Univw

Customer Relationship Management (CRM) is a technology used to manage a company's relationships and interactions with current and potential customers. Its primary goal is to improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and increase profitability.

Univw CRM is well-suited for all B2B and B2C startups and small businesses. It is a simple, adaptable, and comprehensive tool designed to help you manage both sales and service leads.

A CRM system provides teams—including sales, customer service, business development, recruiting, and marketing—with a better way to manage the external interactions that drive success. A CRM tool allows you to store contact information, identify sales opportunities, record service issues, and manage marketing campaigns in one central location, making customer interaction data accessible to anyone in your company who needs it.

Lead management is the process of acquiring and organizing lead information while managing interactions. It involves capturing leads from multiple sources, qualifying them, distributing them to sales representatives, and tracking interactions such as emails, ad clicks, website visits, phone calls, and meetings. This process helps companies understand customer pain points and requirements to propose effective solutions.

A sales CRM is a tool used to manage all touchpoints with prospects or customers throughout the sales process. It helps simplify sales operations, centralize data, improve accuracy, identify bottlenecks, and shorten the overall sales cycle.

Mobile CRM is a software application that provides CRM functionality on smartphones, tablets, and other internet-enabled devices. It allows sales, marketing, and customer service teams to access and manage customer information in real-time from any location.

Yes, Univw is an easy-to-customize platform that allows you to tailor the CRM dashboard and workflows to fit your specific business needs.

Yes, you can use the basic lead management version of Univw for free, and you can also explore the premium platform by registering your details on our landing page.

Univw helps business owners track communications and nurture relationships with leads, clients, vendors, and partners. It assists in managing the lead lifecycle, tracking employee productivity, and more. Please visit the product features page on our website for further details.

Univw includes an in-house geo-location tracker for on-field agents, allowing you to locate employees at any time. You can correlate this data with other information, such as meeting or job locations, to measure executive efficiency and performance.

You can import existing data into Univw in three steps: click 'Import Data' on the dashboard, download the CSV template, fill it out and upload it, then validate and map the fields according to your requirements.

Univw is pre-integrated with a world-class SaaS tool for reporting and analysis, providing easy access to reports, visualizations, and a pictorial database.

Univw offers robust auditing capabilities, including a geo-location tracker for auditors, customizable checklists, audit disposition boxes, time trackers for audit start and end times, and specific audit templates for various purposes.

Univw features a 'Lead Team' concept designed to simplify sales and service processes. By adding multiple team members to a single lead and assigning specific tasks, jobs, or meetings, you can easily track activities and lead progress.

Univw supports B2B, B2C, and B2B2C businesses of all sizes, from small teams to large organizations. It manages data systematically and provides quick access. We currently serve clients in IT products and services, prop-tech, home services, loans, and FMCG verticals.

Univw provides access control based on management hierarchy. We use an 'Organization Tree' to visualize hierarchies, allowing us to define roles and responsibilities that ensure complete access control over the platform.