Smarter Sales
Seamless Workflows
Unified Success
Empower your sales force - from digital desks to field operations - with UNFYD.SX, a unified sales automation platform that delivers intelligent engagement, real-time visibility, and guided execution across the entire customer lifecycle. From lead capture to deal closure, UNFYD.SX, ensures every interaction is timely, contextual, and deeply personalised.
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Mobile SX
Sell anywhere. Collaborate everywhere.
Manage everything from prospecting to pitching - all from your mobile device.
key results
- Unified Mobile App: Get updates, view meetings, and manage accounts on the go.
- Voice & Video Calls: Connect with prospects via built-in calling and conferencing features.
- Instant Notes & Collaboration: Document meeting notes and access team chat sor peer support instantly.
- On-the-go Access: Retrieve customer files, insights, and notifications anytime, anywhere.
- Channel Engagement: Handle WhatsApp, email, and social conversations directly from the app.
Omnichannel Sales. One Unified View.
360°Deal & Pipeline Visibility
Deliver an integrated experience across voice, email, WhatsApp, social, and field - all from a single platform. With complete customer context at their fingertips, your sales teams can personalise every conversation, no matter the touchpoint.
Data unification across channels for a true Customer 360°.
Track engagement across digital, voice, and in-person interactions.
Enable contextual conversations with real-time journey history.
Automate Sales Processes, Accelerate Conversions
Never miss a moment of conversion.
Speed up the path from lead to deal with intelligent workflows. Automate routine follow-ups, lead assignments, and nudges - so your teams can focus on what they do best: closing.
Smart lead routing and opportunity scoring.
Trigger-based alerts and follow-ups across channels.
Automated workflow builder for sales ops.
Empower Sales Reps - From Desk to Doorstep
No compromise on speed or experience.
Whether your reps are remote, in the field, or on calls, UNFYD.SX, keeps them equipped with the tools and insights they need to win every time.
Route planning with geo-intelligence for field teams.
Access product collateral, scripts, and knowledge bases anytime.
Video engagement support for virtual consults and demos.
Guided Sales for Consistent Performance
Contextual Selling Powered by Data.
Standardise success with conversation scripts, customer lifecycle maps, and nudges that help teams say the right thing, at the right time.
Key Results
Scripted conversation guides to help close deals faster.
Guided Knowledge Base for contextual support in real time.
Visual customer journey mapping to spot engagement gaps.
Seamless CRM Integration & Workflow Customisation
Spend less time updating CRM. More time selling.
Whether you're managing B2B accounts or high-velocity B2C deals, UNFYD.SX, molds to your sales motion. Integrate with your CRM, calendar, email, and calling tools - and customise every workflow to match your business process.
With an intuitive UX, intelligent nudges, and powerful mobile functionality - UNFYD.SX, equips your sales teams with everything they need to engage smarter, accelerate the pipeline, and drive revenue growth.
API-ready integrations and webhook triggers.
No-code rule builder for custom workflows.
Native integration with Marketing, CDP, and Intelligence.
Contact & Lead Management
Never miss a lead. Always stay relevant.
From first touch to final pitch, manage every prospect with context, speed, and clarity.
Unified Contact View: Manage all contacts, communication history, and key data in one place - for a complete Cust360 experience.
Social Relevance: Tap into customer sentiment and conversations to tailor outreach and messaging intelligently.
Lead Capture & Routing: Convert marketing-qualified leads to sales-ready opportunities via automated routing based on predefined criteria.
Lead Behaviour Tracking: Understand cross-channel lead behavior and receive journey-based nudges in real-time.
Track & Trace: Monitor and qualify leads through every stage, from origin to closure.
Opportunity Management
Guide deals to closure with intelligence and precision.
Stay on top of every opportunity and never lose sight of the next best action.
Key Results
Customer Activity Timeline: Get a snapshot of every touchpoint and interaction.
Real-time Nudges & Notifications: Receive updates on deal stage, competitor moves, or pipeline activity.
Deal Forecasting: Track opportunity stages, assign probabilities, and forecast revenues with confidence.
Template-driven Messaging: Accelerate outreach via templated emails and messages, integrated across platforms.
Consistent Deal Process: Align your team to a mapped sales process that ensures consistency across the funnel.
Process Automation
Standardise success. Automate everything else.
Create intelligent workflows that free up time and enforce consistency.
Task Automation: Auto-assign tasks based on deal size, type, or geography.
Approval Flows: Automate discount approvals, travel requests, and more - with lifecycle tracking.
Real-time Notifications: Keep all stakeholders informed with updates at each stage of the deal.
Manual Overrides: Enable collaboration via chat, email, or IM during approval blocks.
Deliver an always-on, omnichannel support experience.
Content & Knowledge Management
Access the right information. Every time.
Empower your team with updated, searchable content libraries that drive better conversations.
Central Repository: Store and manage product docs, pricing, contracts, and sales assets.
Version Control & Notifications: Get alerts on file updates, access latest decks, and avoid outdated content.
Search, Tag, Filter: Find what you need quickly with smart tagging and filters.
Most Viewed Content: Track top-performing content across the team for better knowledge sharing.
Sales Engagement & Nurturing
Build better customer journeys. One interaction at a time.
Drive contextual conversations and nurture leads with campaign intelligence.
Omnichannel Campaigns: Execute campaigns via email, WhatsApp, and SMS with pre-approved templates.
Behavioral Insights: Track engagement across channels to fine-tune out reach.
Real-Time Alerts: Know when a customer opens, clicks, or engages - and act instantly.
Trend Monitoring: Analyze patterns in preferences and channel behavior.
Partner Management
Extend your sales force with partner ecosystems.
Support partners through their complete lifecycle and ensure alignment with your goals.
Partner Lifecycle Automation: Recruit, onboard, and train partners efficiently.
Shared Access: Provide partners with lead and opportunity dashboards.
Knowledge Enablement: Give access to product content and sales training modules.
Co-marketing Tools: Support joint campaigns and lead generation with performance insights.
Reporting & Dashboards
Turn sales data into a winning strategy.
Make confident decisions with access to real-time metrics and performance insights.
Custom Dashboards: Track key sales KPIs, campaign success, and rep performance.
Opportunity Tracking: Monitor deal velocity, pipeline movement, and closure rates.
Revenue Insights: View trends across territories, teams, and verticals.
Interactive Reports: Drill down into sales data for detailed analysis.
Pipeline & Forecast Management
Predict outcomes. Prioritise actions.
Get a consolidated view of your entire pipeline and revenue projections.
Unified Forecast View: Analyze sales pipeline health and revenue forecasts by rep, team, or region.
Forecast Accuracy: Identify risk/opportunity zones and act proactively.
Stage-Wise Breakdown: Visualize the flow and conversion probability at each stage.
Forecast vs. Reality Tracking: Improve pipeline hygiene and commitment accuracy.
Let’s Keep the Momentum Going
What happens before the sale - and after - matters too.
Supercharge your pipeline from lead generation toconversion with our Marketing Hub, and delight customers post-salewith intelligent service via our Service Hub.
Meet the Trio That
Powers Your Growth
Marketing Hub
Built for modern marketers, this is where campaigns come alive. Whether you're nurturing leads, segmenting like a pro, or triggering hyper-personalised journeys, the Marketing Hub is your creative cockpit. Plan, execute, and optimise - all in one intelligent space.
Make every impression count with UNFYD.MX
Sales Hub
This is where action meets accuracy. Prioritise selling while UNFYD.AI handles the heavy lifting - from rewriting emails to identifying hot leads. With smart forecasting, intelligent nudges, and streamlined pipelines, the Sales Hub helps you close faster, and scale smarter.
Time to turn conversations into conversions with UNFYD.SX
Service Hub
Because every interaction matters. The Service Hub lets you deliver wow-worthy support across every channel. With contextual insights, automated workflows, and AI-assisted resolution, delighting customers becomes your default. Retain more. Resolve faster.
Build customer loyalty that lasts, with UNFYD.CX
