Complete Customer Relationship Management System
UnifyCRM is a powerful customer relationship management solution that helps you build stronger customer relationships, streamline sales processes, and drive business growth. Manage leads, track customer interactions, automate marketing campaigns, and deliver exceptional customer service all from one unified platform.
Key Features
360° Customer View
Complete customer history, interactions, purchases, and preferences in one place.
Sales Pipeline Management
Visual pipeline tracking, opportunity management, and sales forecasting.
Lead Management
Capture, qualify, score, and nurture leads through automated workflows.
Marketing Automation
Email campaigns, social media integration, and marketing analytics.
Customer Service Portal
Ticketing system, knowledge base, and self-service customer portal.
Mobile CRM Access
Full CRM functionality on mobile devices for sales teams on the go.
Core CRM Modules
UnifyCRM includes comprehensive modules for complete customer relationship management:
Lead & Contact Management
Capture leads from multiple sources (website forms, social media, email, phone calls). Automatic lead scoring and qualification based on behavior and demographics. Lead assignment rules and territory management. Contact database with detailed profiles, communication history, and relationship mapping. Duplicate detection and data cleansing tools.
Sales Pipeline & Opportunity Management
Visual sales pipeline with drag-and-drop opportunity management. Customizable sales stages and probability tracking. Quote and proposal generation with e-signature integration. Sales forecasting and revenue projections. Win/loss analysis and deal tracking. Automated follow-up reminders and task management.
Marketing Automation
Email marketing campaigns with templates and personalization. Automated drip campaigns and lead nurturing sequences. Social media integration (Facebook, Twitter, LinkedIn, Instagram). Landing page builder and web form creation. Campaign tracking and ROI analysis. Marketing analytics and attribution reporting.
Customer Service & Support
Multi-channel ticketing system (email, phone, chat, social media). Customer self-service portal with knowledge base. SLA management and escalation workflows. Customer satisfaction surveys and feedback collection. Support team collaboration and internal notes. Service level reporting and performance metrics.
Analytics & Reporting
Real-time dashboards for sales, marketing, and service teams. Customizable reports with drill-down capabilities. Sales performance metrics and KPI tracking. Customer segmentation and behavior analysis. Campaign effectiveness and marketing ROI. Predictive analytics and trend forecasting.
Implementation Process
Our proven CRM implementation methodology ensures successful adoption:
1. Discovery & Planning
Understand your sales process, customer journey, and business requirements.
2. System Configuration
Configure sales stages, custom fields, workflows, and automation rules.
3. Data Migration
Import customer data, contacts, deals, and historical interactions.
4. Training & Launch
Train sales and marketing teams, then launch with ongoing support.
Industries We Serve
UnifyCRM is trusted by sales teams across various sectors:
B2B Sales Teams
Complex sales cycles with multiple stakeholders and long deal timelines.
Real Estate Agencies
Property listings, client matching, and transaction management.
Insurance Companies
Policy management, claims tracking, and agent performance monitoring.
Professional Services
Client relationship management for consulting, legal, and accounting firms.
Retail & E-commerce
Customer loyalty programs, personalized marketing, and order tracking.
Technology Companies
SaaS sales, subscription management, and customer success tracking.
Success Stories
"UnifyCRM transformed our sales process. We closed 40% more deals in the first quarter after implementation. The pipeline visibility is exactly what our management needed." - Sales Director, Technology Company
"Our customer service response time improved by 60%. The ticketing system and knowledge base made our support team much more efficient." - Customer Service Manager, Insurance Firm
Request a Demo
See how UnifyCRM can transform your customer relationships and boost sales.
Schedule Demo Get QuoteWhy Choose UnifyCRM?
360° Customer View
Complete customer history and interaction tracking
Sales Automation
Automate repetitive tasks and focus on selling
Marketing Integration
Email campaigns and social media management
Mobile Access
Full CRM functionality on mobile devices
Real-Time Analytics
Sales dashboards and performance metrics
Easy Integration
Connect with email, calendar, and other tools
Quick Facts
Implementation Time
1-2 weeks average
Training Included
Sales team training provided
Mobile Apps
iOS and Android apps available
Data Security
Enterprise-grade security & encryption
Companies Using
600+ sales teams across Kenya
Need Help?
Our CRM specialists are ready to assist you.
