Put Your Sales on Autopilot with UTrons - Sales Bots.
Automate the boring. Do the productive.
Autopilot Your Sales Now 14 Days free trial. No credit card required.
Trusted By 2000+ Companies & CRM Experts
How Do UTrons Work?
- UTrons are fully integrated with CompanyHub CRM
- You instruct them what you want to automate with drag - drop
- They follow your instructions
What Do You Want to Automate?
Possibilities with UTrons are unlimited
- 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
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.
- Commissions & Incentives
- Scheduled Payments
- Loan Disbursements
- Vendors & Showrooms
- Quotations & Orders
- Properties / Projects
- Site visits