Today’s opportunities
The dashboard ranks where your next sale most likely is: customers waiting for an answer come first, then stalled deals, passed close dates and promising companies nobody has contacted, each with a one-click next step.
UniSmart CRM
The CRM that tells your team what to do next.
Find the right companies, reach them by email, WhatsApp and LinkedIn, and let AI read the replies and suggest the next step. You stay in control: AI suggests, your team decides, and anything applied can be undone.
₹4,999 / month · per app, on top of your UniSmart Cloud plan
Why UniSmart CRM
What makes UniSmart CRM different
Most CRMs store what you did. This one helps you decide what to do next.
Lead Finder
Search a place or the web for businesses. AI reads their websites and rates how well each one fits what you sell, and you add the good ones to your CRM. Nothing is sent to anyone.
AI with an undo button
Every change made by applying an AI suggestion is recorded. Tasks, stages, potentials and unsubscribes can be undone, and reports show whether the AI is actually helping.
Ask CRM in plain English
Ask about your companies, leads, tasks, pipeline, team, campaigns and sequences, or how the CRM works, and get an answer from your own data.
Rules written in your words
Describe a rule such as “when a very high potential lead comes in, give it to Priya and add a call for tomorrow”. AI drafts it, you approve it, and every run is recorded on the lead.
Your choice of AI
Use Claude, OpenAI, Gemini, DeepSeek, Mistral, Groq, a self-hosted Ollama or any OpenAI-compatible service, with your own key. Prefer no AI? It stays hidden until an admin sets it up.
Outreach that protects your name
Spread sending across mailboxes, check your domain’s setup, verify addresses before sending, respect a do-not-email list and use your own tracking address.
LinkedIn without the risk
LinkedIn steps become tasks with the profile and message ready. The CRM never acts on LinkedIn for you, because LinkedIn restricts accounts that automate.
Hosted, or on your own server
Run it on UniSmart Cloud, or install it on your own server with your own name, logo and colours.
From first contact to won
- FindLead Finder, spreadsheet imports, pasted email signatures, website enquiries, and Facebook, Instagram and LinkedIn lead forms.
- ReachTemplates, AI drafts, sequences and campaigns across email, WhatsApp, LinkedIn tasks and calls.
- ReplyEvery email and WhatsApp reply in one inbox, labelled by AI with a suggested next step.
- MeetYour own booking page, plus Google and UniConnect calendars, updating the deal by itself.
- WinPipelines, deal values, forecasts and reports on what works.
Everything your sales team needs
Companies, contacts and leads
Owners, teams and sharing, stages and deal values, tasks and follow-ups, and a full timeline on every lead.
Sequences and campaigns
Multi-step flows with email, LinkedIn, WhatsApp, call tasks, conditions and A/B tests. Automatic start for new leads if you want it.
Email that reaches people
Plain or rich templates with placeholders, threading, signatures, open and click tracking, reply detection and a daily limit.
WhatsApp Business
The official platform: approved templates, consent, the 24-hour reply rule, and replies on the lead’s timeline.
Unified inbox
Replies from email and WhatsApp in one place, showing what still needs an answer.
AI lead rating and briefs
Rate companies against your ideal customer, read a brief on a lead with sources, and turn rough call notes into a tidy record.
Lead forms and website enquiries
Facebook and Instagram Lead Ads and LinkedIn Lead Gen Forms become leads, with every answer on the timeline. Website enquiries can get an instant reply and reminders until someone answers.
Booking page
People pick a free time with you, on your own address if you like. The meeting, stage and sequences update by themselves.
Calendar and meetings
Connect Google or UniConnect calendars, schedule with an invitation, and create a UniConnect Meet link.
Pipelines for your trade
Pipelines, stages and custom fields for your industry, in your own words.
Team page and reports
How each person is doing, what’s waiting on them, revenue forecast, and what’s working.
Connect anything
REST API with keys, webhooks, Zapier or Make, and AI assistants over MCP.
See it with your own leads.
Start a free trial, or book a demo and we’ll walk through it with you.