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.
Cloud Solution. Business Software for Small & Large companies.