Clients & Business
Win customers, keep them, get paid and know your numbers.
- One shared database
- Connected modules
Clients & Business is the commercial side of UNOBITS. CRM holds every relationship, Reach finds and follows up with new ones, Ads manages paid campaigns, Finance runs the money, Inventory tracks what you sell or hold, and Reports reads all of it.
Where Clients & Business lives.
In the app: Clients & Business › CRM · Reach · Ads · Finance · Inventory · Reports. These are the pages you will find there.
What this looks like on a normal day.
One record per customer
The CRM record is the same customer Finance invoices, Projects delivers for and the Inbox talks to. Update it once.
- People, companies and opportunities
- Health, next action and lifecycle
- Every conversation and invoice on the record
Growth without another subscription
Reach replaces a separate outreach tool: find leads, run email and SMS campaigns from your own senders, and handle replies in one place.
- Campaigns own their follow-up journey
- Discovery finds new opportunities
- Sending safety and compliance built in
Money and stock that match the work
Finance handles receivables, payables, expenses and the books. Inventory tracks items, purchasing and movements across locations.
- Invoices, quotes, bills and purchase orders
- Profit & loss and balance sheet
- Stock by location with suppliers
Who leans on clients & business 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 module 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 modules in Clients & Business.
Clients & Business
CRM
Every client, every conversation, every deal — one honest history.
Clients & Business
Reach
Find new customers and follow up with them — by email and SMS, from your own senders.
Clients & Business
Ads
Your ad accounts, your business context, one surface instead of four.
Clients & Business
Finance
Receivables, payables, expenses and the books — where the work already is.
Clients & Business
Inventory
Whatever you count — stock, parts, properties, vehicles, rooms — in your own words.
Clients & Business
Reports
Where the business is moving, read from live records.