From initial contact to up-selling get a comprehensive view of your customer relashionships

360° Customer View

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.

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Opportunity Management

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.

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Lead Management

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.

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Sales Forecasts

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.

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Communicate & Collaborate

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.

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Product Management

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.

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Fully Customisable

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.

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Future Ready

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.

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Other Features

Unity BMS | ERP Marketing

Unity BMS Marketing

Build your prospect and customer database and greatly increase up-sell opportunities with integrated marketing capabilities in UNITY BMS – Marketing.

Unity BMS | CRM Task & Projects

Unity BMS Operations

UNITY BMS – Operations runs your business more productively by bringing people, processes, and automation technology together through a unified experience.

Unity BMS | ERP VAT Finance Invoice

Unity BMS Finance

Unity Finance seamlessly integrates with the rest of the suite to streamline sales, operations, order management, inventory, CRM and ecommerce functions.


Unity HCM enables employees by providing them the ability to request time-off, employee directories and gives businesses complete control over their Core HR processes

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Get in touch for a free consultation of UnityBMS and demo of all the features of the UNITY BMS suite

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