Unifera IT Solutions

Customer Relationship Management

Build lasting customer relationships with a CRM that tracks every lead, automates follow-ups, and gives your sales team a 360° view of every account.

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Tech Stack ASP.NET Core SQL Server REST API Bootstrap Chart.js

Interested in Customer Relationship Management?

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Core Features

Everything in Your Sales Pipeline

From first contact to closed deal — manage the full customer journey without switching tools.

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360° Customer View

Unified contact profiles with interaction history, deal status, notes, documents, and communication logs in one screen.

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Sales Pipeline

Visual kanban-style pipeline. Drag deals across stages, set weighted values, and forecast revenue in real time.

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Automated Follow-ups

Schedule call reminders, email sequences, and task assignments that trigger automatically based on deal stage or inactivity.

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Performance Analytics

Sales rep leaderboards, conversion rate funnels, deal velocity charts, and monthly target vs. actual dashboards.

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Email Integration

Log emails automatically, send templated outreach, and track open/click rates without leaving the CRM.

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Custom Fields & Tags

Tailor contact and deal records to your business with unlimited custom fields, tags, and segmentation filters.

Why Our CRM

Close More Deals, Faster

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Instant Lead Capture

Web forms, email parsing, and API integrations push leads straight into your pipeline the moment they arrive.

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Mobile-First

Full CRM access on any device — log calls, update deals, and check dashboards from anywhere.

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Seamless Integration

Connects directly with our Inventory module so sales teams see stock levels and place orders without leaving the CRM.