One client record.
Every contact, file and conversation in one place.
The client relationship platform
Every client.One relationship.
UNISON brings your leads, clients, quotes and invoices into one calm workspace, so every conversation, commitment and payment is in view for your whole team.
Good afternoon, Neo.
Here’s your client briefing.
Search clients
Your organisation
Overall position
Your relationships are in good health.
Most clients are active and on track. A few need a follow-up this week.
48
Clients
41
Healthy
5
Watch
2
At risk
Key focus areas
2 clients need a follow-up
3 quotes awaiting a decision
1 overdue invoice
Needs your attention
View allNorthwind Capital
At riskNo contact for 21 days
Follow up today
Aurora Holdings
OverdueInvoice 14 days late
Reminder due
Meridian Partners
WaitingQuote awaiting a decision
Expires in 3 days
Pipeline and billing
View forecastOpen pipeline
Leads14
Qualified9
Quoted6
Accepted3
Quotes
3 awaiting a decision
Invoices
1 overdue, 4 due this month
Illustration · sample clients and figures
One pipeline.
From the first lead to a signed quote.
One team.
Everyone in step with every client.
Everything for the relationship
One platform for every client you look after.
Bring your clients, pipeline, quotations, invoices and files together, so nothing about a relationship lives in someone’s inbox.
Clients
A living profile for every client: contacts, history, files and relationship health, always up to date.
Leads and pipeline
Capture every lead, qualify it, and move each opportunity forward with a clear next step.
Quotes
Polished, accurate quotations with the right terms built in, ready to send in minutes.
Invoices and payments
Raise invoices from accepted quotes and follow every payment, due date and overdue balance.
Client files
Briefs, agreements and proof of work, kept private and organised on each client’s record.
Forecasting
See the revenue and cash you can expect, month by month, before it arrives.
The client journey
From first hello to final payment.
A clear path for every client, so you always know what has happened and what comes next.
1Lead
2Qualified
3Proposal
4Quoted
5Accepted
6Invoiced
7Paid
8Renewed
Relationship confidence
Everything you need to look after every client.
A complete client history
Every contact, note, file and document in one place, whoever picks up the conversation.
Follow-ups that never slip
Tasks and reminders tied to the client, so every commitment is kept.
Clear commercial terms
Approved wording on every quote and invoice, consistent across the whole team.
Cash you can see
Know what is invoiced, paid and overdue, and what to expect next.
Your client workspace
Continue into UNISON.
Invitation-only access for authorised organisation members. Every organisation’s clients and files are private and kept separate.