- This feature is under construction and will be available soon in the platform.
- Be the first to try CRM when it launches - sign up to get early access.
Grow faster by keeping every lead and customer - in one place.
Track, follow up, and close deals without the spreadsheets.
Turn contacts into customers and customers into loyal partners.
Utso CRM gives you a complete picture of every relationship so your team always knows what to do next.
Lead and Customer Management
- Create, import, and manage all leads and clients in one database.
- Assign leads to sales or account managers.
- Add notes, documents, and tags to each contact.
- Automatic status updates when converted to customer.
Sales Pipeline and Deals
- Visual drag-and-drop pipeline for all deal stages.
- Set probabilities, expected close dates, and values.
- Automated stage tracking with reminders for inactive deals.
- Pipeline analytics that show win rates and conversion percentages.
Activities and Reminders
- Log calls, meetings, and follow-ups.
- Automatic reminder notifications for scheduled activities.
- Integration with email or calendar for quick syncing.
- Managers can track follow-up performance by user or team.
Communication Tracking
- Record email and phone interactions for each lead.
- View all conversations in a single customer thread.
- Tag important messages or mark as follow-up required.
- CRM API ready for future SMS and WhatsApp integration.
Reporting and Analytics
- Sales summary dashboard with top performers and trends.
- Conversion funnel visual with deal stage metrics.
- Export reports to PDF or Excel for management reviews.
- Supports daily, weekly, and monthly sales snapshots.
Team and Role Management
- Assign roles such as sales manager, executive, or viewer.
- Control access to pipelines, leads, and analytics by user role.
- Track team performance by revenue and win ratio.
- Internal notes and comment threads on each lead.
Integration with HRM and Analytics
- Pull employee data from HRM for team-level analytics.
- Push closed deal data to Analytics for business KPIs.
- Sync pipeline revenue with company-wide budget metrics.
“Before Utso, our sales team used three tools to manage leads. Now everything is visible in one dashboard, and we close 20 percent more deals every month.”
Rafiq Ahmed
Sales Manager, Delta Trading Ltd.
Ready to organize your sales and grow faster?
Start free and experience how Utso CRM keeps your team in sync.