Ask about calls, schedules, invoices, leads and payouts in plain language — uCRM78 answers from the same platform that runs your operation.
Inside uCRM78
Jump between products without ever leaving the page — this is the same shell your team works in every day.
The ecosystem
Every product belongs to a family — and all five run on the same records, the same login, and the same bill.
Every channel your customers use — calls, texts, website chat, social DMs, video — answered from one desk that never loses context.
A browser phone desk: dialer, live agent presence, queues, recordings, and every call matched to its client.
SMS, WhatsApp, Messenger, Instagram and site chat in one shared team inbox you can claim, tag, and close.
A branded chat widget for any page — one snippet, multiple widgets, straight into the inbox.
A natural voice that answers 24/7, reads your real calendar, and books the appointment mid-call.
The same brain replying on web chat, SMS and social DMs — hand off to a human any time.
Browser video rooms for consults and remote estimates — invites, recording, no downloads.
Visual routing: hours, menus, queues, ring groups, voicemail, even an AI step — no telecom degree.
Claim local and toll-free numbers, port your existing ones, and track every stage.
Plan the day, dispatch the team, and keep every piece of work moving — with the map, the queue, and the clock on one board.
Day, week, month, timeline and agenda views with a live map panel and an unscheduled-work queue.
One record per job — client, team, status and money from first call to final payment.
Shared boards per project with color groups, owners, due dates, dependencies and templates.
Four built-in roles plus custom ones — everyone sees exactly what their job needs.
Trigger → condition → action. Reminders, follow-ups and alerts that fire themselves.
Products, stock and warehouses — reserve items against jobs and get run-out alerts.
A smart notepad attached to clients and jobs, with AI drafting and a floating quick-capture.
A live map of your crew — presence, current job, and gaps you can fix before they cost you.
Companies, service areas, catalogs, tags, numbering, taxes — the control layer for it all.
GPS-stamped clock-in from the field, live on-the-clock view, manager approvals into payroll.
Quote it, bill it, collect it, and pay the team — one ledger from the first estimate to the last payout.
Draft, send, remind and get sign-off from any phone — then convert to an invoice in one click.
Payment-ready bills with a pay link attached and automatic reminders until the balance clears.
Vendor bills and materials tied to the job they belong to, with AI receipt capture.
Cards, ACH, Tap to Pay and wallets — payouts, disputes and fees next to the invoice that earned them.
Timesheets → payroll → commissions → 1099s. The money going out gets the same rigor.
Strangers in, regulars out — campaigns, forms, self-serve booking, reviews and a portal your clients come back to.
Drag-and-drop email and safe SMS blasts to live audiences, with opens and clicks tracked.
A quote-request builder whose every submission arrives as a lead with an owner.
Public booking pages that show only real availability and take the deposit up front.
Review requests timed to finished work, plus a public profile that shows off your rating.
Post-service surveys and NPS with shareable links and answer analytics.
Magic-link access where clients approve estimates, see visits, message you and pay.
A CRM record for every relationship — source, status, companies and full history.
Ask in plain language, read live dashboards, and let every call and meeting write its own notes.
Ask anything about your own data — revenue, cold leads, unpaid bills — and get next steps, not just numbers.
Twelve live views: calls, agents, conversion, revenue, pipeline, messaging, territories and more.
Saved custom views that are current every time you open them, with PDF export.
Every call recorded, transcribed and summarized — promises and prices extracted automatically.
Rooms with live captions, translation, and an AI summary the moment the door closes.
REST API, webhooks and keys — build on the same platform that powers the app.
How it flows
Customer conversations, CRM records and intake stay connected from the first hello.
Call Center · Clients · Inbox
Scheduling, teams and assignments move while automations handle the routine follow-up.
Schedule · Appointments · Automations
Roles, companies, catalogs, coverage zones and workflow rules shape the system.
Companies · Service Areas · Ops Hub
Billing, payments, analytics and AI layer onto the same connected operating model.
uPay · Automation · Analytics · AI
AI Receptionist
A natural voice picks up your line around the clock, reads your real calendar, and books the appointment mid-call — then the same brain replies on SMS, web chat and social DMs. Build it, test it in the free simulator, and go live the same day.
Built for your industry
Answer demand, dispatch crews, quote work and collect — field-ready end to end.
Briefs, delivery, approvals, reporting and billing in one operating system.
Bids, site visits, crews and draws on the same connected record.
Appointments, reminders, telehealth rooms and payments that never lose the patient thread.
Shipments, routes, exceptions and customer updates from one control layer.
Residents, vendors, work orders and owner reporting in one place.
Discovery, delivery, approvals and invoicing in a client-ready workspace.
Growth, onboarding, delivery and billing without a brittle ten-tool stack.
From the blog
Hard numbers and playbooks from teams that run calls, scheduling and revenue in one place.
Leads cool off shockingly fast. Here is the response-time math and a simple setup a small office can actually run.
Benchmarks by industry, a one-minute cost formula, and the four reminder layers that measurably cut misses.
A monthly AI answerer against a full-time salary — the exact formula, where AI falls short, and when to skip it.
14-day free trial · no credit card required
One operator, everything connected.
A small team that never drops a lead.
Multi-crew operations at full speed.
Your scale, your rules.
Add-ons: Call Intelligence $79 · AI Receptionist $99 · Video Intelligence $99 · Chat Receptionist $99
uCRM78 Mobile
Calls on your business line, the live dispatch board, GPS clock-in, invoices and card payments in the field — same login, same live data as your desk. iOS & Android.
Any operation that runs on appointments, calls and invoices: field services, clinics, agencies, construction, logistics, property management and consultancies. The same core reshapes its wording and workflows around your industry.
Yes. Every record is scoped to your organization, and inside your team four built-in roles (plus custom ones) control exactly who sees and does what.
Yes — the built-in call center covers inbound and outbound voice, SMS, routing, queues and recordings, all tied to the same client records the rest of the platform uses.
uPay takes cards, ACH, Tap to Pay and wallet payments, sends payment-ready invoices, and tracks payouts and disputes without leaving the platform.
Automations trigger on real events — a new lead, a booked job, an unpaid invoice — then branch on your data and send the text, email or task for you. Every run is logged with its reason.
Ask it about your own data in plain language, let the AI receptionist answer and book your calls 24/7, and get every call and meeting transcribed and summarized automatically.
iOS and Android apps mirror the whole workspace — same login, same live data — so the field runs on the same system as the office.
Minutes, not weeks: sign up, invite the team, import clients from a CSV, and the guided setup checklist walks you through numbers, services and your first booking.
Start free, invite your team, and watch your own data answer back.
Multi-brand rollouts, custom roles, white-label and unlimited usage — Enterprise is shaped around you.