Unite Square CRM has various reporting systems on the initial dashboard when you login. This provides you with that high-level view of the source of your leads and how the leads are being worked with in your account. You will also be able to run a full report of leads by source and sales by source.

Yes, all you have to do is reach out to the support staff and we will work with you to get all your contacts imported directly into the Unite Square CRM.

You want to keep all of your contacts forever. You want to be able to track if a particular lead has ever entered into your system. With the Unite Square CRM, contacts that have already been submitted through one of our forms will automatically be updated. So you will always want to know the initial path of a particular lead.

At Unite Square we pride ourselves on having a fully customizable system for our clients. Not every business has the same paths and statuses therefore we want our system to be fully customizable. You will be able to edit the lead status types in your account admin. This provides an extra level of customization for your business.

This feature is unavailable at this time. Our team is diligently working on having Google calendar sync all your tasks that are set within the Unite Square CRM.

Yes, Unite Square CRM will have a report that you can run to verify sales by source. One of the sources can also be direct traffic. The sales amount will be manually entered in by the user that completes a transaction. You are able to run a report by any customized date range to provide you with the best results.

Absolutely! Unite Square was founded on the idea that a CRM cannot be one-size-fits-all. Different organizations have different lead capture forms. So, with that in mind, we are open to any ideas that you may have and we will gladly work with you to custom build your lead capture forms.

Your billing cycle will begin on the day your credit card is charged, rather than on the first of the month, so there is no need to pro-rate charges.

No. Billing is strictly by monthly units, so we neither pro-rate nor refund.