Andrew's losing hair, when he shouldn't be
"I login to Xero to check overdue invoices. Then I login to Zendesk to see if we had any tickets related to that customer which may indicate why the payment is delayed. And then I login to Pipedrive to find their details so I can call them to pay us. I repeat the same for the next customer, and the customer after and so on"
Here's how we save Andrew £700 a month
Andrew now logs in to UnifiedVU first thing in the morning. Xero Debtor Analysis shows the overdue invoices. Andrew selects an invoice and adjacent apps immediately display unsolved issues on Zendesk and who to call on Pipedrive. All in one screen. Andrew can now use the time saved to focus on growth of his business.
What every Business has been waiting for
One screen to bring everything together and streamline your business operations
SINGLE CUSTOMER VIEW (All your customer data on one screen)
We unify your sales, marketing, finance and customer support applications into one simple and highly intuitive screen designed to help you grow revenue and manage costs
APPLICATIONS AND USE CASES
For Sales Teams, Account Managers, Financial Teams,
Customer Support Teams and Senior Managers
SINGLE CUSTOMER VIEW
Customer records in your marketing, sales, finance and support all unified in real-time on one intuitive view, saving you hours of chasing information from multiple systems and departments.
SALES PIPELINE VIEW
Highly visual and dynamic Sales Pipeline Views, as many as you require, over any Customer Relationship Management (CRM) system. Adopt similar pipeline views from fund raising to recruitment.
CUSTOMER DUE DILIGENCE
Use the Companies House App to check the financial health of UK businesses, so that the chance of unpaid invoices reduces. Use FullContact App to verify email addresses and obtain social profiles.
Bring all your communications channels from Twitter to Zendesk into one place, so that you can close sales faster whilst delivering exceptional customer service.
UNIFIED TASK VIEW
Unify tasks from sales, operational and product development into one screen.