Umny/Work/CRM

Every relationship, in one place.

CRM keeps the people you sell to, the deals you are working and what to do next together, so nothing slips.

Open CRM →All Umny apps
CRMapps.umny.com/crm
DashboardContactsCompaniesDealsTasks

Deals

Open pipeline $86,500

Lead2

Northwind

Annual plan

$12,000

Blue Fern

Team seats

$4,800

Proposal2

Acme Inc.

Onboarding

$18,500

Harbor & Co

Renewal

$9,200

Negotiation1

Lumen Labs

Enterprise

$42,000

Won1

Oakline

Pilot

$6,400

What’s inside

Customers, kept close.

01

Contacts and companies

Keep everyone you work with, the company they are at and how far along they are.

02

A pipeline you can drag

Move deals from lead to won on a board, and see what each stage is worth.

03

Never miss a follow-up

Log calls, emails and meetings, and set tasks with due dates on any contact or deal.

Same account. Works with the rest.

All 10 apps
DocsDocuments that stay out of your way.→SheetsSpreadsheets, minus the clutter.→NotesThoughts, caught quickly.→

Try CRM today.

Sign in with your Umny account, or create one in a minute, and CRM is ready.

Open CRM →See all apps