Track every prospect in a dedicated leads workspace with deal value, source, assigned rep, and creation date at a glance. Import leads in bulk or add them one at a time with + New Lead, then move qualified prospects into your customer database when they are ready.

Leads stay separate from your customer list so your team can focus on qualification and assignment without cluttering active accounts. Filter by period, employee, status, and segments to prioritize follow-up and keep pipeline hygiene tight.

Build dynamic customer segments and static groups to slice your database by behavior, lifecycle stage, source, or any custom criteria. Segments power bulk actions, filtered views, and smarter campaign targeting across CRM and marketing.

Use groups for account hierarchies, VIP lists, or regional rollups-then apply them everywhere customers appear, from the main customer table to analytics and automation triggers

Deploy embeddable Lead Catcher forms that capture name, contact details, and intent the moment a prospect submits on your site. Every submission lands directly in Universell as a new lead—no manual entry, no lost inquiries.

Configure multiple catchers for landing pages, campaigns, or partner sites. Submitted data syncs instantly with lead records and appears on the customer 360 profile under Lead Catcher history for full traceability.

Open CRM Analytics and Deal Analytics dashboards to see new deals, current pipeline value, won/lost counts, and forecasted revenue on one screen. Conversion charts show how opportunities move stage by stage so managers can spot bottlenecks before they cost revenue.

Drill into deal source distribution, won/lost analysis, and revenue by source to understand which channels deliver the highest-value opportunities. Use these insights to coach reps, adjust stages, and align sales and marketing spend with what actually closes.

Open any customer to see a full 360° profile: contact and business info, health score, reward points, segments, assigned employee, billing and shipping addresses, and more. Quick actions let reps call, SMS, email, add notes, create invoices, agreements, tickets, or appointments without leaving the record.

Profile tabs consolidate communication history, notes with @mentions, orders, agreements, active deals, metrics, tickets, submitted forms, uploaded files, and saved payment methods. Everything your team needs to serve the customer is in one place.

Set up CRM Automation rules that run when leads are created, deals change stage, tickets age, or customers hit a segment threshold. Trigger emails, SMS, task assignments, status updates, and internal notifications without manual intervention.

Reduce dropped balls and inconsistent follow-up by letting Universell enforce your playbooks. Automation works alongside segments, forms, and pipeline stages so growing teams scale outreach without scaling headcount.

Offer a dedicated Customer App where clients sign in to see their profile, orders, agreements, appointments, and support tickets. Reduce inbound calls by letting customers check status, update details, and interact with your business on their schedule.

The app connects to the same CRM data your team uses internally, so self-service actions and portal activity stay in sync with the customer 360 profile and communication log.

Publish Appointment Catcher forms on your website so prospects and customers book time without back-and-forth email. Availability rules and employee schedules control which slots appear, and confirmed bookings flow straight into My Calendar and the customer record.

Pair with employee scheduling to balance team capacity across locations or roles. Every booked appointment is tied to the contact in CRM for reminders, follow-up, and reporting.

Launch one-to-many SMS campaigns from your connected business numbers. The campaign dashboard shows schedule, recipient count, delivered and undelivered totals, and status—Completed or Active—at a glance.

Built-in SMS Policy & Best Practices keeps outreach compliant. Monitor credit usage and delivery rates, buy add-on credits when volume spikes, and pair campaigns with segments for targeted promotions, reminders, and re-engagement.

Run your business phone system inside Universell with inbound and outbound VoIP calling. The Call History dashboard shows total calls, missed calls, average duration, and completion rate—filterable by date range, category, and status (All, Missed, Ongoing).

Every log entry records who initiated the call, recipient, direction, duration, and status. Add notes inline and launch follow-up Call, SMS, or Email actions from any row without leaving the log.

Build a library of call scripts your reps can open during live conversations. Search, create, edit, delete, or pop out scripts in a three-pane layout—script list on the left, full script detail in the center.

Creator and last-updated audit trails keep scripts current as offers, policies, or talk tracks change. New hires sound like veterans from day one.

Enable or disable call forwarding per business phone number and choose where calls should land—another user, extension, or external line. Set scheduled forwarding with start and end dates, times, and day-of-week rules for after-hours or holiday coverage.

Use keep active until I turn off for open-ended forwarding, or time-box rules for temporary coverage when reps are out of office.

Purchase local or toll-free numbers by area code, state, or city—browse 2,700+ area codes and assign each number to users with role, email, and extension metadata. Four-digit extensions support fast internal transfers between people and departments.

Call Groups let departments share an extension and ring simultaneously—the first person to answer connects the caller. Optional schedules control when each group is active by date, time, and day of week.

Access voicemail without dialing into a separate system. Received and Sent tabs organize messages by direction, with search once you type three or more characters.

Add new contacts on the fly and keep voicemail alongside call history and SMS so nothing falls through the cracks.

Manage two-way SMS from a dedicated inbox with conversation search and threaded messaging. Pick your default sending number, open SMS Templates for reusable replies, and start new threads with + New Contact.

The Overview tab tracks credit usage, delivery rate, and phone number status so you always know capacity before peak campaigns or busy seasons.

Work from Inbox, Sent, and Scheduled tabs with a rich text composer—styles, images, tables, links, and HTML source editing. Schedule individual sends for a future date and time, separate from bulk marketing campaigns.

The sent log records customer, employee, template name, subject, SendGrid delivery source, and timestamp—with view and resend actions. System templates cover password resets, transaction confirmations, booking confirmations, and more.

Open the Documents workspace to draft proposals, SOPs, and customer-facing content in a multi-tab editor. A full rich text toolbar and HTML source view give you formatting control; Generate with AI speeds up first drafts.

Search the sidebar document list, work on several docs at once, and share or delete with per-document actions. Keep templates and knowledge base articles where your team already communicates.

Every customer 360 profile includes a Communication tab with a full history log filterable by date. Quick actions on the profile—Call, SMS, and Email—launch outreach without hunting for contact details.

Notes with @employee mentions (up to 32k characters) sit alongside the communication log so context from internal discussion and customer-facing messages stays in one record.

Administrators manage channel setup under Settings → Communication Settings. Configure email delivery, SMS providers, phone number inventory, and a unified communication history view.

Link purchased numbers to users, extensions, and call groups; review forwarding status; and keep telephony, messaging, and email policies aligned with how your business actually operates.

Browse inventory in Grid or List view with search, category filters, and toggles for sale items and promotional pricing. Tabs separate sellable inventory, services, internal/self-use, damaged, demo units, and soft-deleted items—each with its own workflow.

Every row shows SKU, quantity, price, in-store location, modifiers, and per-store stock. Quick actions cover price edits, commission setup, cloning, QR table-top prints, and channel visibility for POS, FastShop, and online store.

Add products without variant or with variant (size, color, material)—each variant gets its own SKU and independent stock. Use the AI-assisted description generator, rich text or PDF attachments, and image uploads to build complete product pages.

Configure opening stock across four buckets—For Sale, Damaged, Internal/Self Use, and Demo Units—plus sale pricing, taxes, discounts, vendor links, shipping details, and selling options for POS register, online store, FastShop, and Google.

Choose your import strategy: Reset & Import Fresh (replace all stock), Update Existing Stock (adjust quantities and add new items), or Import From Fresh (add new items only). A four-step wizard walks you through downloading the Universell template, preparing data offline, uploading `.xlsx`, and executing the import.

Column headers must match the template exactly—modified headers are rejected. Verify results in Manage Inventory after every run.

Create product categories with images, descriptions, and Show on FastShop visibility. Drag to reorder categories, then add subcategories under each parent with their own images and FastShop display settings.

Assign In-Store Locations (e.g., Shelf 20 Bin 50) so floor staff and count teams find items fast. Category and location filters power list views, counts, and reports across the module.

Build Modifier Groups and individual Modifiers for extras like toppings, packaging, or service add-ons. Modifiers adjust price at sale time without affecting stock—perfect for restaurants, retail customization, and service upsells.

Attach modifier groups to products on the Modifiers tab during add/edit. Customers choose options at POS or online; your catalog stays lean while checkout stays flexible.

Create four bundle types: Buy 1 Get 1, BOGO at a Discount, Product Bundle, and Product Bundle with Overall Discount. A four-step wizard covers bundle type, basic info, component products, and preview before publish.

Bundles appear on POS and FastShop—Universell auto-creates a Bundles category online so customers discover combo deals without extra setup.

Open the Adjust Stock modal from Manage Inventory to move quantity in or out for any item. Stock-In captures unit cost price; Stock-Out records reductions. Choose an adjustment reason and add remarks for audit clarity.

Every adjustment logs to the Inventory Log instantly. The system supports negative for-sale quantities when your workflow requires it.

Start a count with Scan & Count (barcode/SKU one-by-one on the floor) or View List & Update Count (bulk entry by category and location). Track progress across sellable, damaged, demo, and internal buckets per item.

Counts move through In Review and Counted tabs. Review mismatches, print or download PDF/CSV reports, and share results with managers before finalizing.

Set minimum and maximum quantity thresholds per product with email and phone recipients. When stock crosses a boundary, Universell fires alerts so you reorder before a stockout—or flag overstock before cash gets tied up.

Low and High Inventory Alert reports show trigger quantity, trigger date, and category context. Link alerts to vendors for faster procurement follow-up.

The Inventory Log records every stock change—transaction type, quantity in/out, running stock in hand, remarks, and who updated it. Filter by date, item, category, customer, or vendor; export for reconciliation and compliance.

Drill into any entry to view the linked invoice, count session, or adjustment. Negative balances display when applicable so nothing is hidden from auditors.

Download the Inventory Count App for Android and sign in with your Universell credentials. Manage categories, modifiers, and variants on the device with real-time Wi-Fi sync to the web dashboard.

Scan barcodes on the sales floor, update counts without a desktop, and request one-on-one training from inside the app. Changes sync bidirectionally with Clover POS and your integrated website when connected.

Filter analytics by Fixed, Variable With Tracking, or Variable Without Tracking inventory. KPI cards cover vendors, purchase orders, reorders, imports, received stock, damaged items, sale pricing, and alert counts.

Switch between chart and grid views for top products, top categories, and weakest performers. Open Margin Report, Sales Analysis, Profit Analysis, and Inventory Summary tables showing total value, potential revenue, profit margin %, and quantity in stock—with print and download export.

Create purchase orders one vendor at a time—add line items with cost, reorder qty, and place order. Or use Manually Add Stock to receive items from multiple vendors without a PO.

Tabs track Open Purchase Order, Purchase Order Received, and Inventory Received with variance columns for difference, damage qty, and tester qty. Receive inventory during the flow or add new products on the fly.

Connect stores by Merchant ID or email, then approve inbound and outbound connection requests. Connected partners sync inventory, customers, rewards, coupons, gift cards, and stock transfer eligibility.

Manage active connections, pending requests, and cancelled partnerships from one screen. Mutual approval is required before sync begins—review each request before accepting.

Start a transfer from your current store to any connected destination. Search products, see available quantity at source, and enter transfer qty—over-transfer is blocked when stock is insufficient.

Both stores update automatically: source gets Stock-Out, destination gets Stock-In. Add notes for restocking reasons or seasonal balancing; every transfer logs to the Inventory Log.

Build a vendor list with company name, contacts, email, phone, lifetime purchase value, and total received quantity. Upload vendor documents (PDF, Office formats) and track 1099-related fields for accounting.

Jump to Reorder from any vendor row. Toggle vendor status on/off without losing history.

Open a vendor's Product Reorder tab to see qty on hand, suggested reorder qty, unit cost, and line totals. Select items in bulk, then download, print, share, or Place Order to generate a purchase order.

Purchase Orders and Order History tabs track PO amounts, receipt variance, damage qty, and differences over time—so procurement stays tied to what actually arrived.

Create Inventory Automation rules with trigger name, inventory event, notify targets (customer, employee, merchant, or external source), and linked SMS and email templates. Preview templates before save, then set scheduling or recurrence in step two.

Alert the right people when stock runs low, shipments arrive, or custom inventory triggers fire—without manual follow-up from your ops team.

Use Make a Sale in the global header to start a transaction without navigating away from your current work. Enter an amount and go—ideal for fast counter sales, deposits, or walk-in payments when speed matters.

The shortcut connects to the same payment engine as the Virtual Terminal, so tax, discounts, customer assignment, and receipt handling stay consistent across every sale channel.

Activate PrimeGateway Customer Vault to save payment methods customers authorize for future use. Saved cards appear on the customer 360 profile and at checkout—virtual terminal, invoices, jobs, and recurring plans.

Reduce friction for repeat buyers and subscription customers while keeping sensitive card data handled through your payment gateway—not scattered across spreadsheets or sticky notes.

Build single or recurring invoices with line items, service dates, SKU, modifiers, attachments, and customizable messages. Choose from 10 branded templates, preview before send, and offer partial payments so customers pay what they can now and the balance later.

Invoice settings cover Bill Pay Portal access, automated reminders, early-payment discounts, SMS alerts, and chargeback-reduction emails. Row actions let you send statements, reassign employees, convert to jobs, link to existing jobs, or collect payment in one click.

Create estimates with the same detail as invoices—primary contact info, job address, start/end times, line items, terms, messages, and attachments. Send for customer approval and track status from Open to Converted to Invoice.

When the customer pays, Universell tracks balance, refunds, and payment history through the conversion. Link estimates to jobs so field work and billing stay aligned from first quote to final payment.

Set up recurring sales in a three-step wizard: select customer and amount, choose interval and end rules (no end date, end date, or fixed number of occurrences), then enter payment details. Auto-generated orders bill on schedule—view, pause, or stop any plan from the Recurring Payments list.

Filter by date, payment method, customer, employee, frequency, and amount. View Failed Transactions surfaces decline reasons and occurrence numbers so you can recover revenue before churn sets in.

Manage signature workflows from draft through signed. Status tabs—Draft, Sent, Signed, Deleted, Voided, and Templates—keep every envelope organized. Upload a PDF, add recipients, place signature fields, and monitor progress bars showing who still needs to sign.

E-Sign integrates with agreements and sales documents so contracts close faster without printing, scanning, or chasing paper.

Create one-time or ongoing service agreements in a two-step wizard: add details, then preview and send. Choose payment terms, e-sign expiry, verification options (snapshot, photo ID, sign without payment), and optional ticket creation with assignment.

Rich work descriptions, service/price tables, and template merge fields produce polished agreements. Signed agreements sync to the customer profile alongside deals, orders, and support history.

Build booking forms in three steps: describe your form, choose services with pricing and duration toggles, then assign employees and review a live customer preview. Offer instant confirmation or approval-required bookings, with or without upfront payment.

Share via embed code, direct link, email, SMS, QR code, or social apps. Customize email templates for confirmed, received, and status-updated bookings—and add Meta Pixel, Google Tag Manager, or custom tracking pixels to measure conversions.

The Job Dashboard shows active and archived jobs with customer, employee, source, date/time, status, and total amount. Jobs auto-populate when you convert invoices, estimates, or agreements—schedule with employee availability, title, and address from a calendar picker.

Collect payments in-job via card, ACH, or cash. Aggregate unpaid invoices, estimates, and agreements on one job, save cards to the customer profile, and update job status inline as work progresses.

Open the Route Dashboard, pick a date and employee, and see every stop plotted on an interactive map with numbered markers. Review stop counts per rep and toggle show selected route on map to plan efficient drive order.

Edit routes per employee so technicians spend less time driving and more time delivering service—especially valuable for mobile businesses with multiple appointments per day.

The order list supports scan-by-SKU, import, Bill Pay Portal access, and deep filters—payment method, delivery method, employee, status, order type, source, and amount range. Quick date presets (Today, Yesterday, Last 7 Days) speed up daily reconciliation.

Columns cover order ID, QuickBooks invoice number, customer, amount, status, type, shipment type, and notes. Manage upcoming recurring orders and jump to order management tools without leaving the sales workflow.

Build and manage payment forms from the Sales mega-menu—list existing forms, add new ones, and share embeddable checkout experiences that connect to your payment gateway. Customers pay without calling or visiting in person.

Payment Catcher submissions flow into Universell as orders, keeping web payments alongside terminal, invoice, and booking revenue in one reporting view.

Set up event ticketing forms to sell admission, registrations, or seat-based access online. Ticket payments appear as Event Ticket Payment orders in analytics and order lists alongside invoices, bookings, and terminal sales.

Pair with email confirmations and customer records so attendees, purchasers, and refund requests are easy to find after the event.

The Order Analytics dashboard filters by agreement, invoice, recurring invoice, estimate, job, Fast Shop, booking, event ticket, pre-auth sale, and more. KPI cards compare number of orders, users, items ordered, and average order value against the previous period.

Charts show revenue vs order count by week, orders placed vs shipped, and sales by customer country—so leadership sees what is selling, where, and whether fulfillment keeps pace with demand.

Create Sales Automation rules with the same wizard pattern as CRM Automation: pick a trigger event, choose who to notify (customer, employee, merchant, or external source), attach SMS and email templates, then set scheduling or recurrence.

Automate payment reminders, post-purchase follow-ups, failed payment alerts, and internal handoffs so routine sales communication runs on autopilot.