The CRM is included in the fee
- Contacts with a timeline
- Calls, messages, emails and appointments for every contact, on one card and in order.
- Kanban pipeline with assignment
- Every lead enters the pipeline and gets assigned to a rep. Drag the card, change the stage.
- Tasks, tickets and calendar
- Whatever the agent logs becomes a task, a ticket or an appointment. Same panel, no extra tab.
Already have a CRM?
If you already use HubSpot, Zoho, Pipedrive or Holded, UTIO's CRM works as a mirror: the agent writes to both and your team stays where it always worked.