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Overview
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.
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Starting Price
Custom
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
Billing And Automatic Payments
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.
Automatic Suspension
This 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.
Network Monitoring And Traffic Shaping
This 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.
Scheduling And Ticketing
This 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.
Client Portal
This 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.
Pros And Cons of UCRM
Pros
Integrated invoicing and payment gateways simplify recurring billing workflows
Automated service suspension controls reduce administrative overhead effectively
Real‑time network monitoring and traffic shaping improve service reliability
Scheduling and ticketing tools organize jobs with clear accountability
Cons
Lacks advanced enterprise-level customization and complex feature options
Occasional interface updates may disrupt established user workflows
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Frequently Asked Questions
Does UCRM offer an API?
Yes, UCRM offers an API for data import, retrieval, device shaping, service suspension, and payment integration.
What language does UCRM support?
The base version of UCRM is available in English, but multilingual support through community translations adds Spanish, Portuguese (EU/Brazil), German, Dutch, Latvian, Swedish, Turkish, Catalan, and other languages
What level of support does UCRM software offer?
Support is primarily community-driven via forums and documentation; no official dedicated support team.
What other apps does UCRM integrate with?
UCRM supports integration with Stripe, PayPal, Authorize.Net, IPpay, and MercadoPago.
Who are the typical users of UCRM software?
UCRM is built for professionals across various industries, including small to mid-sized businesses, service providers, and sales teams. It's ideal for those needing recurring billing support and a simple, all-in-one CRM to manage clients, invoicing, and operations.
Does UCRM have a mobile app?
Yes, UCRM offers a mobile app designed for administrators and technicians, enabling client, service, and invoice access on Android devices; clients still use mobile browsers.
What types of pricing plans does UCRM offer?
UCRM offers customized pricing based on business needs and capabilities. Get UCRM price quote.