THE CUSTOMER OPERATIONS PLATFORM
Merchants, tickets, invoices, and shipments in one AI-powered workspace.
LIVE — 36 TICKETS IN QUEUE · 14 AUTOMATIONS RUNNING
Eiko is gathered context.
Give the AI assistant a job and watch it coordinate the work.
Gathered context
10:02Merchant record, ticket history, and device status.
Call summarized
10:04Captured the issue and requested on-site support.
Assigned to Priya
10:05Routed Ticket #482 to Tier 2 Hardware Support.
Support scheduled
10:06On-site visit booked for both affected locations.
UniPortal update published
10:07Customer status posted and confirmation sent.
Current context
CONNECTEDHelio Foods
ID 10284 · GROWTH
POS terminal offline at 2 sites
Human review
0Workflow running
0 of 5 actions completed
Audit trail
EIKO · 10:02–10:07
450+ integrations are ready to connect the tools your team already uses.
An open operating platform for every system your team relies on. Connect Eiko, customer data, and 450+ tools through one secure workspace.
Explore integrationsConnect the systems your team already uses, then let Unified carry the context from customer request to finished work.
Ask Eiko or your preferred assistant to create tickets, update merchants, schedule follow-ups, and move approved work forward in Unified.
Create a high-priority ticket for Helio Foods, assign the hardware team, and update the customer.
I found the customer and prepared the workflow.
THE PLATFORM
Every request lands with the merchant history, invoices, files, and messages already attached.
INVOICE
$4,820 open
FILES
terminal-log.pdf
CALL
28:14 recorded
#482 · HELIO FOODS · 21 LOCATIONS
POS terminal offline at 2 sites
UniPortal gives every client a polished view of their tickets, invoices, files, and schedules — without ever stepping inside your internal CRM.
Visit UniPortal
When a ticket arrives, Unified briefs it, routes it, and updates the portal — before anyone asks for status.
The modules that usually live in eight different tabs share one memory here — so a shipment, an invoice, and a chat thread all know they belong to the same account.
Helio Foods
SHARED CUSTOMER RECORD
Invoice #1042
Ready to send
Device shipment
Arrives Thursday
Client review
Thu · 2:30 PM
Support thread
3 new replies
HOW UNIFIED WORKS
Unified reads the account context, briefs the issue, routes the next step, and keeps the customer updated using the tools your team already has.
Live support workflow
REQUEST #482
CUSTOMER REQUEST
Helio Foods · 21 locations
Two locations are affected. The related call, account history, and open support record are attached.
REQUEST TO RESOLUTION
No copying details between tabs. No separate customer update to remember.
Request captured
From email, phone, or UniPortal
AI briefs the account
Customer history, invoices, files, and calls
The right owner gets the next step
Priority, assignment, and recommended action
The customer sees progress
Status is shared automatically in UniPortal
Less chasing across tickets, updates, and customer requests.
The record and conversation move together between teams.
Merchant, invoice, file, and support context stays connected.
Routine routing and follow-up can keep moving after hours.
PRICING
Choose the operating layer your team needs today. We scope users, integrations, and rollout requirements before quoting so the plan fits the way your business actually works.
Guided start
For teams moving out of spreadsheets and shared inboxes into one workspace.
PLAN PRICING
Custom pricing
Best for one team and one primary workflow
What's included
Complete operations
For growing operations that need portals, automation, and role-aware workflows.
PLAN PRICING
Custom pricing
Best for growing customer operations
What's included
Custom rollout
For multi-team deployments with migration, integrations, and governance.
PLAN PRICING
Custom pricing
Best for multi-team and custom deployments
What's included
WHAT TEAMS NOTICE
A shared customer record gives support, operations, and business teams a clearer way to move work forward.
Before you start
The practical questions teams ask before connecting customer records, workflows, and client access.
Still deciding what fits?
Talk to our teamUnified is designed for customer operations, support, and merchant-service teams coordinating accounts, tickets, invoices, shipments, files, and client communication across disconnected tools.
Yes. The rollout can begin with a focused support CRM, client portal, or automation workflow, then expand as the team is ready.
UniPortal gives customers a polished view of their tickets, invoices, files, schedules, and updates without exposing your internal CRM workspace.
The tools shown on this page can be connected as part of the workspace. Exact data, permissions, and workflow requirements are confirmed during rollout planning.
Use Get started to outline the workspace you need, or contact sales for a direct conversation about your current systems and rollout priorities.
AI-POWERED CUSTOMER OPERATIONS
Unified brings your CRM, support, invoices, files, and client updates into one connected workspace, then uses AI to handle the repeatable work so your team can focus on customers.
AI handles repeatable workCustomer context stays connectedClients get a dedicated portal