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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
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
Disclaimer: The pricing is subject to change.
Uno CRM Integrations
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
Activity And Calendar Management
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.
Sales Cycle Configuration
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.
Prospect Management And Tracking
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.
Dashboard And Sales Reports
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.
Quote Management
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.
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
Does Uno CRM offer an API?
The official website of Uno CRM does not specify its API availability.
What types of pricing plans does Uno CRM offer?
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.
Who are the typical users of Uno CRM?
Typical users of Uno CRM features include corporates, institutions, and businesses in marketing and sales consulting.
Does Uno CRM have a mobile app?
No, Uno CRM does not offer a dedicated mobile app; however, it is accessible on mobile devices through a webApp platform.
What level of support does Uno CRM offer?
Uno CRM provides support via email and phone.
What language does Uno CRM support?
Uno CRM is primarily available in Spanish.
What other apps does Uno CRM integrate with?
Uno CRM integrates with WhatsApp and WooCommerce.