Good work starts with the right tools.

Use Unified CRM for customer operations. Run a station-local counter with Unified POS. Bring Windows office work together in Luma Office.

Find your product Talk to sales

Three products. A clearer way to work.

Start with the work you want to make easier.

Unified CRM

Customer records, service, and follow-through in one workspace.

Explore CRM

Unified POS

Station-local tools for the counter, service, and day close.

Explore POS

Luma

Documents, slides, sheets, and connected work on Windows.

Explore Luma

Integrations

Integrate with favorite tools

Explore available and custom connection options for the tools your team uses. We confirm the exact integration scope before rollout.

Customer work, connected.

Bring the systems your team relies on into the workflow. Connect Eiko, customer data, and selected tools through one workspace. Availability depends on the integration and your rollout.

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

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.

Connected

Connected tools

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

ScopedProtected 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

Connected

Follow-up can stay with the customer record as work moves between teams.

AUTOMATIONS THAT FINISH THE JOB

Let work flow

Move every customer request between

peopleand Eiko resolution agent

agents

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.

How the pieces connect.

These figures describe the illustrated product flows, not measured customer outcomes.

illustrated workflow steps: 0

The example request shows four connected actions.

work areas in the diagram: 0

Merchant record, support, chat, invoice, and calendar are shown together.

quote-based rollout tiers: 0

Launch, Operate, and Scale are illustrative starting points.

automation coverage: Scheduled

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

Operate

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

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