Customer Relationship Management
Sales management tools lets you manage and monitor every single aspect of your sales cycle, starting with leads up to quotations, sales orders, invoices, and payments collections.
Modules
Leads Management
Identify leads that will convert, and follow up with detailed contact information.
- Add leads
- Assign Tags
- Lead Categories
- Follow up reminders
- Custom Fields
- Address book shared amongst your sales team
Pipeline Management
Get a clear overview of the opportunity pipeline. Track what stage your deals are currently in, and seize every opportunity at the optimal moment. Schedule activities, Track, log and analyse the activities of your team.
- Kanban Board
- Customize Stages
- Attach files
- Lost Reasons
- Custom Fields
- Export & Import as CSV
Invoicing & Payments
Extend your sales cycle beyond your sales pipeline. you will be able to generate sales orders, invoices, and receipt vouchers.
- Invoices Generation
- Recurring Invoices
- Mailing System to clients
- Management Approval
- Track & Accept Payments
- PDF Download
Contracts Management
Build your contract, choose the right terms and conditions, attached file and let your customer digitally sign it
- Contract Lifecycle (Renewal Alert)
- E-signature
- Attach files
- Management Approvals
- Email notification
- Archiving
Sales Orders
Extend your sales cycle beyond your sales pipeline. you will be able to generate sales orders, invoices, and receipt vouchers.
- Customer can place orders online
- Convert to Invoice
- Email Notification
- Workflow Approval
- Notification
Create, Revise & Send Quotation
Easily create business quotations with various options to use predefined templates or clone existing quotations. Once your quotation is approved, you can email it directly to your customers with just one click
- Follow Up Reminders
- Download As PDF
- Customer can sign it online
- Management Approval
- Custom Fields
- Seen Status
Customer Portal
Grow your business by giving partners access to follow up and manage their contacts, place orders, approve quotations..
- Review Contracts
- Place Orders Online
- Approve Quotation / Proposals
- Check Pending Invoices
- Discussions Panel
- Customized Dashboard & Reports
Build Technical & Commercial Proposals
Powerfull tool to generate your proposals either technical or commercial.
- Predefined Terms & Conditions
- Add technical details by appending predefined pages
- Management Approval
- Send it to your customer for approval
- Electronic signature
- PDF generator
Features
Proposal Builder
Users can easily select and add pre-written content, images, and pricing information to create customized proposals
Electronic Signature
Allow users to sign documents electronically, eliminating the need for physical signatures
Custom Stages
Create and customize their own sales stages to fit their specific business needs
Email Notification
Keep your sales team informed about new leads, deals, and customer interactions
Upload Documents
Upload and attach relevant documents to a specific customer or lead record
Log History
Keep track of all the interactions and activities that have taken place with a particular customer or lead
Kanban Board
Visual representation of the sales pipeline, with leads categorized into different stages
Roles & Permissions
Assign specific roles and permissions to team members based on their responsibilities and level of access
Reports
Provide valuable insights into sales pipeline, leads, revenue, performance and customer behavior
Web Based Application
Organizations can easily manage their customers from anywhere, at any time
Multi-platform
U-CRM can be accessed and used on different devices and operating systems
FAQ
Yes. Just contact us from HERE and one of our representatives will contact you to set up your account and guide you through the different modules.
U-CRM has a fast-track implementation process that typically takes from 2 to 6 days. This depends on the modules purchased, and the number of employees being onboarded. in case of customization required, the implementation may take from 2 to 4 weeks.
Yes. U-CRM has reset APIs that allow you to natively integrate with any other solution.
We have a comprehensive Service Level Agreement (SLA). Our live support hours are from 9:00 AM to 6:00 PM Saturday through Thursday. We also offer one-on-one assistance with implementation and training. To guarantee a timely response, all support tickets should be generated directly from U-CRM system or sent to support@usofts.com.
Customizing U-CRM is easy! Tailored workflows and approvals and custom access levels, email alerts, tabs and fields, and company branding also available. beside of that our developers is ready to customize as you like.
U-CRM helps you get rid of paperwork with digital preboarding packets, e-signatures, digital forms, cloud storage, and more!
Let's work together.
Have any questions? Reach out to us from this contact form and we will get back to you shortly.