UniView

UniVew is a cloud-based CRM which allows access to your leads from any device.

UniView is a fully integrated CRM that helps you efficiently manage sales and service processes. Our sales module facilitates the management of leads and sales funnel. The service module helps in ensuring the smooth deployment/delivery of the sold product.

The access control (Visibility) of who works on which lead is the cornerstone of this application.

It is extensively customizable. We support choosing of attributes, templates, workflows via dynamic scripting to tailor to your needs. Custom APIs can be invoked for better integration. All of these just with a browser and no code deployment needed!

Prebuilt integrations with Cloud Based Telephony and Metabase for reporting

#Access-Controlled-Visibility

#Productivity-Management

#Territory-Management

#Cloud-Telephony-Built-In

#Metabase-Integration

#Strong-Audit-Capabilities

#Strong-Communications-Support

APP USAGE NOTE: The usage of this app is strictly restricted to people who have the invitation from NoBroker Technologies Solutions Pvt. Ltd. to use it via valid login credentials. Anyone else will not be able to use this app.

Leads Management:

✔️ Import leads from a CSV or capture leads from other systems via API

✔️ Assign leads in bulk to executives

✔️ Funnel tracking via custom reporting

✔️ Send proposals, brochures, checklists just with a click of a button

✔️ Automatic location tracking of field resources

✔️ Very rich Auditing framework to root cause issues

Pre-Integrated Telephony:

✔️ Click to call your customers from with in the CRM application

✔️ Ability to mask the phone numbers

✔️ Ability to record the calls and monitor the quality

✔️ Add notes/dispose for each call to record summary of the call

Contacts Farming:

✔️ Ability import contacts related to leads via CSV

✔️ Ability to call these and run campaigns for different products

✔️ Ability to add contacts to meeting and send them invites

✔️ Ability to share documents with contacts as needed

✔️ Ability to email, send SMS, Whatsapp and mobile notifications

Meetings and Tasks:

✔️ Schedule meetings with the customers and create tasks

✔️ Get email and push reminder notifications for events

✔️ Track meeting outcomes formally

Service management (post-sales process):

✔️ Configure any Post Sales workflow as Job/Job-sets

✔️ Track delivery; identify blockers and resolve ahead of time

✔️ Set approvals to verify the completed job (maker-checker process)

Reporting and Insights:

✔️ OOTB integrated with Metabase reports

✔️ Create report visualization to transform data into insights

✔️ Track KPIs, measure performance in real time

✔️ Provide access to the reports based on the executives’ role