Tools

The Tools section in uCRM provides a suite of utilities designed to enhance your contact management experience. These tools help streamline processes, ensure data accuracy, and improve overall efficiency within your CRM system.

Available Tools

• Conflicts: Manage and resolve duplicate contact entries to maintain a clean database.
• Contact Manager: Work with the contact table (search, export, view details, change owner) plus bulk actions and filtering.
• Filters: Create custom filters to refine searches and segment contacts effectively.
• Speeches: Develop and assign structured speeches for consistent communication across campaigns.
• Webhooks: Send notifications to external URLs when contacts or calendar events are created, updated, or deleted (you choose the category per webhook).
• Audit logs: Review recorded system and API activity (actions, users, status, timing, and technical details).

Each tool is designed to integrate seamlessly with uCRM, providing you with the flexibility and control needed to optimize your contact management workflows. Explore each tool to discover how they can assist in achieving your business objectives.

For detailed information on each tool, refer to the respective sections in this documentation. See Webhooks and Audit logs.