/ PIPE01
Visual pipeline
Kanban + table view, custom stages per team, drag-to-move with audit trail.
- Multi-pipeline
- Custom fields
- Bulk actions
A CRM your team
will actually open.
Pipeline, follow-ups, WhatsApp and email — in one pane, built around your sales motion. Not a generic SaaS bent into your business.
unity-crm · pipelineLive
New12
Mehta & Co
₹3.2L2d
Kaveri Group
₹1.8L5d
Qualified8
Cedar & Co
₹4.5L1d
Aurelia
₹2.1L3d
Proposal5
Northwind
₹6.8L12d
Won3
Meridian
₹5.2L1h
+38%
Avg. conv. lift (yr 1)
2.4×
Faster follow-up
6–12 wk
Build to deploy
14
CRMs shipped
Built around how you sell.
/ CHAT02
WhatsApp + email
Threaded conversations in the lead view. Templates, auto-followup, signatures.
- Verified WA Business API
- Email sequences
- Templates
/ AUTO03
Automation
Rules engine that routes leads, schedules follow-ups, escalates stale deals.
- Round-robin assign
- SLA timers
- Stale-deal alerts
/ CAL04
Built-in calling
Click-to-call with call recording, dispositions and auto-logging to the lead.
- Twilio / Exotel
- Call recordings
- Click-to-call
/ REPS05
Reports + dashboards
Pipeline coverage, leaderboard, source ROI, cohort retention — and a builder for the next 10.
- Pipeline coverage
- Source ROI
- Custom dashboards
/ MOBILE06
Mobile companion
Field-sales-friendly mobile app with offline notes, voice memos and route planning.
- Offline-first
- Voice memos
- Route planning
Pre-shaped for your industry.
/ RE01
Real Estate
Site visits, channel partners, RERA fields, listing sync.
/ EDU02
Education
Counselor pipelines, batch tracking, fees, parent comms.
/ B2B03
B2B / SaaS
MQL → SQL → deal, account-based fields, multi-stakeholder threads.
/ SVC04
Services
Quote → invoice → delivery, job assignment, time tracking.
Plays well with your stack.
/ 01
Communication
WhatsApp Business APIGmail / OutlookTwilioExotelSlackMicrosoft Teams
/ 02
Calendar / Meet
Google CalendarOutlookCalendlyZoomGoogle Meet
/ 03
Billing / Sales
RazorpayStripeZoho BooksTallyQuickBooks
/ 04
Data + analytics
Google SheetsLooker StudioMetabasePostHogMixpanel
How we roll out.
- 01Week 1
Sales audit
Shadow your team, map the motion, identify the 3 places leads leak.
- 02Week 2–4
Configure
Stages, fields, roles, automation rules. Sandbox you can try.
- 03Week 4–8
Migrate + train
Data migration from spreadsheets / existing CRM, team training in person.
- 04Week 8–12
Go-live + tune
Roll out in waves, weekly tune-ups, dashboards in week 10.