UCRM is a cloud-based platform built to streamline customer management, sales, and marketing tasks. It may lack advanced enterprise customization but compensates with strong automation tools, a user-friendly interface, and affordable pricing for small to mid-sized business operations.
UCRM Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is UCRM?
UCRM is a customer management platform designed for small and mid-sized businesses seeking an all-in-one solution to manage leads, automate workflows, and enhance client communication. It combines contact management, project scheduling, invoicing, and marketing tools within a single dashboard. With its user-friendly interface and practical features, UCRM helps businesses stay organized, save time, and improve overall efficiency across sales, service, and customer engagement operations.
UCRM Pricing
UCRM Integrations
The software supports integration with multiple systems and platforms, such as:
- Stripe
- PayPal
- Authorize.Net
- IPpay
- MercadoPago
Who Is UCRM For?
UCRM software is ideal for professionals across various industries, including:
- Small to mid-sized businesses
- Service-based companies
- Sales and marketing teams
- Organizations with recurring billing needs
- Businesses seeking a simple, all-in-one CRM solution
Is UCRM Right For You?
UCRM is a great option if you’re looking for a simple yet powerful CRM solution without the bloat. It’s ideal for service businesses that need to track leads, send invoices, and manage appointments. With strong automation features and built-in billing, it serves as a convenient one-stop-shop for growing teams.
Still doubtful if UCRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
UCRM Features
This feature handles automated invoice generation with full control over billing periods, VAT/tax settings, and pricing configurations. Supports batch printing, email delivery, and integration with payment gateways like PayPal, Stripe, Authorize.Net, IPpay, and MercadoPago. Clients can manage recurring subscriptions with ease.
See How It WorksThis feature automates service suspension based on rules for overdue payments or contract expirations. Sends pre-due and overdue notifications, applies late fees, and activates a customizable walled garden for suspended accounts. Includes postponed options for flexible account management.
See How It WorksThis feature monitors client-side network devices, detecting outages, packet loss, and latency. Enables automated bandwidth shaping according to each service plan, either on CPE devices or routers, ensuring reliable service quality.
See How It WorksThis feature organizes job scheduling and supports ticket management in a unified interface. Jobs can be assigned, tracked, and synced with external calendars, including Google Calendar. Tickets are created via the client portal or IMAP email integration and include full histories of comments and assignments.
See How It WorksThis feature gives clients direct access to an online service portal. Enables viewing of active services, downloading invoices, submitting tickets, and processing payments or subscriptions through integrated gateways.
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