360° customer records
Every call, message, note and ticket on one timeline, with duplicate detection and custom fields per business unit.
CRM
One workspace for every customer interaction
Contacts, cases, campaigns and call history in a single, role-aware system that your PBX and SMS channels feed automatically.
Customer relationships, campaigns and cases in one workspace
Automated workflows
Route leads, escalate cases and trigger follow-ups with rules your team configures — no developer needed.
Click-to-call and screen pop
Call from any record and see the caller's profile the moment the phone rings, powered by the UCTECH PBX integration.
Reporting and dashboards
Pipeline, SLA and agent performance reports, exportable and scheduled to your inbox.
Granular permissions
Roles, teams and field-level access so each user sees exactly what they should.
Campaign management
Run outbound call and SMS campaigns from the same contact lists, with outcome tracking and callbacks.
Deployment option
CRM as a service
We host, monitor, back up and update the platform; you log in and work.
- Live in days, no servers to procure
- Automatic updates and daily backups
- 99.9 % availability target with monitoring included
- Scales with your team without re-licensing
CRM on your premises
The same platform deployed on your infrastructure, with data under your control.
- Runs on Docker on your servers or private cloud
- Air-gapped and regulated environments supported
- Your data never leaves your network
- Version-pinned releases and a tested upgrade path
Built to work with your stack
Native integration with UCTECH PBX and SMS, plus APIs and webhooks for everything else.
- UCTECH PBX — click-to-call, call logging, IVR lookups
- UCTECH SMS — campaigns, notifications, two-way messaging
- REST API and webhooks
- CSV/Excel import and export
- SSO (SAML/OIDC) on request
UCTECH CRM was built alongside our PBX and SMS platforms, so the telephony and messaging integration is native rather than bolted on. Teams use it for sales pipelines, customer support, collections and outbound campaigns, with modules enabled per deployment so the interface stays focused on what each team does.
See UCTECH CRM with your own data
Book a demo and we will walk through your current process and show how it maps onto the platform.
Request a demo