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
Possibilities with UTrons are unlimited.
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
Possibilities with UTrons are unlimited.
Reminders to Clients
- 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
Possibilities with UTrons are unlimited.
Reminders to Clients
- 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
Manufacturing
- Products
- Pricelists
- Quotations & Orders
Real Estate
- Properties / Projects
- Bookings
- Site visits
Travel
- Itinerary
- Packages
- Locations
Custom Reports
You can create your own reports on any data including custom fields & tables
Custom Forms / Tables
In many cases you might want to track data other than contacts, companies, deals etc, which you don’t see in CompanyHub by default. Like Payments, Courses, Properties etc. They will have own forms and data. You can track them by creating custom tables and adding fields to them. Immediately you will see pages similar to contacts & companies. You can see records, create filters, do reporting etc. If you associate them with another table, a tab will appear on each record of that table, which will show associated records.
Take a 15 min ride of CompanyHub and be ready to be thrilled
Let's Try It 14 Days free trial. No credit card required.
