CRM for service businesses From lead to payment
UGLA for agencies, IT companies, events and service companies: CRM, contracts, acts, invoices, equipment, the team and accounting in one system.
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The life of one contract
From the deal in the CRM to the project's margin: six stages. Each press of “Next step” takes one step in both agencies at once.
Contract No. 2026-114Conference
- 1 ×Sound and light, 1 day28,000 ₴
- 1 ×6×4 stage15,000 ₴
- 1 ×Host12,000 ₴
Total55,000 ₴
Without UGLA0 of 1111 steps
With UGLA0 of 99 steps
−2steps per contract
6→1manual entries
Without UGLA, the same client details are typed in by hand 6 times; with UGLA once, in the CRM deal.
Both agencies have just closed a deal.
Deal1 → 1
- Manager runs the deal in the CRM
- Manager runs the deal in the UGLA CRM
Contract2 → 2
- Manager copies the client's details from the CRM into a Word template
- Manager sends the contract for signing and waits for a scan
- Manager drafts the contract from a template, straight from the deal
- Client signs the contract in Diia
Equipment2 → 1
- Manager asks the warehouse whether the equipment is free on the date
- Storekeeper notes the reservation in a spreadsheet
- Manager reserves the equipment for the event date
- The warehouse sees what to issue and when
Act2 → 2
- Manager writes the act in Word
- Client signs the act on paper
- Manager drafts the act from the contract
- Client signs the act in Diia
Invoice and payment2 → 2
- Accountant issues the invoice in another program
- Accountant looks for the payment in the bank statement
- Accountant issues the invoice from the act
- Accountant matches the payment to the invoice
- The invoice, the payment and the revenue go to the ledger as postings
Project margin2 → 1
- Accountant rolls up the project's income and costs in Excel
- Owner learns the margin after the month closes
- The project's margin updates
- Owner sees the project's margin before the month closes
a person's step UGLA does it
Without UGLA: the CRM in one service, contracts in Word, equipment in a spreadsheet, invoices in another program, payments at the bank. We count people's steps; what UGLA does by itself is not counted as a step.
What hurts in services
“The CRM in one service, contracts in Word, invoices in another, payments at the bank.”
From lead to payment on one database
CRM, a contract from a template, signing in Diia, the act, the invoice and the payment: one chain with no moving between services.
“The CRM in one service, contracts in Word, invoices in another, payments at the bank.”
From lead to payment on one database
CRM, a contract from a template, the act, the invoice and the payment: one chain with no moving between services.
“We don't know how profitable each project or event is.”
The margin of every project
Income and costs are tied to the project or event, so the owner sees the margin before the month closes.
“Event equipment: where is it, what state is it in, when does it come back?”
Equipment under control
Reserving, issuing, returning and servicing equipment by warehouse, with a maintenance calendar.
What equipment is free on Saturday?
UGLA AI assistant2 sound kits and the 6×4 stage are free. The projector comes back from a conference on Friday at 18:00, and its service is booked for Monday.
“Contractors, acts, signatures: weeks of paper.”
Acts signed in Diia
Acts with contractors and clients are built from templates and signed through Diia and QES.
0paper acts: signed through Diia and QES
“Bitrix24 or 1C has to be replaced.”
One system instead of several
The CRM is just one UGLA module: it shares a database with contracts, invoices, stock and accounting. We migrate the data free until 31 December 2026.
1database for the CRM, contracts, invoices and accounting
“The CRM and the accounting program have to be replaced.”
One system instead of several
The CRM is just one UGLA module: it shares a database with contracts, invoices, stock and accounting. Implementation and data migration are free until 31 December 2026.
1database for the CRM, contracts, invoices and accounting
What UGLA does in services
- ClientsLeads, segments, RFMB2B and B2C in one CRM
- ContractsA contract from a template, signed in Diiaacts, invoices, payments
- ContractsA contract from a templateacts, invoices, payments
- ProjectsTasks, boards, the team's scheduleinventory and equipment in stock
- TeamVacancies, onboarding, trainingpayroll and leave
- ContactCall centre, social media, mailingssync with Google Calendar
Certified and connected
- ISO/IEC 27001information security
- ISO 9001quality management
- Diia and QESdocument signing
Certified and connected
- ISO/IEC 27001information security
- ISO 9001quality management
Priced per seat
You pay only for seats, by role. Training, support, updates and every module are included.
Prices for Ukraine, incl. VAT.
- Full accessowner, accountant, manager $30 per seat a month · $25 from 11 seats
- Stock and tillstorekeepers, cashiers $10 per seat a month
- Rest of the teamtechnical crew, support $3 per seat a month
Example: an agency, 5 full seats, 2 in the equipment store, 2 in the technical crew: $176 a month.
Work it out with a managerUGLA · bill a month
- 5 × Full access at $30$150
- 2 × Stock and till at $10$20
- 2 × Rest of the team at $3$6
Implementation and data migration, one-timeOffer until 31.12.2026$300 $0
First month$476$176
Then $176 a month
Pay as you use
Only what depends on volume is billed separately. Everything else is in the seat price.
- Built-in call centre$0.0056 a minutebilled by the second, plus the carrier's tariff
- E-mail campaigns$0.22 per 1,000 e-mailscampaigns to customers from the CRM
- Storage above 20 GB$0.067 per GB a month20 GB per user is in the price
- Built-in call centre€0.005 a minutebilled by the second, plus the carrier's tariff
- E-mail campaigns€0.20 per 1,000 e-mailscampaigns to customers from the CRM
- Storage above 20 GB€0.06 per GB a month20 GB per user is in the price
Common questions
Will UGLA replace our CRM?
Yes. The CRM in UGLA works on one database with contracts, invoices, stock and accounting, so there is nothing to sync.
Does UGLA suit an IT company?
Yes. We are an IT company ourselves and work in UGLA. IT needs what an agency needs: leads and deals in the CRM, projects with tasks and the team's schedule, contracts, acts and invoices, the team and the books.
Can we run event equipment in it?
Yes: reserving, issuing, returning and a maintenance calendar for every item.
Can we move off BAS without stopping work?
Yes. The UGLA team moves your reference lists, stock and history, and for a month you work in both in parallel. Data migration is free until 31 December 2026.
Can we move to UGLA without stopping work?
Yes. The UGLA team moves your reference lists, stock and history, and for a month you work in both in parallel. Implementation and data migration are free until 31 December 2026.
How long does the launch take?
2–4 weeks from contract to work: set-up and training run in parallel. Before buying, you can run a 14-day pilot on your own data.
Is our data protected?
Yes. UGLA is certified to the international standards for information security, ISO/IEC 27001, and quality, ISO 9001, and backups are included in the price.
Where does the data the AI assistant works with go?
Nowhere outside UGLA. We host the AI models in our own cloud infrastructure, so your data does not go to third-party AI services. The assistant sees only what the person asking can see.
Do the EU prices include IVA?
No. Prices for the European Union are shown without IVA; the tax is charged under your country's rules.
We'll show it on your data
Pick a time that suits you: 45 minutes online with a manager, a demo for your industry and a price for your team.