UCTECH

CRM — Customer Relationship Management

One workspace for every customer interaction

Contacts, cases, campaigns and call history in a single, role-aware system that your PBX and SMS channels feed automatically.

Customer relationships, campaigns and cases in one workspace

360° customer records

Every call, message, note and ticket on one timeline, with duplicate detection and custom fields per business unit.

Automated workflows

Route leads, escalate cases and trigger follow-ups with rules your team configures — no developer needed.

Click-to-call and screen pop

Call from any record and see the caller's profile the moment the phone rings, powered by the UCTECH PBX integration.

Reporting and dashboards

Pipeline, SLA and agent performance reports, exportable and scheduled to your inbox.

Granular permissions

Roles, teams and field-level access so each user sees exactly what they should.

Campaign management

Run outbound call and SMS campaigns from the same contact lists, with outcome tracking and callbacks.

Deployment option

SaaS: Software as a Service — hosted and run by UCTECH · On-premises: Installed and run on your own servers

CRM as a service

We host, monitor, back up and update the platform; you log in and work.

  • Live in days, no servers to procure
  • Automatic updates and daily backups
  • 99.9 % availability target with monitoring included
  • Scales with your team without re-licensing

CRM on your premises

The same platform deployed on your infrastructure, with data under your control.

  • Containerised deployment on your servers or private cloud
  • Air-gapped and regulated environments supported
  • Your data never leaves your network
  • Version-pinned releases and a tested upgrade path

Built to work with your stack

Native integration with UCTECH PBX and SMS, plus APIs and webhooks for everything else.

  • UCTECH PBX — click-to-call, call logging, IVR lookups
  • UCTECH SMS — campaigns, notifications, two-way messaging
  • REST API and webhooks
  • CSV/Excel import and export
  • SSO (SAML/OIDC) on request

UCTECH CRM was built alongside our PBX and SMS platforms, so the telephony and messaging integration is native rather than bolted on. Teams use it for sales pipelines, customer support, collections and outbound campaigns, with modules enabled per deployment so the interface stays focused on what each team does.

Driver app

A mobile app for drivers and the office that dispatches them

Drivers work from their phone; managers assign, monitor and report from the CRM. Nothing to install — drivers open a link and log in.

Nothing to install

Works on any phone, in English and Albanian, with dark and light mode. Drivers open a link, log in, and start the shift.

The whole shift on one screen

Assigned orders with items, notes and totals, tap-to-call the customer, one tap to mark an order delivered.

Availability dispatch can trust

Drivers set their own status; only drivers in an order-accepting status can be assigned.

End-of-day cash closing

Close Day blocks while orders are still open, then produces a worksheet with the day's total for reconciliation.

Dispatch and live monitoring

Assign drivers straight from the order board (with automatic receipt printing) and watch every driver's status update live.

Reports for managers

Sales, orders and tickets — per driver, per day and per store — plus ticketing with SLA tracking for the support team.

Each driver is locked to one device at a time — every login is recorded and signing in elsewhere ends the previous session.

See UCTECH CRM with your own data

Book a demo and we will walk through your current process and show how it maps onto the platform.

Request a demo