What is U-ERP CRM?

U-ERP CRM is your next-generation, fully digital CRM covering 100% of your sales management, marketing automation and customer experience processes.

The platform is based on 13 years of research and development in business process solutions. With more than 800 delivered applications and 5 million downloads, U-ERP is the low & no code technology designed to meet 100% of your processes.

The CRM that supports your sales force

U-ERP CRM allows you to list and track your sales processes with your customers during all stages of your collaborations.

The pipeline view gives you an overview of your business at all times, facilitates analysis and allows you to make quick decisions to turn your prospects into customers.

Why choose U-ERP CRM?

U-ERP CRM allows you to have a powerful CRM that lists and follows your sales processes with your customers during all stages of your collaboration.

• Get a 360° view of your business.
• Manage your customers and contacts using default and dynamic filters.
• Have a pipeline view of your business.
• Allow your customers to have permanent access to the extranet.
• Manage customer onboarding.
• Pilot your actions in a collaborative way.
• Save time by signing your contracts and other documents remotely with the 100% secure electronic signature.
• Track the progress of your projects using a Gantt chart.
• Automatically transmit your newsletters, emailing, confirmation or reminder emails, and other messages.
• Create and manage your customer events, from sending invitations to sending reports to participants.
• Communicate with your customers in real time and track their service requests.
• Track the performance of your campaigns.
• Automatically distribute information internally using EDM, Electronic Document Management.

Business Management

• Follow the steps of each deal from the project idea to the contract contract signing.
• Schedule actions and record each event for better follow-up.

Customer management

• Store all your customer data in one place.
• Get a consolidated view of the business to help you make decisions.

Commercial activity

• Have guaranteed access to customer information at all times, even without an internet connection, via the mobile application.
• Manage his client portfolio and follow each step.
• Save time by using pre-recorded templates (offer writing, confidentiality agreement …).

ADVANCED CRM

For 100% of your sales and customer interactions

How to install U-ERP CRM?

The U-ERP teams will demonstrate the software according to your specific needs. We will accompany you throughout the training and ensure regular follow-up with our digital experts who will be there to answer any questions you may have.