Introduction to uCRM

uCRM is a powerful customer relationship management solution integrated into the uContact platform, designed to help organizations centralize and optimize all their customer interactions.

What is uCRM?

uCRM provides a comprehensive set of tools to manage the entire customer lifecycle:

• Centralized contact management: Store and organize all contact information in a unified repository
• Complete interaction history: Record and visualize all customer communications across any channel
• Case management: Efficiently track and resolve issues and requests
• Analytics and reporting: Gain valuable insights into your customer base and service performance
• Process automation: Simplify repetitive tasks and ensure consistency in communications

Main Components

Contacts

The Contacts module allows you to manage all information related to your customers and prospects:

• Contacts list: View and manage all your contacts from a centralized interface
• Contacts view: Access detailed information for each contact
• Interaction view: Review the complete history of communications
• New contact: Add contacts to the system quickly and efficiently

Tools

uCRM Tools help you optimize contact management and improve operational efficiency:

• Conflicts: Identify and resolve duplicate or conflicting records
• Contact Manager: Perform bulk operations and manage large volumes of contacts
• Filters: Segment and locate contacts using advanced criteria
• Speeches: Standardize communications with predefined templates

Configurations

Customize uCRM according to your organization's specific needs:

• Forms builder: Create custom forms to capture relevant information
• Tokens: Configure dynamic variables to personalize communications
• Identifier configuration: Define how contacts are identified and related
• Profiles: Establish roles and permissions for system users

Key Benefits

• 360° customer view: Access all relevant information in one place
• Improved customer experience: Provide more personalized and efficient service
• Process optimization: Reduce response times and improve productivity
• Quality data: Maintain a clean and updated database
• Informed decision-making: Gain valuable insights to improve business strategies

Getting Started

To start using uCRM, we recommend:

1. Explore the Contacts section to familiarize yourself with basic customer management
2. Review the available Tools to optimize your processes
3. Customize the system according to your needs using the Configurations

Each section of the documentation includes detailed guides and practical examples to help you make the most of uCRM's capabilities.