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UniCRM-overview
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UniCRM

Brand : UniDesk

Starting Price:

₹ 350 excl. GST

₹ 413 incl. GST

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A cloud-based customer relationship management software designed to help businesses streamline sales, marketing, and customer support processes. ...Read more

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UniCRM Software Pricing, Features & Reviews

What is UniCRM?

UniCRM is a CRM software that helps businesses manage and streamline their interactions with customers, leads, and prospects. It centralizes customer data, tracks sales pipelines, and automates routine tasks, making it easier for teams to nurture relationships and close deals efficiently.

With features like contact management, lead tracking, sales automation, reporting, and customer support tools, UniCRM improves collaboration across teams and enhances overall customer experience. It enables businesses to make data-driven decisions, increase productivity, and drive consistent growth.

Why Choose UniCRM?

  • Centralized Customer Data: Store all customer information, interactions, and history in one place for easy access and better relationship management.
  • Streamlined Sales Pipeline: Track leads and deals at every stage, helping sales teams stay organized and close opportunities faster.
  • Automation of Routine Tasks: Automate follow-ups, reminders, and workflows to save time and reduce manual effort.
  • Improved Team Collaboration: Enable sales, marketing, and support teams to work together with shared data and insights.
  • Real-Time Insights & Reporting: Access dashboards and reports to monitor performance and make informed business decisions.

Benefits of UniCRM

  • Better Customer Relationships: Keep a complete view of customer interactions, enabling personalized communication and stronger engagement.
  • Increased Sales Efficiency: Organize leads and automate follow-ups, helping sales teams close deals faster and more effectively.
  • Improved Productivity: Reduce manual tasks through automation, allowing teams to focus on high-value activities.
  • Data-Driven Decision Making: Use real-time reports and insights to refine strategies and improve overall business performance.
  • Enhanced Team Collaboration: Align sales, marketing, and support teams with shared data and streamlined communication.
  • Efficient Lead Management: Capture, track, and nurture leads systematically to maximize conversion opportunities.
  • Scalability & Flexibility: Grow your business without operational bottlenecks, as the platform adapts to evolving needs.

UniCRM Pricing

UniCRM pricing starts at INR 350 excl. GST at techjockey.com. The pricing model is based on different parameters, including the amount of bandwidth you need, the number of servers you need, and the features you need. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

UniCRM Pricing & Plans

Starter
  • 2,500 leads
  • Lead management
  • Basic reporting
  • API access
  • Email support
    • Users
    • Monthly

Calculated Price (Exclusive of all taxes)

350

UniCRM Features

Customer Data Management (CDM)

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

Sales Management

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

Marketing Automation

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

Data Sourcing / Integrations

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

Collaboration Tools

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

Security & Compliance

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

AI & Machine Learning

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

Reporting & Analytics

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

Alerts & Notifications

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

UniCRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • DesktopTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email, Communities
  • Videos
  • English

UniCRM Reviews and Ratings

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UniCRM FAQ

A UniCRM pricing starts at INR 350 excl. GST at techjockey.com. Pricing is customised based on specific business needs.
A UniCRM is cloud-based and works across major operating systems like Windows, macOS, and Linux. It can be accessed via a web browser without requiring installation.
A UniCRM centralizes customer data, tracks interactions, and automates sales and marketing workflows. It uses dashboards and reports to help teams manage leads and improve decision-making.
A Yes, UniCRM is scalable and well-suited for small and medium-sized businesses.
A UniCRM generally offers demos to showcase its features and usability. Free trial availability may vary depending on the provider or plan.
A It includes contact management, lead tracking, sales automation, reporting, task management, and customer support tools.
A UniCRM may provide mobile access through a dedicated app or mobile-friendly interface. This allows users to manage tasks and customer data on the go.
A It is designed for sales teams, marketers, customer support agents, and business owners.
A UniCRM uses secure cloud infrastructure with data encryption and role-based access controls. This ensures that sensitive customer information remains protected.
A UniCRM is used to manage customer relationships, track sales pipelines, and automate business processes. It helps businesses improve efficiency, boost sales, and enhance customer satisfaction.

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