Client Operations
Everything you need to manage the lifecycle of a customer.
Clients & Business
Win, onboard, manage, and grow your accounts from a single dashboard. UNOBITS integrates the "selling" with the "doing".
How it works
Built to keep context connected — so work moves forward without tab switching.
Connected CRM
Your client records aren't just static data; they are the heart of your workspace.
- Full history of every conversation and task
- Integrated billing and project status
- Automated renewal reminders
Automated Outreach
Keep your brand top-of-mind with automated sequences that feel human.
- Multi-step email and DM sequences
- Triggered events based on CRM status changes
- Performance tracking for every campaign
Inventory & Business Logic
Manage what you sell and how you sell it, all in the same OS.
- Inventory tracking for physical and digital assets
- Custom builder for specialized business workflows
- Add-ons to extend your OS as you grow
Who is Client Operations for?
Growing Teams
Scale your operations without the friction of multiple disconnected tools.
Founders & Operators
Get the bird's-eye view of your entire business in one single tab.
Client-Facing Agencies
Provide a professional, unified experience from first touch to final delivery.
Pro Tip
"Most businesses lose 20% of their productivity just switching between tabs. By unifying client operations with the rest of your OS, you eliminate that friction entirely."
Schedule a strategy callRelated modules
Keep exploring the connected OS.
Clients & Business
CRM
Your customer relationship hub.
Clients & Business
Client Onboarding
The perfect first impression, automated.
Clients & Business
Outreach Sequences
Scale your outreach without losing the human touch.
Clients & Business
Workflow Builder
Design your business, your way.
Clients & Business
Finance & Billing
Keep your cash flow healthy.
Clients & Business
Inventory Management
Track your assets where the work happens.
Clients & Business
Modular Add-Ons
Grow your OS as you grow your business.