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CRM and sales

Never lose track of a lead again

Leads come in by phone, email, website and social media, and some are forgotten. UJAU Pay sets up a CRM where every enquiry lands in one pipeline, with reminders, quotes and follow-ups, so your team closes more of the customers you already attract.

Sales pipelineWebsite leadsQuotesFollow-upsReports

What your sales team gets

A clear picture of every opportunity and what to do next.

Leads from your website

Contact form enquiries go straight into the pipeline, with the page they came from.

One pipeline for the team

See every opportunity by stage and who is responsible.

Reminders that keep deals moving

Scheduled calls, emails and meetings so nothing is forgotten.

Quotes in minutes

Professional quotes with your prices and taxes, signed online.

From quote to invoice

A won deal becomes an order and an invoice without retyping.

Know what is working

See which sources bring customers and how long deals take to close.

Part of your complete system

CRM and the sales pipeline are included in the complete UJAU Pay implementation for $2,490 CAD (up to 10 users, plus applicable taxes), together with invoicing, accounting and your website.

How we work with you

A clear process, done remotely by video call, with training for your team.

1Free discovery call

We learn how your business runs today and show you the system working with examples from your industry.

2Set-up and data import

We configure sales, invoicing, taxes and the rest, then import your customers and products.

3Training and support

Your team is trained before go-live, and our team stays available after launch.

Frequently asked questions

Can website enquiries go straight into the CRM?

Yes. Your website forms create leads automatically, so nobody has to copy them.

Does it work with email?

Yes. Emails with a customer are kept on their record, and you can send emails from the CRM.

Can we use it on a phone?

Yes. Your team can see and update leads from a phone browser or the mobile app.

Is the CRM sold on its own?

It is set up as part of the complete implementation, because the value comes from connecting it to quotes, invoices and your website.

Turn more enquiries into customers

Book a free demo and see your sales pipeline in one place.