Questions? Call: (385) 342-4909
THE NUMBER ONE...
ALL-In-One CRM, Reviews, & Automated Lead Management Platform For Successful Accounting Professionals
AS HEARD ON:
Universal Accounting's Podcast with Roger Knecht & Chris Forsey
THE NUMBER ONE...
ALL-In-One CRM, Reviews, & Automated Lead Management Platform For Successful Accounting Professionals
UNIVERSAL CRM
The All-In-One CRM Service for Accounting Professionals That Helps You Build a 5 Star Reputation, Communicate With Clients, and Create a Solid Portfolio of Paying Customers Better Than Any Other Platform!
Backed by Universal Accountings 35 Years of Experience Helping Accounting Professionals Grow and Run Successful Accounting Practices.
What Can Universal CRM Do For You?
CRM
UNIVERSAL CRM helps you treat your clients with the personal attention and respect they deserve so they know and feel you appreciate their business and value your long-term business relationship.
Reviews and Reputation
Your Online Reputation Is Gold. With UNIVERSAL CRM you get more reviews, to build, manage, and then market your reputation so more new clients will choose you for their accounting services.
Email Marketing and Autoresponders
Next to your reputation, your client list is your most valuable asset. Maximize the return on that asset with UNIVERSAL CRM's powerful email marketing and autoresponder automations.
Company Texting
Communicate with Leads and Clients the way they respond to the most, through text, right from your computer, OR cell phone. Send a text to one person, a group, or ALL your clients. all at once.
Calendars / Self-Scheduling
With UNIVERSAL CRM your clients can schedule their own appointments according to your availability. Sync with Google, customize, and make every appointment successful with email and text reminders.
Call Tracking
Use phone numbers and number pools right inside UNIVERSAL CRM to track where every call is coming from so you can stop wasting money on ad campaigns that don't work and spend more on those that do.
Unified Communication Dashboard
With UNIVERSAL CRM'S Unified Communication Dashboard every call, text, or message from Google My Business and Facebook are all in one place for each client. Know exactly where you left off with EVERY client.
Sales / Opportunity Pipelines
Communicate with Leads and Clients the way they respond to the most, through text, right from your computer. Send a text to one person, a group, or ALL your clients. all at once.
Automated Lead Management
UNIVERSAL CRM's lead management system follows up with every lead automatically on auto-pilot until a real person needs to step in and close the deal. It's like having a team of salespeople on your payroll.
Google & Facebook Integration
UNIVERSAL CRM integrates with Google My Business, Google Ads, Facebook, and Facebook Advertising and helps you keep track of everything right inside your UCRM account.
Funnel Builder / Landing Pages
Landing pages for your special offers and sales funnels to help leads become your new client can all be built and hosted right inside UNIVERSAL CRM. No need for separate software any longer.
Website Builder
With UNIVERSAL CRM you can build and host complete websites with the easiest website builder you'll ever use. Create sites for almost any project or initiative.
Webchat to Text Widget
UNIVERSAL CRM's Webchat to Text Widget lets you not only engage visitors to your website but send them to a nurture campaign so you can keep in touch and help them eventually become a new client.
World Class Support
Getting the keys to a powerful new car isn't much fun if you don't know how to drive it. We'll teach and help you so you can get all the benefits of having the best tool available to grow and maintain your practice.
30-Day Money Back Guarantee
UNIVERSAL CRM is backed by our un-conditional 30-Day Money Back Guarantee. If it doesn't measure up, just say so, and we'll refund your first month AND your setup fee. And NO CONTRACTS- EVER!
UNIVERSAL CRM
The All-In-One CRM Service for Accounting Professionals That Helps You Build a 5 Star Reputation, Communicate With Clients, and Create a Solid Portfolio of Paying Customers Better Than Any Other Platform!
Backed by Universal Accountings 35 Years of Experience Helping Accounting Professionals Grow and Run Successful Accounting Practices.
What Can Universal CRM Do For You?
CRM
UNIVERSAL CRM helps you treat your clients with the personal attention and respect they deserve so they know and feel you appreciate their business and value your long-term business relationship.
Reviews and Reputation
Your Online Reputation Is Gold. With UNIVERSAL CRM you get more reviews, to build, manage, and then market your reputation so more new clients will choose you for their accounting services.
Email Marketing and Autoresponders
Next to your reputation, your client list is your most valuable asset. Maximize the return on that asset with UNIVERSAL CRM's powerful email marketing and autoresponder automations.
Company Texting
Communicate with Leads and Clients the way they respond to the most, through text, right from your computer, OR cell phone. Send a text to one person, a group, or ALL your clients. all at once.
Calendars / Self-Scheduling
With UNIVERSAL CRM your clients can schedule their own appointments according to your availability. Sync with Google, customize, and make every appointment successful with email and text reminders.
Call Tracking
Use phone numbers and number pools right inside UNIVERSAL CRM to track where every call is coming from so you can stop wasting money on ad campaigns that don't work and spend more on those that do.
Unified Communication Dashboard
With UNIVERSAL CRM'S Unified Communication Dashboard every Phone Call, Text, or Message from Google My Business or Facebook are all in one place for each client. Know exactly where you left off every conversation.
Sales / Opportunity Pipelines
Communicate with Leads and Clients the way they respond to the most, through text, right from your computer. Send a text to one person, a group, or ALL your clients. all at once.
Automated Lead Management
UNIVERSAL CRM's lead management system follows up with every lead automatically on auto-pilot until a real person needs to step in and close the deal. It's like having a team of salespeople on your payroll.
Google & Facebook Integration
UNIVERSAL CRM integrates with Google My Business, Google Ads, Facebook, and Facebook Advertising and helps you keep track of everything right inside your UCRM account.
Funnel Builder / Landing Pages
Landing pages for your special offers and sales funnels to help leads become your new client can all be built and hosted right inside UNIVERSAL CRM. No need for separate software any longer.
Website Builder
With UNIVERSAL CRM you can build and host complete websites with the easiest website builder you'll ever use. Create sites for almost any project or initiative.
Webchat to Text Widget
UNIVERSAL CRM's Webchat to Text Widget lets you not only engage visitors to your website but send them to a nurture campaign so you can keep in touch and help them eventually become a new client.
World Class Support
Getting the keys to a powerful new car isn't much fun if you don't know how to drive it. We'll teach and help you so you can get all the benefits of having the best tool available to grow and maintain your practice.
30-Day Money Back Guarantee
UNIVERSAL CRM is backed by our un-conditional 30-Day Money Back Guarantee. If it doesn't measure up, just say so, and we'll refund your first month AND your setup fee. And NO CONTRACTS- EVER!
CRM
UNIVERSAL CRM's powerful features help you take control of every aspect of Contact Relationship Management.
- Keep track of everything about your clients with standard and unlimited custom fields. Segment by tags, fields, dates etc and initiate bulk actions or campaigns with Smart Lists.
- Keep track of all communications between your company and your contacts in the communication thread on the contact's profile.
- Keep track of all information, activities, tasks, notes, and appointments for every contact.
- Unlimited Contacts*
- Unlimited Custom Fields*
- Smart Lists /Segmentation
- Custom Views
- Unlimited Tags*
- Communication History
- Individual /Bulk Campaigns
- Call, Text, Email, FB Msg,
- Import & Export Capable
- Assignable
- & More...
- *Subject to Fair Use Policy
Snapshot of Smart List Dashboard
Now you can cancel other CRM software you're using like Zoho, Hubspot, Keap, Capterra, Etc.
REVIEWS & Reputation
Your Online Reputation Is Gold. Build, Manage, and Market it with UNIVERSAL CRM
- Manual or Full Automation
- Reputation Monitoring
- Social Media Posting
- Website Streaming
- Private Feedback
- Review Response Dashboard
- Instant, Daily Alerts
- Monthly Reports
- Digital Office Check-In
- Textback Numbers
Manual/Automated Requests
Manual or fully automated review requests are sent by email and text, making it easy for your customers to post a review or leave private feedback.
Social Media Posting and Website Streaming
SmartLev automatically markets your best reviews to your social media and streams them to your website as well to increase your reputation footprint.
Review Response Dashboard
Easily respond to all Google and Facebook Reviews from one Dashboard, letting every customer and potential customer know you care about them and value their feedback and opinion.
SmartLev does everything other review and reputation platforms do like Podium, Birdeye, or Broadly and more.
EMAIL Marketing / AUTORESPONDERS
Next to your reputation, your client list is your most valuable asset.
Email marketing to your customer list is like a license to print money, only legal. A percentage of your list will ALWAYS respond to an offer they receive from your business. It's the easiest and fastest way to add money to your bottom line on a regular basis for little or no extra cost.
With SmartLev, you can easily create and send any number of scheduled or trigger based email marketing campaigns, follow-up sequences, promotions or series of nurturing messages.
- Drag & Drop Email Builder
- Easy Campaign Setup
- Flexible Scheduling
- Trigger Actions
- Custom Values
- Unlimited Campaigns
- More...
Now you can cancel other email marketing software you may be paying for such as Aweber, Mailchimp, Infusionsoft, Constant Contact, & more.
Company TEXTING
Communicate with Leads and Clients through text, right from your computer.
All users in your office can see and participate in the conversation as well, by text, from their computer too. Conversations and visibility can also be restricted to the person to whom the lead or customer is assigned.
CALENDARS /Self Scheduling
With UNIVERSAL CRM'S calendar capabilities you can let you clients schedule their own appointments according to your availability.
- Integrate and sync with your Google or other calendar.
- Create any number of calendar pages for specific types of services you offer- all syncing with your main calendar.
- Multiple parameters allow you to create and set every aspect of the duration, timing, schedule, time slots, and more.
- Configurable reminders help make every appointment more successful.
Now you can cancel other scheduling software you may be using like Calendly, Acuity or Thryv.
CALL TRACKING
Select All the Phone Numbers and Number Pools You Need Right Inside UNIVERSAL CRM to Track Leads Coming From Multiple Ad Campaigns
UNIVERSAL CRM replaces the need for other call tracking software, and gives you the power and insight to make decisions based on the advertising that's giving you the best return.
- Unlimited Campaigns*
- Instantly Assign Numbers
- Number Pools
- Dynamic Switching
- Ignore Swap Class IDs
- Source Alert Whisper
- Call Recording
- Detailed Reporting
- & More...
Now you can cancel other call tracking software like Call Rail, or Call Tracking Metrics
COMMUNICATION Dashboard
Imagine having every text, phone call, email, Google My Business and Facebook message combined into one unified dashboard for every client!
Communicate with your clients any way they want right from your computer.
Any employee can see and follow up on the history of what's been said to every client for a more seamless and organized experience.
SALES / OPPORTUNITY Pipelines
Create Unlimited Sales / Opportunity Pipelines to follow through with leads from start to finish until they become paying customers or clients.
Change Lead status manually or with fully automated custom sequences based on time, response, results and more.
Initiate follow-through actions (call, text, email) directly from any opportunity card for any lead.
Back-Up and Follow-Through
UNIVERSAL CRM can even call your employees and ask them to press 1 to connect with a new lead or customer if they get missed or overlooked so no one falls through the cracks. UNIVERSAL CRM helps you get EXTRAORDINARY RESULTS from EVERY Employee in your office.
UNIVERSAL CRM replaces other sales pipeline software like Salesforce, Pipedrive, Keap, or Copper.
LEAD Management
You pay good money to get leads into your sales pipeline. You need a superior automated system to convert those leads into paying customers.
UNIVERSAL CRM'S multiple skills give you an unparalleled combination to nurture those leads with email, text, calls, voice messages, reminders and even A I automation all working together to help you get the very most out of your advertising dollars and the best ROI possible.
Unified Communication Dashboard- Email, Text, Calls. FB Mesg.
Manual or Automatic Sales / Opportunity Pipeline
Fully Automated Text, Email, Voicemail Campaigns
GOOGLE / FACEBOOK Integration
SmartLev Integrates With Google, Facebook, Quickbooks Accounts and More!
Get Analytical Reports right inside SmartLev for your Google Ads & Facebook Ad Campaigns. Initiate automated campaigns from Quickbooks actions, and more.
- Google Integration
- Facebook Integration
- Quickbooks Integration
- Advertising Analytics
- Trigger Based Campaigns
- More...
FUNNELS / Landing Pages
Easily Build and Host Unlimited Sales Funnels and Landing Pages
A Funnel walks a customer through the sales process to to a successful result.
Sending traffic to a Landing Page with an irresistible offer or call to action is the key to getting more value from a paid advertising campaign such as pay-per-click.
Funnel Builder
Landing Page with Call to Action
Landing Page with Call to Action
Now you can cancel other funnel software you may be using like Lead Pages, ClickFunnels.
WEBSITE Builder
The Easiest, Fastest, and Most Intuitive, Website Builder You'll Ever Use.
Universal CRM's website builder is just plain fun to use. It's fast, smooth, and works like it should. Everything is done visually right on the screen. You can adjust margins, sizes, colors, fonts... everything, on-the-fly, and see your changes as you make them.
The page you're on now was built with the Universal CRM Website Builder.
Website Pages Overview Dashboard
Easy, Intuitive Visual Control Over Everything
Flexible, Fast, Smooth & Powerful Interface
Easy Editing For Mobile
WEB CHAT to Text
When someone visits your website your customized proactive chat bubble pops up to ask if they need help..
UNIVERSAL CRM's Webchat to Text captures the lead and allows you to chat by text, right from your computer, letting your customer communicate the way they want to as well, by text.
UNIVERSAL CRM's Webchat to Text captures the lead and allows you to chat by text, right from your computer, letting your customer communicate the way they want to as well, by text.
Cancel All Those Other Services and Save $100's Every Month
Get Everything UNIVERSAL CRM Does for just $197 / Month
Get Everything UNIVERSAL CRM Does for just $197 / Month
One Time Setup Fee $197 - Month to Month - NO CONTRACTS!
One Time Setup Fee $197 - Month to Month - NO CONTRACTS!
- CRM
- Reviews & Reputation
- Email Marketing
- Company Texting
- Calendars /Self-Scheduling
- Call Tracking
- Unified Communication Dashboard
- Sales / Opportunity Pipelines
- Automated Lead Management
- Google & Facebook Integration
- Landing Pages
- Funnel Builder
- Website Builder
- WebChat to Text Widget
- World Class Support
Get UNIVERSAL CRM Today and Give Yourself the Power to Create and Maintain a Strong and Profitable Accounting Practice!
UNIVERSAL CRM is backed by a 30-Day Money Back Guarantee. If UNIVERSAL CRM doesn't meet your expectations, just tell us, and we'll give you a 100% refund, INCLUDING your setup fee!
Additional Cost For Messaging, Calls, Emails
The Universal CRM Comes with $15/month of Data Credits for any combination of...
*Approximately 576 Domestic Calling Mins/Mo. or
*Approximately 1000 Text Messages / Month or
*Approximately 10,714 Emails / Month.
Additional Usage Credits
Additional Credits Available as Follows
Additional Domestic Outgoing Minutes- $0.026 /Minute
Additional Domestic Incoming Minutes- $0.017/Minute
Additional SMS Messages- $0.015 /Message (160 Characters)
Additional Emails- $0.0014 /Email
Local Phone Numbers: $2.15/mo
Toll Free Phone Numbers: $3.15/mo
Universal Accounting Center
12441 S. 900 E. #120
Draper, UTAH 84020
(385) 342-4909