Customer information
Connect accounts, locations, contacts, and the identifiers your team already uses.
Integrations
Connect the tools your team already uses.
Unified brings customer records, messages, files, invoices, and other business information together. Start with the tools needed for one workflow and connect more later.
Customer recordsSupportInvoicesFiles
UnifiedEiko AIAutomationUniPortalActivity
What you can connect
What your team can do with Unified.
Messages and support
Keep requests, calls, messages, and files with the customer they belong to.
Business records
Bring invoices, shipments, products, schedules, and tasks into the same customer view.
AI and automation
Let Eiko use approved customer information to summarize, draft, assign, and follow up.
How it works
Start with one workflow.
Connect the information and tools that workflow needs. Add more teams and processes when you are ready.
Choose one workflow
Start with a task your team repeats and list the tools needed to complete it.
Connect the right information
Agree on what Unified can read or update and who is responsible for the work.
Test it with your team
Use the connected workflow in real work before adding more tools or teams.
See if Unified fits
Tell us what your team is trying to complete.
We will help identify the customer information and tools Unified needs for that workflow.
Talk to sales