Customer story

Transforming client management at Unite Traders & Technologies (UTNT) with CrmLeaf

UTNT exports and distributes scientific instruments, IoT monitoring systems and environmental automation tools. It moved from siloed systems to one CrmLeaf workspace for leads, clients, inventory, expenses, HR and role-based access.

Start free trial Book a 30-min demo

Ranvir Soni, CEO & Managing Director of UTNT — Ranvir SoniCEO & Managing Director, UTNT

Industry: Scientific Equipment, IoT & Environmental Solutions
Location: India
Leadership: Ranvir Soni, CEO & Managing Director
Business legacy: 20+ years

UTNT is a well-established leader in the export and distribution of scientific instruments, IoT-based monitoring systems, and environmental automation tools. With a core focus on agricultural automation, wireless sensor networks, and smart water monitoring systems, UTNT serves a broad range of industries and a global clientele.

Before

How it started: a conversation at the Mining Expo

Event: 3rd Mining Expo, Bhubaneswar
Date: April 3, 2025
First contact: A booth discussion with Ranvir Soni

A quick introduction led to a conversation about UTNT’s business processes and operational hurdles. Mr. Soni was looking for a robust CRM that could keep up with the company’s growing needs, and CrmLeaf stood out for its flexibility, domain fit, and scope for deep customization.

What UTNT was working around

No centralized platform to manage clients, leads, inventory, and teams
Limited visibility across sales, operations, and HR
No custom role-based access controls
Manual tracking of expenses and stock movement
A wish to move away from generic tools like Zoho CRM that lacked specialized features and personalized support

The CrmLeaf setup

What we put in place

CrmLeaf’s core capabilities were matched to UTNT’s operations in a clean, modular setup, with each feature solving a specific business challenge.

01
Centralized control from one dashboard
Real-time visibility across leads, clients, and projects in one workspace, with no more scattered spreadsheets or status silos.
02
Role-based access
Clearly defined user roles and permissions let each department work with secure access and keep data integrity.
03
Built-in expense and inventory modules
Tracking purchases, managing stock, and monitoring project-wise costs became simpler, with better control over day-to-day spending.
04
HR automation
Attendance, leave requests, and monthly payroll are handled inside CrmLeaf, with no third-party HR tool or manual reconciliation.
05
Transparent sales workflow
UTNT can clearly separate proposals from estimates, which brings clarity to client conversations and reduces sales friction.
06
Biometric integration, scoped for later
UTNT also scoped a future integration with biometric devices for real-time employee time tracking, from field to office.

What we committed to

Personal onboarding assistance
On-demand training
A user-first, scalable pricing structure
Long-term partnership for future needs

In their words

“CrmLeaf stood out with its simplicity and power. What impressed us most was the quick response, domain understanding, and ability to adapt the solution to our exact needs.”

Ranvir SoniCEO, UTNT