Put Your Sales on Autopilot with UTrons - Sales Bots.
Automate the boring. Do the productive.
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Trusted By 2000+ Companies & CRM Experts
What Do You Want to Automate?
Possibilities with UTrons are unlimited
Nurturing Leads
- Send birthday emails
- Send sequence of emails
- Send mails to clients that stopped giving work
Reminders to Clients
- Followup before Quote expires
- Send periodic reminders till invoice is not paid
- Send automatic mail if verification process not complete
Automate Alerts to Sales People
- Alert sales person if a deal is not progressing
- Remind sales person if no conversation with a hot lead for many days
- Congratulate sales person on winning a big deal
Automatically Create Tasks for Sales People
- Create followup tasks for contacts that have lost touch
- Create a sequence of tasks for sales person when a deal is won
- Create followup task for sales person if Quote about to expire
Your team has built such a thoughtful, powerful product – it’s clear how much time and attention has gone into this behind the scenes. I’ve tried out a lot of CRM’s, and nothing else matches up to functionality, usability and flexibility you’ve built in here… Very excited to be using it, i know it will make my business more successful
Jordan Goldman
Founder & CEO of Unigo (acquired) and Switchboard (acquired)
Notifications & Alerts to Managers
- Send alert if Quote Product discount exceeds 40%
- Alert manager if a sales person doesn’t win enough deals in a month
- Inform manager if a big deal if closed
Minimize Data Entry
- Transfer records from one sales person to another
- Update customer status when Deal is won
- Automatically create Deal when Company is created
Create Your Own Business Rules
- Notify if discount more than X% & Don't allow if more than Y%
- Check & disallow duplicates
- Assign sales person based on location / industry
Get a CRM Customizable for Your Industry
Track anything. Not just leads.
Automotive
- Quotes
- Commissions & Incentives
- Scheduled Payments
- Loan Disbursements
- Vendors & Showrooms
Manufacturing
- Products
- Pricelists
- Quotations & Orders
Real Estate
- Properties / Projects
- Bookings
- Site visits
- Payments
- Agreements
Travel
- Itinerary
- Packages
- Locations
- Suppliers
- Bookings
