UDBOARD
No more copy-pasting from your phone to a spreadsheet. Contacts, leads, deals, and call history all in one place — updated automatically after every call.
Why built-in crm matters
Capture contacts from calls, forms, or manual entry — every call automatically attaches to the right contact record.
See every open deal at a glance. Drag and drop between stages; AI flags deals that are going cold.
Every inbound and outbound call is recorded against the contact record with no data entry required.
UDBOARD scores every lead based on activity so your team works the right ones first.
How it works
Upload a CSV or sync from your previous CRM. UDBOARD dedupes against existing contacts automatically.
Calls log against the right contact record. Notes and recordings attach automatically.
Drag deals between pipeline stages as they progress. AI flags deals that need attention.
“My reps used to switch between five tools in one call. Now everything is in UDBOARD and they actually update the CRM.”
Ready when you are
No hardware. Setup in 5 minutes.