Lead & customer management
Bring essential enquiry and customer information into a structure your team can maintain.
CRM Solutions
CRM systems that connect sales, work and customer service.
Custom CRM implementation plus our own UVs CRM product work for pipelines, projects, quotations, automation, support and reporting.
BUILT BY UVS · UVs CRM
One business platform. Configured around how your company works.
UVs CRM is our modular CRM and work-management platform. It is designed around a shared customer and operational data foundation so sales, projects, tasks, quotations, forms, support and automation can work together instead of living in separate tools.
CRM & pipelinesProjectsTasksQuotationsFormsAutomationCommunicationClient portalSupportReports
The platform can be configured around different business processes, terminology, modules and workflow requirements.
CRM implementation built around your requirements
A useful CRM makes responsibilities visible. We help map how enquiries arrive, who owns them and which information needs to follow the customer through the sales process. The solution can use an appropriate existing platform or custom development when the requirements justify it.
What we can help with
Sales pipelines
Define meaningful stages, ownership and next actions for different types of opportunity.
Automation & integrations
Connect forms, campaigns and business systems while handling duplicates and failures.
Dashboards & adoption
Create useful sales views and guide the team through the workflows they will use daily.
What we define together
A clear scope makes the project easier to review. The proposal sets out the agreed work, dependencies and responsibilities.
- Sales stages and ownership rules
- Data fields, permissions and migration scope
- Integration and follow-up plan
- User handover and reporting requirements
From discussion to delivery
We begin by reviewing the current process and the people using it. Next, we agree the requirements and a suitable implementation approach. Work is reviewed against representative tasks before launch, with handover and support arrangements defined in the project scope.
Existing systems, third-party licences, content availability and access requirements can affect the plan. These are discussed before delivery commitments are made.
Questions before we begin
Should we choose Salesforce or a custom CRM?
The choice depends on your process, budget, integration needs and ongoing ownership. We compare configuration of an existing platform with the cost and responsibility of custom development.
What should we share for an initial discussion?
Tell us what you want to achieve, what is in place today, who will use the solution and any timing or budget constraints. Relevant examples help us understand the scope.
Can you support the work after launch?
Ongoing support can be agreed as part of the proposal. The scope, responsibilities, response expectations and any recurring costs are stated separately.
CONNECTED CAPABILITIES
Related to this project
Salesforce Development
Implementation, customization, integrations and workflow support for Salesforce-based business systems.
View serviceBusiness Automation
Connected workflows for enquiries, quotations, approvals, follow-ups, invoices and reporting.
View solutionRELATED GUIDES
RELATED INSIGHT