Automate Your Entire Sales Function and gain valuable insights WITH ADVANCED reporting
Gathering leads, closing the deal or improving up-selling, unityBMS gives a comprehensive view of the end-to-end customer journey to enable informed decision making
360° CUSTOMER VIEW
UnityBMS provides a 360-degree view of your customers so that you have access to everything at your fingertips. Keep record of contacts, leads, opportunities, and sales as well as all communications with clients.
- Holistic Customer Insights
- Proactive Opportunity Tracking and Conversion
- Detailed Communication History and Interactions
- Streamlined Contact and Lead Management
- Centralized Proposal Management and analysis
- Enhanced Customer Engagement and Retention
Lead Management
Full overview of your entire sales pipeline with territories, teams and performance as well as the status/progress of each individual lead in the sales funnel.
- Multi Source Lead Capture
- Automated Lead Distribution
- Lead Campaign Success Tracking
- Single Click Lead Conversion
- Tasks, Notes and Reminders
- Lead Activity Records
- Team Lead Assignment
- Multiple Lead Contacts
Opportunity Management
UnityBMS guides sales teams through the process so they turn those qualified leads into prospects & proposals and across the finish line faster
- Advanced Customer Segmentation
- Multiple Opportunity per Lead
- Streamlined Sales Processes
- Easily Add Custom Fields
- Detailed Revenue Estimation
- Multiple Proposals per Opportunity
- Tasks, Notes and Reminders
- Opportunity Activity Records
Proposals
It’s easier than ever to create more effective sales proposals by generating multiple quotes per opportunity. Very simple to use, quotes can be generated on the fly by sales executives via unityBMS intuitive user interfaces.
- Multiple Proposals for Opportunity
- Customizable Templates
- Send Proposal Directly
- Convert to Performa Invoice Directly
- Proposal Chat and Comments
- Additional Custom Fields
Goal Tracking
Give the team the tools to manage their performance and track all your sales efforts with ease, speed and accuracy.
- Set Goals and Targets
- Detailed Reporting
- Track Sales Milestones
- Notify Team on Achievements
Get All of These and More With Your Unity CRM
UnityBMS is packed with intelligent features designed to streamline operations, boost productivity, and support business scalability. From project management and finance to CRM and automation, every tool works together in one seamless platform.
Surveys
With unityBMS you can easily send surveys to your customers, staff, or imported mail lists. Combine your survey responses with CRM data to learn what makes your customers happiest and what helps improve your sales team’s efficiency.
Tasks and Reminders
Reminders in unityBMS are designed for staff members, to be notified about some action they need to take (e.g. Call customer, Schedule meeting). Tasks can be linked to any features in unityBMS to track your work and assign important actions.
File Attachment
Documents, such as Marketing Collateral, Signed Proposals, SLA, and others can be added to many sections of unityBMS to provide staff with the information they need to provide a superior customer experience to your clients
Fully Customizable
unityBMS is a highly customizable platform that can fit your business needs with sales analytics reporting and the flexibility to create your own Custom Pipeline. unityBMS can be customized to fit your needs and not the other way around.
Custom Fields
unityBMS lets you completely customize your fields, so you don’t need to change your workflow to fit your CRM. Custom fields allow you to add field based on your needs. With this ability unityBMS can align easily with any company’s requirements.
Notification
Setup real-time Notifications with unityBMS on your browser or Mobile App so staff are always up to date and they don’t have to refresh the page to see any new information allowing them to track their activities and collaborate in real time.
Other Features
UnityBMS is packed with intelligent features designed to streamline operations, boost productivity, and support business scalability. From project management and finance to CRM and automation, every tool works together in one seamless platform.
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