Automate Your Entire Sales Function and gain valuable
Gathering leads, closing the deal, or improving up-selling — UnityBMS provides the tools you need to manage it all in one place. With intelligent tracking and automation, your team can focus more on strategy and less on repetitive tasks.
UnityBMS offers a comprehensive view of the end-to-end customer journey, enabling you to make smarter, data-driven decisions at every stage. From first interaction to post-sale support, everything is connected for maximum efficiency and growth.
We Simplify Sales Processes to Help You Close Deals Faster
At UnityBMS, sales isn’t just about tracking leads — it’s about giving your team full visibility from first contact to final conversion. Our tools are built to streamline your pipeline, automate repetitive tasks, and give you actionable insights at every stage.
From opportunity tracking to quote management and mobile access, UnityBMS makes it easy to manage your sales journey, increase conversions, and scale revenue.
Explore Our Sales Capabilities
At UnityBMS, we provide a complete sales management solution designed to boost your conversion rates and drive growth. From lead tracking to sales automation, every feature helps simplify your sales process and gives you real-time visibility. Whether you’re managing prospects, automating follow-ups, or analyzing sales performance, UnityBMS gives you the tools you need to accelerate your sales cycle and close more deals.
360° CUSTOMER VIEW
Understanding your customers is the key to building lasting relationships and driving business growth. UnityBMS provides a 360-degree view of your customers, giving you access to all the information you need at your fingertips.
- Holistic Customer Insights
- Proactive Opportunity Tracking and Conversion
- Detailed Communication History and Interactions
- Streamlined Contact and Lead Management
- Centralized Proposal Management and analysis
- Enhanced Customer Engagement and Retention
Lead Management
Managing leads effectively is essential for any business aiming to grow its customer base. UnityBMS provides a complete overview of your sales process, enabling you to track the status and progress of each lead from start to finish.
- Multi Source Lead Capture
- Automated Lead Distribution
- Lead Campaign Success Tracking
- Single Click Lead Conversion
- Tasks, Notes and Reminders
- Lead Activity Records
Lead Management
Managing leads effectively is essential for any business aiming to grow its customer base. UnityBMS provides a complete overview of your sales process, enabling you to track the status and progress of each lead from start to finish.
- Multi Source Lead Capture
- Automated Lead Distribution
- Lead Campaign Success Tracking
- Single Click Lead Conversion
- Tasks, Notes and Reminders
- Lead Activity Records
Opportunity Management
Turning qualified leads into customers requires a well-structured approach, and UnityBMS provides the tools you need to manage every step of the process. From advanced customer segmentation to detailed revenue estimation.
- Advanced Customer Segmentation
- Multiple Opportunity per Lead
- Streamlined Sales Processes
- Easily Add Custom Fields
- Detailed Revenue Estimation
- Multiple Proposals per Opportunity
Proposals
Creating effective sales proposals is crucial to winning new business, and UnityBMS makes the process simple and efficient. With the ability to generate multiple quotes per opportunity and customize each proposal to meet client needs.
- Multiple Proposals for Opportunity
- Customizable Templates
- Send Proposal Directly
- Convert to Performa Invoice Directly
- Proposal Chat and Comments
- Additional Custom Fields
Proposals
Creating effective sales proposals is crucial to winning new business, and UnityBMS makes the process simple and efficient. With the ability to generate multiple quotes per opportunity and customize each proposal to meet client needs.
- Multiple Proposals for Opportunity
- Customizable Templates
- Send Proposal Directly
- Convert to Performa Invoice Directly
- Proposal Chat and Comments
- Additional Custom Fields
Goal Tracking
Setting clear goals and tracking progress is essential for any successful sales team. UnityBMS provides your team with the tools they need to manage their performance, track all sales efforts, and celebrate achievements.
- Set Goals and Targets
- Detailed Reporting
- Track Sales Milestones
- Notify Team on Achievements
Powerful Features Built for Growth
unityBMS is packed with intelligent features designed to streamline operations, boost productivity, and support business scalability. From project management and finance to CRM and automation, every tool works together in one seamless platform.
Marketing
