What How and Why of UnifiedVU

WHAT is UnifiedVU? UnifiedVU surfaces data that is relevant to your workflow (e.g. prospect due diligence) from internal and external software (e.g. CRM software) and data sources (e.g. Companies House) onto one interactive user screen giving you the ability to act on insights arising from multi-sourced data via built-in functionality. It also work interactively with[…]

Microsoft OneDrive Pipedrive Integration

Help us improve #Pipedrive App Suite

Another day, another morning bathed with sunshine here in Cheadle Hulme, Manchester where I live.  One of our key customers have asked for few improvements to our Pipedrive Apps Suite last night during a customer support session I held and keen to hear your feedback in order to improve the functionality and performance of Pipedrive Apps[…]

Email verification with CRM and FullContact

Few folks asked me recently how UnifiedVU could be used to verify email addresses. Before I show, let me explain why you might benefit from email verification service. All of us have two types of contacts, those we already know and have contacts details, and those we don’t know yet and have no contact details[…]

Supporting the #SaaS Cluster of #CapsuleCRM #Zendesk #MailChimp #Xero and #Twitter

One of the first Software-as-a-Service (SaaS) cluster we support includes CapsuleCRM, Zendesk, MailChimp, Xero and Twitter, which also works with Companies House for UK customers and Google Maps for location. Note: Financial figures shown above is for demonstration purpose only and not real. Rest is. When you add these apps on to a Work Space[…]

Want to trial an advanced version of Sales Pipeline View for CapsuleCRM

Since we re-skinned CapsuleCRM in many moons ago, we have been using it extensively to manage our own pipeline including on-boarding our initial trial customers. Today, we released a more advanced version taking trial customer feedback into consideration, and its ready for you to trial and use. The 6 major advancements we brought to fruition are:[…]

Buffer’s new Respond Twitter App side by side with UnifiedVU’s Twitter App

The long awaited Buffer’s Respond App is finally here and I had the opportunity to check it side by side with our Twitter App during its Beta release. Whilst both offers similar core functionality, the intentions of usage is drastically different. Our Twitter App forms part of the unified customer and supplier communications. It does not[…]

On-boarding trial customers for the first time

Today, we reached a milestone of on-boarding 3 trial customers, who all use CapsuleCRM as their CRM system. To reach this juncture, we built 29 Single Page Apps (SPAs) connecting 15 data sources. View more on edocr It’s worth taking a moment to recapture the past.. Having incorporated the company just before Christmas 2014, we[…]

Introducing Mailchimp with any CRM #Salesforce #CapsuleCRM

I have been testing our MailChimp App with CapsuleCRM Contacts App and Salesforce Contacts App, and just wrote the instructions on how to use it with any CRM or Contacts Apps we have and will build in the future. I’ve compared our MailChimp App against the data appearing in MailChimp as well as in CapsuleCRM.[…]

Getting to know the basics of UnifiedVU – Spaces, Pages and Apps

On UnifiedVU, collaboration takes place at Spaces, which can be private or shared with a group of users. You can share your spaces with employees from other organisations, as well as from within your own organisation. Each Space can have a large number of Pages, and each Page is populated with Apps from your private AppStore. Apps can[…]