The Smart, Simple CRM Built for Your Business
Universell CRM is built to give you a powerful place to manage customers, track deals, and grow relationships that last.
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Onboard new customers in no time - Manage and Communicate with customers easily
- Analyse customer behavior and take smarter decisions
- Integrated with your system and top apps like Xero, QuickBooks, Zapier, and WordPress
Everything You Need to Know, All in One Place
Running a store is already a full-time job, you shouldn’t have to juggle spreadsheets, chase down information, or send every email manually. That’s why Universell CRM brings everything together, helping you stay organized, sell smarter, and build stronger relationships.
Onboard Customers & Leads in Seconds
Manually entering customer info? That’s yesterday’s problem.
With Universell’s Lead Catcher (embed it on Fastshop, Facebook, Instagram, or any embedded site), you can effortlessly pull in new leads from your website, social media, or partner pages. Collect lead information without lifting a finger. No more data entry, no more missed opportunities.
All Customer Info in One Place
Forget hunting through files or tabs.
From contact details to shipping preferences, forms, support tickets, and more, everything is right where you need it.
Manage Deals Effortlessly
Know exactly where each deal stands for the customer.
Track progress, update stages, and see total deal value per customer at a glance. Stay in control, always.
Reward Loyal Customers with Personalized Discounts
One-size-fits-all discounts don’t cut it anymore.
Set up custom discounts per customer and reward them every time they shop, because personalized service builds loyalty.
Actionable Customer Metrics
Want to know how loyal a customer really is?

Universell shows you order trends, rewards earned and redeemed, and more, so you can make smarter, data-driven decisions.
Keep All Customer Documents in One Secure Place
No more scrambling across different apps or drives.
With Universell CRM, you can upload and store contracts, ID proofs, and any important documents all in one place. Secure, organized, and instantly accessible to your team when needed.
Faster workflows and Smarter communication with AI Feature
No time to craft the perfect email or SMS? No problem.
With Universell’s AI, you can launch professional campaigns for specific customer groups in minutes.
Just tell our AI your intent and it’ll write polished messages, tailor them for your audience, and streamline your outreach. Whether it’s a festive sale or a VIP update, your messages hit the mark every time.
Save Time and Money with Extensive Automation
Take the guesswork out of customer engagement.
Automatically send welcome messages, order confirmations, reminders, and follow-ups all without lifting a finger.

Universell’s automation helps you stay connected and consistent, so you never miss a beat.
Fully Integrated With the System
You don’t need five tools to do one job.

Universell CRM connects with orders, appointments, tickets, deals, communication, forms, and more. Your entire customer journey lives in one place.
Why Universell CRM Is Good for Your Business
Running a local store or managing a growing retail operation comes with enough chaos. Universell CRM brings clarity, efficiency, and growth all without the complexity of bloated enterprise tools. Here’s how it helps your business thrive:
Save Time with Smart Automation
Stay responsive without lifting a finger by automating Welcome emails, order updates, follow-ups.
Boost Repeat Sales with Personalization
Offer tailored discounts, track loyalty, and send rewards based on customer behavior.
Get Clear Insights That Drive Decisions
See who’s buying, what’s working, and which deals are in progress through simple, visual reports right inside each customer’s profile.
Centralize Customer Info
From shipping details to tickets to forms and documents, everything is stored neatly and securely in one place.
Connected with the Tools You Already Use
Universell CRM works hand-in-hand with leading apps like Xero, QuickBooks, Pax, Zapier, and WordPress.
Sync your customer information effortlessly and keep everything up to date in real time. No extra steps, no wasted time.
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Automatic customer data sync between Universell CRM and your favorite tools like Wordpress, Xero, Quickbooks, etc. - Keep your team working in one connected system.
- Say goodbye to duplicate entries and outdated records
How Universell CRM Stands Out from the Rest
Unlike generic CRMs that try to serve every industry under the sun, Universell CRM is purpose-built for businesses like you. That means fewer distractions, and more features that actually matter.
| Feature | Universell CRM | HubSpot | Pipedrive | Zoho |
|---|---|---|---|---|
| Designed for Retail Merchants |  Yes |  No | No | No |
| Native Integration with orders, deals, appointment & tickets | Yes | Partial | Partial | Partial |
| AI powered email and sms writing | Yes | Yes (Limited) | Yes (Limited) | Yes |
| Lead capture from embedded website forms | Yes | Yes | Yes | Yes |
| Customer specific discounts and rewards | Yes | No | No | No |
| Individual customer metrics and visual reports | Yes | Yes | Yes | Yes |
| Document storage linked to customer profiles | Yes | Partial | No | Yes |
| Pricing | Very Attractive | High | Moderate | Moderate |
Industries We Serve
Universell CRM isn’t just built for retail. It is designed to support customer relationships, deal management, and personalized engagement across a wide range of industries.
Retail & E-commerce
Manage customer profiles, track orders, and run targeted discounts from a single platform. Perfect for boutique shops, online stores, and specialty retailers.
Hair Salons & Personal Care
Keep client histories, send appointment reminders, and offer loyalty rewards.
 Make every visit feel personal and keep customers coming back.
Healthcare & Wellness
Store patient information securely and automate follow-up messages and reminders.
 Ideal for clinics, therapists, and wellness professionals.
Home Services & Repairs
Track job leads, manage deals, and communicate with clients without the paperwork.
 Great for electricians, cleaners, and repair professionals.
Education & Tutoring
Organize student records, track progress, and automate parent communications.
 Works well for coaching centers, tutors, and private educators.
CRM Analytics That Actually Make Sense
Universell CRM gives you a clear view of what’s working so you can double down on high-value customers, streamline your service, and boost sales.
Integrated with Everything That Matters
One platform. One login. Every customer interaction is connected.
Universell CRM works seamlessly with all your core business modules, so you can manage every part of the customer journey without switching tabs. What You Can Do from a Single Customer Profile:
Testimonials
Frequently Asked Questions
Absolutely. Universell CRM is built specifically for small and medium businesses. It’s simple to use, requires no tech expertise, and scales with you as you grow.
Nope! Universell CRM is cloud-based. You can access it anytime from your browser—no downloads, no setup hassle.
Yes. Universell CRM is fully integrated with key modules like Orders, Invoicing, Appointments, Communication, and more. It works best when used with Universell’s full suite, but can also sync with other systems via APIs.
Yes. Data privacy and security are top priorities at Universell. Your data is encrypted and securely stored with industry-best practices.
We offer live chat support, email assistance, and a growing help center. Need a hand getting started? Our onboarding team is here to help.
