Unylo CRM

Streamline Your Business, Empower Your Partners!

Managing customer relationships and partner network programs efficiently is crucial for business growth and sustainability in today’s competitive market. Without a unified system, businesses risk losing valuable insights, slow response times, and disjointed customer experiences.

Unylo helps you to manage your end-to-end sales processes and customer interactions. Unylo provides portals for customers and partners to ensure everyone is aligned and informed, driving your business forward.

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Services

We love & know what we do!

Navigate Your Success with Unylo

Revolutionise Your Business Relationships

Unylo CRM provides a robust tool suite to streamline sales processes and enhance customer relationship management. Its services include lead and opportunity management, order and invoice handling, customer and partner portals, and comprehensive reporting features. The platform is built to facilitate better collaboration, track sales goals, and optimise project management. By offering these integrated solutions, Unylo aims to improve business efficiency, foster stronger customer relationships, and drive sales growth through effective and aligned communication channels.

Unylo is a comprehensive solution to streamline business operations, enhance customer interactions, and empower partners. With our integrated direct sales and partner portals, your customers will enjoy a seamless and personalised experience while your partners can track their progress and access vital resources. Unylo adapts to your needs, offering customisable modules and scalable solutions.

Whether you are looking to improve customer satisfaction, streamline partner management, or drive business growth, Unylo is your partner in success. Get started today and transform your business with a unified approach to CRM.

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End-to-End Sales Process Flow

Lead & Opportunity Management

Quote, Order & Invoice Management

Customer & Partner Portals

Products, Bundles, Price & Discount Lists

Sales Repository

Goals Management

Project Builder Feature

Collaboration

Reporting

Direct Sales Portal

CRM and E-commerce, United.

Introducing the Unylo-integrated Direct Sales Portal, a revolutionary e-commerce feature designed to give your customers a personalised experience like never before. With individual login credentials, customers can securely access a custom interface that reflects their unique needs. This portal streamlines customer interaction by providing real-time notifications to the customer and directly within the Unylo CRM, ensuring that your sales team is always in sync. Customers can easily access their entire transaction history, from past orders to future commitments, keeping them informed and engaged every step of the way.

The portal’s powerful interface offers a comprehensive dashboard where customers can manage their orders, track outstanding invoices, create returns, and even initiate new projects. With advanced features such as product catalogue browsing, discount bundles, and order placement, customers are empowered to handle their needs independently. The integrated messaging function allows for direct communication, fostering seamless collaboration. From complaints to ongoing project discussions, the Unylo Direct Sales Portal puts everything at your customers’ fingertips, elevating the customer experience and driving sales efficiency.

Where Collaboration Meets Growth

Partner Portal

Unlock new business potential with Unylo CRM’s Partner Portal. Elevate your partnerships with Unylo CRM’s Partner Portal, the ultimate solution for seamless collaboration and business expansion. With Unylo’s Partner Portal, you can create dedicated accounts for your partners, enabling them to engage seamlessly with your business. Partners can directly connect with other Unylo users and collaborate on projects, building a solid network that fosters growth.

The portal allows your partners to actively raise and manage projects, bringing valuable opportunities to your business. Partners can join your existing opportunities as critical stakeholders, creating a shared vision and investment in success. With real-time project tracking and visibility into project statuses, you and your partners can stay informed and responsive.

In addition, the Partner Portal allows you to map your sales pipeline stages to partner project phases, creating a seamless experience from start to finish and ensuring consistency and clarity throughout the sales cycle. Partner admins gain access to essential financial information, including project estimates, actual payments, rebate amounts, and outstanding balances. This transparency builds trust and empowers your partners to drive more value, creating a win-win partnership.

We know how it works!

If the plan doesn’t work – change the plan, not the goal.

The beauty of UNYLO lies in its flexibility; it allows businesses to adapt their strategies based on real-time data and customer feedback. Thus, when faced with challenges in achieving customer relationship goals, the solution often lies in tweaking the approach or strategy within the CRM framework rather than altering the fundamental objective of fostering strong, lasting customer relationships.

01

Subscribe

Complete the signup process to unlock a comprehensive Unylo tool suite to streamline customer management. Subscribe to access your benefits now. If you have any questions, please get in touch with us. We are happy to help.

02

Plan

Take advantage of our onboarding resources and tutorials to customise Unylo, set up your sales pipelines, and integrate your existing tools and data. We will work with you to accomplish your goals, ensuring a seamless workflow that aligns with your business objectives.

03

Get Results

Start leveraging Unylo’s full potential by tracking sales activities, analysing customer interactions, and utilising insights to make data-driven decisions. These actions contribute to improved customer relationships and accelerated business growth.

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UNYLO

Let us improve your business!

Unylo enables businesses to offer personalised experiences, fostering stronger relationships and improving customer satisfaction.