UCH360 CRM

A Simple CRM Built To Help Service Businesses Convert More Leads

UCH360 gives your team one place to manage leads, conversations, follow-up, appointments, and customer activity — so fewer opportunities fall through the cracks.

Track every lead Automate follow-up Book more appointments
CRM Pipeline

Today’s Lead Activity

Live
New Website Lead Auto-response sent

New

Missed Call Lead Text back triggered

Contacted

Appointment Request Calendar link shared

Booked

Past Customer Review request scheduled

Follow-Up

The Problem

Leads Get Lost When Your Follow-Up Lives Everywhere

If your leads are spread across missed calls, texts, emails, sticky notes, spreadsheets, inboxes, and memory, opportunities will slip away.

That is not a people problem. It is a pipeline problem.

UCH360 helps bring your lead follow-up into one simple CRM so your team knows who needs attention, what happened last, and what should happen next.

Scattered follow-up creates:

  • Forgotten callbacks
  • Unanswered texts
  • Leads stuck in inboxes
  • No clear next step
  • Missed appointments
  • Lost sales opportunities

CRM Features

Everything Your Team Needs To Track And Move Leads Forward

UCH360 helps your team see every opportunity, manage every conversation, and know exactly what needs to happen next.

📍

Lead Pipeline

See where every lead stands, from new inquiry to booked appointment or closed customer.

💬

Conversation Tracking

Keep calls, texts, emails, and notes connected to the right contact.

Follow-Up Tasks

Know exactly who needs a callback, text, email, appointment, or next step.

📅

Appointment Visibility

Track scheduled appointments and connect them to each lead.

Automation Triggers

Start SMS, email, reminder, and review workflows based on lead activity.

👥

Team Organization

Give your team a clear view of what needs attention now.

How It Works

How UCH360 CRM Works

UCH360 helps you capture, organize, automate, and move every lead forward without relying on memory or scattered notes.

01

Capture The Lead

Leads from calls, forms, chats, texts, and booking pages can flow into UCH360.

02

Organize The Opportunity

Each lead is tracked inside your CRM pipeline with contact details, conversations, and status.

03

Automate The Follow-Up

UCH360 can trigger texts, emails, reminders, and workflows so your team does not have to chase manually.

04

Move The Lead Forward

Your team can update the pipeline, book appointments, assign tasks, and keep the opportunity moving.

05

Track What Happened

See which leads converted, which ones need attention, and where opportunities are being lost.

Use Case

Example: A New Lead Comes In From Your Website

A prospect fills out a form asking for pricing, availability, or a consultation.

Without a CRM, that lead may sit in an inbox until someone remembers to follow up.

With UCH360, the lead can enter your pipeline, receive an automated response, trigger a follow-up task, and move toward an appointment.

That is how you create a repeatable sales process.

Website Lead Workflow

1
Form Submitted

New lead asks for pricing or availability.

2
Lead Added To CRM

Contact details and request are saved in the pipeline.

3
Auto-Response Sent

The lead receives a fast text or email response.

4
Task Created

Your team knows exactly who needs follow-up next.

Industries

Built For Teams That Need Better Lead Visibility

UCH360 CRM is built for service-based businesses that need to track leads, manage follow-up, and keep every opportunity moving.

HVAC Plumbing Roofing Med Spas Dentists Chiropractors Attorneys Real Estate Auto Repair Contractors Consultants Home Services

UCH360 Platform

CRM Is Just The Beginning

UCH360 CRM connects with the rest of your lead follow-up system so your team can capture leads, automate communication, book appointments, and keep every customer relationship organized.

Missed call text back
SMS automation
Email automation
Live calendar
Review requests
Web chat
Appointment reminders
Reporting dashboard

FAQs

UCH360 CRM FAQs

What is UCH360 CRM?

UCH360 CRM is a lead and customer management system that helps businesses track contacts, conversations, appointments, and follow-up in one place.

Who is UCH360 CRM built for?

UCH360 CRM is built for service-based businesses that rely on leads, calls, appointments, follow-up, and repeat customer communication.

Can UCH360 CRM track calls and texts?

Yes. UCH360 can help keep conversations connected to contacts so your team can see lead activity more clearly.

Can I automate follow-up from the CRM?

Yes. UCH360 can trigger SMS, email, reminders, and workflows based on lead activity, pipeline stages, and customer actions.

Does UCH360 replace spreadsheets?

Yes. If you are tracking leads manually in spreadsheets, UCH360 can give you a cleaner and more automated way to manage opportunities.

Can my team use UCH360 CRM?

Yes. Your team can use the CRM to view leads, manage conversations, update stages, assign tasks, and follow up with prospects.

Does UCH360 CRM connect with other tools?

UCH360 CRM connects with tools inside the UCH360 platform, including missed call text back, SMS automation, email automation, calendars, review requests, and reporting.

Ready To Stop Losing Track Of Leads?

Book a quick demo and see how UCH360 CRM can help your business organize leads, automate follow-up, and convert more opportunities.

UCH360 is a service of 09000 Consulting, LLC

813.544.1986

6421 N. Florida Ave, Ste 1189-D

Tampa, FL 33604