Growth & Revenue
Scale your business, not your complexity.
- In every plan
- Connected to every other room
The "Lead-to-Cash" pipeline, unified. UNOBITS unifies your CRM, outreach, and onboarding so you can focus on relationships, not data entry.
What this looks like on a normal day.
CRM that actually gets used
Stop fighting with your CRM. Ours is designed to be the hub of your business, connected to every email and every project.
- Visual Pipelines: Drag-and-drop deals through your sales process
- 360-Degree Contact Views: Every interaction, email, and task in one timeline
- Automated follow-ups that ensure no lead ever goes cold
Onboarding Excellence
The moment a deal is closed, the work begins. Automate the hand-off from sales to delivery with zero friction.
- Standardized onboarding checklists for every new client
- Automated client portal setup for a premium "Day One" experience
- Direct project creation from winning a deal
Actionable Revenue Insights
Know your numbers. Track your conversion rates, pipeline velocity, and customer lifetime value without a single spreadsheet.
- Real-time sales dashboards for the whole team
- Forecast revenue with confidence based on real data
- Link sales performance directly to project delivery
Who leans on growth & revenue most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this room alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through itThe rooms this one talks to most.
Growth
CRM
Your customer relationship hub.
Communication
Shared Inbox
Work as a team, not as individual silos.
Growth
Outreach Sequences
Scale your outreach without losing the human touch.
Growth
Client Onboarding
The perfect first impression, automated.
External
Client Portal
Give clients a clean, secure view of work in progress.
External
Advanced Reporting
Data that tells a story.