Univw
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About
Univw is a comprehensive CRM platform designed to transition businesses from manual lead management on spreadsheets to a unified, automated digital environment. It integrates lead lifecycle management, cloud telephony, and post-sales service tracking into a single interface for streamlined operations. By centralizing transactional data, call recordings, and geolocation information, the tool provides a comprehensive view of both customer interactions and internal team performance to help improve service efficiency and business growth. The platform operates through several core modules, including a flexible workflow engine that allows businesses to model custom processes for lead distribution and task assignment. A key feature is its integrated cloud telephony, which provides click-to-call functionality while protecting sensitive customer data through PII masking. It also captures call history for analytics and offers transcription services that allow managers to evaluate call quality and agent performance using AI-driven conversation intelligence and automated quality assurance tools. Univw is particularly suited for mid-sized to large organizations in sectors like real estate, financial services, and field operations where managing a mobile workforce is essential. It serves roles such as sales directors and operations managers who need to monitor turnaround times and conversion rates across different departments. The system supports multi-level resource hierarchies, which ensures that team members only access data relevant to their specific roles, maintaining organizational security and operational focus. What distinguishes Univw from standard CRM tools is its inclusion of advanced conversation intelligence tools like Agent Assist and Auto QA. Its capability to merge disparate data sources—including transactional logs, chat history, and geolocation data—into a unified datalake allows for highly specific visualization and reporting. Additionally, its focus on the end-to-end lifecycle, covering everything from initial lead pre-screening via WhatsApp to post-sales inventory and contract management, provides a more holistic operational tool than typical sales-focused software.
Pros & Cons
Integrated cloud telephony enables seamless click-to-call and automatic call recording for analysis.
Automated WhatsApp integration simplifies document collection and customer pre-screening workflows.
Real-time geolocation tracking provides visibility into the activities of on-field agents.
Customizable workflow engine allows businesses to model specific lead distribution and assignment rules.
Data access is governed by organizational hierarchy, enhancing internal security and data privacy.
The mobile application for field agents is currently only available for Android devices.
Advanced automation features like ETL pipelines and post-sales modules are restricted to higher-tier plans.
Specific pricing for paid plans is not listed transparently and requires a demo or trial start.
Use Cases
Sales directors can automate lead distribution and monitor conversion metrics to improve team performance.
Field service managers can track agent locations and manage job assignments from creation to completion.
Customer support leads can use AI-driven call transcriptions to evaluate agent quality and reduce resolution times.
Operations teams can replace manual Excel tracking with automated workflows for document collection and status updates.
Mortgage and loan officers can utilize automated WhatsApp communication for faster customer pre-screening.
Platform
Task
Features
• integrated cloud telephony
• whatsapp automation
• etl integration
• field agent geolocation tracking
• automated lead distribution
• datalake & visualization
• flexible workflow engine
• resource hierarchy-based data access
FAQs
How does Univw assist with field agent management?
The platform includes a dedicated mobile app for field agents and features 'Bird-eye' geo-location tracking. This allows managers to monitor on-field activities and track agent movement in real-time.
Can I import leads from external marketing platforms?
Yes, Univw supports data ingestion from various sources including WebHooks, CSV imports, and ETL tools like Zapier. This allows you to sync leads from Google, Facebook, and LinkedIn automatically.
What kind of AI features are available for call centers?
The tool offers Conversation Intelligence, Agent Assist, and Auto QA. These features leverage call recordings and transcriptions to provide insights into call quality and help coach agents for better performance.
How does the platform ensure data security for large teams?
Univw utilizes Resource Hierarchy-Based Data Access, which restricts data visibility based on an employee's position in the organization. This ensures that sensitive information is only accessible to authorized personnel.
Pricing Plans
Easy Telephony CRM
Unknown Price• Integrated Cloud telephony
• Lead life-cycle management
• CSV Data Import
• Basic customizations
• Basic notifications management
Full CRM
Unknown Price• Advanced tools and analytics
• CSV + ETL Automation
• Automated Lead Distribution
• Performance Analytics (PIA) module
• Post Sales management
• Quotation and Contract management
• Service Ticket and Inventory management
• End-to-End Audit trail
Custom CRM
Unknown Price• Handpick your features
• Field agent app
• Reports and Analytics
• Advance Customization
Free - Easy CRM
Free Plan• Fully functional Lead management
• CSV Data Import
• Lead life-cycle management
• Basic customizations module
• Basic notifications management
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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