UniCRM

Brand : UniDesk

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Starting Price:

₹ 350 excl. GST

₹ 413 incl. GST

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Save Extra with 2 Offers

Save upto 18%, Get GST Invoice on your business purchase |
T&C
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
- the GSTIN of the user associated with their registered business, and
- the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
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UniCRM Features

Customer Data Management (CDM)

Contact Management Centralized storage of customer details with interaction history for personalized engagement tracking.
Account Management Manage company accounts, contacts, and transactions in a structured and organized manner.
Contact Segmentation Segment contacts based on criteria for targeted marketing and sales strategies.
Activity History Maintain logs of all customer interactions and actions for reference and analysis.
Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.

Sales Management

Lead Management Capture, track, and nurture leads through the sales funnel to improve conversion rates effectively.
Territory Management Assign regions to sales reps to streamline operations and improve coverage efficiency.
Order Management Track customer orders and manage sales transactions efficiently from within the CRM.
Quote Management Create and manage sales quotes to streamline deal closure and improve sales workflows.
Sales Forecasting Estimate future sales based on pipeline data and performance trends for planning.
Deal Management Track deals through stages and manage opportunities from prospect to closure.
Sales Automation Automates repetitive sales tasks like follow-ups and lead assignments to boost efficiency.
Workflow Automation and Management Design workflows to automate business processes and reduce manual effort.
Opportunity & Pipeline Management Visualize and manage sales pipeline stages for better deal tracking and forecasting.
Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.

Marketing Automation

Email Marketing Send bulk emails and manage campaigns directly within CRM for better outreach and engagement.
Campaign Management Plan and execute marketing campaigns while tracking performance and engagement metrics easily.
Lead Nurturing Automate follow-ups and communication workflows to engage leads over time.
Customer Journey Tracking Monitor customer interactions across touchpoints to understand behavior and engagement.
Customer Segmentation Divide customers into groups for personalized engagement and marketing campaigns.
Event-Triggered Workflows Trigger actions automatically based on events like lead creation or status updates.
Automated Campaigns Schedule and run marketing campaigns automatically based on predefined rules.

Data Sourcing / Integrations

Social Media Integration Integrate social platforms to capture leads and interact with customers centrally.
Data Import/Export Easily import or export customer and sales data for migration or reporting needs.
API Access Supports API integrations to connect CRM with external tools and systems.
Calendar Integration Sync schedules, meetings, and reminders to manage tasks and appointments efficiently.
Third Party Integrations Connect with external tools like email, accounting, and marketing platforms.
Email Marketing Tools Integration Integrates with external email marketing platforms for advanced campaign management.
Marketing Tools Integration Connects with marketing tools to enhance lead generation and campaign tracking.
eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

Team Communication Enables internal collaboration via notes, updates, and shared activities.
Task / Activity Management Create, assign, and track tasks to ensure timely completion and accountability.
Document Sharing & File Storage Store and share documents securely within the CRM for easy team access.
Omnichannel Support & Engagement Manage interactions across email, chat, and social channels in one place.

Security & Compliance

Audit Trail Maintain logs of user actions and changes for transparency and compliance monitoring.
Data Encryption Ensures secure storage and transmission of sensitive customer and business data.
Role-Based Access Control (RBAC) Restrict system access based on roles to ensure data security and compliance.
Backup & Disaster Recovery Data backup mechanisms ensure recovery in case of system failures.
GDPR & Data Privacy Supports data privacy practices and compliance features for user data protection.

AI & Machine Learning

Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

Real Time Analytics Access live dashboards and metrics for instant insights into business performance.
Campaign Performance Track campaign metrics such as conversions and engagement to measure success.
Custom Dashboards Create personalized dashboards to monitor KPIs and performance metrics.
Sales Performance Reports Generate reports to evaluate team and individual sales performance.
Customer Insights Gain insights into customer behavior to improve engagement strategies.
Forecasting & Trends Analyze trends and historical data to predict future outcomes.
Performance Tracking Track KPIs and operational performance across teams and processes.
Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.

Alerts & Notifications

Event-Triggered Notifications Receive alerts based on specific events like lead updates or task completion.
Custom Workflow Alerts Configure alerts within workflows to notify users of important actions.
System Errors/Failures Alerts users about system issues or failures to ensure quick resolution.
Customer Interaction Alerts Notify teams of customer activities such as inquiries or responses.
Workflow Trigger Alerts Alerts when automated workflows are triggered or completed.
SLA Violations Notify when service level agreements are breached to ensure accountability.
Lead Activity Alerts Real-time notifications for lead actions like opens, clicks, or responses.