Help center

Getting started

Start here to access Ubic, discover the interface, and make your first call.

Create a list, check lead information, and prepare it for calling.

For sales reps: start calls, update leads, and find previous conversations.

For sales reps: schedule next actions and handle reminders at the right time.

For sales reps: message a lead and keep every reply in one place.

Track personal sales progress or configure team goals and challenges.

Track your day and, for administrators, analyze or share team performance.

For administrators: decide when a lead should return to the calling list.

For administrators: connect the CRM and the tools used by the sales team.

For administrators: prepare users, calling, and information shared across the team.

For administrators: choose a subscription, manage payment, and review renewals.