Unity BMS builds a 360-degree view of your customers so you have quick access to everything. Keep record of contacts, leads, opportunities and sales as well as connections between clients accounts.
In sales, the speed and efficiency of opportunity management is crucial. Unity BMS opportunity management allows quick visualisation of key data and guides your sales team to successfull sales.
Unity BMS has all the tools for capturing, managing and tracking leads from a range of sources. Add leads in just a few clicks and let Unity BMS guide you through the process of lead management.
Make sure your targets are reached with Unity BMS forecasting tools. You can easily plan sales volumes by teams, servcies, industries or many other criteria. Apply smart filtering tools to get the information you need within a matter of seconds.
Make calls, manage email, approve contracts and collaborate with your team directly from the system. Assign leads and tasks to team members and see notifications so you will not miss any important event.
Maintain product catalogues based on the structure of your product and/or services portfolio. Single catalogue across the Unity BMS suite which allows you to keep your inventory and sales data up to date for all business functions.
Unity BMS' flexibility in configuration and customisation help you adapt your CRM to the way your team works. Control how information passes through your pipeline with custom layouts, automations, modules, and fields.
A secure, flexible, and scalable suite of applications that can grow to meet all your future needs. Comprehensive security features and detailed permission settings keep your your data safe internally and externally.
Build your prospect and customer database and greatly increase up-sell opportunities with integrated marketing capabilities in UNITY BMS – Marketing.
UNITY BMS – Operations runs your business more productively by bringing people, processes, and automation technology together through a unified experience.
Unity Finance seamlessly integrates with the rest of the suite to streamline sales, operations, order management, inventory, CRM and ecommerce functions.
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