CRM + Finance
Connect client relationships directly to revenue.
- Nothing to wire up
- Included on every plan
- Works from day one
Bridge the gap between winning a deal and sending the invoice. When your billing records are natively linked to your CRM, you get instant visibility into client profitability and invoice statuses.
What happens, in order.
Nobody sets this up. It works this way because both sides are the same system reading the same records.
- 1
A deal is marked as "Won" inside your sales pipeline.
- 2
UNOBITS automatically generates a professional, branded invoice and drafts an email to the client.
- 3
Track the invoice status and log cleared payments directly onto the customer’s CRM record.
What it removes from the week.
The invoice goes out when the work is signed off, not days later.
Provides accurate, real-time revenue and pipeline forecasting.
Ensures no billable milestone or expense goes uninvoiced.
Where this one earns its keep.
Recurring Billing
Automate monthly retainers for active clients.
Project Invoicing
Bill clients upon reaching specific project milestones.
Margin Tracking
View live profitability metrics based on logged hours.
You do not switch this on. It is already on.
Every workflow here comes with every plan, because the rooms it connects were never sold separately in the first place.