Client Operations
Everything you need to manage the lifecycle of a customer.
- In every plan
- Connected to every other room
Win, onboard, manage, and grow your accounts from a single dashboard. UNOBITS integrates the "selling" with the "doing".
What this looks like on a normal day.
Connected CRM
Your client records aren't just static data; they are the heart of your workspace.
- Full history of every conversation and task
- Integrated billing and project status
- Automated renewal reminders
Automated Outreach
Keep your brand top-of-mind with automated sequences that feel human.
- Multi-step email and DM sequences
- Triggered events based on CRM status changes
- Performance tracking for every campaign
Inventory & Business Logic
Manage what you sell and how you sell it, all in the same OS.
- Inventory tracking for physical and digital assets
- Custom builder for specialized business workflows
- Add-ons to extend your OS as you grow
Who leans on client operations most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this room alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through itThe rooms this one talks to most.
Growth
CRM
Your customer relationship hub.
Growth
Client Onboarding
The perfect first impression, automated.
Growth
Outreach Sequences
Scale your outreach without losing the human touch.
Growth
Workflow Builder
Design your business, your way.
Growth
Finance & Billing
Keep your cash flow healthy.
Growth
Inventory Management
Track your assets where the work happens.
Growth
Modular Add-Ons
Grow your OS as you grow your business.