CRM
Then you know everything about your customers
Gain full insight into your customers, from historical interactions to current deliveries. Your customer data is always up-to-date and at your fingertips across departments, so you can build strong relationships, make good decisions, and increase customer satisfaction.
Automate customer management and boost relationships
With automated management of sales and customer history, you always have relevant information at hand. Contact info, quotes, documents and notes are gathered in one place and the history is included. It provides better support, satisfied customers and better sales results. when you can easily follow up and act on customer data in real time.
Up-to-date customer data across departments
So you and your colleagues can always see the same info, history and status – without manual entry.
Improved sales forecasting and pipeline management
Marketing and your sales reps plan and optimize campaigns and sales efforts based on accurate opportunity and pipeline data.
Integrated customer overview with sales data
Gives management a complete picture of customers and individual salespeople’s performance by integrating data from finance and sales modules.
Segmentation provides targeted campaigns
Create customer groups and associated email lists based on history, interests, products, and purchase history for better campaigns.
Automatic reminders and follow-up
Stay on top of next steps with customers with automated reminders and notifications.
Secure storage of all documents provides peace of mind
Avoid disturbing colleagues when orders, documents and notes are all in one, and the automated backup allows you to sleep soundly.
Get a full overview of all functions
General Ledger
Customer
Sales order
Vendor
Purchase
AutoBanking
Uniconta Scan
Inventory
Logistics
Producer responsibility
Project
Production
CRM
Fixed assets
Dashboard
Company
Tools
More features of CRM
Keep track of every detail of the customer journey by storing documents, quotes, and notes directly in the CRM system. With all information gathered in one place, it becomes simple and quick to find the documentation and specific details needed to follow up and strengthen the relationship. When the entire team has access to up-to-date information, a more coherent customer management and a consistent experience for customers is ensured, regardless of who they are in contact with.
Get all your leads and customers together in one view for easy access to important information across relationships. With automatic CVR lookup, company data is instantly filled in, saving time and ensuring that all information is always up-to-date and accurate. The CRM topics also include customer groups, so you can segment and target interactions more effectively, making it easier to personalize communications and create valuable relationships.
Uniconta CRM allows you to connect leads and contacts to campaigns based on their interests and previous purchases. You can create specific email lists that focus on interests and product areas to make your campaign targeting more accurate and effective. It is possible to filter on item book and invoice lines to ensure that emails are sent to only the most relevant leads.
Send campaign emails directly from Uniconta and get automated follow-up on your contacts without extra effort. The system automatically tracks follow-ups, so no leads or opportunities are lost.
With advanced search and filtering options, you can customize your email lists precisely, even based on vendor and invoice data. This gives you in-depth customer care that ensures that all relevant contacts receive targeted communication and strengthens the impact of your campaigns.
Put contacts directly on your leads so you can easily see who is responsible for what at the customer’s site. This feature allows you to establish relationships and ensure that all touchpoints are updated in the CRM. It also ensures that you can quickly navigate between contacts and create continuity in all customer interactions.
With Uniconta’s CRM module, we can work methodically with our prospects. Not least in the outreach sales work, it is important that all employees can go in and get the full overview. One of the big advantages is that it is so easy to record and store information, documents and data.
Søren Mortensen
Technoflex
Want to know more?
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Other features of CRM
Effective follow-up and documentation
Uniconta’s CRM module allows you to add relevant documents and notes directly to leads, creating a complete and easily accessible overview of all interactions and updates. This feature strengthens follow-up by providing quick access to the history and details of each item and ensures that no information is lost.
Custom campaign lists and email features
With CRM, users can create and store specific email lists, based on leads, customers, and contacts. It’s possible to refine these lists by interests and products, allowing for more precise targeting for campaigns. Emails can be sent directly from Uniconta, and each email can create a follow-up activity automatically, so that the contact can be followed up with the necessary attention and planning.
Category division for targeted customer communication
Uniconta supports splitting leads, customers, and contacts by interests and products, making it easy to categorize and target communication to specific segments. By grouping contacts by these parameters, campaigns become more effective, as they can be tailored to different customer types and their unique needs.
Integration with quotations and follow-up
The CRM module makes it possible to link quotes directly to leads and create follow-up activities, which strengthens the sales process from first contact to closed deal. The quotation number and last update date are available in the follow-up, so all parties can follow the status and ensure that each item is being worked on proactively.
Direct CVR lookup for accurate data
With direct integration to the CVR, Uniconta can quickly retrieve and update company information, saving time and ensuring that customer data is always accurate. This feature reduces the risk of errors in data handling and allows you to work with up-to-date customer information, supporting accurate and efficient follow-up.
Flexible access to customers and prospects
The CRM module combines customers and prospects into one view, creating a unified view and making it easier to switch between potential and existing customers. With the ability to add contacts and search across invoice lines, users get a flexible and user-friendly platform for all customer management tasks.