Ujiboo
    Tailored deployment

    Run your business.Not the software.

    A CRM configured to your team — records, pipelines, automations and permissions, shaped to your processes. We design it with you, deploy it on your infrastructure, and stay close as it evolves.

    Talk to our teamSee it in action
    GDPR · EU residencySSO + role-based accessSchema-first · custom fieldsTailored deployment
    The canvas

    Your records, your shape.

    Most CRMs make you bend your business to fit their data model. Ujiboo CRM is the inverse: we co-design your schema, your pipeline stages, your views and access rules — then ship a workspace that already feels like yours on day one.

    See how a record looks

    • Custom schemas, not generic forms

      Define the fields and types your business uses — VAT, fund codes, site refs, custom enums.

    • Filters that survive complexity

      Multi-select, date ranges, dependent filters, saved views. Built for ops teams who manage thousands of records.

    • Bulk actions, audit-logged

      Mass update, reassign, archive — with selection memory across pages and a clean audit trail.

    • Table or grid, your call

      Switch view per record type. Column visibility persists per user, so each role sees their own canvas.

    Anatomy of a record

    Everything you need. Nothing in the way.

    A record isn't just a row in a table. It's a deal, a customer, a ticket — with context, history, attachments and people. Ujiboo CRM shows the full picture at a glance, then gets out of your way.

    • Tabbed sections

      Overview, Activity, Documents, Tasks, Contacts — every detail one tab away, never buried in a sidebar.

    • Related records, native

      Companies, contacts, deals and tickets cross-link automatically. Click through without losing context.

    • Activity that writes itself

      Stage moves, calls, emails, document signs — auto-logged with a clear who-did-what trail.

    • Documents in the record

      Upload, share, e-sign — all attached to the record, with status badges (Draft / Shared / Signed).

    See pipelines next
    Sales pipeline

    Pipelines that fit how you sell.

    Drag, drop, advance — with automations triggering on every stage change. New-business and renewal flows live side by side, each with its own stages, owners and forecast.

    • Stage automations

      When a deal lands in Negotiation, fire your playbook: notifications, tasks, document templates.

    • Weighted forecast

      Each stage carries a probability. Forecast updates the moment a card moves columns.

    • Multiple pipelines

      New-business stages differ from renewals or upsells. Run them side by side, switch with one click.

    Insights

    Your business, in one screen.

    Pipeline health, revenue forecast, team activity — composed from the records you already manage. No data warehouse, no nightly job. The dashboard is the live workspace.

    • Live

      Snapshot

      Recomputed on every record change.

    • 120+

      Saved views

      Per role, per pipeline, per workspace.

    • Q3

      Forecasting

      Weighted by stage probability and history.

    • 0 ms

      Lag to insight

      Edits hit the dashboard immediately.

    Automations

    Tedious work, on autopilot.

    Build flows that match your playbook. When a deal advances, a ticket reopens or a contract is signed, your CRM does the follow-up — pings, tasks, emails, document handoffs — without waiting for a human reminder.

    • Triggers

      Stage moves · field updates · scheduled runs · inbound webhook

    • Branches

      If-this-then-that conditions on any field, role or pipeline

    • Actions

      Create task · update record · notify owner · tag · outbound webhook

    Plugs into whatever your team runs

    • REST API
    • Webhooks
    • Email
    • Calendar
    • CSV / Excel
    • S3-compatible storage
    • SSO · OIDC / SAML
    • and anything with an HTTP endpoint
    Access & security

    Access by design, not by accident.

    Granular, role-based, audit-logged. Every checkbox is a contract: who can see, do, change, delete. Sane defaults out of the box, full control when you need it.

    • CRUD per role, per record type

      Toggle Create, Read, Update, Delete on every capability. Custom roles supported.

    • Field-level visibility

      Sensitive fields stay hidden. Sales sees deal value; finance sees margins.

    • Workspace + team scopes

      Scope access by team, region or pipeline. SSO + SCIM for clean onboarding.

    SSO / OIDC / SAML·SCIM provisioning·Audit log · 12-month retention·EU residency·GDPR-compliant DPA·Backups · point-in-time restore
    Discovery starts here

    Let's design the CRM your business deserves.

    Tell us how your team works. We'll come back with a workspace configured to fit — records, pipelines, automations and access — ready to roll out.

    Talk to our teamAbout Ujiboo
    • Tailored configuration
    • Onboarding in days, not months
    • Self-hosted available