CRM system Clients and sales on one set of data
B2B and B2C clients, their orders, contracts and payments live in one database with the till, the stock and the books. Segments, RFM and the sales plan are worked out from real sales, not from exports.
CRM and sales
For every industry
What it does
B2B and B2C in one CRM
Companies and people, segments, RFM and traffic sources.
Client orders
Orders with your own statuses, delivery cost and delivery statuses.
Retail · Manufacturing
A catalogue for the website
A product catalogue for your online shop from the same data.
Retail
Sales plan
Sales channels, a multi-level plan split between locations, and actuals for every channel.
Retail · Manufacturing
Unit chart
Apartments and premises on the unit chart, investment contracts and buyers in the CRM.
Construction
Lead to cash
A contract from a template, the act, the invoice and the payment in one chain.
Services
Mailings
SMS, Viber and e-mail with templates and tracking.
Social networks and reviews
Messages from social networks and client reviews in the same CRM.
Google Calendar
Meetings sync with Google Calendar.
Connects to
Where the data goes next
No module stands alone: what happens in it, the others see at once.
Common questions
Can we move our clients from the old CRM?
Yes. The UGLA team moves your reference lists and history during implementation; data migration is free until 31 December 2026.