Univw

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Introduction: Univw is a sales CRM tailored for startups and small businesses. It enables users to track and manage leads throughout the sales lifecycle, shorten sales cycles, and accelerate business growth. Key features include custom dashboards, reporting and analytics, automated call QA, external automations, agent coaching, and integrated notes and summaries. Univw helps organizations actively manage customer information and streamline sales processes. It is suitable for various industries, including real estate, FMCG, and the banking and financial sectors.

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Univw Product Information

What is Univw?

Univw is a sales CRM designed for startups and small businesses. It helps track and manage leads at different stages of the sales life cycle, shorten sales cycles, and accelerate business growth. It offers features like custom dashboards, reports, analytics, automated call QA, external automations, agent coaching, and notes and summaries. Univw CRM stands for customer relationship management software, a technology that helps in actively managing customer information and improving your sales cycle. It is used for various business verticals like Real estate, FMCG, Banking and Financial sectors.

How to use Univw?

To use Univw, sign up for a free trial, import your data, and begin managing your leads. Customize the platform to align with your specific business requirements and utilize features such as automated workflows and reporting.

Univw's Core Features

Lead Management
Custom Dashboards, Reports and Analytics
Automated Call QA
External Automations
Agent Coaching
Notes and Summaries
Integrated Cloud Telephony
Flexible Workflow Engine
Datalake & Visualization
Resource Hierarchy-Based Data Access

Univw Use Cases

#1 Sales

#2 Automation

#3 Services

#4 Customer Support

FAQ from Univw

What is a CRM? +

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.

Is a CRM suitable for startups or small businesses? +

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.

Who is a CRM for? +

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.

What is lead management? +

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.

What is a CRM in sales? +

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.

What is mobile CRM and why is it important? +

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.

Can you customize the CRM dashboard and workflow to meet business requirements? +

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

Can you use Univw for free? +

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.

What does Univw do exactly? +

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.

Can I use Univw for field tracking? +

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.

Can I import existing data into my CRM? +

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.

How do I manage reports on Univw? +

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

What are the auditing capabilities of Univw? +

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.

How can Univw help if I want multiple people to collaborate on the same lead? +

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.

What businesses does Univw CRM support? +

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.

How does access control work in Univw? +

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.

Univw Pricing

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Univw

Univw Product Information

What is Univw?

How to use Univw?

Univw's Core Features

Univw Use Cases

FAQ from Univw

Univw Pricing

Free

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