Uno CRM

Uno CRM

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Overview

Uno CRM streamlines prospect and activity management to help sales teams stay organized and efficient. While the platform does not offer advanced marketing automation, its strength lies in its simplicity and ease of use, making it a reliable solution for businesses seeking to implement fundamental CRM practices effectively.

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Starting Price
Custom

Uno CRM Specifications

Contact Management

Deal Pipeline Management

Customizable Dashboards

Task Management

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What Is Uno CRM?

Uno CRM software is a sales management platform specifically for small and medium-sized businesses in Mexico. It supports centralized tools for organizing and tracking the entire sales process. Key Uno CRM features like customizable sales cycle stages and prospect tracking help businesses manage their sales pipeline effectively. The system is built for scalability, aiming to solve the pain point of disorganized client data and follow-up activities, ultimately driving sales growth.

Uno CRM Pricing

The Uno CRM cost ranges in the following plans, alongside a 30-day free trial:

  • Uno CRM Emprende: $0 MXN/user/month
  • Uno CRM Negocios: $499 MXN/user/month
  • Uno CRM a la Medida: $999 MXN/user/month
Request a personalized Uno CRM pricing quote for your business.

Disclaimer: The pricing is subject to change.

Uno CRM Integrations

Uno CRM integrates with WhatsApp and WooCommerce. You can also watch a free Uno CRM demo to learn all about its integration arrangements.

Who Is Uno CRM For?

Uno CRM serves corporates, institutions, and businesses in marketing and sales consulting.

Is Uno CRM Right For You?

Uno CRM is the right fit for a business seeking a straightforward and focused sales solution. Its standout quality is its scalability, designed to grow alongside your company from the start. The platform is built for the local market and adopted by companies across Mexico, making it a practical and reliable choice for improving sales management without unnecessary complexity. Moreover, its privacy policies show a commitment to protecting client data.

Still not sure about Uno CRM? Contact our support team at (661) 384-7070 for further guidance.

Uno CRM Features

This feature helps you organize your sales tasks efficiently by managing activities such as calls, visits, and emails. It also allows you to schedule appointments and follow-ups, providing a clear overview of your daily and weekly commitments to ensure that no opportunity is missed.

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You can adapt the software to your unique business needs by creating and editing sales stages. This feature enables you to integrate your specific commercial processes directly into Uno CRM, ensuring the tool operates in a way that aligns with your sales team's workflow.

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The software enables you to add new prospects and assign them to a specific sales stage to begin tracking. You can also create follow-up activities like calls, appointments, or quote submissions, with all interactions recorded in the client's history for a complete overview.

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Uno CRM monitors your sales progress with real-time dashboard reports. This tool helps you identify which opportunities require immediate attention and provides the necessary data to take action, helping you stay on track to meet your sales objectives and goals.

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You can streamline your quoting process directly within Uno CRM. The platform enables you to create and manage quotes for prospects and clients, keeping this critical sales function connected to the customer record and the overall sales pipeline for improved organization.

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Pros And Cons of Uno CRM

Pros

  • Focused on core sales tasks

  • Configurable sales pipeline stages

  • Centralizes client and prospect data

Cons

  • Limited advanced reporting capabilities

  • Does not support built-in marketing automation

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Frequently Asked Questions

The official website of Uno CRM does not specify its API availability.

The Uno CRM price plans include an Uno CRM Emprende plan (free), an Uno CRM Negocios plan ($499 MXN/user/month), and an Uno CRM a la Medida plan ($999 MXN/user/month). You can also request a personalized Uno CRM pricing quote for your business.

Typical users of Uno CRM features include corporates, institutions, and businesses in marketing and sales consulting.

No, Uno CRM does not offer a dedicated mobile app; however, it is accessible on mobile devices through a webApp platform.

Uno CRM provides support via email and phone.

Uno CRM is primarily available in Spanish.

Uno CRM integrates with WhatsApp and WooCommerce.