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UnifyLoop
Use case · CRM for small business

A CRM that doesn’t need an admin.

Small teams don’t abandon CRMs for lack of features. They abandon them because setup took a quarter, upkeep needed an admin, and the price changed shape every time the team grew. UnifyLoop is built against all three failure modes.

Setup time
An afternoon, not a quarter
Users
Unlimited on paid plans
Starting price
Free, no card
Mandatory sales call
None
The usual setup

It isn’t the features. It’s everything around them.

01

Setup took a quarter

Weeks of configuration before the first lead is worked, often with a consultant on the bill.

02

Upkeep needed an admin

Someone has to own the fields, the rules and the reports, and small teams rarely have that person.

03

The price changed shape

Every new hire, or a contact list crossing a tier, moved the bill.

How UnifyLoop does it
01

Configured on day one, by you

Every new workspace comes with contacts, leads, a sales pipeline, a calling pipeline, a dashboard that reads from them, and automation templates for new-lead follow-up and stale deals. You customise from a working system instead of staring at an empty one, and everything installed is configuration you can rename or delete.

  • No implementation consultant, no professional-services quote
  • A working pipeline before your first import, not after a workshop
  • Industry packs that install your trade’s objects and automations, starting with real estate Coming soon
02

Priced for a team, not a procurement department

Every price is published: one flat monthly fee for the workspace, with unlimited users on every paid plan. You can see your cost on the pricing page without booking a call, start free without a card, and the bill never jumps because your contact list crossed an invisible tier or you hired someone. Small businesses get burned by pricing shaped for enterprises; we priced for the other direction.

03

Room to grow without a migration

The usual small-business CRM trajectory is: outgrow the simple tool, migrate to a heavy one, lose a quarter. UnifyLoop’s objects are definitions, not fixed tables. When you add a second product line, start tracking Projects, or hire your first ops person, you add objects and fields to the workspace you already have. Growing changes your configuration, not your vendor.

Questions

CRM for small business, in detail.

Something else? Ask a person. It won’t be a sales call.

Is there really a free way to start?

Yes. There’s a free workspace with 1,000 emails a month, no card required, and it doesn’t expire. Paid plans raise the email and calling allowances at prices published on the pricing page, with unlimited users, so you can see exactly what growing costs before you commit.

Do I need someone technical to run it?

No. Objects, fields, pipelines, filters, and automations are all configuration; there is no scripting language to learn and no schema deployment. If you can describe the rule, you can build it, and ready-made automation templates cover the common first ones.

What happens when we outgrow the starter setup?

You extend it. Custom objects, more pipelines, more automations, and more people all live in the same workspace. What you started with is ordinary configuration, so nothing about the starting point limits where you take it.

We run everything in spreadsheets today. Is switching worth it?

A spreadsheet holds records; it doesn’t answer messages, chase follow-ups, or notice a deal going quiet. The honest threshold: once more than one person touches the same customers, or leads arrive faster than you reliably respond, the spreadsheet is costing you revenue it can’t show you. Import it by CSV and keep the columns you care about.

Try it on your own data.

Free workspace, contacts and pipelines ready at signup, and every price published. No mandatory call.

Free plan · No credit card · Every price on the site