Customer records
Bring merchant and customer details, activity, calls, files, and follow-up into a shared record.
Keep the customer story together.
Unified CRM. Use Unified CRM to keep customer records, tickets, invoices, files, and approved client updates in one connected workspace.
Built forFor teams managing customer accounts, service requests and follow-up work.
Primary surfaceBrowser-based customer operations workspace
AvailabilityAvailable through a scoped Unified rollout
Representative preview
A closer look at Unified CRM.
Explore sample product content that shows the workspace structure and primary interactions.
Unified CRM
Keep the whole customer story together.
Use Unified CRM to keep customer records, tickets, invoices, files, and approved client updates in one connected workspace.
Unified CRMSample workspace
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Interactive preview · sample data. Changes stay in this page.
Core capabilities
What Unified CRM helps you do.
Service and operations
Manage tickets, invoices, shipments, calendars, tasks, and team handoffs from the same workspace.
Workspace tools
Work with documents, projects, files, whiteboards, team chat, and websites alongside customer context.
Eiko and automation
Use AI assistance and approved automations to prepare summaries, drafts, assignments, and follow-through.
UniPortal
Give clients a separate portal for the requests, files, invoices, schedules, and updates intended for them.
Reporting and controls
Review operational activity and configure access for the people responsible for the work.
Best fit
Made for teams with a clear job to run.
For teams managing customer accounts, service requests and follow-up work.
- Customer operations and support teams
- Account, sales, and service leaders
- Teams replacing fragmented customer records and handoffs
A focused rollout
Start with a working path.
- 01
Choose a workflow
Start with a clear customer journey, team, and outcome.
- 02
Configure the workspace
Set records, access, templates, and the services needed for that workflow.
- 03
Pilot with your team
Run the workflow with real owners and review the handoffs together.
- 04
Expand from evidence
Add more teams and automation after the first workflow is working.
Availability and boundaries
What to know before you choose.
Availability
Available through a scoped Unified rollout
Connectivity
Uses network access for the workspace and configured services
Data boundary
Business records live in the configured Unified cloud workspace, with role-based access controls.
Current scope
Connected services, automation, and Eiko actions depend on the integrations and permissions included in your rollout.
Product FAQ
Questions about Unified CRM.
Is Unified CRM a general-purpose contact list?
It goes beyond contacts. Unified CRM combines customer records with tickets, calls, invoices, shipments, calendars, files, projects, and operational follow-through.
Does every integration work automatically?
No. Connections are configured as part of a rollout. Available behavior depends on the service, account permissions, and the workflow you scope with Unified.
Can customers access the employee workspace?
UniPortal provides a separate customer-facing experience for the information and actions intended for clients. Employee workspace access remains distinct.
Related CRM workflows
Explore the work Unified CRM can support.
Customer operations
Explore a CRM workflow for customer context, ownership, and follow-through.
Explore Customer operationsCustomer support
See how requests can become owned work while internal and customer updates stay separate.
Explore Customer supportAI-assisted CRM work
Explore Eiko summaries, drafts, and follow-up preparation with human review.
Explore AI-assisted CRM workClient portal
See a separate customer space for approved requests, files, invoices, schedules, and updates.
Explore Client portalTalk through a Unified CRM rollout.
Share the workflow, team, and environment you need to support. We will confirm the product fit and current scope.