Build Stronger, Longer-Lasting Customer Relationships
Unlock the Value of Your Data
Turn every interaction into an opportunity and build stronger relationships with the power of Uniplan CRM.
One Central Hub for All Contacts
Uniplan CRM brings all prospect, customer, and supplier information together in one organised, centralised system. Contact details, communication history, and links to important documents are stored securely in a single place, helping to reduce duplication and remove data silos. Teams gain consistent, real time access to accurate information, supporting smoother collaboration and more efficient day to day decision making.
Turn Customer Insight into Meaningful Engagement
By capturing contact histories, preferences, and engagement data in a single system, your team can deliver timely, relevant, and highly targeted communication at every touchpoint. Whether it’s crafting personalised emails or having more informed conversations, Uniplan CRM ensures every interaction is consistent, insightful, and genuinely customer focused.
Smarter Task Management
Uniplan CRM helps make task management clearer and more organised. Tasks are recorded, prioritised, and linked to the appropriate prospect, customer, or supplier, reducing the chance of anything being overlooked. With visibility of who’s responsible for what, along with deadlines and progress, teams can work more consistently and stay on top of their workload.
One Unified, Connected System
Uniplan’s CRM information flows effortlessly across your business. Sales, marketing, finance, operations, and service teams all rely on the same real time data, removing duplication, reducing errors, and keeping everyone aligned. Every interaction, opportunity, and order is automatically connected, providing full end to end visibility from the first enquiry through to final delivery.
Integrated Applications
Centralise customer, prospect, and supplier information in one central place.
Manage activities, deadlines, and follow-ups, ensuring nothing is missed.
Automatically keep customers informed of updates to their support calls.
Import and export contact information, allowing you to update records quickly.
Critical insights available instantly through custom dashboards & reports.
Customer Relationship Management Features
Integrated functionality to manage customer interactions, improve sales performance, strengthen relationships, and streamline marketing campaigns.
Why Choose Uniplan?
Uniplan CRM provides a single area for all your customer, supplier, and prospect information.
Gain real-time insight into relationships, activities, and opportunities across the business.
Deliver more relevant, consistent, and personalised experiences by tracking customer interactions via calls and tasks.
Automates repetitive tasks and processes so teams can work faster, respond sooner, and achieve more.
Align your teams around the same real-time data, removing handover gaps and miscommunication between departments.
CRM is integrated within Uniplan giving access to data and activity through to other departments of your business.
Quick Teams Call?
Want to find out more? Enter your details and we will get in touch to arrange a quick teams call at your convenience. This provides the perfect opportunity to showcase our functionality and explore how it can help your business.
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