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[canonical-links]
https://www.universell.us/start-up/

[document-links]
AI Landing Page Studio Generate campaign landing pages with AI-guided copy, design, and structure.: https://www.universell.us/features/ai-landing-page-studio/
AI Terms & Use Policy: https://www.universell.us/universell-ai-terms-use-policy/
About Us: https://www.universell.us/about/
About: https://www.universell.us/about/
Acceptable Use Policy: https://www.universell.us/acceptable-use-policy/
Accountants & Tax Consultants: https://www.universell.us/accountant/
Analytics & Reporting: https://www.universell.us/crm-sales-analytics/
Apply to the Universell Startup Program: https://www.universell.us/get-started-flow/
Appointment & Booking Systems: https://www.universell.us/communication/
Appointments Let customers self-book meetings with smart availability.: https://www.universell.us/features/appointment/
Automated Operations: https://www.universell.us/campaigns-promotions/
Blog: https://www.universell.us/blogs/
Blog: https://www.universell.us/help-center/#blog
Business & Technology Partners: https://www.universell.us/partner/
CRM & Sales Analytics Track leads, sales, and customer performance with clear, actionable insights.: https://www.universell.us/features/crm-sales-analytics/
CRM: https://www.universell.us/customer-management/
Claim My Free Trial Now: https://www.universell.us/signup/#pricing_section_id
Connect my WordPress site with Universell: https://www.universell.us/signup/#pricing_section_id
Cookie Policy: https://www.universell.us/cookie-policy/
Coupons & Promotions Run discounts, flash offers, and campaign promo codes.: https://www.universell.us/campaigns-promotions/
Create a Custom Landing Page: https://www.universell.us/signup/#pricing_section_id
Custom Forms Build intake forms that sync instantly with your CRM.: https://www.universell.us/features/custom-forms/
Custom Forms: https://www.universell.us/custom-forms/
Customer Management Centralize profiles, activity history and lifecycle stages.: https://www.universell.us/features/customer-management/
Deals & Pipeline Track opportunities from lead to close with clear stages.: https://www.universell.us/features/deals-pipeline/
Developers & Agencies: https://www.universell.us/partner/
E-Learning & Training Deliver internal courses and track training completion.: https://www.universell.us/features/employee-management-5/?tabname=learning-train/#employee_manage_team
E-Sign Agreements Collect signatures and payments in one seamless step.: https://www.universell.us/features/e-sign-payments/
E-commerce Simplify online sales, orders, and inventory management in one place.: https://www.universell.us/fast-shop-e-commerce/
E-commerce: https://www.universell.us/fast-shop-e-commerce/
Email & SMS Marketing Build targeted journeys with segmentations and triggers.: https://www.universell.us/email-sms-marketing/
Email & SMS Marketing Send branded email campaigns with templates, scheduling, and delivery tracking.: https://www.universell.us/features/email-sms-marketing/
Email Builder & Campaigns: https://www.universell.us/email-sms-marketing/
Employee Management Manage employee records, access levels, and teams.: https://www.universell.us/features/employee-management-5/?tabname=employee-manage/#employee_manage_team
Employee Management: https://www.universell.us/employee-management/
E‑Commerce: https://www.universell.us/fast-shop-e-commerce/
E‑Sign & Payments: https://www.universell.us/e-sign-payments/
FAQs: https://www.universell.us/#homepage_faq_section
Fast Shop E-Commerce Lunch a storefront quickly with built-in checkout tools.: https://www.universell.us/fast-shop-e-commerce/
First Name Last Name Email Phone Company name Please verify that you are not a robot.: https://universal.mybmr.com/addcustomer/5513212615339
Free Sign Up: https://www.universell.us/get-started-flow/
Fulfillment & Pack-and-Ship Move orders through a fulfillment pipeline from pick to dispatch.: https://www.universell.us/order-management-shipping/
Get Started For Free: /get-started-flow/
Get Started Now: https://www.universell.us/get-started-flow/
Get Started Today: https://www.universell.us/signup/#pricing_section_id
Get Started with Universell: https://www.universell.us/signup/#pricing_section_id
Gift Card Program Sell digital and physical gift cards with balance tracking.: https://www.universell.us/gift-card-program/
Help Center: https://www.universell.us/help-center
Home: /
Integrations: https://www.universell.us/#homepage_new_integration
Inventory Alerts Get low-stock and out-of-stock alerts before disruptions.: https://www.universell.us/features/inventory/?tabname=inventory-alerts/#inventory_features_section
Inventory Analytics Monitor stock levels, inventory trends, and product performance with actionable insights.: https://www.universell.us/features/inventory-analytics/
Inventory Count App Run mobile cycle counts with discrepancy reconciliation.: https://www.universell.us/inventory-app/
Inventory: https://www.universell.us/inventory/
Invoicing & Billing Create branded invoices and automate recurring charges.: https://www.universell.us/features/sales-payments/#sales_invoice
Invoicing & Billing: https://www.universell.us/sales-payments/
Landing Pages & Websites Create optimized pages for campaigns and brand sites.: https://www.universell.us/wordpress-integration/
Login: https://universal.mybmr.com/login
Order Management & Shipping Manage customer support requests and resolve issues efficiently.: https://www.universell.us/order-management-shipping/
Order Management & Shipping Mange fulfillment, shipment labels, and delivery updates.: https://www.universell.us/order-management-shipping/
Order Management & Shipping: https://www.universell.us/order-management-shipping/
Payment Gateways Integrate major processors for seamless checkout options.: https://www.universell.us/features/
Payroll Reporting Generate payroll summaries and tax-ready reports easily.: https://www.universell.us/features/employee-management-5/?tabname=payroll-reporting/#employee_manage_team
Payroll Reporting: https://www.universell.us/employee-management/?tabname=payroll-reporting/#employee_manage_team
Pipeline: https://www.universell.us/deals-pipeline/
Platform Schema: https://www.universell.us/universell-us-platform-schema/
Point of Sale: https://www.universell.us/sales-payments/#sales_invoice
Pricing: https://www.universell.us/pricing/
Print Label App Generate bar code and shelf labels in a single click.: https://www.universell.us/print-label-app/
Privacy Policy: https://www.universell.us/privacy-policy/
Product Bundles Boost average order value with BOGO offers and product bundles.: https://www.universell.us/bundling-products/
QuickBooks & Xero Keep accounting synced with sales, expenses, and payouts.: https://www.universell.us/features/
Real-time Stock Monitoring Monitor stock movement live across stores and warehouses.: https://www.universell.us/features/inventory/?tabname=inventory-real-time/#inventory_features_section
Regional Partner Network: https://www.universell.us/new-partner-opportunity/
Release notes: https://www.universell.us/help-center/#latestnews
Retail Streamline in-store sales, inventory, and customer management with ease.: https://www.universell.us/features/#
Rewards & Loyalty Programs Increase repeat purchases with points and tier benefits.: https://www.universell.us/rewards-loyalty-program/
Rewards & Loyalty: https://www.universell.us/rewards-loyalty-program/
SMS Marketing: https://www.universell.us/email-sms-marketing/
Salon Easily handle bookings, staff schedules, and client management.: https://www.universell.us/salon/
Salon: https://www.universell.us/salon/
Schedule a Demo: https://www.universell.us/schedule-demo/
Service Manage appointments, payments, and customer interactions seamlessly.: https://www.universell.us/features/#
Shipping Labels & Tracking Print labels and track shipments without a separate shipping app.: https://www.universell.us/order-management-shipping
Sign Up Now: https://www.universell.us/signup/#pricing_section_id
Start using Universell Today: https://www.universell.us/signup/#pricing_section_id
Startup & Founders: https://www.universell.us/start-up/
Team Collaboration: https://www.universell.us/employee-management/
Team Messaging Chat internally with DMs, channels, threads, and video links.: https://www.universell.us/communication/#team_messaging
Terms of Service: https://www.universell.us/terms-of-service/
Ticketing System Resolve support issues with SLA-aware ticket workflows.: https://www.universell.us/ticketing-system-2/
Tutorial Videos: https://www.universell.us/educational-videos/
Uber Direct Integration Offer local deliver options directly form order flows.: https://www.universell.us/features/
Unified Communication Hub Manage calls, SMS, email, and team chat from one workspace.: https://www.universell.us/communication/#business_calling
Universell Beta Program: https://www.universell.us/universell-beta-program/
Vendor Management & Reordering Automate replenishment with preferred suppliers workflows.: https://www.universell.us/features/inventory/?tabname=inventory-vendor/#inventory_features_section
Virtual Terminal Accept card, cash, gift card, and ACH payments in one terminal.: https://www.universell.us/features/sales-payments/#sales_virtual
Virtual Terminal: https://www.universell.us/sales-payments/#sales_virtual
Webinars: https://www.universell.us/webinar/
WordPress Integration Sync products and capture leads directly in WordPress.: https://www.universell.us/wordpress-integration/
WordPress Integration: https://www.universell.us/wordpress-integration/
Zapier Integration Automate tasks across thousands of connected apps.: https://www.universell.us/zapier-integrations/#
https://www.facebook.com/profile.php?id=61559694255497
https://www.instagram.com/universell_platform/
https://www.linkedin.com/company/86301285
https://www.universell.us
https://www.youtube.com/@UniversellSPS/videos

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[content]
Start Up - Universell Platform
Home
Business Types
Retail
Apparel Store
Jewelry Store
Electronics Store
Bodega Store
Smoke Shops
Pet Store
Home Decor
Gift Store
Boutique
Fitness & Gym
Point of Sale (POS)
Multi-Location
Services
Consultancy
General Service
AC / HVAC
Plumbing
Electric
Carpentry
Landscaping
Cleaning Service
Repair Shop
Home Service
E-Commerce
Fashion Brand
Electronics Brand
Beauty Brand
Home & Living Brand
Grocery Delivery
Marketplace
Subscription Store
B2B Commerce
D2C Brand
Dropshipping
Salon & Beauty
Hair Salon
Beauty Salon
Spa
Nail Studio
Lash Studio
Makeup Studio
Barbershop
Skin Clinic
Massage Center
Professional Services
Agency
Freelancer
Consultant
Financial Services
Insurance Services
Cash Advance / Business Loans
Non-Profit Services
Recruiting Agency
Virtual Assistant
Business Services
Legal Services
Contractor
Don't see your business type? Universell works for 100+ industries
See it in action
->
Features
Browse categories
CRM & Customers
Communication
Inventory
HR & Employee
Sales & Payment
E-Commerce
Marketing
Integrations
Analytics
Business Type
CRM & Customers
Capture, nurture and retain every customer relationship.
Customer Management
Centralize profiles, activity history and lifecycle stages.
Deals & Pipeline
Track opportunities from lead to close with clear stages.
Custom Forms
Build intake forms that sync instantly with your CRM.
Ticketing System
Resolve support issues with SLA-aware ticket workflows.
Appointments
Let customers self-book meetings with smart availability.
Leads Management
Capture and qualify prospects before they become customers.
Customer Segments & Groups
Organize contacts into segments and groups for targeted outreach.
Lead Catcher
Turn website visitors into CRM leads automatically.
CRM & Deal Analytics
Forecast revenue and measure pipeline conversion in real time.
Customer 360 Profile
One complete view of every contact, deal, and interaction.
CRM Automation
Automate follow-ups, stage changes, and routine CRM workflows.
Customer App
Give customers a branded portal to view history and self-serve.
Appointment Catcher
Embed booking forms that create appointments in your calendar.
Communication
Connect teams and customers across channels in real time.
Unified Communication Hub
Manage calls, SMS, email, and team chat from one workspace.
Team Messaging
Chat internally with DMs, channels, threads, and video links.
Email & SMS Marketing
Send branded email campaigns with templates, scheduling, and delivery tracking.
SMS Marketing
Reach customers instantly with bulk SMS campaigns and delivery insights.
VoIP Calls & Call History
Place and track business calls with full history and analytics.
Call Scripts
Equip your team with searchable scripts for consistent conversations.
Call Forwarding
Route calls to the right person with scheduled forwarding rules.
Phone Numbers, Extensions & Call Groups
Buy numbers, assign extensions, and ring teams together.
Voicemail
Review received and sent voicemails in a searchable inbox.
SMS Inbox & Messaging
Send and receive texts in threaded conversations tied to contacts.
Business Email
Compose, schedule, and track one-to-one email alongside SMS and calls.
Collaborative Documents
Create, edit, and share rich documents with AI-assisted drafting.
Customer Communication Log
See every call, text, and email on the customer profile.
Communication Settings
Configure email, SMS, phone numbers, and delivery history in one place.
Inventory
Keep stock accurate, predictable, and ready to fulfill.
Real-time Stock Monitoring
Monitor stock movement live across stores and warehouses.
Inventory Alerts
Get low-stock and out-of-stock alerts before disruptions.
Vendor Management & Reordering
Automate replenishment with preferred suppliers workflows.
Inventory Count App
Run mobile cycle counts with discrepancy reconciliation.
Print Label App
Generate bar code and shelf labels in a single click.
Product Catalog
Manage your full product and service catalog in grid or list view.
Add & Edit Products
Create fixed, variable, and variant products with rich details and channel controls.
Bulk Import
Import or update thousands of items from Excel in a guided workflow.
Categories, Subcategories & Locations
Organize products with nested categories and in-store shelf locations.
Modifiers & Customization
Offer add-ons, toppings, and extras without creating new SKUs.
Product Bundles
Boost average order value with BOGO offers and product bundles.
Stock Adjustment
Record stock-in and stock-out movements with reasons and cost tracking.
Physical Inventory Count
Run floor counts by scan or list with mismatch review and sign-off.
Low & High Stock Alerts
Get email and SMS alerts when quantity crosses your thresholds.
Inventory Audit Log
Trace every stock movement back to its source transaction.
Inventory Count App
Count stock on the floor with Universell's Android mobile app.
Inventory Analytics
See KPIs, margins, profit, and top or weakest products at a glance.
Receive Inventory & Purchase Orders
Receive stock via purchase orders or manual multi-vendor intake.
Multi-Store Management
Connect store locations and sync catalog, customers, and rewards.
Stock Transfers
Move inventory between connected stores with automatic stock updates.
Vendor Management
Maintain a supplier directory linked to products and purchase history.
Reorder Workflow
Build reorder lists, email vendors, and place purchase orders fast.
Inventory Automation
Automate SMS and email when inventory events occur.
HR & Employee
Simplify workforce operations and employee development.
Employee Management
Manage employee records, access levels, and teams.
Payroll Reporting
Generate payroll summaries and tax-ready reports easily.
E-Learning & Training
Deliver internal courses and track training completion.
Clock-In/Out System
Capture attendance, shifts, and overtime accurately.
Add & Edit Employee
Onboard staff with a guided wizard for HR, pay, access, and login rules.
Role & Permissions
Control who can view, create, edit, and delete across every module.
Employee Import
Bulk-load staff from CSV with a simple template or AI-assisted validation.
Payroll & Wages
Run payroll reports across wages, commissions, deductions, and payments.
Volume Commission
Incentivize sales with daily, weekly, monthly, and per-order bonus tiers.
1099 Reporting
Track contractor payments and export 1099-ready reports.
Employee Performance
See top and weak performers on the dashboard and employee tab.
Employee Activity History
Audit every change, message, order, and document on the employee record.
Employee Scheduling
Set availability windows, time slots, and time zones per employee.
Schedule Catcher & Share Links
Embed bookable calendars on your website and share personal availability links.
Scheduled Appointments
View customer bookings tied to employee availability.
File Cabinet
Store HR documents, training files, and media in organized folders.
Learning Hub & E-Learning
Build courses, quizzes, and training forms for staff and customers.
Team Messenger
Message coworkers from the employee menu without switching apps.
Employee Automation
Trigger SMS and email when workforce events occur.
Workforce Apps & Integrations
Connect Chat, Inventory Count, and Customer apps with one-click training requests.
Sales & Payment
Close sales faster with secure and flexible payments flows.
Virtual Terminal
Accept card, cash, gift card, and ACH payments in one terminal.
Invoicing & Billing
Create branded invoices and automate recurring charges.
E-Sign Agreements
Collect signatures and payments in one seamless step.
Order Management & Shipping
Mange fulfillment, shipment labels, and delivery updates.
Make a Sale
Ring up a sale from any screen with one-click quick entry.
Customer Vault
Store verified cards securely for faster repeat payments.
Invoicing
Create, send, and collect on professional invoices with templates and reminders.
Estimates
Quote jobs and convert accepted estimates to invoices automatically.
Recurring Payments
Run subscriptions and auto-billed plans on a schedule you control.
E-Sign
Send documents for electronic signature and track every envelope.
Agreements
Build service agreements with e-sign, ID capture, and ticket linking.
Online Booking Forms
Let customers book services online with embeddable forms and QR links.
Jobs & Field Service
Schedule field jobs, collect payment on-site, and link work to invoices.
Route Planning
Visualize and optimize daily routes for field teams on a live map
Order Management
Search, filter, and manage every order type in one list.
Fulfillment & Pack-and-Ship
Move orders through a fulfillment pipeline from pick to dispatch.
Shipping Labels & Tracking
Print labels and track shipments without a separate shipping app.
Payment Forms
Embed secure payment forms on your website to collect money online.
Event Ticketing
Sell tickets and collect event payments through dedicated forms.
Order Analytics
Measure revenue and order trends across 15+ order types.
Sales Automation
Trigger automated SMS and email when sales events occur.
E-Commerce
Lunch high-converting online storefronts and web funnels.
Fast Shop E-Commerce
Lunch a storefront quickly with built-in checkout tools.
WordPress Integration
Sync products and capture leads directly in WordPress.
Landing Pages & Websites
Create optimized pages for campaigns and brand sites.
Storefront Branding
Customize logo, banners, theme colors, product cards, fonts, and layout.
Store Sharing & QR Codes
Share your store by link, QR code, email, SMS, and social channels.
Checkout Controls
Tune abandoned carts, quick checkout, out-of-stock ordering, and add-to-cart rules.
Domain, SEO & Analytics
Connect a domain, optimize metadata, and add analytics scripts.
Public Product Catalog
Give shoppers searchable product grids, filters, categories, and product detail pages.
Online Checkout
Support guest and logged-in checkout with rewards, shipping, coupons, and card payments.
Customer Order Portal
Let customers view profile, order history, receipts, and fulfillment status.
WordPress Integrated Site
Connect an existing WordPress site to Universell data and workflows.
AI Landing Page Studio
Generate campaign landing pages with AI-guided copy, design, and structure.
Landing Page Designer
Refine generated pages with a visual builder, AI editor, settings, and sharing.
Landing Page Dashboard
Track live pages, drafts, views, leads, and conversion rates.
E-Commerce Automation
Trigger automated follow-up around e-commerce events.
Marketing
Drive demand with campaigns, offers, and loyalty automation.
Email & SMS Marketing
Build targeted journeys with segmentations and triggers.
Coupons & Promotions
Run discounts, flash offers, and campaign promo codes.
Gift Card Program
Sell digital and physical gift cards with balance tracking.
Rewards & Loyalty Programs
Increase repeat purchases with points and tier benefits.
Rewards Dashboard
Track points, redemptions, enrollments, and loyalty program performance.
Rewards Setup
Define how customers earn, spend, and expire points.
Reward Templates & Flyers
Customize loyalty emails, SMS, and printable reward flyers.
Reward Import & Redemption Time Slots
Bulk import rewards and control when customers can redeem points.
First Time Rewards
Welcome new buyers with points after their first purchase.
Punch Card Rewards
Reward repeat purchases with free products or dollar rewards.
Comeback Rewards
Win back inactive customers with targeted reward offers.
Birthday Rewards
Automatically award and remind customers about birthday points.
Refer A Friend Rewards
Reward both referrers and friends for word-of-mouth growth.
Product Promotions
Promote selected products with discounts, templates, links, and QR sharing.
Store Promotions
Run store-wide discount campaigns for customers, groups, or segments.
Coupon List
Create, edit, clone, and audit coupons for all or selected inventory.
Coupon Campaigns
Send coupon campaigns by email/SMS with audience and recurrence controls.
Email Campaigns
Build small-scale, CRM, or enterprise email campaigns with reporting.
SMS Campaigns
Send bulk SMS with recipient selection, scheduling, logs, and delivery stats.
CRM SMS & Email Templates
Reuse approved messages across CRM modules and teams.
Enterprise Templates
Choose from a large gallery of reusable marketing email designs.
Marketing Automation
Build visual marketing journeys with triggers, actions, conditions, and goals.
Marketing Analytics
Measure campaign performance, deliverability, conversions, and automation results.
E-Gifts
Sell, customize, top up, and track digital gift cards.
Gift Card Management
Manage physical, digital, promotional, and unassigned gift cards.
Promotional Gift Cards
Issue campaign-based gift cards to customers, groups, or everyone.
Physical Gift Cards
Order printed cards, view invoices, and activate balances later.
Gift Card Balance, Reload & Import
Check balances, reload cards, and bulk import gift-card data.
Gift Card Analytics
Track issued, redeemed, expired, and distributed gift-card value.
Integrations
Connect Universell to your tools and financial ecosystem.
QuickBooks & Xero
Keep accounting synced with sales, expenses, and payouts.
Payment Gateways
Integrate major processors for seamless checkout options.
Uber Direct Integration
Offer local deliver options directly form order flows.
Zapier Integration
Automate tasks across thousands of connected apps.
Order Management & Shipping
Manage customer support requests and resolve issues efficiently.
QBO Online Sync
Sync sales, customers, inventory, invoices, taxes, and discounts with QuickBooks Online.
Xero Sync
Keep invoices, customers, inventory, and tax data in step with Xero.
ServicePro 911
Connect service operations to a dedicated workflow built for faster customer response.
Piggy Bank POS
Preserve your existing processor while connecting to a compatible POS experience.
Clover POS
Link Clover devices and keep checkout running on hardware your team already knows.
GoDaddy Poynt POS
Use GoDaddy Poynt devices while keeping your business data connected.
UNIVERSELL POS
Run checkout on Universell-native POS hardware and workflows.
Customer App
Give customers a branded self-service app for orders, offers, and engagement.
Inventory Count App
Count stock faster with a mobile app built for inventory workflows.
Chat App
Improve communication with customers and internal teams in one connected app.
Developer Portal
Explore APIs, test endpoints, and build custom integrations faster.
Analytics
Capture, nurture and retain every customer relationship.
CRM & Sales Analytics
Track leads, sales, and customer performance with clear, actionable insights.
Inventory Analytics
Monitor stock levels, inventory trends, and product performance with actionable insights.
Business Type
Explore tailored POS solutions for Retail, Service, E-commerce, and Salon businesses.
Retail
Streamline in-store sales, inventory, and customer management with ease.
Service
Manage appointments, payments, and customer interactions seamlessly.
E-commerce
Simplify online sales, orders, and inventory management in one place.
Salon
Easily handle bookings, staff schedules, and client management.
Partners
Business & Technology Partners
Accountants & Tax Consultants
Regional Partner Network
Resources
Blog
Tutorial Videos
Help Center
About
Get Started For Free
Login
Get Started For Free
Login
Home
Business Types
Retail
Apparel Store
Jewelry Store
Electronics Store
Bodega Store
Smoke Shops
Pet Store
Home Decor
Gift Store
Boutique
Fitness & Gym
Point of Sale (POS)
Multi-Location
Services
Consultancy
General Service
AC / HVAC
Plumbing
Electric
Carpentry
Landscaping
Cleaning Service
Repair Shop
Home Service
E-Commerce
Fashion Brand
Electronics Brand
Beauty Brand
Home & Living Brand
Grocery Delivery
Marketplace
Subscription Store
B2B Commerce
D2C Brand
Dropshipping
Salon & Beauty
Hair Salon
Beauty Salon
Spa
Nail Studio
Lash Studio
Makeup Studio
Barbershop
Skin Clinic
Massage Center
Professional Services
Agency
Freelancer
Consultant
Financial Services
Insurance Services
Cash Advance / Business Loans
Non-Profit Services
Recruiting Agency
Virtual Assistant
Business Services
Legal Services
Contractor
Don't see your business type? Universell works for 100+ industries
See it in action
->
Features
Browse categories
CRM & Customers
Communication
Inventory
HR & Employee
Sales & Payment
E-Commerce
Marketing
Integrations
Analytics
Business Type
CRM & Customers
Capture, nurture and retain every customer relationship.
Customer Management
Centralize profiles, activity history and lifecycle stages.
Deals & Pipeline
Track opportunities from lead to close with clear stages.
Custom Forms
Build intake forms that sync instantly with your CRM.
Ticketing System
Resolve support issues with SLA-aware ticket workflows.
Appointments
Let customers self-book meetings with smart availability.
Leads Management
Capture and qualify prospects before they become customers.
Customer Segments & Groups
Organize contacts into segments and groups for targeted outreach.
Lead Catcher
Turn website visitors into CRM leads automatically.
CRM & Deal Analytics
Forecast revenue and measure pipeline conversion in real time.
Customer 360 Profile
One complete view of every contact, deal, and interaction.
CRM Automation
Automate follow-ups, stage changes, and routine CRM workflows.
Customer App
Give customers a branded portal to view history and self-serve.
Appointment Catcher
Embed booking forms that create appointments in your calendar.
Communication
Connect teams and customers across channels in real time.
Unified Communication Hub
Manage calls, SMS, email, and team chat from one workspace.
Team Messaging
Chat internally with DMs, channels, threads, and video links.
Email & SMS Marketing
Send branded email campaigns with templates, scheduling, and delivery tracking.
SMS Marketing
Reach customers instantly with bulk SMS campaigns and delivery insights.
VoIP Calls & Call History
Place and track business calls with full history and analytics.
Call Scripts
Equip your team with searchable scripts for consistent conversations.
Call Forwarding
Route calls to the right person with scheduled forwarding rules.
Phone Numbers, Extensions & Call Groups
Buy numbers, assign extensions, and ring teams together.
Voicemail
Review received and sent voicemails in a searchable inbox.
SMS Inbox & Messaging
Send and receive texts in threaded conversations tied to contacts.
Business Email
Compose, schedule, and track one-to-one email alongside SMS and calls.
Collaborative Documents
Create, edit, and share rich documents with AI-assisted drafting.
Customer Communication Log
See every call, text, and email on the customer profile.
Communication Settings
Configure email, SMS, phone numbers, and delivery history in one place.
Inventory
Keep stock accurate, predictable, and ready to fulfill.
Real-time Stock Monitoring
Monitor stock movement live across stores and warehouses.
Inventory Alerts
Get low-stock and out-of-stock alerts before disruptions.
Vendor Management & Reordering
Automate replenishment with preferred suppliers workflows.
Inventory Count App
Run mobile cycle counts with discrepancy reconciliation.
Print Label App
Generate bar code and shelf labels in a single click.
Product Catalog
Manage your full product and service catalog in grid or list view.
Add & Edit Products
Create fixed, variable, and variant products with rich details and channel controls.
Bulk Import
Import or update thousands of items from Excel in a guided workflow.
Categories, Subcategories & Locations
Organize products with nested categories and in-store shelf locations.
Modifiers & Customization
Offer add-ons, toppings, and extras without creating new SKUs.
Product Bundles
Boost average order value with BOGO offers and product bundles.
Stock Adjustment
Record stock-in and stock-out movements with reasons and cost tracking.
Physical Inventory Count
Run floor counts by scan or list with mismatch review and sign-off.
Low & High Stock Alerts
Get email and SMS alerts when quantity crosses your thresholds.
Inventory Audit Log
Trace every stock movement back to its source transaction.
Inventory Count App
Count stock on the floor with Universell's Android mobile app.
Inventory Analytics
See KPIs, margins, profit, and top or weakest products at a glance.
Receive Inventory & Purchase Orders
Receive stock via purchase orders or manual multi-vendor intake.
Multi-Store Management
Connect store locations and sync catalog, customers, and rewards.
Stock Transfers
Move inventory between connected stores with automatic stock updates.
Vendor Management
Maintain a supplier directory linked to products and purchase history.
Reorder Workflow
Build reorder lists, email vendors, and place purchase orders fast.
Inventory Automation
Automate SMS and email when inventory events occur.
HR & Employee
Simplify workforce operations and employee development.
Employee Management
Manage employee records, access levels, and teams.
Payroll Reporting
Generate payroll summaries and tax-ready reports easily.
E-Learning & Training
Deliver internal courses and track training completion.
Clock-In/Out System
Capture attendance, shifts, and overtime accurately.
Add & Edit Employee
Onboard staff with a guided wizard for HR, pay, access, and login rules.
Role & Permissions
Control who can view, create, edit, and delete across every module.
Employee Import
Bulk-load staff from CSV with a simple template or AI-assisted validation.
Payroll & Wages
Run payroll reports across wages, commissions, deductions, and payments.
Volume Commission
Incentivize sales with daily, weekly, monthly, and per-order bonus tiers.
1099 Reporting
Track contractor payments and export 1099-ready reports.
Employee Performance
See top and weak performers on the dashboard and employee tab.
Employee Activity History
Audit every change, message, order, and document on the employee record.
Employee Scheduling
Set availability windows, time slots, and time zones per employee.
Schedule Catcher & Share Links
Embed bookable calendars on your website and share personal availability links.
Scheduled Appointments
View customer bookings tied to employee availability.
File Cabinet
Store HR documents, training files, and media in organized folders.
Learning Hub & E-Learning
Build courses, quizzes, and training forms for staff and customers.
Team Messenger
Message coworkers from the employee menu without switching apps.
Employee Automation
Trigger SMS and email when workforce events occur.
Workforce Apps & Integrations
Connect Chat, Inventory Count, and Customer apps with one-click training requests.
Sales & Payment
Close sales faster with secure and flexible payments flows.
Virtual Terminal
Accept card, cash, gift card, and ACH payments in one terminal.
Invoicing & Billing
Create branded invoices and automate recurring charges.
E-Sign Agreements
Collect signatures and payments in one seamless step.
Order Management & Shipping
Mange fulfillment, shipment labels, and delivery updates.
Make a Sale
Ring up a sale from any screen with one-click quick entry.
Customer Vault
Store verified cards securely for faster repeat payments.
Invoicing
Create, send, and collect on professional invoices with templates and reminders.
Estimates
Quote jobs and convert accepted estimates to invoices automatically.
Recurring Payments
Run subscriptions and auto-billed plans on a schedule you control.
E-Sign
Send documents for electronic signature and track every envelope.
Agreements
Build service agreements with e-sign, ID capture, and ticket linking.
Online Booking Forms
Let customers book services online with embeddable forms and QR links.
Jobs & Field Service
Schedule field jobs, collect payment on-site, and link work to invoices.
Route Planning
Visualize and optimize daily routes for field teams on a live map
Order Management
Search, filter, and manage every order type in one list.
Fulfillment & Pack-and-Ship
Move orders through a fulfillment pipeline from pick to dispatch.
Shipping Labels & Tracking
Print labels and track shipments without a separate shipping app.
Payment Forms
Embed secure payment forms on your website to collect money online.
Event Ticketing
Sell tickets and collect event payments through dedicated forms.
Order Analytics
Measure revenue and order trends across 15+ order types.
Sales Automation
Trigger automated SMS and email when sales events occur.
E-Commerce
Lunch high-converting online storefronts and web funnels.
Fast Shop E-Commerce
Lunch a storefront quickly with built-in checkout tools.
WordPress Integration
Sync products and capture leads directly in WordPress.
Landing Pages & Websites
Create optimized pages for campaigns and brand sites.
Storefront Branding
Customize logo, banners, theme colors, product cards, fonts, and layout.
Store Sharing & QR Codes
Share your store by link, QR code, email, SMS, and social channels.
Checkout Controls
Tune abandoned carts, quick checkout, out-of-stock ordering, and add-to-cart rules.
Domain, SEO & Analytics
Connect a domain, optimize metadata, and add analytics scripts.
Public Product Catalog
Give shoppers searchable product grids, filters, categories, and product detail pages.
Online Checkout
Support guest and logged-in checkout with rewards, shipping, coupons, and card payments.
Customer Order Portal
Let customers view profile, order history, receipts, and fulfillment status.
WordPress Integrated Site
Connect an existing WordPress site to Universell data and workflows.
AI Landing Page Studio
Generate campaign landing pages with AI-guided copy, design, and structure.
Landing Page Designer
Refine generated pages with a visual builder, AI editor, settings, and sharing.
Landing Page Dashboard
Track live pages, drafts, views, leads, and conversion rates.
E-Commerce Automation
Trigger automated follow-up around e-commerce events.
Marketing
Drive demand with campaigns, offers, and loyalty automation.
Email & SMS Marketing
Build targeted journeys with segmentations and triggers.
Coupons & Promotions
Run discounts, flash offers, and campaign promo codes.
Gift Card Program
Sell digital and physical gift cards with balance tracking.
Rewards & Loyalty Programs
Increase repeat purchases with points and tier benefits.
Rewards Dashboard
Track points, redemptions, enrollments, and loyalty program performance.
Rewards Setup
Define how customers earn, spend, and expire points.
Reward Templates & Flyers
Customize loyalty emails, SMS, and printable reward flyers.
Reward Import & Redemption Time Slots
Bulk import rewards and control when customers can redeem points.
First Time Rewards
Welcome new buyers with points after their first purchase.
Punch Card Rewards
Reward repeat purchases with free products or dollar rewards.
Comeback Rewards
Win back inactive customers with targeted reward offers.
Birthday Rewards
Automatically award and remind customers about birthday points.
Refer A Friend Rewards
Reward both referrers and friends for word-of-mouth growth.
Product Promotions
Promote selected products with discounts, templates, links, and QR sharing.
Store Promotions
Run store-wide discount campaigns for customers, groups, or segments.
Coupon List
Create, edit, clone, and audit coupons for all or selected inventory.
Coupon Campaigns
Send coupon campaigns by email/SMS with audience and recurrence controls.
Email Campaigns
Build small-scale, CRM, or enterprise email campaigns with reporting.
SMS Campaigns
Send bulk SMS with recipient selection, scheduling, logs, and delivery stats.
CRM SMS & Email Templates
Reuse approved messages across CRM modules and teams.
Enterprise Templates
Choose from a large gallery of reusable marketing email designs.
Marketing Automation
Build visual marketing journeys with triggers, actions, conditions, and goals.
Marketing Analytics
Measure campaign performance, deliverability, conversions, and automation results.
E-Gifts
Sell, customize, top up, and track digital gift cards.
Gift Card Management
Manage physical, digital, promotional, and unassigned gift cards.
Promotional Gift Cards
Issue campaign-based gift cards to customers, groups, or everyone.
Physical Gift Cards
Order printed cards, view invoices, and activate balances later.
Gift Card Balance, Reload & Import
Check balances, reload cards, and bulk import gift-card data.
Gift Card Analytics
Track issued, redeemed, expired, and distributed gift-card value.
Integrations
Connect Universell to your tools and financial ecosystem.
QuickBooks & Xero
Keep accounting synced with sales, expenses, and payouts.
Payment Gateways
Integrate major processors for seamless checkout options.
Uber Direct Integration
Offer local deliver options directly form order flows.
Zapier Integration
Automate tasks across thousands of connected apps.
Order Management & Shipping
Manage customer support requests and resolve issues efficiently.
QBO Online Sync
Sync sales, customers, inventory, invoices, taxes, and discounts with QuickBooks Online.
Xero Sync
Keep invoices, customers, inventory, and tax data in step with Xero.
ServicePro 911
Connect service operations to a dedicated workflow built for faster customer response.
Piggy Bank POS
Preserve your existing processor while connecting to a compatible POS experience.
Clover POS
Link Clover devices and keep checkout running on hardware your team already knows.
GoDaddy Poynt POS
Use GoDaddy Poynt devices while keeping your business data connected.
UNIVERSELL POS
Run checkout on Universell-native POS hardware and workflows.
Customer App
Give customers a branded self-service app for orders, offers, and engagement.
Inventory Count App
Count stock faster with a mobile app built for inventory workflows.
Chat App
Improve communication with customers and internal teams in one connected app.
Developer Portal
Explore APIs, test endpoints, and build custom integrations faster.
Analytics
Capture, nurture and retain every customer relationship.
CRM & Sales Analytics
Track leads, sales, and customer performance with clear, actionable insights.
Inventory Analytics
Monitor stock levels, inventory trends, and product performance with actionable insights.
Business Type
Explore tailored POS solutions for Retail, Service, E-commerce, and Salon businesses.
Retail
Streamline in-store sales, inventory, and customer management with ease.
Service
Manage appointments, payments, and customer interactions seamlessly.
E-commerce
Simplify online sales, orders, and inventory management in one place.
Salon
Easily handle bookings, staff schedules, and client management.
Partners
Business & Technology Partners
Accountants & Tax Consultants
Regional Partner Network
Resources
Blog
Tutorial Videos
Help Center
About
A Trusted Platform Built to Help
Startups Launch
and
Scale
Starting a business means making dozens of decisions every day. Your technology stack shouldn’t be one of the hard ones.
The Universell Startup Program gives early-stage companies access to a trusted, fully connected business platform designed to bring structure, speed, and clarity from day one.
Instead of juggling multiple tools, Universell unifies e-commerce, payments, POS, inventory, marketing, loyalty & rewards, promotions, telephony, team collaboration, workflow automation, deals pipeline management, and thousands of integrations into one secure platform - helping startups operate with confidence as they grow.
Get Started Now
Startup Program Offer
12 Months of Full Platform Access — Free for Qualified Startups
Eligible startups receive:
12 months of free access to the Universell $99 subscription tier.
Support for up to 10 employees.
Access to 100+ integrated business tools.
No obligation to continue after the free period.
Simple upgrade path as your business scales.
Apply to the Universell Startup Program
100+
Integrations
10
Team Members
12 Months
Free Access
Who This Program Is Designed For
Startup Eligibility
New or early-stage businesses
1–10 employees
0–30 months in operation
Qualifications Requirements
To ensure platform integrity and support serious founders, applicants must provide:
Business plan
Articles of incorporation
Utility bill (business address verification)
Ideal Applicants
This program is best suited for leaders actively running and scaling the business.
Marketing Officer
COO
Founder
CEO
Sales Director
Why Startups Choose Universell
A Platform You Can Trust
Universell is built for reliability, security, and real-world business use — not experimentation. Startups choose Universell because it provides structure early, reducing chaos later.
Track Deals & Revenue in One Place
Growth depends on visibility.
With Universell’s built-in deals pipeline, startups can:
Track deals from lead to close
Visualize sales stages and probabilities
Assign owners and set follow-ups
Keep deals connected to contacts, conversations, and payments
Eliminate spreadsheets and disconnected CRMs
Your pipeline stays clear, actionable, and always up to date.
Collect Payments Faster
Cash flow matters — especially for startups.
With Universell, you can:
Accept credit card and ACH payments
Collect payments at the moment of sale or signature
Connect payments directly to POS, invoices, e-commerce, and deals
Reduce delays, manual follow-ups, and missed revenue
Faster payments = healthier cash flow.
Built-In Team Collaboration & Accountability
Keep your team aligned without scattered tools.
Team chat, group chat, and organized channels
Centralized ticketing system for tasks and internal requests
Notifications that keep everyone informed
Role-based permissions and activity tracking
Clear ownership. Real accountability.
Integrated Communication & Telephony
Built-in business telephony
Centralized call logs and notifications
Keep customer and internal communication in one place
One Organized System — Not a Patchwork of Tools
Universell replaces multiple subscriptions by bringing everything together:
CRM & contact management
Deals pipeline & revenue tracking
POS & payments
Marketing & promotions
Inventory & e-commerce
Loyalty & rewards
Automation & workflows
Telephony
Team collaboration
Thousands of integrations
Common Startup Questions
Will this slow us down?
No. Universell simplifies operations so teams can move faster, not slower.
Is this only for sales teams?
No. Deals pipelines are valuable for founders, service businesses, agencies, and any startup tracking revenue.
What happens after the free period?
You decide. There’s no obligation, and scaling is seamless if Universell fits your business.
Can we grow into it?
Yes. Universell supports you from startup to multi-location operations.
Built for Long-Term Growth
Universell helps startups:
Stay organized from day one
Track deals and revenue clearly
Improve cash flow
Keep teams accountable
Scale without rebuilding systems
Start Free. Operate Smarter. Scale Confidently.
If you’re building a serious business and want a platform you won’t outgrow,
Universell is built for you.
Apply to the Universell Startup Program
Wait!
Unlock Powerful Tools to Grow Your Business—Don’t Leave Just Yet!
Manage CRM, Payments, and Sales—all-in-one simple dashboard with Universell
Get the tools you need to streamline operations, boost sales, and grow your business effortlessly! Try it FREE today—no commitment required!
Sign up now and start transforming your business!
Sign Up Now
Your Business Growth Hack Awaits!
Don’t miss out—your competitors aren’t!
83%
of businesses using Universell scale faster
And you could be next!
All-in-one power :
Close deals, track payments, and wow customers.
Zero risk :
Try it free—no credit card, no hassle.
Time saved = Revenue earned :
Automate 20+ hours of busywork monthly.
Exclusive offer
First 50 sign-ups this week get premium onboarding FREE ($300 value)!
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Unlocking Your Business Potential!
You're just one step away from
simplifying your business operations
and
boosting your revenue
effortlessly!
Automate & Grow :
Manage pipeline, Payments & Sales in one easy-to-use dashboard.
Save Time & Money :
Reduce manual tasks and focus on what truly matters.
Increase Conversions :
Powerful tools to keep customers coming back.
Join thousands of businesses already scaling with Universell!
Sign up now & get FREE TRIAL access!
No risk—just results!
Sign Up Now
Run Your Entire Business from One Smart Dashboard
All-in-one. Easy-to-use. Built for small business growth.
Join thousands of entrepreneurs using Universell to simplify operations, track sales, manage customers, and grow smarter — with 100+ integrated tools at your fingertips.
CRM, Payments, Scheduling, Inventory, Marketing & More
No tech team required — just results
30-Day Free Trial — no credit card needed
Start now and take control of your business the smart way.
Run Your Entire Business from One Smart Dashboard
All-in-one. Easy-to-use. Built for small business growth.
Join thousands of entrepreneurs using Universell to simplify operations, track sales, manage customers, and grow smarter — with 100+ integrated tools at your fingertips.
CRM, Payments, Scheduling, Inventory, Marketing & More
No tech team required — just results
30-Day Free Trial — no credit card needed
Start now and take control of your business the smart way.
Simplify the way you manage your workforce
From tracking hours to scheduling, payroll prep, and team communication—Universell brings everything you need to manage employees into one smart dashboard.
Track Hours & Shifts
See when team members clock in/out, edit entries, and export timesheets.
Payroll Made Easy
Automate calculations, manage 1099 records, and handle sales-based commissions (not a full payroll system).
Smart Scheduling & Appointments
Set availability, avoid double-booking, and sync with Google & Outlook.
Built-In Communication Hub
Send messages, emails, or make calls directly within the system.
Secure File Cabinet
Upload, organize, and share important documents safely.
Workforce Analytics & Reporting
Spot top performers, track attendance, and filter reports by time range.
Bring your team, tools, and tasks together with Universell.
Simplify employee management, reduce errors, and give yourself more time to focus on growth.
Get Started Today
WordPress Integration
WordPress powers a significant portion of websites worldwide, thanks to its flexibility and a massive ecosystem of themes and plugins. With the Universell plugin, you can enhance your WordPress E-commerce experience. This powerful tool allows you to seamlessly integrate your existing WordPress site with Universell, providing a robust set of features to manage and grow your business efficiently.
Connect Universell with Your Wordpress Site
1
Install & Activate
From your WordPress dashboard, simply install and activate the Universell Plugin.
2
Connect your account
Enter your merchant email and password to link your existing Universell account. New to Universell? Sign up first, then return to connect your account.
3
Enjoy Real-Time Sync
Inventory, orders, and customer data automatically sync between WordPress and Universell, so you’ll never worry about mismatched information again.
With the Universell Plugin for WordPress, you can unify store’s operations, reduce manual work, and focus on growing your business.
Connect my WordPress site with Universell
Build Landing Pages & Websites with Ease
Bring your business online in minutes with Universell. Whether you want to showcase products, promote services, or create a complete website, our intuitive builder helps you do it all. No technical expertise required.
What you can do:
Track performance with detailed page logs
Understand how your pages are performing. Get insights into traffic, user engagement, and clicks so you can optimize for better results.
No coding knowledge required
Anyone can build stunning pages with Universell. Drag, drop, and publish your site in no time with minimal effort.
Flexible, responsive design
Your pages automatically adapt to desktop, mobile, and tablet views, ensuring a smooth experience for every visitor.
Create custom landing pages or websites tailored to your business needs
Design a professional online presence that matches your brand. Highlight what matters most, from products and services to special offers.
Promote and showcase your products effectively
Use engaging landing pages to spotlight your products. Capture attention, drive more sales, and turn visitors into customers.
Bring your ideas to life with Universell’s landing page and website creator. Create, launch, and track now all in one place.
Create a Custom Landing Page
Smarter Order Management & Shipping, All in One Place
Manage every step of your order journey without switching between systems. Universell brings together all your orders in one easy-to-use dashboard, so you can stay on top of sales, payments, and shipping seamlessly.
Instant payment visibility
Quickly check the payment status for each order, whether paid, pending, or overdue, so you always know where your revenue stands.
Real-time shipment tracking
Track shipments from dispatch to delivery and know the exact moment your customer receives their order.
Pay unpaid orders instantly
Settle any unpaid orders directly from the order list with just a few clicks – saving time and avoiding delays.
All orders in one view
Access every order from FastShop, Invoice, E-Sign Agreement, Pax, and other modules in one central dashboard. No need to juggle multiple tabs or tools.
Seamless packing and shipping
Prepare items securely for delivery and choose whether to ship with or without a shipping label. Universell keeps the process simple while ensuring your products reach customers safely.
With Universell, order management and shipping become
effortless, transparent, and reliable.
Stay organized, deliver faster, and keep customers happy, all from one place.
Create a Custom Landing Page
Connect with Your Favorite Apps
Universell makes it easy to run your business smoothly by syncing with the tools you already use. Manage everything from one place with customers, inventory, payments, and shipping all in sync. What you can do:
Sync customers, inventory, and orders
: Keep your data always up to date across apps like QuickBooks, Xero, Pax, WordPress, and Zapier without manual effort.
Simplify payments
: Accept payments through PrimeGateway, Authorize.net, and other gateways or even crypto with complete security.
Ship smarter with Uber Direct
: Deliver orders quickly and reliably straight to your customer’s doorstep.
Integrate with accounting apps
: Stay on top of finances with QuickBooks and Xero using automated updates and easy reconciliations.
Start using Universell Today
CRM & Sales Analytics That Drive Growth
Understand your customers better and track sales performance in real time. Universell CRM Analytics gives you the insights you need to make smarter business decisions, improve customer relationships, and increase revenue. With CRM & Sales Analytics you can:
Make confident, data-backed decisions
that move your business forward.
Keep a pulse on customer engagement
to strengthen relationships.
Identify VIPs & top spenders
who bring maximum value.
Measure marketing ROI
and track the impact of your campaigns.
Identify upsell opportunities
to maximize customer lifetime value.
Track overall sales performance at a glance
with clear, visual reports.
Make data-driven decisions today
. Maximize your ROI and grow faster with Universell’s performance analytics.
Get Started with Universell
Unlock the power of Order and Inventory Analytics
With Universell, you get access to powerful inventory analytics that help you make informed decisions. Instantly see which products are flying off the shelves and which ones need rethinking. Understand market trends, forecast demand, and get a complete overview of your inventory performance. Our Margin Report goes a step further by showing which items bring in the most profit, helping you focus on what really moves the needle for your business.
Get Started Today
Smarter Marketing Starts with Better Insights
Understand how your campaigns are performing and turn data into decisions that drive growth. Universell’s real-time analytics give you a complete view of what’s working and where to improve. What you can track :
Track open rates
to measure audience engagement.
Monitor click-through rates
and see which messages drive action.
Measure purchase conversions
to link campaigns directly to revenue.
Analyze email deliverability
for better inbox placement.
Check bounce rates
to maintain a healthy email list.
Monitor spam reports
to protect sender reputation.
Refine future campaigns
with actionable insights.
Boost sales with smarter decisions
powered by data.
Make data-driven decisions today
. Maximize your ROI and grow faster with Universell’s performance analytics.
Get Started with Universell
Stay on Top with Daily EOD Reports
End your day with complete clarity on how your business performed. Universell’s EOD Report gives you a quick, actionable summary so you can make better decisions for tomorrow. What you get in your daily report:
Overall sales summary
: Know exactly how much your business earned today.
Customer insights
: See who purchased the most and which customers drove maximum profit.
Inventory status
: Identify high-selling and low-selling items to manage stock effectively.
Employee performance & payroll
: Track how your team performed along with payroll details in one place.
Start every new day with smarter insights
. Get EOD reports delivered automatically and keep your business growth on track.
Get Started Today
Top Features
CRM
Inventory
Website Builder
Team Collaboration
Telephony
Employee Management
Invoicing & Billing
E‑Sign & Payments
Order Management & Shipping
Virtual Terminal
E‑Commerce
Email Builder & Campaigns
SMS Marketing
Rewards & Loyalty
Custom Forms
Automated Operations
Appointment & Booking Systems
Analytics & Reporting
WordPress Integration
Zapier Integration
Point of Sale
Pipeline
Payroll Reporting
AI Assist
Custom Software Development
Partners
Developers & Agencies
Accountants & Tax Consultants
Universell Beta Program
Startup & Founders
Business Types
Retail
Service
E-commerce
Salon
Resources
Blog
Platform Schema
Release notes
Webinars
FAQs
Company
About Us
Pricing
Integrations
Free Sign Up
Schedule a Demo
Privacy Policy
Terms of Service
Cookie Policy
AI Terms & Use Policy
Acceptable Use Policy
© 2026 Universell. All Rights Reserved.
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1
Business Website*
◎ ⌃
First name*
Last name*
Business name*
What is your business website?
Business email*
Industry / Category*
Select an industry
Retail
Healthcare
Real Estate
Legal
Construction
Education
Finance
Technology
Food & Beverage
Beauty & Wellness
Professional Services
Automotive
Hospitality
Non-Profit
Other
Got it, next up →
2
Contact Number
☎ ⌃
Phone number for customers to reach you*
Business address*
How do you operate your business?*
Physical Location
Online Only
Subscription-based
Hybrid (Online + Offline)
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3
Business Details
🏢 ⌃
Type of Business
Not selected yet
Type of Modules for your business
Not selected yet
What do you want to achieve first?
Not selected yet
← Back
◉ All set, let's go! 🎉
QUESTION 1 OF 3
Type of Business
*
Service
E-commerce
Retail
Select your sub-type
*
Field Service Company
Facility Management Firm
HVAC / Plumbing / Electrical Contractor
Cleaning & Maintenance Company
Construction & Renovation Firm
Professional Services Agency
Repair & Installation Business
Online Store
Marketplace Seller
Dropshipping Business
Subscription Box
Digital Products
D2C Brand
Grocery Store
Apparel & Fashion
Electronics Store
Pharmacy
Specialty Store
Convenience Store
QUESTION 2 OF 3
Top modules for your business
*
Select all that apply
Manage Customers
Track Leads & Sales
Send Messages & Campaigns
Segment Your Customers
Handle Customer Support
Manage Appointments
Lead Capture Forms
Team Collaboration
Manage Your Team
Track Inventory
Create Bills & Orders
Sell Online
Build Your Website
Offer Discounts & Coupons
Sell Gift Cards
Run Referral Programs
View Reports & Insights
Send Contracts for E-sign
Create Agreements & Get Paid
Collect Payments from Customers
Share Payment Links
Set Up Recurring Payments
Create & Send Invoices
Accept Online Payments
Handle Refunds / Partial Payments
Track Payments & Revenue
QUESTION 3 OF 3
What do you want to achieve first?
*
Select all that apply
Grow Customer Base
Improve Lead Conversion
Improve Retention
Run Marketing Campaigns
Increase Customer Engagement
Understand Customers Better
Automate Follow-ups
Improve Team Productivity
Manage Appointments Efficiently
Close Deals Faster
Increase Payment Success Rate
Reduce Payment Delays
Improve Cash Flow
Automate Billing
Reduce Drop-offs
← Back
Pick an option to continue.
Next →
Leads Management
Track every prospect in a dedicated leads workspace with deal value, source, assigned rep, and creation date at a glance. Import leads in bulk or add them one at a time with + New Lead, then move qualified prospects into your customer database when they are ready.
Leads stay separate from your customer list so your team can focus on qualification and assignment without cluttering active accounts. Filter by period, employee, status, and segments to prioritize follow-up and keep pipeline hygiene tight.
Customer Segments & Groups
Build dynamic customer segments and static groups to slice your database by behavior, lifecycle stage, source, or any custom criteria. Segments power bulk actions, filtered views, and smarter campaign targeting across CRM and marketing.
Use groups for account hierarchies, VIP lists, or regional rollups-then apply them everywhere customers appear, from the main customer table to analytics and automation triggers
Lead Catcher
Deploy embeddable Lead Catcher forms that capture name, contact details, and intent the moment a prospect submits on your site. Every submission lands directly in Universell as a new lead—no manual entry, no lost inquiries.
Configure multiple catchers for landing pages, campaigns, or partner sites. Submitted data syncs instantly with lead records and appears on the customer 360 profile under Lead Catcher history for full traceability.
CRM & Deal Analytics
Open CRM Analytics and Deal Analytics dashboards to see new deals, current pipeline value, won/lost counts, and forecasted revenue on one screen. Conversion charts show how opportunities move stage by stage so managers can spot bottlenecks before they cost revenue.
Drill into deal source distribution, won/lost analysis, and revenue by source to understand which channels deliver the highest-value opportunities. Use these insights to coach reps, adjust stages, and align sales and marketing spend with what actually closes.
Customer 360 Profile
Open any customer to see a full 360° profile: contact and business info, health score, reward points, segments, assigned employee, billing and shipping addresses, and more. Quick actions let reps call, SMS, email, add notes, create invoices, agreements, tickets, or appointments without leaving the record.
Profile tabs consolidate communication history, notes with @mentions, orders, agreements, active deals, metrics, tickets, submitted forms, uploaded files, and saved payment methods. Everything your team needs to serve the customer is in one place.
CRM Automation
Set up CRM Automation rules that run when leads are created, deals change stage, tickets age, or customers hit a segment threshold. Trigger emails, SMS, task assignments, status updates, and internal notifications without manual intervention.
Reduce dropped balls and inconsistent follow-up by letting Universell enforce your playbooks. Automation works alongside segments, forms, and pipeline stages so growing teams scale outreach without scaling headcount.
Customer App
Offer a dedicated Customer App where clients sign in to see their profile, orders, agreements, appointments, and support tickets. Reduce inbound calls by letting customers check status, update details, and interact with your business on their schedule.
The app connects to the same CRM data your team uses internally, so self-service actions and portal activity stay in sync with the customer 360 profile and communication log.
Appointment Catcher
Publish Appointment Catcher forms on your website so prospects and customers book time without back-and-forth email. Availability rules and employee schedules control which slots appear, and confirmed bookings flow straight into
My Calendar
and the customer record.
Pair with employee scheduling to balance team capacity across locations or roles. Every booked appointment is tied to the contact in CRM for reminders, follow-up, and reporting.
SMS Marketing
Launch one-to-many SMS campaigns from your connected business numbers. The campaign dashboard shows schedule, recipient count, delivered and undelivered totals, and status—Completed or Active—at a glance.
Built-in
SMS Policy & Best Practices
keeps outreach compliant. Monitor credit usage and delivery rates, buy add-on credits when volume spikes, and pair campaigns with segments for targeted promotions, reminders, and re-engagement.
VoIP Calls & Call History
Run your business phone system inside Universell with inbound and outbound VoIP calling. The Call History dashboard shows total calls, missed calls, average duration, and completion rate—filterable by date range, category, and status (All, Missed, Ongoing).
Every log entry records who initiated the call, recipient, direction, duration, and status. Add notes inline and launch follow-up
Call
,
SMS
, or
Email
actions from any row without leaving the log.
Call Scripts
Build a library of call scripts your reps can open during live conversations. Search, create, edit, delete, or pop out scripts in a three-pane layout—script list on the left, full script detail in the center.
Creator and last-updated audit trails keep scripts current as offers, policies, or talk tracks change. New hires sound like veterans from day one.
Call Forwarding
Enable or disable call forwarding per business phone number and choose where calls should land—another user, extension, or external line. Set scheduled forwarding with start and end dates, times, and day-of-week rules for after-hours or holiday coverage.
Use
keep active until I turn off
for open-ended forwarding, or time-box rules for temporary coverage when reps are out of office.
Phone Numbers, Extensions & Call Groups
Purchase local or toll-free numbers by area code, state, or city—browse 2,700+ area codes and assign each number to users with role, email, and extension metadata. Four-digit extensions support fast internal transfers between people and departments.
Call Groups
let departments share an extension and ring simultaneously—the first person to answer connects the caller. Optional schedules control when each group is active by date, time, and day of week.
Voicemail
Access voicemail without dialing into a separate system.
Received
and
Sent
tabs organize messages by direction, with search once you type three or more characters.
Add new contacts on the fly and keep voicemail alongside call history and SMS so nothing falls through the cracks.
SMS Inbox & Messaging
Manage two-way SMS from a dedicated inbox with conversation search and threaded messaging. Pick your default sending number, open
SMS Templates
for reusable replies, and start new threads with
+ New Contact
.
The Overview tab tracks credit usage, delivery rate, and phone number status so you always know capacity before peak campaigns or busy seasons.
Business Email
Work from
Inbox
,
Sent
, and
Scheduled
tabs with a rich text composer—styles, images, tables, links, and HTML source editing. Schedule individual sends for a future date and time, separate from bulk marketing campaigns.
The sent log records customer, employee, template name, subject, SendGrid delivery source, and timestamp—with view and resend actions. System templates cover password resets, transaction confirmations, booking confirmations, and more.
Collaborative Documents
Open the Documents workspace to draft proposals, SOPs, and customer-facing content in a multi-tab editor. A full rich text toolbar and HTML source view give you formatting control;
Generate with AI
speeds up first drafts.
Search the sidebar document list, work on several docs at once, and share or delete with per-document actions. Keep templates and knowledge base articles where your team already communicates.
Customer Communication Log
Every customer 360 profile includes a
Communication
tab with a full history log filterable by date. Quick actions on the profile—
Call
,
SMS
, and
Email
—launch outreach without hunting for contact details.
Notes with @employee mentions (up to 32k characters) sit alongside the communication log so context from internal discussion and customer-facing messages stays in one record.
Communication Settings
Administrators manage channel setup under
Settings → Communication Settings
. Configure email delivery, SMS providers, phone number inventory, and a unified communication history view.
Link purchased numbers to users, extensions, and call groups; review forwarding status; and keep telephony, messaging, and email policies aligned with how your business actually operates.
Product Catalog
Browse inventory in
Grid
or
List
view with search, category filters, and toggles for sale items and promotional pricing. Tabs separate sellable inventory, services, internal/self-use, damaged, demo units, and soft-deleted items—each with its own workflow.
Every row shows SKU, quantity, price, in-store location, modifiers, and per-store stock. Quick actions cover price edits, commission setup, cloning, QR table-top prints, and channel visibility for POS, FastShop, and online store.
Add & Edit Products
Add products
without variant
or
with variant
(size, color, material)—each variant gets its own SKU and independent stock. Use the AI-assisted description generator, rich text or PDF attachments, and image uploads to build complete product pages.
Configure opening stock across four buckets—For Sale, Damaged, Internal/Self Use, and Demo Units—plus sale pricing, taxes, discounts, vendor links, shipping details, and selling options for POS register, online store, FastShop, and Google.
Bulk Import
Choose your import strategy:
Reset & Import Fresh
(replace all stock),
Update Existing Stock
(adjust quantities and add new items), or
Import From Fresh
(add new items only). A four-step wizard walks you through downloading the Universell template, preparing data offline, uploading `.xlsx`, and executing the import.
Column headers must match the template exactly—modified headers are rejected. Verify results in Manage Inventory after every run.
Categories, Subcategories & Locations
Create product categories with images, descriptions, and
Show on FastShop
visibility. Drag to reorder categories, then add subcategories under each parent with their own images and FastShop display settings.
Assign
In-Store Locations
(e.g., Shelf 20 Bin 50) so floor staff and count teams find items fast. Category and location filters power list views, counts, and reports across the module.
Modifiers & Customization
Build
Modifier Groups
and individual
Modifiers
for extras like toppings, packaging, or service add-ons. Modifiers adjust price at sale time without affecting stock—perfect for restaurants, retail customization, and service upsells.
Attach modifier groups to products on the Modifiers tab during add/edit. Customers choose options at POS or online; your catalog stays lean while checkout stays flexible.
Stock Adjustment
Open the
Adjust Stock
modal from Manage Inventory to move quantity in or out for any item. Stock-In captures unit cost price; Stock-Out records reductions. Choose an adjustment reason and add remarks for audit clarity.
Every adjustment logs to the Inventory Log instantly. The system supports negative for-sale quantities when your workflow requires it.
Physical Inventory Count
Start a count with
Scan & Count
(barcode/SKU one-by-one on the floor) or
View List & Update Count
(bulk entry by category and location). Track progress across sellable, damaged, demo, and internal buckets per item.
Counts move through
In Review
and
Counted
tabs. Review mismatches, print or download PDF/CSV reports, and share results with managers before finalizing.
Low & High Stock Alerts
Set minimum and maximum quantity thresholds per product with email and phone recipients. When stock crosses a boundary, Universell fires alerts so you reorder before a stockout—or flag overstock before cash gets tied up.
Low and High Inventory Alert reports show trigger quantity, trigger date, and category context. Link alerts to vendors for faster procurement follow-up.
Inventory Audit Log
The Inventory Log records every stock change—transaction type, quantity in/out, running stock in hand, remarks, and who updated it. Filter by date, item, category, customer, or vendor; export for reconciliation and compliance.
Drill into any entry to view the linked invoice, count session, or adjustment. Negative balances display when applicable so nothing is hidden from auditors.
Inventory Count App
Download the
Inventory Count App
for Android and sign in with your Universell credentials. Manage categories, modifiers, and variants on the device with real-time Wi-Fi sync to the web dashboard.
Scan barcodes on the sales floor, update counts without a desktop, and request one-on-one training from inside the app. Changes sync bidirectionally with Clover POS and your integrated website when connected.
Inventory Analytics
Filter analytics by
Fixed
,
Variable With Tracking
, or
Variable Without Tracking
inventory. KPI cards cover vendors, purchase orders, reorders, imports, received stock, damaged items, sale pricing, and alert counts.
Switch between chart and grid views for top products, top categories, and weakest performers. Open Margin Report, Sales Analysis, Profit Analysis, and Inventory Summary tables showing total value, potential revenue, profit margin %, and quantity in stock—with print and download export.
Receive Inventory & Purchase Orders
Create purchase orders one vendor at a time—add line items with cost, reorder qty, and place order. Or use
Manually Add Stock
to receive items from multiple vendors without a PO.
Tabs track
Open Purchase Order
,
Purchase Order Received
, and
Inventory Received
with variance columns for difference, damage qty, and tester qty. Receive inventory during the flow or add new products on the fly.
Multi-Store Management
Connect stores by Merchant ID or email, then approve inbound and outbound connection requests. Connected partners sync inventory, customers, rewards, coupons, gift cards, and stock transfer eligibility.
Manage active connections, pending requests, and cancelled partnerships from one screen. Mutual approval is required before sync begins—review each request before accepting.
Stock Transfers
Start a transfer from your current store to any connected destination. Search products, see available quantity at source, and enter transfer qty—over-transfer is blocked when stock is insufficient.
Both stores update automatically: source gets Stock-Out, destination gets Stock-In. Add notes for restocking reasons or seasonal balancing; every transfer logs to the Inventory Log.
Vendor Management
Build a vendor list with company name, contacts, email, phone, lifetime purchase value, and total received quantity. Upload vendor documents (PDF, Office formats) and track 1099-related fields for accounting.
Jump to
Reorder
from any vendor row. Toggle vendor status on/off without losing history.
Reorder Workflow
Open a vendor's
Product Reorder
tab to see qty on hand, suggested reorder qty, unit cost, and line totals. Select items in bulk, then download, print, share, or
Place Order
to generate a purchase order.
Purchase Orders
and
Order History
tabs track PO amounts, receipt variance, damage qty, and differences over time—so procurement stays tied to what actually arrived.
Inventory Automation
Create Inventory Automation rules with trigger name, inventory event, notify targets (customer, employee, merchant, or external source), and linked SMS and email templates. Preview templates before save, then set scheduling or recurrence in step two.
Alert the right people when stock runs low, shipments arrive, or custom inventory triggers fire—without manual follow-up from your ops team.
Add & Edit Employee
The
Add Employee
wizard walks through seven steps: basic information, access authorizations, confidential data,
wages, commission, file uploads, and login access with working hours. Capture gender, position, role, PIN, emergency
contacts, SSN, tax ID, 1099 tracking, and pay rate (hourly or salary) in one flow.
Edit Employee
adds an
Agreements
step for job responsibility, skills, description, and notes—plus top actions to
reset password, log in as employee, chat, or mail. Upload documents and images with type constraints; restrict login by
timezone, weekday, and time slot, with an option to allow access outside working hours.
Role & Permissions
Assign roles and fine-tune permissions with a View / Create / Edit / Delete matrix per module—Customer, CRM Automation, Leads, Pipeline, Customer Segment, Lead Catcher, Custom Forms, and more. Use
Manage Role
to define templates, then apply them during add or edit employee.
New hires get the right access on day one; role changes propagate without rebuilding accounts from scratch. Permissions align with Universell's sidebar modules so security matches how your business actually operates.
Employee Import
Choose
Basic Import
to download a sample CSV/XLSX with essential fields—keep column order, leave optional fields blank, and upload. Best for fast, minimal onboarding when data is already clean.
AI Import
uploads your file, validates entries, auto-corrects where possible, and lets you review results before final import. Both modes include an import guide video so HR and ops can self-serve without IT tickets.
Payroll & Wages
Open
Payroll Report
, pick an employee and date range, and switch tabs:
Wages
(regular and overtime hours,
rates, gross pay),
Order Commission
,
Volume Commission
,
Inventory Commission
,
Deductions
, and
Payments
.
A right-side summary card rolls up wages, each commission type,
deductions, and total due as of the report date. One workspace
replaces scattered spreadsheets when it's time to pay the team.
Volume Commission
Configure
Bonus Commission Levels
per employee—or
Copy to All Employee
to roll out a plan company-wide.
Accordion sections cover
Daily Sales
,
Weekly Sales
,
Monthly Sales
, and
Order
thresholds,
each with amount brackets and extra commission percentages.
Universell credits commissions on schedule: daily after 11:30 PM, weekly on Monday night, monthly on the last day, and
order commission instantly when the sale posts. Tie pay directly to performance without manual calculation.
1099 Reporting
Generate
1099 Report
tables with date, employee name, business ID, amount, and row actions. Export to
PDF
or
Excel
for accounting and year-end filing.
Pair with confidential employee fields—business tax ID and
Track Payment for 1099
—so contractor classification
and payment history stay aligned in one system.
Employee Performance
The
Employee
dashboard tab surfaces headcount, new hires, clock activity, imports, volume commission, appointments, payouts, and performer rankings. Top 5 and weakest 5 cards by order value help managers coach reps and recognize wins.
Drill from summary KPIs into payroll, commission history, and order logs on each employee profile—performance data connects to pay, scheduling, and CRM assignment in one platform.
Employee Activity History
Employee Log
and history tabs consolidate Employee Log, Communication History, Note History, Order Log, Commission, Wages, Documents & Images, and Metrics. Filter by date and search within tables to answer "who changed what and when."
Support disputes, compliance reviews, and manager check-ins without exporting to external tools. Every tab mirrors data your team already creates in sales, CRM, and payroll.
Employee Scheduling
Build schedules from the
Schedule
list—employee name, schedule date, timezone, start/end time, and interval (e.g.,
15 or 20 minutes). Use
Quick Add
or
+ Employee Schedule
to create availability; edit or delete from
row actions.
Availability Schedule Detail
shows generated slots (ID, employee, date, timezone,
start/end, interval). The
Add Employee Schedule
wizard covers date range,
weekdays, slot length, employee assignment, meeting provider URL, ad pixel
tracking, and share/preview steps.
Schedule Catcher & Share Links
Share Schedule Link
sends your calendar via SMS, email, or copied link—or embed a
Schedule Catcher
on your
site with preview, copy code, and send-email actions. Customers see a branded flow: pick a date, choose
a time slot, and receive automatic confirmation.
Paste catcher code on websites or social profiles so prospects book without phone tag. Employee-specific
and company-wide calendar embeds connect to
Scheduled Appointments
and CRM calendars
Scheduled Appointments
Scheduled Appointments
lists ID, employee schedule, calling context, employee ID, customer name, phone, email,
notes, status, and actions. Track active bookings and manage the pipeline from schedule catcher, appointment catcher, or
internal booking flows.
Every appointment links back to the customer record and employee schedule so reminders, follow-up, and revenue
attribution stay accurate.
File Cabinet
Create folders, upload files or whole folders, and browse a tile-based library with search and reset. Supported content includes PDFs, videos, and office documents—with storage usage shown (e.g., MB used of total quota).
Trash, alphabetical sort, and per-file download/view actions keep HR and compliance paperwork centralized. Pair with employee file uploads on the profile for a complete document trail.
Learning Hub & E-Learning
Learning Hub
organizes
Forms
,
Templates
, and
Archived
content. Create
E-Learning
templates
(interactive courses with graded testing after video completion) or
Quiz,
Test & Scoring
templates with a point-based grading system.
The test/survey designer offers a rich element palette—logo, agreement,
e-signature, header, lead catcher, learning video, payment, and
more—with rename, share, and preview. Publish
Anonymous
,
Customer Targeted
, or
Customer Group Targeted
forms;
end users see video players, required fields,
and submit flows with points tracking.
Team Messenger
Team Messenger
in the Employees mega-menu connects to Universell Communications—direct messages, channels,
threads, shared files, and voice/video calls. Managers reach field staff from the employee list via
Chat
and
Mail
actions on edit employee.
Internal collaboration stays inside the same login as CRM, sales, and scheduling—no extra Slack
or Teams subscription required for day-to-day coordination.
Employee Automation
Create
Employee Automation
rules from Marketing → Automation: define trigger name, trigger event, time frame, SMS template, and email template. The list tracks ID, created date, and actions for each rule.
Automate onboarding reminders, schedule change alerts, certification due dates, and internal notifications—same wizard pattern as CRM and Sales Automation so ops teams configure once and reuse everywhere.
Workforce Apps & Integrations
Open
Apps & Integrations
from Employee Management to access the
Chat App
,
Inventory Count App
, and
Customer App
—each with platform badges for mobile distribution.
Request Training
schedules onboarding for your team on the apps they use in the field.
Inventory Count syncs with the web dashboard and Clover POS; Customer App ties
to CRM and rewards. Centralized app discovery keeps mobile and tablet workflows
visible to every manager.
Make a Sale
Use
Make a Sale
in the global header to start a transaction without navigating away from your current work. Enter an amount and go—ideal for fast counter sales, deposits, or walk-in payments when speed matters.
The shortcut connects to the same payment engine as the Virtual Terminal, so tax, discounts, customer assignment, and receipt handling stay consistent across every sale channel.
Customer Vault
Activate
PrimeGateway Customer Vault
to save payment methods customers authorize for future use. Saved cards appear on the customer 360 profile and at checkout—virtual terminal, invoices, jobs, and recurring plans.
Reduce friction for repeat buyers and subscription customers while keeping sensitive card data handled through your payment gateway—not scattered across spreadsheets or sticky notes.
Invoicing
Build single or recurring invoices with line items, service dates, SKU, modifiers, attachments, and customizable messages. Choose from 10 branded templates, preview before send, and offer partial payments so customers pay what they can now and the balance later.
Invoice settings cover Bill Pay Portal access, automated reminders, early-payment discounts, SMS alerts, and chargeback-reduction emails. Row actions let you send statements, reassign employees, convert to jobs, link to existing jobs, or collect payment in one click.
Estimates
Create estimates with the same detail as invoices—primary contact info, job address, start/end times, line items, terms, messages, and attachments. Send for customer approval and track status from Open to Converted to Invoice.
When the customer pays, Universell tracks balance, refunds, and payment history through the conversion. Link estimates to jobs so field work and billing stay aligned from first quote to final payment.
Recurring Payments
Set up recurring sales in a three-step wizard: select customer and amount, choose interval and end rules (no end date, end date, or fixed number of occurrences), then enter payment details. Auto-generated orders bill on schedule—view, pause, or stop any plan from the Recurring Payments list.
Filter by date, payment method, customer, employee, frequency, and amount.
View Failed Transactions
surfaces decline reasons and occurrence numbers so you can recover revenue before churn sets in.
E-Sign
Manage signature workflows from draft through signed. Status tabs—Draft, Sent, Signed, Deleted, Voided, and Templates—keep every envelope organized. Upload a PDF, add recipients, place signature fields, and monitor progress bars showing who still needs to sign.
E-Sign integrates with agreements and sales documents so contracts close faster without printing, scanning, or chasing paper.
Agreements
Create one-time or ongoing service agreements in a two-step wizard: add details, then preview and send. Choose payment terms, e-sign expiry, verification options (snapshot, photo ID, sign without payment), and optional ticket creation with assignment.
Rich work descriptions, service/price tables, and template merge fields produce polished agreements. Signed agreements sync to the customer profile alongside deals, orders, and support history.
Online Booking Forms
Build booking forms in three steps: describe your form, choose services with pricing and duration toggles, then assign employees and review a live customer preview. Offer instant confirmation or approval-required bookings, with or without upfront payment.
Share via embed code, direct link, email, SMS, QR code, or social apps. Customize email templates for confirmed, received, and status-updated bookings—and add Meta Pixel, Google Tag Manager, or custom tracking pixels to measure conversions.
Jobs & Field Service
The Job Dashboard shows active and archived jobs with customer, employee, source, date/time, status, and total amount. Jobs auto-populate when you convert invoices, estimates, or agreements—schedule with employee availability, title, and address from a calendar picker.
Collect payments in-job via card, ACH, or cash. Aggregate unpaid invoices, estimates, and agreements on one job, save cards to the customer profile, and update job status inline as work progresses.
Route Planning
Open the Route Dashboard, pick a date and employee, and see every stop plotted on an interactive map with numbered markers. Review stop counts per rep and toggle
show selected route on map
to plan efficient drive order.
Edit routes per employee so technicians spend less time driving and more time delivering service—especially valuable for mobile businesses with multiple appointments per day.
Order Management
The order list supports scan-by-SKU, import, Bill Pay Portal access, and deep filters—payment method, delivery method, employee, status, order type, source, and amount range. Quick date presets (Today, Yesterday, Last 7 Days) speed up daily reconciliation.
Columns cover order ID, QuickBooks invoice number, customer, amount, status, type, shipment type, and notes. Manage upcoming recurring orders and jump to order management tools without leaving the sales workflow.
Payment Forms
Build and manage payment forms from the Sales mega-menu—list existing forms, add new ones, and share embeddable checkout experiences that connect to your payment gateway. Customers pay without calling or visiting in person.
Payment Catcher submissions flow into Universell as orders, keeping web payments alongside terminal, invoice, and booking revenue in one reporting view.
Event Ticketing
Set up event ticketing forms to sell admission, registrations, or seat-based access online. Ticket payments appear as
Event Ticket Payment
orders in analytics and order lists alongside invoices, bookings, and terminal sales.
Pair with email confirmations and customer records so attendees, purchasers, and refund requests are easy to find after the event.
Order Analytics
The Order Analytics dashboard filters by agreement, invoice, recurring invoice, estimate, job, Fast Shop, booking, event ticket, pre-auth sale, and more. KPI cards compare number of orders, users, items ordered, and average order value against the previous period.
Charts show revenue vs order count by week, orders placed vs shipped, and sales by customer country—so leadership sees what is selling, where, and whether fulfillment keeps pace with demand.
Sales Automation
Create Sales Automation rules with the same wizard pattern as CRM Automation: pick a trigger event, choose who to notify (customer, employee, merchant, or external source), attach SMS and email templates, then set scheduling or recurrence.
Automate payment reminders, post-purchase follow-ups, failed payment alerts, and internal handoffs so routine sales communication runs on autopilot.
Storefront Branding
Change the Fast Shop logo, upload or select banners from the library, add scrolling header/footer banner messages, and choose a storefront template from the theme gallery. Product positioning lets merchants reorder cards on selected pages, while category and subcategory managers control images, display order, and Fast Shop visibility.
Store Appearance settings cover theme colors, button colors, link/highlight colors, product borders, product card backgrounds, thumbnail backgrounds, font family, font size, and text colors. This gives non-technical users control over the shopping experience without code.
Store Sharing & QR Codes
The Fast Shop
Share
modal generates a public shop link, copy action, and QR code. Merchants can distribute the
store via email, SMS/chat, Facebook, X, Instagram, printed QR, or copied QR.
This makes Fast Shop useful for in-store signage, social promotion, text campaigns, and direct customer
follow-up from the same admin console.
Checkout Controls
Fast Shop settings include abandoned cart tracking, quick checkout, custom product requests, disabled add-to-cart rules, and out-of-stock ordering behavior. Abandoned carts are marked after one unpaid hour, and matching email/phone/amount can update existing checkout records instead of creating duplicates.
Quick Checkout lets customers complete purchases without leaving the product/listing page. Disable Add to Cart can target categories, subcategories, or specific products. Out-of-stock ordering can be allowed while Universell preserves inventory accuracy through automatic stock-in and stock-out adjustments.
Domain, SEO & Analytics
Domain Setup supports associating an existing domain, purchasing through Mydomainx.com, or using the built-in shareable Fast Shop URL. SEO Settings include page title, permalink, description, meta keywords, header code, footer code, and a hide-from-search-engines option.
Google Analytics guidance is built into setup, making it easier to connect tracking without leaving the admin flow. Header/footer code fields also support conversion pixels and site verification scripts.
Public Product Catalog
The public storefront includes logo, Home/FAQ navigation, search, Login, cart, category tabs, sort controls, filters for category, price, color, name, and size, and products-per-page selection. Product cards show images, item names, variant metadata, price, quantity controls, and Add to Cart.
Product detail pages include image gallery, breadcrumb, title, category/subtitle, star rating, reviews link, price, color swatches, size selector, quantity controls, availability, Add to Cart, Buy Now, Share, and shipping messages.
Online Checkout
Guest checkout captures first name, last name, email, phone, billing address, country/state/city/zip, shipping address, cart, and order summary. Logged-in customers see prefilled profile data, editable addresses, rewards redemption slider, available points, legal/consent language, and saved customer context.
Checkout includes Local Delivery and Web Shipping options, card and gift-card payment tabs, coupon application, authorization checkbox, and Proceed to Payment. Completed orders show product totals, tax, shipping, billing/payment status, shipping/fulfillment status, tracking history, printable receipt, and download actions.
Customer Order Portal
Logged-in shoppers get a customer dropdown with
Orders
,
Profile
, and
Logout
. The My Orders page
supports start/end date filters, fulfillment status, table search, receipt actions, and footer
links for Home, Order List, Profile, Contact Us, FAQ, Privacy Policy, Terms, Return/Refund
Policy, Shipping Policy, and Payment Policy.
This self-service layer reduces support calls and keeps customer-facing order status aligned
with Universell's internal sales and fulfillment records.
WordPress Integrated Site
WordPress Integrated Site connects an existing WordPress storefront to Universell so customers, inventory, and orders sync in real time. Merchants can manage sales, leads, and marketing from one dashboard while keeping their existing website presence.
The screen includes
View Plugin in Wordpress
and a service option for a professionally designed WordPress site integrated with CRM, lead forms, and booking tools.
Landing Page Designer
After generation, the page opens in a drag-and-drop designer with Go Back, editable page name, Preview, Save As Landing Page, and Save As Template. The AI Chat Editor can refine copy, sections, and structure, while the right panel exposes Elements, Properties, and Layers.
Elements include layout blocks, text, link, image, video, map, quote, form, input, textarea, select, button, label, checkbox, and radio. Settings cover landing page name, keyword, thumbnail, and domain connection. Share supports social channels, link copy, QR code, email, SMS, and print code.
Landing Page Dashboard
Existing Landing Pages shows summary metrics for pages live, total views, leads captured, and average conversion. Filter by All, Live, or Draft; search pages; open Archived; select templates; or create a new page.
Each card includes thumbnail, page name, industry/category tags, connection status, updated date, and Live badge. Lead capture and conversion metrics activate after lead forms are selected or added.
E-Commerce Automation
Ecommerce Automation sits alongside CRM, Sales, Inventory, Employee, and Marketing automation modules. Use it for post-purchase follow-up, abandoned checkout reminders, product interest campaigns, order status messaging, and internal handoffs tied to Fast Shop and web activity.
The automation model follows Universell's trigger/template/scheduling pattern, so merchants can reuse SMS and email templates across web, CRM, and sales workflows.
Rewards Dashboard
The Rewards Dashboard shows loyalty performance with date filters and KPI cards for
Points Redeemed
,
Amount
Spent as Reward
,
Customers Enrolled
, and
Points Awarded
. Manage reward programs from one
screen: First Time, Refer A Friend, Birthday, Comeback, and Punch Card Rewards all
appear as enabled reward cards.
Global settings include Setup Rewards, Auto Reminder settings, Rewards Transaction
templates, Rewards Flyer template, Import Rewards, and Rewards Redemption Time Slots.
Recent redeemed/awarded transactions are searchable by customer, points, date, and
actions.
Rewards Setup
Setup Rewards lets merchants define the core loyalty conversion: how much spend earns how many points, how many points convert into account credit, and when points expire. A summary panel clearly shows both earning and redemption rules.
When reward rules change, Universell warns if customers have not been notified. Use
Save and Notify Customers
or
Save
, and update notification email/SMS templates from the same screen.
Reward Templates & Flyers
Rewards Transaction Templates manage both
Rewards Received
and
Rewards Redeemed
notifications with email previews and SMS phone previews. SMS templates include character counters, live mobile preview, and merge fields such as `{{reward points}}` and `{{Retail Business Name}}`.
The Rewards Flyer Template uses a drag-and-drop visual editor with blocks for text, images, links, forms, buttons, and layout. Flyers can be emailed, downloaded, or printed for in-store loyalty promotion.
Reward Import & Redemption Time Slots
Import Rewards walks users through downloading a sample CSV, editing the correct columns, uploading CSV/Excel, and importing. This supports migration or bulk loyalty adjustments without manual point entry.
Rewards Redemption Time Slots let merchants enable redemption windows by day, start time, and end time. Each row has an enabled toggle and action controls so businesses can limit point redemption to approved hours.
First Time Rewards
First Time Rewards includes campaign metrics, enable/disable control, first-time reward points, validity period in days, and poster preview with Customize and Download. Share the reward via email or SMS and update both templates.
Award points manually to selected customers or groups, preview email/SMS, and send. Reminder screens target customers who earned rewards but have not used them, with customizable email and SMS templates including AI-assisted SMS generation.
Punch Card Rewards
Punch Card Rewards supports rule-based rewards such as “after 2 purchases, free product” or “after 10 purchases, receive $5.” Each rule can be enabled or deleted, and campaigns can be advertised to selected customers or groups.
The dashboard tracks points awarded and customers enrolled. Reminder flows identify customers who have not made purchases after receiving rewards, with email/SMS previews, template editors, and send email/message modals.
Comeback Rewards
Comeback Rewards target customers based on days since last purchase. Set reward points, inactivity threshold, validity period, enable the campaign, then send targeted offers to selected inactive customers.
Reminder workflows show customers who earned comeback rewards but have not used them. Email and SMS templates include “We Miss You” messaging, preview screens, rich editors, AI SMS generation, and send modals.
Birthday Rewards
Birthday Rewards define points awarded on birthday, validity period, and how many days before the birthday rewards should be awarded. The dashboard includes campaign metrics, poster preview, Customize/Download, and Enable Campaign controls.
Send reminders to customers with birthday rewards, update birthday email and SMS templates, and send direct email or message campaigns to selected customers or groups.
Refer A Friend Rewards
Refer A Friend lets merchants set points for the referrer, points for the friend, monthly referral limits, validity period, and campaign status. Share through email/SMS and use the poster preview for in-store or digital promotion.
Advertise referral rewards to customers/groups, send reminders, and customize
Rewards Earned
and
Rewards Received
templates with merge fields for customer name, referred name, points, and business name.
Product Promotions
Product Promotion creates product-wise campaigns through a three-step wizard: campaign details, template customization, and promote campaign. Fields include campaign name, public title, start/end dates, discount percentage, sale days, selected item, inventory, terms, description, and external website link.
The campaign template builder includes drag-and-drop blocks, product artwork, sale dates, discount, Shop Now/Visit Store CTAs, and contact details. Promote campaigns with shareable links, QR codes, email/social/messaging icons, transactions, customer views, and copy-and-create actions.
Store Promotions
Store Promotion applies a campaign to the entire store with fields for campaign name, public title, description, terms, start/end dates, discount, and sale days. The wizard includes campaign details, template customization, and customer/group selection.
Audience controls support all customers, individual customers, groups, and segments. Campaign lists include upcoming and past tabs, edit/copy/delete actions, preview modal, delete confirmation, detailed campaign columns, and current campaign views.
Coupon List
Coupon List shows coupon code, start/end date, promo value, created date, status toggle, and actions. Add or edit coupons with name, all-inventory toggle, category, subcategory, inventory, discount, start date, expiration date, sale price days, and QR code.
Row actions include
Clone Coupon
and
Coupon Logs
. Logs track who changed coupon data, old values, updated values, and timestamps for auditability.
Coupon Campaigns
Coupon Campaigns support campaign lists, status toggles, logs, transactions, reports, edit, copy, and campaign report actions. Campaigns can use small-scale templates or large-scale enterprise templates.
The wizard covers template choice, campaign details, audience, and scheduling/recurring rules. Define coupon code, dates, email template, subject, message, tags, header/footer display, customers or leads, groups, bounced emails, Send Now, scheduled delivery, recurring intervals, and ending rules.
Email Campaigns
Email Campaigns list campaign name, recurring state, scheduled state, email sent, created date, status, and actions. Row
actions include edit, copy, campaign log, transactions, report, and side-panel preview.
Campaign creation supports
Small-Scale Announcements
,
For CRM Users
, and
Large-scale Marketing
.
Small-scale campaigns use standard templates and messages; CRM-user campaigns use CRM email
templates; enterprise campaigns use a template gallery, drag-and-drop customization, audience
selection, bounced-email handling, and scheduling/recurrence.
SMS Campaigns
SMS Campaigns show connected phone numbers, SMS Policy & Best Practices, Add Another Phone, and Create SMS Campaign. The table tracks campaign name, sending number, schedule state, total recipients, delivered, undelivered, created date, status, and actions.
The Create Campaign wizard includes campaign name, message, customer/group selection, sending number, Send Now or Schedule, final review, and Launch Campaign. Campaign logs summarize Total Recipients, Delivered, Undelivered, and recipient activity.
CRM SMS & Email Templates
SMS/Email Template for CRM includes Email Template, SMS Template, and Archived Template tabs. Filter by associated module or category and search templates tied to Customers, Leads, Pipeline, Customer Segment, Customer App, Lead Catcher, Appointment Catcher, Custom Forms, Tickets, and more.
Email template actions include preview, permissions, edit, manage attachments, copy, and delete. SMS template actions include edit, access permission, delete, and preview. Archived templates can be previewed or restored.
Enterprise Templates
Enterprise Template provides a gallery of 186 templates with filters for template category, tags, and search. Templates such as Barber Shop and Chai-Tees can be selected for large-scale email and coupon campaigns.
Once selected, templates open in the campaign builder for customization with layout blocks, images, copy, forms, buttons, and style settings.
Marketing Automation
Marketing Automation lists campaign name, trigger, audience, status, and actions, with filters for Audience and Status. Row actions include edit, view logs, resume, and test campaign.
The automation wizard includes Campaign Details, Designer, and Sending Options. The designer supports triggers, Send Email, Send SMS, Wait/Delay, Add to Segment, conditions like Email Opened and Link Clicked, and goal nodes. Sending options control launch timing, re-entry rules, owner notifications, end conditions, and test mode.
Marketing Analytics
Marketing Analytics includes tabs for
Campaigns
,
Payment Catcher
, and
Automation
. Filter by period,
date range, campaign type, campaign tags, campaign name, email template, automation type, and
more.
Metrics include recipients, open rate, click rate, placed order rate, bounce rate, spam rate,
unsubscribe rate, revenue, and deliverability health. Detail views include Overview, Recipient
Activity, Conversions, Deliverability, engagement over time, email send volume by provider,
campaign performance tables, and order placed details.
E-Gifts
E-Gift Marketing lists order ID, card number, issue date, customer, issued amount, and actions. History shows transaction type/date, card number, customer, and amount. Card Info displays front/back/barcode views, issue details, Flip Card, Close, and Top Up Card.
Issue E-Gift Card is a five-step wizard: Primary Info, Select E-Gift Card Design, Card Customization, Select Card Recipients, and Payment. Customize card designs, edit business fields and terms, add recipients, and collect payment.
Gift Card Management
Manage Gift Card includes tabs for All, Physical, Digital, Promotional, and UnAssigned Card. The table shows card number, customer, card type, issue date, amount, and actions, with history modals for card details and transaction history.
Issue Gift Card supports Physical, Digital, and Promotional types. Physical cards use scan/verify card number and amount, customer selection, and payment confirmation. Digital cards use design selection, amount, recipient, and payment. Promotional cards move into the Gift Card Promotions workflow.
Promotional Gift Cards
Gift Card Promotions use a four-step wizard: Promotional Gift Card Information, Customize Gift Card, Sending Options, and Confirm. Set title, description, start/end dates, amount, design, and audience (new customer, all customers, specific customer, group/segment).
Campaign cards show title, date range, issued count, redeemed count, and status. Preview supports front/back flip; delete warns associated cards become unavailable; issued/redeemed drilldown shows campaign totals, recipient filters, card numbers, issued amount, current balance, and actions.
Physical Gift Cards
Order Physical Gift Card lists quantity, design, shipping address, order ID, order date, amount, payment method, status, and action. Invoice view shows bill-to, service line, quantity, rate, taxes, total, payment, balance, and paid status.
The ordering wizard collects business name, email, quantity, shipping priority, shipping address, design, gift-card amount/custom fields, and final confirmation. Confirm shows estimated delivery, printing charges, shipping charges, total, and reminder to load cards after receipt.
Gift Card Balance, Reload & Import
Check Gift Card Balance accepts scanned or typed card numbers and returns balance, card type, order ID, issue date, issue amount, and associated customer. Reload Gift Card verifies a card, captures reload amount, processes card payment, and shows a success modal with order ID, transaction ID, reload amount, updated balance, and email-sent note.
Import Gift Card uses a sample Excel workflow: download file, follow instructions, upload, and import. Rules include unique gift-card code, valid numeric amount, type values (1 physical, 2 digital), and customer matching by ID, email, or phone, with optional auto-create behavior.
Gift Card Analytics
Gift Card Analytics filters by date and campaign. KPI cards show Total Gift Cards Issued, Total Value Issued, Redeemed Value, and Expired Gift Cards.
Charts compare Gift Cards Issued vs Redeemed with Quantity/Value toggles and show Gift Card Value Distribution. This gives marketing and finance a shared view of liability, redemption, and campaign usage.
QBO Online Sync
QuickBooks Online sync keeps core business data aligned between Universell and QBO with a choice of real-time two-way sync or daily one-way sales sync.
Merchants can preserve continuity across sales, customers, inventory, invoices, taxes, and discount data while still maintaining flexible manual sync options. The integration is designed to reduce duplicate entry, keep accounting records current, and support businesses that already rely on QuickBooks as their financial source of truth.
Xero SyncKeep invoices, customers, inventory, and tax data in step with Xero.
Xero sync provides a direct bridge between Universell and Xero for full business-data synchronization.
The integration is positioned for merchants who want invoices, customers, inventory, taxes, and surcharge details to move smoothly between systems. Real-time updates and manual sync controls help teams keep accounting workflows accurate while reducing reconciliation work.
ServicePro 911
ServicePro 911 is presented as a service-focused integration that helps route operational activity into a more responsive service workflow.
It supports businesses that need a streamlined way to connect service requests, customer information, and operational follow-up with the broader Universell platform. The result is a cleaner handoff between day-to-day service work and the rest of the business stack.
Piggy Bank POS
Piggy Bank PoS brings processor-friendly point-of-sale connectivity into the Universell ecosystem.
This integration is ideal for merchants who want to keep their checkout process efficient without disrupting existing payment relationships. It is built to support connected commerce flows where payment hardware, transaction capture, and reporting need to stay aligned.
Clover POS
Clover PoS integration connects Universell to Clover-based hardware and workflows, making it easier to sync point-of-sale activity with the rest of the system.
The integration supports a variety of Clover device options and is designed for merchants who want dependable checkout performance, familiar device experiences, and a smoother path to centralized business reporting.
GoDaddy Poynt POS
GoDaddy Poynt PoS extends Universell compatibility to merchants using Poynt-powered checkout hardware.
The integration is built to help businesses continue using their preferred processor and device family while still connecting sales activity to Universell. It offers a practical way to keep the checkout experience stable and the back office synchronized.
UNIVERSELL POS
UNIVERSELL PoS gives merchants a native point-of-sale path inside the Universell ecosystem.
It is designed for teams that want a tightly integrated checkout experience with fewer moving parts between sales, payments, and reporting. The native POS path supports fast adoption, consistent workflows, and a cleaner connection to the rest of the platform.
Customer App
The Customer App creates a direct customer touchpoint for self-service and engagement.
It is designed to support easy access to customer data, quick orders, special deals, and other customer-facing interactions. With a mobile-friendly experience, businesses can extend their brand beyond the counter and keep customers connected between visits.
Inventory Count App
The Inventory Count App helps teams record and manage inventory from a mobile-first workflow.
It supports accurate stock-taking, faster updates, and reduced manual error during count sessions. This makes it easier for staff to stay productive on the floor while keeping inventory records aligned with the main dashboard.
Chat App
Chat App strengthens team and customer communication through a connected messaging experience.
It is positioned as a collaboration and interaction layer for businesses that want faster responses, better coordination, and a more conversational way to engage. The app helps unify communication without forcing staff to leave the Universell environment.
Developer Portal
The Developer Portal provides a structured API reference for technical teams building against Universell.
It supports endpoint discovery, parameter review, request execution, and integration planning across core business areas. For teams that want to automate workflows, connect external systems, or extend platform capabilities, the portal serves as the launch point for custom development.
Product Demo
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