CRM & Sales Pipeline

If your startup is B2B (you sell to other businesses), your growth depends entirely on your Sales pipeline. Are you tracking deals in a notebook? Do you forget what you promised a client on the phone? UniTrack's Customer Relationship Manager (CRM) organizes every lead, contact, deal, and activity into a high-visibility pipeline with customizable stages, automatic lead scoring, activity tracking with follow-up reminders, and executive performance analytics.

1. The CRM Dashboard

Your sales command center with real-time metrics and executive insights.

• 1
  High-Level View

  The dashboard provides immediate visibility into your active leads, total deals won, conversion rates, and sales velocity for the selected time period.

• 2
  Visual Pipelines

  See exactly how your deals are distributed with a "Deal Pipeline" funnel chart and a "Lead Quality" breakdown (Hot, Warm, Cold) to understand current momentum.

---

2. Lead Management

Capture and qualify every inbound opportunity before it becomes a deal.

• 1
  Lead Profiling

  Each lead has a dedicated profile that stores their contact information, estimated value, and dynamically calculated Lead Score to help prioritize outreach.

• 2
  Interaction Tracking

  You can seamlessly log calls, internal notes, and tasks directly on the lead's timeline, ensuring you have a complete history of the relationship.

• 3
  Qualification & Conversion

  When a prospect is ready to buy, simply click Qualify & Convert. This seamlessly transitions the lead into an active Deal in your sales pipeline.

---

3. Deals & The Sales Pipeline (Kanban)

A Pipeline visualizes exactly where each deal stands in your sales process.

• 1
  Drag-and-Drop Management

  The Deals Kanban board provides a visual layout of your entire sales process (e.g., Prospecting → Qualification → Proposal → Closed Won). Simply drag a deal from one column to the next as the sale progresses.

• 2
  Multi-Pipeline Support

  If your business has distinct sales motions (e.g., Enterprise Sales vs Self-Serve), you can create multiple pipelines with custom stages in the CRM Pipeline Settings.

---

4. Additional Sales Tools

Essential tools to keep your sales data organized.

• 1
  Product & Service Offerings

  Maintain an organized "Catalog" of your products and services. You can link these offerings directly to leads and deals to keep track of exactly what you are selling.

• 2
  Centralized Contacts

  Your CRM acts as a unified address book. The Contacts database stores all your clients, vendors, and business relationships in one easily searchable place.