CRM

UNFYD CRM puts your sales workspace in your pocket. Built for field sales and account teams, it gives you the records you work with every day, so you can check a customer, log a conversation or close out a task wherever you are. This app is for existing UNFYD CRM customers. You sign in with the workspace account provided by your organisation. YOUR DAY AT A GLANCE • See overdue tasks, what is due today and everything still pending • Upcoming meetings and follow-ups, with the next one front and centre • Jump straight to tasks, contacts, leads, opportunities and accounts CUSTOMERS AND DEALS • Contacts with their account, role and preferred channel • Accounts with the people and deals attached to them • Leads and opportunities, from first enquiry to close • Product catalogue with pricing, discount limits and billing terms • Proposals, filterable by draft, sent, accepted and rejected LOG EVERY TOUCHPOINT • Record calls, emails and meetings against any contact or account • Browse the full interaction history, filtered by channel • Open any interaction to see its outcome, sentiment, notes and linked records TASKS AND MEETINGS • Create tasks linked to the right contact or account • Keep track of appointments and follow-ups FIND ANYTHING FAST • Search every list, with filters that narrow results on the server • Fast switching between records with a simple bottom navigation BUILT WITH PRIVACY IN MIND • Phone numbers and email addresses are masked on screen • Secure sign-in, with added verification after repeated failed attempts • Your data stays in your organisation's UNFYD workspace UNFYD CRM works with your organisation's UNFYD account. Contact your administrator if you need access.