Sales Management Bundle

sales bundle

The Sales Management Bundle includes everything you’ll need to manage your sales pipeline and get up and running with UkuuPeople.

UkuuPeople Opportunity / Sales Funnel Management
UkuuPeople Import/Export/Report
UkuuPeople Reminders
Gravity Forms Integration (requires GravityForms.com plugin)
MailChimp Integration (two-way sync, requires MailChimp account)
Google Calendar Sync (one-way sync)

Opportunity / Sales Funnel Management Addon

Track your sales and growth opportunities in our custom sales funnel built specially for UkuuPeople. Track the money captured and in the funnel. View by client, date, or salesperson.

Import / Export / Report Add-on

Import prior contact lists via CSV file. Export your lists to CSV. Pull reports on your people tribes and their activities.

Reminders Addon

Use the reminders addon to remind staff to get in touch with clients or to send out birthday greetings to your people.

MailChimp Integration

Sync your UkuuPeople tribes to MailChimp lists and vice versa, so that you can send out well-targeted email marketing.

Gravity Forms Integration

Capture data from your Gravity Forms and feed it into your UkuuPeople contact records. Our tool allows you to capture contact information as well as create activities per contact, based on front end Gravity Form entries.

Google Calendar Sync

Sync your activities to your Google Calendar and get all your events in one place!

Requirements

UkuuPeople Free CRM Plugin
MailChimp Account
GravityForms.com plugin
WordPress 4.7 or newer
PHP 5.6.2 or newer

Tested

Tested up to WordPress 5.3

We recommend servers running version 7.3 or greater of PHP as well as either version 5.6 of MySQLor at least version 10.1 of MariaDB.

* Each license is valid for 1 year; billed yearly until cancelled.