Univw.AI

Univw is a sales CRM tailored for startups and small enterprises, designed to streamline lead management and boost growth.

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About Univw.AI

Univw is an intuitive sales CRM designed specifically for startups and small businesses. It enables efficient tracking and management of leads at every sales stage, helping to shorten sales cycles and accelerate business growth. Key features include customizable dashboards, detailed reports, advanced analytics, automated call quality assurance, external automation integrations, agent coaching tools, and note-taking capabilities. Univw CRM simplifies customer relationship management by actively managing customer data and enhancing your sales processes across various sectors such as real estate, FMCG, and banking.

How to Use

Start using Univw by signing up for a free trial, importing your existing data, and customizing the platform to match your business needs. Leverage features like automated workflows, detailed reporting, and customer insights to optimize sales performance.

Features

Note-taking and summary tools

Automation of external processes

Automated call quality checks

Agent performance coaching

Flexible workflow customization

Custom dashboards, reports, and analytics

Role-based data access with resource hierarchy

Lead tracking and management

Built-in cloud telephony integration

Data visualization and analytics tools

Use Cases

Sales pipeline management

Customer support automation

Service process optimization

Business process automation

Best For

Customer support teamsSmall business ownersFMCG companiesBanking and financial professionalsSales teamsReal estate agentsStartups

Pros

Mobile app for field agents

Comprehensive audit trail management

Role-based data access controls

Customizable dashboards and reports

Automated workflow processes

Integrated cloud telephony system

Robust lead management capabilities

Cons

Advanced features available only in higher-tier plans

Custom CRM requires manual feature selection

Pricing details are available upon inquiry

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Free Basic CRM

Complete lead management capabilities without cost

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Enhanced Telephony CRM

Includes all features of Basic CRM plus integrated telephony

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Advanced CRM Suite

Full access to enhanced tools, analytics, and automation features

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Customizable CRM Plan

Select and tailor features according to your business needs

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Frequently Asked Questions

Find answers to common questions about Univw.AI

What is a CRM system?

A Customer Relationship Management (CRM) system helps manage all interactions and relationships with customers and prospects, improving business connections, streamlining processes, and increasing profitability.

Is Univw CRM suitable for startups and small businesses?

Yes, Univw CRM is ideal for B2B and B2C startups and small enterprises, offering a simple, flexible, and comprehensive platform to manage sales and service leads effectively.

Who can benefit from using a CRM?

Sales, customer service, marketing, and business development teams can all benefit from a CRM by centralizing customer data, tracking interactions, and managing relationships to drive growth.

What is lead management in CRM?

Lead management involves capturing, organizing, and nurturing leads through various channels, tracking interactions, qualifying prospects, and understanding customer needs to convert leads into sales.

How does a sales CRM improve sales processes?

A sales CRM centralizes customer interactions, streamlines sales workflows, enhances data accuracy, identifies bottlenecks, and helps close deals faster by providing actionable insights.

What is mobile CRM and why is it important?

Mobile CRM allows teams to access customer data and manage interactions via smartphones and tablets, facilitating real-time updates and decision-making from anywhere.

Can I customize dashboards and workflows in Univw?

Yes, Univw offers easy customization of dashboards and workflows to tailor the platform to your specific business requirements.

Is there a free version of Univw CRM?

Yes, you can start with a free version that provides basic lead management, and explore premium features by registering on our platform.

How does Univw help with field tracking?

Univw includes a geo-location tracker for field agents, enabling real-time location monitoring and performance measurement based on meeting and job locations.

Can I import existing data into Univw?

Yes, data import is simple: upload your CSV file via the dashboard, validate fields, and integrate your existing information seamlessly.