Name: Unelma CRM
Author: Unelma Platforms

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Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

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Application Lifecycle Management (ALM)

Cloud Storage

Consulting and Advisory Services

Content Delivery Networks (CDN)

Data Fabric

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Fraud Detection

Hadoop-Related

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Managed File Transfer (MFT)

Network Performance Monitoring

Office Migration and Repair

Robotic Process Automation (RPA)

System Monitoring

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Blogging

Competitive Intelligence

Content Management

Email Marketing

Local Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Web Analytics

Wholesale Marketplace

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales

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User and Entity Behavior Analytics (UEBA)

Security

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Nonprofit CRM

Plagiarism Checker

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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.

Unelma CRM is a Customer Relationship Management platform that supports companies of all sizes. Also a business management platform, Unelma CRM can be used to create estimates and send them to customers. The CRM auto converts estimates to invoices once the customer accepts it. And its project management features can be used to track expenses, or time spent on particular tasks. And its in-built Kan Ban can be used to track leads and attach files, convert leads to customers, automate emails, create proposals and notes.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

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Unelma CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Unelma Platforms

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Unelma CRM

Overview

What is Unelma CRM?