments and assigned tasks. For example, on the right, a task has been assigned to this customer.

2. Opportunity and sales pipeline management on Twilead

Twilead allows you to visualise your sales pipeline in an intuitive way.

Here, this is the main view for sales teams. The pipeline is broken down into several stages, with the corresponding leads inside.

You can build multiple sales pipelines and customize the pipeline steps. It is also possible to get all the necessary details at a glance, add notes, upcoming appointments, or tasks to be reminded in a few clicks.

If you click on a prospect, you have direct access to his or her contact details and can select actions such as making an appointment, assigning a task or simply leaving a note.

3. Websites, funnels, and live chat

Twilead allows you to create a form and host it on a customised landing page with just a few clicks. All you have to do is enter the new prospect’s contact details.

The landing page builder is very simple, and very effective. It allows you to add rows and columns intuitively, as well as change the font, background and layout easily.

But Twilead goes further, and even allows the traditional contact form to be replaced by a synchronised calendar to enable live appointment scheduling.

You can also add a chat widget, to talk directly to your visitors and capture more leads. This is one of the simplest and most effective lead generation strategies.

4. Conversations

This is another important feature of the tool as it allows you to bring all your conversations together under one interface.

The conversations module gathers all communications from your leads & customers by:

• Email
• Telephone
• SMS
• Facebook, instagram, and whatsapp
• Google My Business (reviews)

You can also use templates to harmonise your communications and save time.

5. Email marketing with Twilead

Twilead allows you to activate your database very easily thanks to a marketing software included in the platform that allows you to develop your email marketing, replacing your other marketing software such as Mailchimp.

The software offers you different email templates to catch the attention of your targeted prospects.

It tracks emails to ensure that they are delivered, thus ensuring that the information collected (ensuring compliance with the GDPR) is converted into results.

6. Automation

In our opinion, this is the enormous added value of the all-in-one side of the software. The automation platform makes it possible to set all the different modules of the tool to music without having to deal with complex data models and data flows.

For example, when a lead fills in a form you have created with Twilead :

• Create the opportunity in the CRM (the contact will already have been automatically created).
• Add tags to indicate the source of the lead.
• Notify the commercial agent with whom the appointment was blocked.
• Send a confirmation email automatically to the prospect who has made an appointment.
• Send a reminder of the appointment the day before or 1 hour before the appointment to limit no-shows – by email, sms, etc.
• The tool allows you to automate a significant part of your sales processes, and encourages you to systematise them in order to increase efficiency.

That’s all we like!

7. Reporting

Reporting is also very comprehensive on Twilead. The more traditional CRM reports are present and very effective:

• Follow-up of telephone calls and performance

• Performance monitoring by sales agent – with a leaderboard

• Opportunity and appointment tracking for a more macro view of the sales funnel

But here too, we appreciate the connectivity with marketing tools, which allows detailed reporting on the performance of each Google Adwords or Facebook campaign, from CPM or CPC, to conversion and average basket – since everything is in the same software.

Twilead offers a tool that allows you to analyse the performance of each traffic source in order to optimise your marketing campaigns in an informed way, and this is a real plus.

8. Reputation management

A little more gimmicky, but in reality it’s a real asset to have in the CRM suite. Twilead also offers a tool for monitoring and optimising customer reviews.

This allows you to ask your satisfied customers to leave you a positive review simply and, above all, at the right time.

And it also allows you to integrate public reviews into your customer tracking; and to notify you immediately when a review (positive or negative) is left on your business so you can react.

Twilead integrations

Twilead is also a software that integrates very well with the essential upstream and downstream tools of a CRM: email communications, calendar, payment, prospecting tools, etc.

Email, calendar, Google Meet & Zoom integrations

One can simply add a Gsuite or Outlook account to Twilead, and create a two-way integration:

• Sending emails from Twilead with your email account.
• Categorise and organise all incoming emails in Twilead.

We also appreciate the native integration of the Gsuite or Outlook calendar with Twilead, which allows for appointment scheduling features from the website etc.

It is also possible to set up a custom SMTP or Sendgrid to send larger scale mailing campaigns.

Integration with Leadin

Leadin is a very effective multi-channel (email & LinkedIn) prospecting tool, published and supported by the same company. Twilead therefore offers a native integration that automatically connects your prospecting and customer relationship management tools.

This is a real plus for speeding up your sales cycles and increasing conversion, by passing the hottest leads directly (and automatically) to the CRM.

Adwords & Facebook Ads

The tool also offers full integration with your Google Adwords & Facebook Ads accounts to provide detailed reporting by connecting your sales data (CRM) with your marketing campaign data.

It is these integrations that power advanced campaign sales reports to allow you to optimise on the only KPI that really matters: revenue generated.

Stripe & Paypal

By integrating Stripe or Paypal, you can offer direct sales from your website.

Twilead allows you to create products, and turn your site into an e-commerce site in a few clicks. Powerful integrations to link your real-world revenues to your CRM, marketing and customer data.

The tool also offers integration with Shopify to manage your e-commerce site from the platform and with Quickbooks to automate almost all your invoicing processes

Google My Business and Facebook location

The last category of integrations offered by Twilead is the monitoring of your public profiles on Google my business, Facebook, etc.

It is this integration that allows you to track your customer reviews and react to them quickly. It also allows you to know which of your customers have left you a review (positive or negative) in order to thank them or to try to solve the problem they have encountered.

Twilead’s mobile application

The application, available on AppStore and Google Play, allows you to continue your business development on your phone. With the Lead Connector app you can, among other things:

• Accessing your leads
• Access your calendar
• Monitor your sales pipeline
• View your statistics.

Customer reviews of Twilead

The application is quite new, so there is little hindsight and statistics available at the moment. It is currently difficult to find complete customer reviews. However, don’t hesitate to tell us what you thought of it in comments!

Customer support at Twilead

Twilead is the number one platform for automating your company’s sales development. Customer satisfaction is therefore at the heart of their policy.

Before subscribing to Twilead, you can request a demonstration of the software by an expert from the company. If you have any questions before signing up or while using the software, a contact form, chatbot and phone number are available to answer them.

Articles are also freely available on the site to help you with your business development strategy.

Twilead’s prices

Twilead offers 3 tariffs:

• Business: For £75/month, this package includes the core features such as conversations, sales pipeline, email marketing, website creation and reputation. However, with this package you will not have access to automation scenarios, personal and team calendars, survey creation, performance reporting and other advanced features.
• Performance: For €140/month, this package offers all the Business features, plus the advanced tools mentioned above.
• Expert: For 240€/month, the expert offer includes the Performance offer as well as a complete audit and a start-up of your automation strategy. You will also benefit from a tailor-made support in French from an expert.

The real bonus is that Twilead is 100% unlimited, in terms of the number of contacts or the number of users. The subscription price does not vary, whether you have 300,000 contacts in the platform or 25 user accounts.

Finally, the Twilead tool is very deep and offers multiple possibilities to boost your sales. It is impossible to detail all the features in one article, but we hope that the overview has given you a better understanding of whether such a solution is suitable for your business!