UJU Customer Relationship Management

UJU CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, UJU CRM can help you look more professional to your customers and help improve business performance at the same time.
Managing customers is important and UJU CRM helps in several ways:

• Manage and invoice projects with the powerful Project Management Feature.
• Link tasks to many UJU CRM features and stay organized.
• Build professional, great looking estimates and invoices.
• Powerful support system with ability to auto import tickets.
• Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
• Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
• Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
• Create good looking proposals for leads or customers and increase sales.
• Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
• Know more about your customers with powerful CRM.
• Increase customer retention via built-in Surveys.
• Use the Goals Tracking feature to keep sales goals in mind.
• Create announcements for your staff members and customers.
• Use Contracts feature to lock in current and future sales.
• Custom fields can store extra information for customers, leads and more.
• Receive payments from PayPal and Stripe in different currencies.
• Tons of configurable options.
• Style the CRM to your company branding with the powerful theme styling feature.
• Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
• Great looking calendar for each staff member based on staff permissions.
• Follow ups, reports, notes, files and many more features.

CRMs need to focus on customers and UJU CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
UJU CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how UJU CRM can help you succeed.

Features:

PROJECTS

Manage and invoice projects with powerful Project Management feature
Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff

INVOICES

Build professional and great looking invoices Attach files and send directly to your clients including the invoice PDF
Ability to setup recurring invoices

ESTIMATES

Create estimates within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. Your customers can view and make actions the estimate even without login

PROPOSALS

Create good looking proposals and impress your potential clients or customers Include images tables items YouTube videos with the powerful editor. Proposal comments allowed for negotiation

EXPENSES

Creating recurring expenses Set up a recurring expense and the expense will automatically be created after the specified period
The period time could be days. weeks. months or years. Ability to set expenses billable to customers or specific projects

PAYMENTS

Record and receive payments different currencies
Auto generated PDF send to the customer

LEADS MANAGEMENT

With the simple interface, you can keep track of leads and easily follow their progress
Attach flies, convert lead to customer, track leads from email create proposals leave notes

SUPPORT SYSTEM

Great support system that helps you track and resolve issues quickly with ability for auto open ticket from email, insert knowledge base link, add predefined replies.

CUSTOM FIELDS

Available Custom fields for all features. You can add custom fields on PDF for invoices, payments, estimate or proposals
Configure to fit your business Ability to show in the customer Portal or in table

TASKS

Assign task to multiple staff members. Add followers. attach files
Let four staff comments on tasks. upload files
Tasks can be related to mostly all-important features.

KNOWLEDGE BASE

Create knowledge base articles and organize them in groups.
Help your customers and build trust.

CALENDAR

Have clear view of all your company events, upcoming invoice payments, estimate expiration, tasks finish date, reminders. You’ll never miss anything from the calendar

CONTRACTS

Use contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.

REPORTS

Generate reports and have clear view of everything. Keep track of income vs expenses and leads conversions. Knowledge base report included.

GOALS TRACKING

Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.

Benefits of using CRM software

Enhanced relationships with customers

From prospect to lead to customer, their journey is captured in the CRM. These insights put you in a better position to recognize people, their needs, and how your business can work for them.

Lesser data entry

CRM lets you automate mundane tasks like creating leads from signup forms and sending welcome emails to new leads. Spreadsheets demand data entry; CRMs minimize it.

Better communication

The CRM system becomes a single source of truth for every member in your team. No information gaps, no back-and-forth—the customer hears a consistent voice from your business.

Healthier pipelines

Being able to visualize your pipeline makes it easier for you to prioritize deals and pick them off diligently. As a result, your pipeline stays clog-free and you remain committed to the bottom line.

Higher revenue

Because you have a well-rounded view of your customer at all times, you can cross-sell and up-sell at the right moments, with higher success rates. This also reduces the chances of attrition.

More collaboration = a strong business

Information in the CRM is useful not just for your sales team, but for marketing and support too. They can plan campaigns and respond to tickets better using sales context.