Having used the platform for CRM and e-signature, this reviewer appreciates that it allows for seamless management from lead to signed agreement. The setup process requires considerable time if transitioning from separate tools.
View Full Review
I find Universell Platform easy to use, and its features help me manage my business, inventory, and client appointments. It reduces my workload and saves me time and money because I do not need to subscribe to a lot of platforms to get things done. I value the CRM tools because they help me manage my customers, including contact numbers and everything I need. Everything in Universell Platform works for me, and the initial setup was so easy. The features are very helpful. Review collected by and hosted on G2.com.
none Review collected by and hosted on G2.com.
I use Universell Platform to run day-to-day content marketing and manage CRM in one place instead of juggling a lot of apps. It unified our operation. It’s cheaper than a lot of big software and gives us the same solution for a better price. I use the CRM most because it’s a single source that tells me all I need about my customers. The initial setup was very easy. Review collected by and hosted on G2.com.
I found the learning curve a bit slow for me because I was lazy. Review collected by and hosted on G2.com.
Universell feels like a platform built specifically for small business owners.
The best part is the simplicity: CRM + payments + invoicing + marketing tools all share the same database, so I don’t deal with integrations breaking. It’s powerful but not overwhelming, and it gives me enterprise-level features without enterprise complexity. The price is affordable and perfect for an SMB. Review collected by and hosted on G2.com.
Universell is still expanding its feature set, so I occasionally run into small things that feel like they’re still being refined, especially in analytics and customization. But the customer success team is highly responsive, and updates roll out quickly. Review collected by and hosted on G2.com.
I love how Universell combines invoicing, CRM, and automation tools in one place. The analytics help me track campaigns and optimize conversions effortlessly. No more guessing - just results! Review collected by and hosted on G2.com.
The platform works well, though I require additional enterprise templates. Review collected by and hosted on G2.com.
Universell made my work so much easier! I was able to create customer segments, design email templates, and manage inventory descriptions quickly. The platform is simple to use, and the support team is always helpful. Highly recommend! Review collected by and hosted on G2.com.
The only challenge at first was learning the features, but once I got used to it, everything became simple and effective. good Review collected by and hosted on G2.com.
I love how fast invoicing is - create, send, and get paid online in minutes. Review collected by and hosted on G2.com.
There’s so much packed into the platform that it takes a little time to explore everything fully. Review collected by and hosted on G2.com.
As a service provider, managing appointments used to be chaotic. Universell’s scheduling feature automates everything, sends reminders, and syncs with my Google calendar. No more no-shows! Review collected by and hosted on G2.com.
Universell has no customer support on Saturdays. Review collected by and hosted on G2.com.
I used to use several tools for invoicing, scheduling, and team management. Universell replaced them all—saving me time and money and making my business run more smoothly. Review collected by and hosted on G2.com.
platform does not have after hour support Review collected by and hosted on G2.com.
Universell removes paperwork headaches with quick, legally compliant digital signatures. Review collected by and hosted on G2.com.
The dashboard has many tools, so it can feel overwhelming at first until you understand the layout. Review collected by and hosted on G2.com.
Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.