univw

Univw is a powerful, integrated Customer Relationship Management (CRM) solution tailored for the needs of startups and small to medium-sized businesses. It moves beyond simple lead tracking in spreadsheets to offer a holistic platform for managing the entire customer lifecycle. From lead generation and sales conversion to post-sales service and customer support, univw provides the tools to enhance efficiency, improve customer satisfaction, and make data-driven decisions. Its architecture is built on key principles like hierarchical data access for security, seamless integrations with external data sources, and a highly customizable workflow engine to adapt to unique business processes.

How to use univw

Getting started with univw is a straightforward process designed to get your team up and running quickly:

1. Sign Up & Setup: Begin by signing up for the 'Free - Easy CRM' plan to explore core features or book a demo for a guided tour. Once registered, you can set up your organization, add team members, and configure roles and permissions based on the resource hierarchy.
2. Import Data: Bring your existing customer and lead data into the platform. Univw supports comprehensive data import via CSV files. For continuous data flow, you can set up automated pipelines using WebHooks or connect to marketing platforms like Google, Facebook, and LinkedIn through ETL tools like Zapier.
3. Manage Leads & Sales Pipeline: Utilize the Lead and Opportunity Management module to track prospects as they move through your sales funnel. The system allows for automated lead distribution to ensure quick follow-ups. You can create, assign, and monitor tasks and activities for each lead.
4. Automate Workflows: Leverage the versatile Workflow Engine to model your custom business flows. Automate repetitive tasks such as lead assignments, sending follow-up reminders, updating deal stages, and triggering notifications to keep the team aligned.
5. Engage with Customers: Use the integrated Cloud Telephony for seamless click-to-call functionality directly from the CRM. All calls can be recorded, transcribed, and analyzed for quality and insights. Engage customers proactively with automated WhatsApp communication for updates and document collection.
6. Handle Service & Support: Manage post-sales activities effectively with the Service Request Management module. Track customer support tickets from creation to resolution, using customizable approval and escalation processes to ensure timely responses and boost CSAT scores.
7. Analyze & Optimize Performance: Tap into the Datalake & Visualization tools to get a 360-degree view of your operations. Merge transactional, call, chat, and geolocation data to create powerful reports and dashboards. Analyze key metrics to identify trends, measure team performance, and make informed strategic decisions.
8. Utilize the Mobile App: Equip your on-field agents with the univw mobile app. It provides on-the-go access to key CRM features, task management, and Bird-eye geo-location tracking for simplified agent monitoring and management.

Core Features of univw

• Lead & Opportunity Management: A comprehensive system to track and manage the entire sales pipeline from lead capture to deal closure.
• Integrated Cloud Telephony: Features click-to-call, call recording, call history, transcription, and analytics to boost caller efficiency.
• Flexible Workflow Engine: Automate custom business processes, task creation, assignments, and progress tracking.
• Data Integration & Import: Seamlessly bring in data from various sources including WebHooks, CSV imports, and ETL tools like Zapier.
• Datalake & Visualization: A centralized data hub that merges transactional, call, chat, and geolocation data for in-depth analytics and actionable insights.
• Service Request Management: Efficiently track, manage, and resolve customer service tickets with adaptable approval and escalation processes.
• Collaboration & Team Management: Facilitates teamwork with centralized document storage, role-based access control, and communication tools.
• Mobile Access & Field Agent App: A dedicated mobile application for on-the-go access, enabling field teams to stay connected and productive.
• Automated Communications: Engage customers effectively through automated WhatsApp messaging, document collection, and pre-screening features.
• Post-Sales Management: Includes integrated modules for quotation management, contract management, and inventory management.

Use Cases for univw

Univw is versatile and has been successfully adopted across various business domains:

• Sales Teams: Revolutionize the sales approach by automating lead distribution, tracking pipeline progress, and using product advisory features for cross-selling and up-selling to drive revenue growth.
• Customer Support Teams: Reduce customer support resolution time by up to 50% and increase satisfaction rates by 75% through efficient ticket management, automated communications, and streamlined service workflows.
• Service Delivery & Field Operations: Streamline the tracking and management of service jobs from creation to completion. Use the mobile app with geo-location tracking to monitor on-field agents, boosting productivity and ensuring compliance.
• Business Operations: Gain a holistic view of both demand and supply-side operations. Use advanced, customized reporting to make data-driven decisions and track business performance effortlessly.
• Industry-Specific Solutions: Proven success in sectors like Real Estate (managing over 50k monthly leads), BFSI (handling large monthly loan transactions), and Retail (increasing customer retention by 80%).

Advantages of univw

Univw offers significant advantages for growing businesses:

• All-in-One Platform: It consolidates sales, service, and support functionalities into a single, integrated system, eliminating the need for multiple disconnected tools.
• High Customizability & Flexibility: The versatile workflow engine and customization options allow businesses to tailor the CRM to their specific processes and needs.
• Data-Driven Decision Making: Empowers businesses with a powerful data lake and visualization tools, turning complex data into actionable insights for strategic growth.
• Enhanced Security & Control: The unique Resource Hierarchy-Based Data Access ensures that team members only see the data necessary for their roles, enhancing security and efficiency.
• Scalability for Growth: The platform is designed to scale with your business, supporting you from a small startup team to a larger, growing enterprise.
• Improved Productivity: By automating repetitive tasks and streamlining workflows, univw has been shown to cut down the workload of sales and service teams by 30-40%.

Pricing and Plans

Univw offers a flexible pricing structure to suit teams of all sizes, with a freemium model to get started:

• Free - Easy CRM: A completely free plan that includes fully functional lead management and basic customizations. Perfect for startups and small teams to begin organizing their sales process.
• Easy Telephony CRM: Includes all features of the Easy CRM plan, plus integrated cloud telephony for teams that rely on voice communication.
• Full CRM: The most comprehensive package. It includes everything in the previous tiers, plus advanced tools, a Performance & Analytics (PIA) module, post-sales management (quotation, contract, service tickets), and advanced customization capabilities.
• Custom CRM: A bespoke plan for businesses with unique requirements. This allows you to handpick the specific features and modules you need, creating a tailored CRM solution.

All plans come with a 'Start Free Trial' option, allowing you to experience the platform's capabilities before committing.