Understand the customer before replying
See their locations, conversations, files, invoices, and open requests on the same record.
Unified CRM
See every customer and their open work in one place.
Keep customer details, tickets, messages, invoices, files, calls, and next steps together. When work moves to another teammate, the customer history moves with it.
Customer records
Every account in context
Helio Foods21 locations
6 openAtlas Health8 locations
2 openNorthstar Logistics12 locations
4 openCurrent account
Helio Foods
21Locations6Open items
Customer portal is current
Who it is for
For operations, account management, support, and merchant-service teams that currently search across several tools to understand a customer.
One record for each customerHistory stays with the workCustomers get a separate portalWhat changes
What your team can do with Unified.
Assign work without losing history
The original request and customer details stay attached when another teammate takes over.
Share clear updates with customers
Your team keeps its internal notes while UniPortal shows customers the updates meant for them.
How it works
Start with one workflow.
Connect the information and tools that workflow needs. Add more teams and processes when you are ready.
Bring customer information together
Connect the details, files, conversations, and records your team needs for the work.
Turn requests into assigned work
Calls, messages, tickets, and follow-ups get an owner and a clear next step.
Update the team and customer
Post progress once so employees and customers see the right version in the right place.
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