Sales Pipeline & CRM
Custom stages, deal scoring and one source of truth for every account — modelled on how your team actually sells.
See the pipelineUniPOS builds enterprise-grade sales software — AI agents that instantly engage, qualify, and convert inbound leads into pipeline and revenue.
Thanks — we’ll be in touch within one business day.
Custom stages, deal scoring and one source of truth for every account — modelled on how your team actually sells.
See the pipelineAgents that qualify inbound leads, draft follow-ups and book meetings — trained on your playbook, not a generic model.
Shared deal rooms, approvals and clean handoffs that keep marketing, sales and success on the same page.
Forecast accuracy, cohort win rates and rep performance in dashboards your board can read at a glance.
See analytics in actionTwo-way sync for deals, contacts and activity — no manual exports.
Two-way sync for deals, contacts and activity — no manual exports.
Two-way sync for deals, contacts and activity — no manual exports.
Two-way sync for deals, contacts and activity — no manual exports.
Two-way sync for deals, contacts and activity — no manual exports.
Two-way sync for deals, contacts and activity — no manual exports.
Two-way sync for deals, contacts and activity — no manual exports.
Two-way sync for deals, contacts and activity — no manual exports.
Two-way sync for deals, contacts and activity — no manual exports.
No subscriptions — Starter is free for life and Basic is a one-time payment. Enterprise pricing on request.
“We replaced three tools with UniPOS and our reps finally trust the pipeline. Forecast accuracy went from a guess to within four percent in a single quarter.”
“The AI agents qualify inbound leads before a human ever touches them. Our SDRs spend the day in conversations now, not in spreadsheets.”
“Onboarding took nine days, not nine weeks. Every stage, field and report we needed was configurable without waiting on engineering.”
“Deal rooms killed the email chaos. Approvals, pricing sheets and next steps live in one place, so nothing stalls between legal and close.”
Most teams are live in under a week. Import your contacts and open deals from a CSV or straight from your current CRM, map your stages, and invite your reps — onboarding templates handle the rest, and our team joins the first pipeline review.
Yes. UniPOS is the system of record for accounts, contacts, deals and activity, and it replaces the pipeline work most teams force into a generic CRM. If you want to keep Salesforce or HubSpot, we sync both ways instead of asking you to migrate.
Agents score and qualify inbound leads against your ideal-customer rules, answer first-touch questions, draft follow-ups in your tone, and book meetings on your calendar. Anything that changes a deal needs a human approval step you define.
Data is encrypted in transit and at rest, workspaces are isolated per tenant, and Enterprise plans add SSO/SAML, granular permissions and audit logs. Your data is never used to train shared models, and you can export or delete it at any time.
Yes — native integrations cover Microsoft 365, Google Workspace, Slack, Salesforce, HubSpot, Notion, Zapier and Dropbox, plus a REST API and webhooks for anything bespoke. Most teams connect their inbox and calendar on day one.