From the prospect record
During or after the call, you create a task on the record: type Callback, Follow-up or To-do, and a due date.
Tasks
Your callbacks and follow-ups,sorted by due date.
You create a callback from a prospect record. Ubic sorts it into the right column by due date: overdue, today, later.
Three stepsFrom created callback to closed task
Sorted on its own
The task shows up in the Tasks view, in the right place based on its date.
Handled, then closed
You complete it when it's done. If it's not the moment, you drag it to another column to reschedule.
What the Tasks view does
Three columns by due date
Overdue, today, later. Tasks sort themselves by date, in your timezone.
Drag to reschedule
You drag a task from one column to another, and its due date realigns. Without opening the detail.
Complete or reopen
A handled task leaves the columns. Completed by mistake? You reopen it without losing context.
Attached to the prospect
Every task is linked to a prospect, with its note and history. Everything stays on the record.
Frequently asked questions
How many numbers does Ubic call in parallel?
Ubic calls up to 3 numbers in parallel. Voicemails, fax lines and invalid numbers are filtered out automatically. As soon as someone picks up, you are connected with no silence.
Which CRMs work with Ubic?
Ubic ships 15 native integrations: HubSpot, Zoho CRM, Pipedrive, noCRM, Attio, NetHunt, Close, Salesloft, Lemlist, Gong, Modjo, Slack, User.com, Airtable and BoondManager. Sync is two-way: calls come back with their duration, recording and transcript. CSV import works too, with automatic column mapping.
How does billing work?
One plan at €200 per user per month. Quarterly at -10% (€180/month), annual at -20% (€160/month). Everything is included: parallel dialer, CRM integrations, reports, recording, transcription, automatic number rotation, and onboarding in French.
Does Ubic provide the phone numbers?
Yes. Ubic provides the numbers and monitors their deliverability. Automatic rotation of outbound numbers limits the risk of a number being flagged as spam. You never manage the phone infrastructure.
How long does it take to set up Ubic?
Setup is fast. You import your lists (CSV or CRM sync), connect your integrations and run your first call sessions. Onboarding is done with every new team. First results show within the week.