Customer Relationship Management

Build lasting customer relationships with Unity Core's intelligent CRM. From lead generation to customer retention, manage the entire customer lifecycle in one platform.

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CRM MODULES

Everything to Grow Customer Relationships

Sales Automation

Close deals faster with intelligent automation


Lead Capture & Qualification

AI-Powered Lead Scoring

Sales Pipeline Management

Opportunity Tracking

Quote & Proposal Generation

Sales Forecasting

Territory Management

Commission Tracking

Marketing Automation

Data-driven campaigns that convert


Email Marketing Campaigns

Landing Page Builder

Marketing Automation Workflows

Lead Nurturing & Drip Campaigns

A/B Testing & Analytics

Social Media Integration

Campaign ROI Tracking

Marketing Attribution

Customer Service

Deliver exceptional support experiences


Multi-Channel Ticketing System

Knowledge Base & Self-Service

Live Chat & Chatbot

SLA Management

Customer Portal

Service Level Reports

Ticket Automation & Routing

Customer Satisfaction Surveys

Contact Management

360° view of every customer


Unified Customer Database

Contact & Account Management

Interaction History Tracking

Custom Fields & Segmentation

Duplicate Detection & Merge

Social Media Profiles

Email & Call Integration

Document Management

Analytics & Reporting

Make data-driven decisions


Customizable Dashboards

Sales Performance Reports

Customer Lifetime Value (CLV)

Pipeline Analytics

Marketing ROI Reports

Predictive Analytics

Funnel Visualization

Goal Tracking & KPIs

Workflow Automation

Automate repetitive tasks


Visual Workflow Builder

Lead Assignment Rules

Email Auto-Responses

Task & Activity Automation

Approval Processes

Notification Triggers

Data Validation Rules

Scheduled Actions

Built for Every Team

Sales Teams

Track leads, manage pipelines, and close deals faster with intelligent automation.

Marketing Teams

Create targeted campaigns, nurture leads, and measure ROI across all channels.

Support Teams

Resolve tickets faster with unified customer history and automated workflows.

Account Managers

Build stronger relationships with 360° customer insights and proactive alerts.

Why Choose Unity Core CRM?

360° Customer View

Complete history and insights in one place

AI-Powered Insights

Smart recommendations to close deals

Mobile CRM

Access customer data anywhere, anytime

Seamless Integration

Connect with your favorite tools

Connect Your Favorite Tools

Gmail

Outlook

Slack

Microsoft Teams

Zoom

Mailchimp

HubSpot

Salesforce

LinkedIn

Twitter

Facebook

Zapier

Twilio

Calendly

DocuSign

Start Building Better Customer Relationships

Join thousands of businesses growing revenue with Unity Core CRM.

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