CRM
Your customer relationship hub.
- In every plan
- Connected to every other room
A CRM that actually tells you the whole story. Know exactly what was said in chat, which tasks are pending, and what the latest invoice status is.
What this looks like on a normal day.
Built for real work — not more tabs
UNOBITS keeps crm connected to your projects, clients, and communication so your team works in one place.
- Unlimited contacts and companies
- Custom fields to track what matters to your business
- Deep integration with Gmail, Outlook, and Team Chat
Connected to the rest of your OS
Link crm directly to CRM records, project tasks, files, and automations so context never gets lost.
- Cross‑link anything (clients ↔ tasks ↔ conversations)
- Permissions & roles keep data clean
- Search across the entire workspace
Who leans on crm 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 it