CRM + Finance Playbook
Connect client relationships directly to revenue.
Visualizing: growth
NATIVE CONNECTIVITY
Eliminate the Context-Switching Tax
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.
How the Native Connection Works
- 1A deal is marked as "Won" inside your sales pipeline.
- 2UNOBITS automatically generates a professional, branded invoice and drafts an email to the client.
- 3Track the invoice status and log cleared payments directly onto the customer’s CRM record.
Business Outcomes
- Drastically reduces average time-to-payment.
- Provides accurate, real-time revenue and pipeline forecasting.
- Ensures no billable milestone or expense goes uninvoiced.
Common Use Case Applications
Active Scenario
Recurring Billing: Automate monthly retainers for active clients.
Active Scenario
Project Invoicing: Bill clients upon reaching specific project milestones.
Active Scenario
Margin Tracking: View live profitability metrics based on logged hours.
Start simple. Expand when ready.
Every workflow in UNOBITS can be activated modularly. Start with our core platform, standardize your team’s delivery templates, and link communications, invoicing, and reporting flows with zero friction.