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. Unify Loop is built against all three failure modes.
- Setup time
- An afternoon, not a quarter
- Industry packs
- 7, installed at onboarding
- Starting price
- Free, no card
- Mandatory sales call
- None
Configured on day one, by you
Onboarding asks one question — what does your business sell — and installs an industry pack: objects with real fields, a pipeline with real stages, automations already running, and a dashboard that reads from them. Real estate, agencies, recruiting, insurance, home services, B2B SaaS, and education each get their own. 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
- Blank-slate setup exists, but it’s the escape hatch — not the default
Priced for a team, not a procurement department
Every price is published: a platform fee per workspace, a price per seat, and metered AI and messaging at listed rates. You can total 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. Small businesses get burned by pricing shaped for enterprises; we priced for the other direction.
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. Unify Loop’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.
CRM for small business, in detail.
Is there really a free way to start?
Yes — a free workspace with an industry pack installed, no card required. Paid plans add seats and usage at rates published on the pricing page, 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 the AI copilot can draft filters and answer “how do I” questions from inside the product.
What happens when we outgrow the starter setup?
You extend it. Custom objects, more pipelines, more automations, and more seats all live in the same workspace. The pack 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, an industry pack installed at setup, and every price published. No mandatory call.
Free trial · no card required · every price published