One data layer. Every surface built on it.
Most stacks are a CRM plus a marketing tool plus an automation tool, integrated. UnifyLoop is one system: the same objects, the same filter engine, and the same automation engine underneath every screen. That is what makes work you do in one place reusable in the others.
14 surfaces in 5 groups, covering all 6 steps of the customer journey
- Filter dialects
- One, shared
- Objects
- Yours, unlimited
- Automation runs
- Durable & versioned
- AI permissions
- Inherited
14 surfaces. One system.
Each of these is a page, not a bullet, because the interesting part of every one is how it behaves in month six. Grouped in the order a customer meets them.
Get found
A website, funnels with checkout, and a blog that bring the right people in.
Capture & organise
Every enquiry becomes a record, on your own objects, lists and pipelines.
Talk
Reply on email or WhatsApp, call from the browser, and book on the call.
Grow
Campaigns that bring customers back, and the numbers that show what works.
On autopilot
Follow-ups and AI that work across every other part.
Built once. Shared by every surface.
A saved view, a campaign segment, an automation condition, and a lead-scoring rule are the same definition running through the same engine. Build it once and point it at anything.
Why this matters more than any featureThe platform arrives configured.
Horizontal systems die of the empty workspace. Every workspace starts with contacts, leads, a sales pipeline, a calling pipeline, and automation templates. Industry packs that go further (the objects and automations for what you sell) are coming soon.
Is it one app, or several bolted together?
One app. Every part reads and writes the same customer records, filters with the same engine, and triggers the same automations. That is why a list you save as a view also works as a campaign audience, an automation’s condition, or tonight’s call list in the dialer.
Do I have to use every part?
No. Start with the part you need most and switch the rest on when you are ready. You can even run one automation here while your current CRM stays the system of record, then move over once it has proved itself.
What is on the free plan?
Everything here except calling works on the free plan. Paid plans add volume and the dialer, and they don’t charge per person. Every allowance is on the pricing page.
How do I tell what is built and what is planned?
Anything not built yet carries a “Coming soon” tag wherever it appears on this site. Everything without the tag is in the product a new workspace gets today.
See it with your own objects in it.
Start a free workspace and you have contacts, pipelines, and automation templates ready before you've finished reading this page.
Free plan · No credit card · Every price on the site