Your customers, marketing, sales and payments. All in one place.
From the first enquiry to the final payment, manage your customer journey with Uronis. Keep customer details, conversations, follow-ups, quotes, invoices and documents together—so your team spends less time switching tools and more time growing your business.
Less switching between tools. More time for your customers.
Customer details in spreadsheets. Conversations on WhatsApp. Quotes in documents. Payments tracked somewhere else. Uronis brings these everyday tasks into one connected workspace. Your team can see what has happened, what needs attention and what to do next.
Unified CRM Data
No more static rows or lost updates. Centralize lead source, notes, tasks, and deal history on a single profile.
WhatsApp Shared Inbox
Keep customer chats visible to the whole team. Reassign conversations seamlessly without losing thread context.
Branded Quotes & PDFs
Generate crisp proposals and GST invoices using stored customer details. Convert from quote to bill in one click.
Razorpay Integration
Dispatch instant payment links. Reconcile invoices automatically the second transactions settle online.
Everything you need to move business forward
Built to guide high-velocity teams from raw interest to fulfilled, paid relationships.
Keep your customer information together
Find customer details, conversations, notes, tasks and related records in one place. Give your team the context they need without searching through spreadsheets and message threads.
- Organize contacts and companies.
- Assign customers and follow-ups to your team.
- View previous conversations and activity.
- Import existing customer lists.
Bring new enquiries into your business
Create forms and landing pages that capture enquiries directly into Uronis. Connect supported advertising sources and see where your leads came from.
- Add enquiry forms to your website.
- Build landing pages for offers and campaigns.
- Bring in leads from Meta and Google lead forms.
- Assign new leads to the right person.
Reach customers through WhatsApp and email
Send offers, updates and follow-ups to the right customers. Keep your messages relevant with customer groups and personalized content.
- Run WhatsApp and email campaigns.
- Schedule messages ahead of time.
- Manage WhatsApp conversations through a shared team inbox.
- Connect Gmail for individual customer emails.
- Review message delivery and campaign engagement.
Keep every sales opportunity moving
See where each enquiry stands, who is handling it and what needs to happen next. Give your team a clear way to manage sales from first contact to a decision.
- Organize opportunities by sales stage.
- Track deal values and owners.
- Add notes and follow-up tasks.
- Create quotes and proposals linked to customer records.
Create quotes, invoices and documents without starting over
Use saved customer and business information to prepare professional documents. Keep your branding consistent and reduce repeated data entry.
- Create branded proposals and quotes.
- Convert accepted quotes or proposals into draft invoices or bills.
- Generate PDFs and share them through supported WhatsApp and email options.
- Include GST details and tax breakdowns in supported document layouts.
Make it easier to collect payments
Share a payment link and keep track of what has been paid and what is still due. Manage collections alongside the customer and invoice.
- Collect online payments through your connected Razorpay account.
- Record payments received outside the platform.
- Manage partial payments and instalments.
- Send payment reminders and generate receipts.
- Track refunds and outstanding balances.
From a new enquiry to a paid invoice
One connected process, with less information to copy between tools.
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Capture the enquiry
A customer fills out your form or responds through a connected lead source. Their details come into Uronis.
Web & Ads Capture -
Start the conversation
Your team follows up through WhatsApp or email, with customer information close at hand.
Shared Channels -
Share your offer
Prepare a quote or proposal and keep track of its status.
Instant PDF Quote -
Raise the invoice
Convert an accepted offer into a draft invoice, review it and issue it.
GST Breakdown -
Collect the payment
Send a payment link, track the balance and provide a receipt.
Razorpay Auto-Sync
Let routine follow-ups happen automatically
Set up simple rules for the steps your team repeats every day. Uronis can send messages, update customer information and generate documents when the conditions you choose are met.
- Welcome a new lead with a personalized message.
- Follow up based on a customer’s response.
- Send documents using information already saved in Uronis.
- Remind customers when a payment is due.
- Continue the next steps after a payment is received.
"Your team defines the process. Uronis helps carry it out."
Expand with your business requirements
Selling products or services? Keep the details ready.
Maintain a catalogue of your products and services so your team can add them to quotes and invoices without re-entering details. For businesses that hold stock, optional inventory tools help track quantities, movements and transfers across locations, with alerts when stock runs low.
Make Uronis fit the way you work
Every business keeps track of different things. Alongside customers and deals, you can create records for bookings, vehicles, appointments or other information your business needs. Choose the fields your team uses, connect related records and arrange the information that matters most.
Know what needs your attention
See sales opportunities, pending tasks and customer activity. Review how your campaigns perform and identify conversations or follow-ups that need action. Give your team a shared view of the work, with access based on their responsibilities.
Frequently Asked Questions
Everything you need to know about setting up Uronis for your everyday operations.
Bring your customer journey together.
Keep your customers, conversations, sales, documents and payments connected—and give your team a clearer way to work.
Feature availability depends on your plan and setup. Messaging and payment-provider charges may apply.