UVC Business CRM Edition


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

10GB of storage with option to upgrade to 25GB 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

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

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.

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Cloud Solution. Business Software for Small & Large companies.