UnifiedVU SageOne Applications and Workflows

Bringing data and functionality from all your business software on to one screen to help you get the best out of SageOne.

Some of SageOne Applications

Your opportunity to help contribute to growth of your organisation

As organisations use more software than ever before, data and functionality are now scattered across many applications resulting in having to switch and toggle between these applications to complete daily jobs and workflows. In addition, reliance on others for information due to lack of access or training hinders productivity.

UnifiedVU brings data and functionality from all your software and data sources on to one screen in real-time to increase organisational productivity. Daily jobs and workflows can now be streamlined and completed faster. Decisions can now be made with up-to-date information, helping with revenue growth.

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.

SageOne Daily Jobs and Workflows

How SageOne interacts with your software and data sources on UnifiedVU

SageOne A/R App
Action/Response

Displays related Invoices

Select Invoice

Displays related Invoices

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Displays related Invoices

Select Invoice

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

App
Read with 3rd column

CapsuleCRM Contacts

CapsuleCRM Contacts

CapsuleCRM List

Pipedrive Contacts

Pipedrive Contacts

Pipedrive Sales Opportunities

Salesforce Contacts

Salesforce Contacts

SugarCRM Contacts

SugarCRM Contacts

Google Drive

Microsoft OneDrive

Dropbox

MailChimp Contacts

MailChimp Campaigns

Zendesk

Trello Cards with any App

Companies House

Google Maps

FullContact

edocr

Google Mail

App
Action/Response

Select Contact or Compay

Show Contact & Company details

Select Contact or Company

Select Contact or Company

Show Contact & Company details

Show related Sales Deals

Show Contact & Company details

Select Contact or Company

Show Contact & Company details

Select Contact or Company

Show related Files

Show related Files

Show related Files

Show Campaign Responses

Select Contact on Campaign

Show related Tickets

Show related Cards

Show related Company Records

Show related Location

Show related Social Profiles

Show shared Documents

Show related Emails

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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.
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