End-to-End Sales Process Flow

Empowering Sales, From Lead to Loyalty!

Unylo CRM software streamlines your sales journey from start to finish. This feature guides your team through every sales process step, from initial contact to closing the deal. With clear visibility into each stage, your team can effectively manage leads, nurture relationships, and drive conversions, ensuring a seamless experience for your staff and customers.

We help ensure no opportunity is missed and every customer interaction is maximised for potential revenue.

Comprehensive Lead Management

Capture and Consolidation: Unylo can seamlessly integrate with various channels to capture leads, consolidating them into a single platform. This includes web forms, emails, social media, and direct entries, ensuring no potential lead is missed.

Lead Scoring and Qualification: You can score leads based on their actions and profile data, helping sales teams prioritise their efforts on the most promising prospects.

Streamlined Sales Pipeline Management

Visual Pipeline Overview: Offering a clear, visual representation of the sales pipeline allows for an immediate understanding of each deal's status. This visibility helps in identifying bottlenecks and optimising the sales process.

Deal Progress Tracking: Features allow for detailed deal tracking across various stages, facilitating easy updates and enabling sales reps to maintain momentum on every potential sale. Features also allow tracking and managing deals through different sales cycle stages, from initial contact to closing.

Automated Sales Processes and Activities

Workflow Automation: Automating routine tasks, such as follow-up emails, lead assignments, and updating records, will save considerable time and ensure consistency in communications and processes.

Task and Activity Management: Unylo enables easy scheduling and tracking of sales activities, including calls, meetings, and custom tasks, ensuring sales reps stay organised and focused on their sales targets.

Analytics & Reporting

Real-time Insights and Analytics: By offering detailed analytics on sales activities, customer interactions, and overall performance, Unylo helps to identify trends, forecast outcomes, and guide strategic decisions.

Customisable Reporting Tools: The ability to generate customised reports on various aspects of the sales process, including individual and team performance, sales forecasts, and conversion rates, is essential for monitoring progress and identifying areas for improvement.

Let us improve your business!

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