Runs actions based on rules you define
Define what happens when a message arrives, a stage changes, or time passes with no reply. Unify runs the action automatically: creates a task, sends a message, or updates a field.
A CRM that does more than store contacts.
It automates, measures, and replies for you — all connected to the same conversation.
Captures leads from your ads
Native Meta Ads forms land straight in Unify as a contact, with its task already assigned. Nobody exports a spreadsheet or copies data by hand.
Measure the cost per lead of your Google Ads campaigns
Unify reads the cost, impressions and clicks of your campaigns to calculate your cost per lead. Read-only: it never edits campaigns or uses this data for AI or images.
Centralizes every channel into one thread per customer
Messages from WhatsApp, Instagram, Facebook, your website, and email land in the same inbox. Each contact keeps a single history, no matter which channel they wrote from.
Replies in chat using your company information
The bot answers questions from your uploaded documentation and hands off the conversation to a salesperson based on your routing rules.
Sends follow-up messages spaced out over time
The sequence sends each message on the interval you define, and stops as soon as the contact replies.
Send mass messages over WhatsApp and email
Sends target segments of contacts. Unify logs deliveries, opens, and clicks for every campaign.
Organizes what the team has pending
Tasks sort into a list or a board, and link to a contact, a conversation, or an order. Unify sends a reminder before each one is due.
Calculates metrics straight from your CRM data
Conversion, response times, and performance by salesperson and by channel. Values update with every logged interaction.
Sorts every deal by pipeline stage
Each contact sits in a stage of the funnel and moves forward as the deal progresses. The view shows how many deals sit at each point, and the amount tied to them.
Unify your operation
Everything happening between your team and your customers, in one platform.
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