UVC Business CRM Edition

From $70 / Month

Includes all the feature set of the Standard Edition and adds enhanced CRM functionality to help with client segmentation and automation

  • 25GB of storage with option to upgrade to 50GB or more
  • Service profile module with full automation of follow ups on clients based on defined templates
  • Analytics dashboard module
  • Advanced mail merge features and custom email templates
  • Action profile module that allows for creation of service templates (Sequence of tasks) that are manually triggered
  • Sharing and collaboration features in all modules
Purchase UVC CRM Edition
  • Project Management Module
  • A full featured User Manager Admin tool which allows you to manage users and setup user permissions
  • Mobile App for iOS and Android devices
  • Advanced custom forms / fields support
  • Wealth Management Integration
Request a Free Trial

UVC Products

UVC offers a feature-filled application with centralized information accessible from anywhere at anytime. UVC was built from the ground up with real-time collaboration, sharing and ease of use as the main focus.

Download Brochure

Cloud Solution. Business Software For Small & Large Companies.