Customer Relations Management
Universe transforms customer interactions from being just a contact record; it converts every touchpoint into long-term value with 360-degree customer analytics, sales opportunity management, and loyalty strategies.
Next-Generation Customer Relations Management Standards
Universe CRM enables your sales teams not just to maintain a contact list, but to convert potential opportunities into revenue with intelligent analytics and personalize the customer experience.
360-Degree Customer View
View your customers' complete communication history, proposals, and orders on a single screen; record every interaction in corporate memory.
Intelligent Lead Management
Automatically route incoming requests; assign them instantly to the right sales representative by scoring based on interest level (Lead Scoring).
Advanced Sales Pipeline Tracking
Divide your sales processes into stages; visually track the status of each opportunity through drag-and-drop Kanban boards.
Campaign & Marketing Automation
Design targeted email or SMS campaigns for customer segments; measure conversion rates and revenue return (ROI).
Appointment & Activity Planner
Manage your visit notes with calendar integration; stay organized by receiving automatic reminders from the system for upcoming critical meetings.
Opportunity & Proposal Integration
Convert a sales opportunity into a corporate proposal within seconds; track the revision history and viewing status of the proposal.
Mobile Field Sales Support
Your field team can enter new opportunities on mobile, navigate to customer locations, and place orders with instant stock checks.
Customer Scoring & Segmentation
Group customers by sector, region, or volume; focus on your most valuable customers with data-driven scoring.
Universe: CRM Efficiency Metrics
Reach your growth targets faster by managing your sales force with data.
Higher Conversion
Minimize the risk of missed sales by automating the tracking of potential customers.
Shorter Sales Cycle
Radically reduce the time from contact to sale by digitizing proposal and approval processes.
Retention Increase
Increase loyalty and recurring sales with analytics that predict needs in advance.
Sales Transparency
Report your field team's activities and their progress toward sales targets in real-time.
Ready-to-Use Reports That Strengthen Your Decision-Making
Universe CBP guides your sales strategy with over 25 ready-to-use reports that analyze every layer of your sales funnel.
Pipeline Analysis
Visualizes the distribution of opportunities by stages and the expected projected revenue.
Lead Conversion Rate
Analyzes which channel's leads convert to customers at what rate.
Representative Performance Summary
Compares personnel-level activity counts and closed sales volumes.
Lost Opportunities & Reasons
Details at which stage and "why" lost sales were lost.
Customer Segmentation Report
Enables strategy creation by grouping customers by sector or volume.
Sales Forecasting
Reports probable future revenue flow by analyzing closing probabilities.
Campaign ROI Analysis
Compares marketing campaign costs with the revenue generated.
Lifetime Value (LTV)
Lists the most valuable customers by calculating each customer's cumulative total value.
Activity & Appointment Report
Measures productivity by listing daily/weekly visit and meeting counts.
Proposal Acceptance/Rejection Rates
Details the conversion speed of given proposals to orders and revision counts.
Churn (Customer Loss) Alert
Lists customers who have stopped ordering to initiate "win-back" actions.
Customer Acquisition Cost (CAC)
Reports efficiency by dividing expenses by the number of newly acquired customers.
Interested in our product Universe CBP?
Contact us via WhatsApp
