Lead & CRM Management System
Track potential clients, organize sales pipelines with visual drag-and-drop boards, and automate client follow-ups—powered by Odoo with no recurring software subscription costs.
At UniSchool, we help growing businesses, real estate firms, educational agencies, and B2B service providers convert inquiries into paying clients. Built on Odoo’s powerful CRM framework, we deliver a centralized lead tracking system that helps your sales team organize opportunities, track client interactions, and streamline follow-ups without paying any recurring software subscription fees.
🚀 Key Features & What's Included
Visual Drag-and-Drop Sales Pipeline: Manage all sales opportunities using intuitive Kanban boards, moving leads seamlessly through customized pipeline stages (e.g., New Inquiries, Qualified, Proposal Sent, Won/Lost).
Centralized Lead Capture & Contact Records: Maintain a complete history of client profiles, past communications, call notes, and deal values in a unified database.
Automated Activity & Follow-up Reminders: Schedule calls, emails, meetings, and follow-up tasks with automated reminders so no potential deal slips through the cracks.
Lead Qualification & Revenue Tracking: Categorize leads by priority level, estimated deal value, and probability of closing to forecast expected sales revenue.
Lost Reason Analysis: Track and analyze reasons for lost sales deals to optimize your sales pitch and business strategy.
Custom Domain & Dashboard Integration: Technical setup to host your CRM management portal on your custom business domain or subdomain.
🎯 Ideal For
Real Estate Agencies & Property Developers
Education & Student Visa Consultancies
Insurance, Financial & Corporate Advisory Agencies
Solar, Construction & Engineering Contractors
Any sales team managing multiple client inquiries and high-value lead pipelines.
🛠️ UniSchool Implementation & Onboarding
We don't just set up software — we build a complete lead management engine tailored to your sales process:
Initial System Setup & Configuration: Custom backend setup, custom sales pipeline stage creation, and team permissions configuration.
Contact & Lead Data Migration: Importing your existing customer registers, potential client spreadsheets, and product/service tags.
Sales Team Training: Comprehensive operational training for your sales reps and managers on tracking leads, logging interactions, and updating deal statuses.
Dedicated Technical Support: Ongoing maintenance, domain setup assistance, and prompt technical support to keep your sales workflow active 24/7.
💡 Why Choose UniSchool?
No Monthly Software Subscriptions: Powered by Odoo's One App Free ecosystem.
One-Time Implementation & Support: Pay strictly for initial system configuration, pipeline customization, and staff training.
Local Expertise: Direct, Sri Lanka-based technical support tailored to empower your local sales teams.