Uniflo logo

Uniflo

by Uniflo · Since 2022
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Active1+ countriesCloud
Quick facts
VendorUniflo
Year launched2022
StatusActive
Location110 Harbour St, Suite 212, Toronto, Ontario M5J 0B7, CA
Countries served1+
Languages6
Integrations
Free tier
Free trial
Contact sales

About Uniflo

Uniflo is a document management software from Uniflo that provides businesses with tools for managing paper and digital documents efficiently. It includes features such as document capture, workflow automation, and secure storage so organizations can improve accessibility and control over their information. Uniflo supports various integrations with existing systems to improve functionality and ensure compatibility with current processes. The software is designed to help reduce paper usage and facilitate easier retrieval of documents. Key capabilities: document capture workflow automation secure storage integration options user access controls Best for: businesses that need to manage large volumes of documents and simplify their document-related processes.

Uniflo is a robust CRM software solution tailored for small businesses, offering a comprehensive suite of features to manage customer relationships effectively. The software provides core functionalities including contact management, sales management, and email integration. Users can store customer information centrally, track sales pipelines, manage leads, and oversee sales activities. Email integration allows sending and receiving messages directly within the CRM, ensuring seamless communication and logging of customer interactions. Uniflo’s reporting and analytics features include customizable reports and dashboards that offer insights into sales performance, customer interactions, and overall business metrics. These tools help businesses make data-driven decisions and identify areas for improvement. The task and activity management tools allow users to create and manage tasks, set deadlines, and assign activities, ensuring timely completion and tracking. Mobile access is available, enabling users to manage CRM data on the go, which is useful for small business owners and sales teams who need access outside of the office.

Pros & Cons

What users like
  • +User-Friendly Interface: The software is intuitive and easy to navigate, making it accessible even for users with minimal CRM experience.
  • +Customizable Features: Offers flexibility to tailor the CRM to specific business needs and processes.
  • +Affordable Pricing: Competitive pricing structures make it an attractive option for small businesses.
  • +Comprehensive Support: Provides multiple support channels, including live chat and a knowledge base.
What users flag
  • · Limited Advanced Features: May lack some advanced functionalities available in higher-end CRM solutions.
  • · Integration Constraints: While it integrates with several tools, there may be limitations compared to more extensive CRM systems.
  • · Customization Limits: Some users might find the customization options less extensive than those offered by larger CRM platforms.

Features

Key features

All-in-one platform
Combines various business tools into a single platform.
Automation
Automates tasks and processes to improve efficiency.
Integration
Integrates with other tools and platforms.
User-friendly interface
Easy to use and navigate.
Customer support
Provides resources and assistance to users.

Additional features

All-in-one platform
Combines various business tools into a single platform.
Automation
Automates tasks and processes to improve efficiency.
Integration
Integrates with other tools and platforms.
Website & Funnel Builder
Creates and manages websites and sales funnels.
Surveys & Forms
Creates and collects data through surveys and forms.
Appointment Scheduling
Schedules appointments with customers.
CRM & Contact Manager
Manages customer relationships and contacts.
Call Reporting & Tracking
Tracks and analyzes call data.
2-Way SMS Marketing
Sends and receives text messages for marketing purposes.
Email Marketing Automation
Automates email marketing campaigns.
Live Chat & Support
Provides live chat and support to customers.
Workflow & Pipeline
Manages workflows and sales pipelines.
Payments & Invoices
Processes payments and generates invoices.
Reputation Management
Manages online reputation.
Reporting and Analytics
Provides data and analytics for measuring performance.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Capture

USD 99

Optimize

USD 299

Close

USD 399

Countries & Languages

1
Countries served
6
Interface languages
14
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇮🇳INR🇨🇳CNY🇨🇭CHF🇸🇪SEK🇳🇿NZD🇰🇷KRW🇸🇬SGD🇭🇰HKD

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