Pipedrive, Xero, Zendesk and MailChimp Unified (virtually integrated)

Bringing data and functionality from all Pipedrive, Xero, Zendesk and MailChimp on to one screen to help you get the best out of your favourite cloud software.

Getting Started

Book a 30-minutes DEMO before starting a 14-day free trial. This will give us an opportunity to understand the software you use, the problems associated with them and how best to solve those through UnifiedVU Platform.

SageOne + Salesforce

When a customer is selected in Salesforce, SageOne displays due, overdue and paid invoices related to the customer.

SageOne Companies House Google Map

SageOne + Companies House + Google Maps

When a customer is selected in SageOne, Companies House and Google Maps display company details and location respectively.

Trial UnifiedVU FREE for 14-days

Details to enter:

  • 1. Names of cloud, on-premise and legacy software you use.
  • 2. Explain any specific problems you have which you think UnifiedVU Platform can solve.
  • 3. Number of user licenses you require.
  • Please be as comprehensive as possible with the details you submit.

"UnifiedVU certainly solves a real headache we have managing our growing customer base – helping us see CRM, support and financial activities in one place"

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Andrew Threlfall Malinko

PARTNER PROGRAMME

Are you an Accountant, Bookkeeper or Value Added Reseller?

XERO APPS

Accounts Payable (A/P), Accounts Receivables (A/R) and Customised Apps to suit your specific needs

Xero Debtor Analysis

Xero Accounts Receivables (A/R)

Xero A/R or Debtor Analysis App displays overdue, due and paid invoices. When a Customer is selected on an adjacent App, Xero App displays invoices related to that customer.

Search allows display of invoices for a searched customer.

When an invoice is selected, adjacent Apps displays data associated with the Customer, e.g. Zendesk (tickets), Trello (cards/tasks), Pipedrive (sales opportunities), etc

Donut shows aged invoices split into date ranges. Bar chart shows invoice status over a 12 month period.

Xero Creditor Analysis

Xero Accounts Payables (A/P)

Xero A/P or Creditor Analysis App displays overdue, due and paid Bills. When a Supplier is selected on an adjacent App, Xero App displays Bills related to that customer.

Search allows display of Bills for a searched supplier.

When a Bill is selected, adjacent Apps displays data associated with the Supplier, e.g. Trello (cards/tasks), Companies House (company records), etc

Donut shows aged Bills split into date ranges. Bar chart shows Bill status over a 12 month period.

APPLICATIONS AND USE CASES

For Sales Teams, Account Managers, Financial Teams, Customer Support Teams and Senior Managers

Single Customer/Supplier View

View Customer/Supplier records from all your software in one screen with Xero Debtor/Creditor Analysis respectively. Usually driven by CRM such as Salesforce, SugarCRM, Pipedrive, CapsuleCRM, etc.

Revenue and Cashflow Blocker Analysis

Identify the reasons why a customer has delayed payment, before you phone them, by unifying debtor analysis with customer support and sales. This simple process can help with your upselling

START WITH AS LOW AS ONE USER

Bring your team and the whole company, as you realise the value.

One Screen
Bringing data and functionality that matters to you from all your business software on to one screen to empower your team.
About Xero
Founded in 2006 in New Zealand, Xero is one of the fastest growing finance software companies globally, employing a team of more than 1,400 people in 20 offices across the world.
About UnifiedVU
Founded in 2015, Manchester, UK based UnifiedVU is on a mission to increase business productivity whilst empowering employees by changing how business software is consumed.

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