Tizo CRM

Tizo CRM is built for customer and client centric businesses. Creating a customer experience that will keep them doing business with you.

Tizo CRM

Our cloud-based case management system combines world class, innovative features with an intuitive user experience. Attract new clients, strengthen existing relationships and give your sales team the tools they need to smash those monthly targets.

Take a demo and experience it for yourself.

Customer management

The Tizo CRM system that fully customises to your business and the way it operates.

We recognise that each business has evolved its own systems and processes, and with that in mind the Tizo Legal CRM is released as a bespoke product into each business and as you grow, the system will adapt and mold with you.

With Tizo adapting to your processes, your CRM will save time at every step and automate every manual entry, allowing you to work on revenue generating tasks.

DESIGNED FOR YOU

Personal Dashboard

Each user's dashboard can be customised to surface the data that matters to the user.

Metrics on the dashboard are fully customisable allowing teams to focus on what matters - including; outstanding tasks, new case communications and number of cases opened or closed.

Access can be structured through flexible a flexible Permissions function.

Drag and Drop widgets

With a ever growing list of new widgets and features, create a dashboard that gives you all the data you need at a glance. Keep track of the sales pipeline and call volume with a dashboard that refreshes every second.

Simply create, drag and drop widgets to create new views, new templates.

​Access 24/7

The Tizo platform is fully cloud-based, allowing full access from anywhere but never compromise on security with 2-factor authorisation.

Attract and retain more clients

  • Seamless customer interaction

    Create more leads and accelerate leadsin your sales pipeline through automation and real-time feedback. All information relating to your clients is kept in one account; contacts, invoices, content they've interacted with, news, social media feeds so you can spot an opportunity before others in your sector.

  • Automate and streamline sales tasks

    With features such as Docusign we take all the admin away from onboarding customers whilst giving new clients an exceptional experience.

  • Manage opportunities while they're still hot

    With Tizo CRM, no opportunity gets overlooked. Once a lead is assigned, it can be tracked through to completion with new tasks automatically created if there is no response after a number of days or when a status has changed.

Data and reporting

Review key targets straight from your personal dashboard or produce comprehensive reports for senior management instantly.

  • In-depth reporting

    Instant reporting for your own or team's opportunities that can be tracked from your personal dashboard. Intervene quickly when numbers fall below target; making every month your best month yet.

  • Data at your fingertips

    Keep a track on the metrics that matter most to you, your team and your business. Celebrate the successes and have the data at your fingertips to identify areas where improvements can be made.

I have worked with Tizo for the last couple of years on various IT projects within the FIRA business - Tizo are professional, quick to respond and completely understands and can translate my 'non-IT' speak into working reports and systems even suggesting enhancements, benefitting the service and our clients.

Emma Delea, Business Development Manager

FIRA
Tizo has revolutionized the way we work. The level of insight and reporting their system generates for us, has had a significant impact on the way we operate.

Judith Turner, Deputy Chief Ombudsman

The Furniture & Home Improvement Ombudsman
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