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The UniCRM workflow

From the first signal.
To the next stage of growth.

Find relevant buyers. Move conversations forward. Support your team. Bring the work together with UniCRM.

Explore the workflow
Prospect

Find your next buyer.
Know why you belong.

A company name is a starting point. Bring the account, the people and the reason to reach out into focus before your first introduction.

  • Start with the account fit.
  • Find the person behind the opportunity.
  • Turn the research into an introduction.
Explore Prospect
Sales workspaceIllustrative demo
Account workspace

Meridian Works

MW
B2B servicesPune, India
Account brief

A growing team.
A shared sales process.

The team is evaluating how to bring enquiry tracking and follow-ups into one workflow.

Source: sample discovery notes
AS
Ananya ShahSales lead · Evaluation owner
Relevant contact
Ready for a relevant introduction

Customer context, carried into the next step.

Sample accounts and workflows. Explore the tabs above.
Understand the account before the first touch.
Sell

Every conversation.
A step closer.

Build on what the buyer has already told you. Connect outreach, meeting preparation and follow-through to keep the opportunity moving.

  • Begin with a relevant reason.
  • Arrive prepared for the meeting.
  • Follow through on the agreement.
Explore Sell
Sales workspaceIllustrative demo
Account workspace

Meridian Works

MW
To: Ananya ShahDraft
Following up on your sales workflow

Hi Ananya,

You mentioned that enquiry handovers take too much of your team’s time.

For our next conversation, let’s walk through one active opportunity together—from the first enquiry to the next follow-up.

Would Thursday work for your team?

A follow-up built on context

Customer context, carried into the next step.

Sample accounts and workflows. Explore the tabs above.
Carry context into every next conversation.
Manage

See the progress.
Support the people.

Understand what is moving, where a deal is stuck and who needs help. Bring customer conversations and sales progress into the same team review.

  • See the story behind each opportunity.
  • Find where momentum breaks.
  • Turn the review into useful coaching.
Explore Manage
Sales workspaceIllustrative demo
Your opportunities

A clear next step.

MW
Meridian Works₹2,40,000
ProposalAS

Walk through the handover workflow

Northstar Studio₹1,80,000
QualifiedRK

Confirm the buying timeline

Arc Supply Co.₹3,60,000
DecisionNP

Resolve the onboarding question

Keep the next conversation moving

Customer context, carried into the next step.

Sample accounts and workflows. Explore the tabs above.
Connect opportunity progress with team support.
Operate

Less scattered work.
More connected selling.

Give your sales workflow a dependable foundation. Bring customer history, account ownership and the next action together as your team grows.

  • Bring the customer history with you.
  • Connect the work around the account.
  • Make ownership and next steps clear.
Explore Operate
Sales operationsIllustrative demo
Connected sales context

Bring the history.

↗
CompaniesAccount context
24 records
ContactsPeople and roles
68 records
Deals & notesOpportunity history
12 deals
Start with a sample import.

Review field mapping and duplicates before moving the rest of your records.

Sample records and workflow planning. No data is imported.
Give every handover a dependable foundation.

Bring your sales process.

Let’s find your
next step forward.

Talk to UniCRM Walk through your workflow with our team.