The UTG CRM & Automation Cloud
The UnityTech SaaS portal gives you one place to manage leads, clients, calls, texts, emails,
and follow-up — with automation levels that grow as your business grows.
Run Everything From One Login
Core CRM Features
- Client & lead management
- Custom pipelines for leads & referrals
- Notes, tasks, reminders & tags
- Basic intake & follow-up templates
Phone • SMS • Email
- Send & receive SMS inside your portal
- Log and track phone calls
- Send 1-to-1 or batch emails
- Usage-based billing built into UTG SaaS
Automation by Package Level
Starter & Pro
- CRM access for client tracking
- Basic intake & follow-up workflows
- Email/SMS templates you can reuse
Elite Service Bureau
- Advanced multi-step automations
- Referral agent & recruiting workflows
- Power dialer & advanced call tools
- Automated after-season nurturing