Unelma CRM

Unelma CRM is a Customer Relationship Management platform offered by Unelma Platforms. According to the vendor, the platform is designed to streamline business relationships, optimize processes, and drive profitability. It is suitable for a range of businesses, from small startups to large enterprises. The platform caters to various professions and industries, including sales and marketing, customer service, project management, finance and accounting, as well as IT and technology companies.

Key Features

Manage Projects: According to the vendor, Unelma CRM offers a project management feature that allows users to efficiently manage and invoice projects. Users can also track expenses and time spent on tasks to improve project management efficiency.

Create Stunning Invoices: The vendor claims that Unelma CRM enables users to easily create professional invoices with tax-based items. It also offers automation for recurring invoices, streamlining the entire invoicing process.

Estimates: Unelma CRM allows users to create accurate estimates and send them directly to customers. According to the vendor, the platform automatically converts accepted estimates into invoices, simplifying the estimation process.

Proposals: The vendor states that Unelma CRM provides a built-in editor for creating visually appealing proposals. Users can impress potential customers with captivating proposals and enhance the entire proposal creation process.

Leads: Unelma CRM offers a built-in Kanban board for tracking leads. Users can attach files and automate emails, while seamlessly converting leads into customers and creating proposals and notes.

Manage Expenses: According to the vendor, Unelma CRM allows users to record and track company expenses. It also offers automation for setting expenses as billable to customers, streamlining the entire expense management process.

Payments: Unelma CRM enables users to record and receive payments in FIAT currencies. The vendor claims that the platform auto-generates PDFs after each payment, simplifying payment tracking and management.

Knowledge and Support System: Users can add knowledge-based articles to Unelma CRM and utilize an open support ticket system with auto-response. According to the vendor, this feature helps improve customer support and provides self-help resources.

Manage Tasks and Contracts: Unelma CRM allows users to assign tasks to colleagues and follow tasks while syncing work with contracts. The vendor claims that this feature streamlines task and contract management for better collaboration and efficiency.

Calendar and Surveys: Users can manage events and expiry dates using the integrated calendar in Unelma CRM. The platform also enables users to create dynamic surveys to improve productivity and enhance company scheduling and feedback collection.