Pipelines and deals
Run your sales pipeline inside WordPress: a drag-and-drop deals board with stages, values and win probabilities, deal pages and several pipelines.
Products and line items
Add products to deals in the Unyson+ WordPress CRM: a price list, WooCommerce products, quantities and discounts, and a deal value that adds up.
Tasks, calls and meetings
Plan follow-ups in the Unyson+ WordPress CRM: to-dos, calls and meetings with reminder emails, call logging with outcomes, and meeting attendees.
Calendar
See tasks, calls, meetings, deal close dates and email campaigns on one calendar in the Unyson+ WordPress CRM, by month or week, and add a task to any day.
Email and replies
Email contacts from the Unyson+ WordPress CRM, log it on the timeline, and bring replies back through an inbound address or IMAP (Gmail, Outlook).
Files on records
Keep quotes, contracts and photos with the right contact, company or deal in the Unyson+ WordPress CRM, uploaded or from the media library.
Sales reports
Sales reports in the Unyson+ WordPress CRM: open pipeline, weighted forecast, win rate, won and lost per month, lost reasons and results per owner.