UnaCRM: Calling CRM for Sales

About UnaCRM: Calling CRM for Sales

UnaCRM is a calling first CRM built for high volume sales teams in real estate, EdTech, lending, consulting, etc. If your team makes hundreds of calls a day and struggles to track leads, follow ups, and payments across scattered tools, UnaCRM brings everything into one screen.

WHY SALES TEAMS CHOOSE UNACRM

- One lead at a time
No cherry picking. Every agent gets the next lead in queue based on priority, not their own preference. This keeps lead distribution fair and ensures no lead sits untouched.

- All communication in one place
Calls, WhatsApp, email, and SMS live on a single timeline per lead. Agents stop switching between apps and start working from one clean view.

- Built in call recording
Every call is logged and synced automatically, so managers can review calls, coach agents, and resolve disputes without chasing recordings across phones.

- Lead protection
Phone numbers stay hidden from agents to prevent lead leakage when a rep leaves or poaches contacts. Your lead database stays yours.

- Smart lead priority queue
Leads are automatically scored and ranked so agents always work the highest value lead next, not just the newest one.

- Invoicing and payment tracking
Send payment links and invoices directly over email, SMS, and WhatsApp. Track collections and outstanding balances without leaving the CRM.

- Follow up calendar
A calendar style dashboard surfaces only your highest priority follow ups and meetings, so nothing important gets buried under routine call backs.

- Gamified performance tracking
Agents see their call time, call count, and revenue targets in real time, keeping motivation high and performance visible.

- Admin controls built for scale
Managers get lead tables, kanban boards, custom fields, automation workflows, and flexible assignment rules. Full reporting includes payment reconciliation, GST, commission, and MIS reports.

WHO IS UNACRM FOR
- Real estate sales and telecalling teams
- EdTech admissions and counselling teams
- Lending, loan, and NBFC sales teams
- Any high volume sales or support team that calls leads all day and needs calling, CRM, and payment tracking in one app

KEY FEATURES AT A GLANCE
- Calling first CRM workflow
- One lead at a time distribution
- Automatic call recording and sync
- WhatsApp, email, and SMS in one timeline
- Lead priority scoring and queue management
- Invoice and payment link generation
- Balance and collection tracking
- Follow up and meeting calendar
- Sales performance and gamification dashboard
- Admin lead management with kanban and custom fields
- Automation workflows
- GST, commission, and MIS reporting

Stop losing leads to messy spreadsheets, missed follow ups, and scattered WhatsApp chats. UnaCRM gives your sales team one dashboard to call, follow up, collect payments, and close deals faster.

Download UnaCRM today and bring structure to your calling sales or support process.