Our CRM: An all-in-one suite

Our CRM: An all-in-one suite

A CRM system that supports sales, customer service or marketing activities is a must for companies who do not want to fall behind the competition.

  • Improve your sales by 15% and continue to quickly scale your sales grow
  • Get accurate data in real time without the potential for errors that may occur when data is entered manually in an Excel data sheet.
  • Improve the efficiency of your sales funnel through accurate analytical information. Use customer data to improve follow-up sales communications.
  • Understand your customers better and track critical customer complaints.
  • Accurately build revenue projections.
  • Improve your team byenhancing communications between collaborators and making managementsystems friendly and easy to use.
  • Track customer leads and convert them into sales.
  • No need for any additional IT staff.
  • Make a nominal investment in technology to experience all of the benefits of a world class CRM service
  • Enable only the features you The CRM system is customizable so that you are only paying for the setup of applicationsthat match the specific needs of your company.

All of our UBCRM Features:

 

Get to know every CRM feature:

Easily follow all of your customer leads, commercial opportunities, and supplier orders.

  • Prospects and current customers
  • Opportunities
  • Proposals
  • Sales and orders
  • Contracts and subscriptions

 

Simplify the employee management process by allowing your employees to manage their activities, holidays, and record their expense reports. Simply approve and track their payment.

  • Employees
  • Expense reports
  • Leave requests
  • Timesheets

 

Sell online with your own E-Commerce platform or use the embedded E-Commerce CMS.

  • Point of sale
  • Website CMS

 

Manage your product and service catalog, your prices and margin

  • Products and services
  • Stocks
  • Purchase approvisionning
  • Shipments
  • Manufacturing

UBCRM has a dedicated and independent feature that allows you to set up your accountancy and dispatch all recorded data, including products, sales, purchases, expense reports, salaries, etc, into your ledger tables. This allows your accounting to be completed accurately and in only a few clicks with minimal bookkeeping knowledge

  • Billing and payments
  • Bank reconciliation
  • Double entry accounting

 

Create and send email campaigns without the need for any external tools. Use our survey software to learn what your employees or partners think on any topic by creating an online poll.

  • E-mailing
  • Surveys

 

Track projects and tasks, such as following up on leads, and analyze the profits and costs of each project.

Use the software’s Agenda feature as a company wide shared calendar enhanced with features dedicated to your CRM, such as links to your customers, employees, projects, invoices, etc.

  • Projects tasks
  • Interventions
  • Agenda

 

Connect your application with most popular PR services and other popular applications. Import or extract any data into or from your CRM application.

  • API
  • Connectivity with external tools
  • Import/export
  • Module builders