Skip to main content
UNIFIED.

THE CUSTOMER OPERATIONS PLATFORM

Every customer.Every workflow.Built to scale.

Merchants, tickets, invoices, and shipments in one AI-powered workspace.

See it workGet started

LIVE — 36 TICKETS IN QUEUE · 14 AUTOMATIONS RUNNING

Inside UnifiedInteractive product tour
01App Tour5 SCREENS

Eiko is gathered context.

Command Eiko

02 / 05 LIVE
Eiko is working · Gathered context0/5

  1. Gathered context

    10:02

    Merchant record, ticket history, and device status.

  2. Call summarized

    10:04

    Captured the issue and requested on-site support.

  3. Assigned to Priya

    10:05

    Routed Ticket #482 to Tier 2 Hardware Support.

  4. Support scheduled

    10:06

    On-site visit booked for both affected locations.

  5. UniPortal update published

    10:07

    Customer status posted and confirmation sent.

02Eiko VoiceLIVE

Listening...

You: Assign ticket 482 to Priya and set it high priority.

Eiko: Done — #482 is Priya's, priority High.

Updated by Eiko Ticket AI.

03AI ScanBeta
222

6 product labels detected across 3 photos

Helio Oat Milk 1L · Case of 12Barcode 0643129504187High confidence
Pillar Grip Yoga Mat 6mmBarcode 0854362011749Low confidence — verify

+4 more

3/8 PHOTOSReview 6 items
Integrations

Integrate with favorite tools

450+ integrations are ready to connect the tools your team already uses.

Customer work, without limits.

An open operating platform for every system your team relies on. Connect Eiko, customer data, and 450+ tools through one secure workspace.

Explore integrations

Bring every workflow

Connect the systems your team already uses, then let Unified carry the context from customer request to finished work.

Customer request workflow

LIVE
NEW REQUEST · HELIO FOODSTwo terminals are offline at the West Loop locations
High
Account context gatheredHelio Foods · 21 locations
Ticket #482 createdHardware · High priority
Priya assignedPOS support specialist
Customer updatedPublished to UniPortal

Use the AI you already trust

Ask Eiko or your preferred assistant to create tickets, update merchants, schedule follow-ups, and move approved work forward in Unified.

Eiko agent bridgeConnected to Unified
Approved actions only

Create a high-priority ticket for Helio Foods, assign the hardware team, and update the customer.

I found the customer and prepared the workflow.

  • Ticket details mapped from the customer record
  • Hardware support selected from routing rules
  • UniPortal update ready for approval
3 actions readyReview and run

THE CONNECTED RECORD

One record of everything

Every customer detail, conversation, task, and result stays connected from the first request to the next opportunity.
Layered campaign and customer records flowing into one connected workspace

Marketing with the full story

Build campaigns from the same customer record used by sales, service, and operations, with every response connected.

450+

Connected tools

Bring customer context in without replacing the systems your team trusts.

24/7Protected access

Safe and permissioned

Roles, customer access, and connected services stay separated with visible activity.

Review privacy

Keep every team in context

The same customer story moves through reporting, service, finance, and operations without duplicate updates.

Shared customer recordSales, service, and finance stay synced
ReportingLive customer healthOperationsWork and owners aligned

Live activity

45%

Faster follow-up when every signal reaches the right team.

AUTOMATIONS THAT FINISH THE JOB

Let work flow

Move every customer request between
Operations leaderCustomer success leaderOperations specialistSupport specialistpeopleandEiko resolution agentEiko routing agentEiko follow-up agentagents
from first action to finished customer update.
Build your first workflow
When a customer request arrivesTicket #482 from Helio Foods
Read the record and choose the next pathCustomer, priority, history, and affected locations checked
URGENT
Assign the escalation specialistPriya receives the complete account brief
Notify the support channelThe ticket and customer history post together
Resolution agent Customer update sent
STANDARD
Assign the account ownerThe next action and due time are attached
Send a confirmation emailThe customer sees what happens next
Follow-up agent Next step scheduled
The loop is closedThe record, owner, customer update, and next commitment all match.

Less work. More momentum.

0%
fewer manual follow-ups

Less chasing across tickets, updates, and customer requests.

0.0x
faster support handoffs

The record and conversation move together between teams.

0k+
records organized monthly

Merchant, invoice, file, and support context stays connected.

24/7
automation coverage

Routine routing and follow-up can keep moving after hours.

PRICING

Plans that grow with your operation.

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.

Launch

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

  • Merchant profiles
  • Tickets & feedback
  • Files & docs
  • Core reporting
  • Shared team workspace
Get a quote

Operate

MOST POPULAR

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

  • Everything in Launch
  • UniPortal client portal
  • Automations & AI briefs
  • Invoices & payments
  • Role-aware access
Get a quote

Scale

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

  • Everything in Operate
  • Custom integrations
  • Advanced permissions
  • Workflow builder
  • Dedicated onboarding
Get a quote

WHAT TEAMS NOTICE

The work feels lighter when the context stays connected.

A shared customer record gives support, operations, and business teams a clearer way to move work forward.

Before you start

A clearer first conversation.

The practical questions teams ask before connecting customer records, workflows, and client access.

Still deciding what fits?

Talk to our team
Who is Unified designed for?

Unified is designed for customer operations, support, and merchant-service teams coordinating accounts, tickets, invoices, shipments, files, and client communication across disconnected tools.

Can our team start with one workflow?

Yes. The rollout can begin with a focused support CRM, client portal, or automation workflow, then expand as the team is ready.

What can customers see in UniPortal?

UniPortal gives customers a polished view of their tickets, invoices, files, schedules, and updates without exposing your internal CRM workspace.

How are integrations scoped?

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.

What happens after we get started?

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

Step into the future of 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.

Get started Open the client portal

AI handles repeatable workCustomer context stays connectedClients get a dedicated portal