Give customers one front door
Requests, replies, documents, schedules, and account updates live in a consistent portal.
UniPortal
Give customers one clear place for updates.
Customers can view requests, invoices, files, schedules, and messages without entering your internal CRM or asking your team for another status update.
Customer view
Everything shared, nothing internal
Open requests2One update today
Invoices8All current
Shared files123 new
Device installation scheduledThursday at 2:00 PM, Unified SupportNew
Who it is for
For service businesses and operations teams that want customers to find routine information without seeing employee notes or internal tools.
A portal for every customerRequests and files in one placeConnected to your CRMWhat changes
What your team can do with Unified.
Reduce routine status checks
Customers can see progress and the latest shared information without starting another thread.
Keep employee work private
Customers see shared information, not employee notes, internal records, or admin controls.
How it works
Start with one workflow.
Connect the information and tools that workflow needs. Add more teams and processes when you are ready.
Invite the customer
Provide a dedicated portal entry point for the client and their approved account access.
Share the right information
Expose the tickets, invoices, files, schedules, and updates meant for that customer.
Keep the CRM up to date
Customer activity appears in Unified so employees can respond from the same customer record.
See if Unified fits
Show us one task your team repeats.
We will show you how Unified can connect the customer information, people, and tools needed to complete it.
Talk to sales