Help Center

Frequently asked questions

Everything you need to know about UnitePro— from going live in days to pricing, security and UNO, your AI right-hand. Can't find an answer? We're one message away.

Product & platform

What is UnitePro?

UnitePro is an AI-first ERP+CRM that runs your entire product business on one platform — sales, CRM, inventory, orders, manufacturing, finance and more. Built for Indian manufacturers, traders, distributors and D2C brands, it replaces the tangle of Tally, Excel and WhatsApp with a single login. It comes with UNO, your AI right-hand that does the work for you.

What can it run for my business?

One platform covers Sales, CRM, Inventory, Order Management, Manufacturing, Purchase, Finance, GST, Field Sales and HR. Switch on what you need now and add more as you grow — leads, orders, dispatch and accounting all stay connected in real time.

Is it right for my business?

It is built for product businesses — manufacturers, traders, distributors, wholesalers and D2C brands. If you run on Tally, Excel and WhatsApp today and you are the only one who can pull the numbers, it is made for you. Book a demo and we will map it to your workflows.

Is there a mobile app?

Yes. UnitePro works on Android and iOS, so your field team, factory floor and office stay in sync in real time — track every visit, order and target live.

Pricing & plans

Why is it so much cheaper than SAP or a custom ERP?

Enterprise systems like SAP mean ₹50 lakh+, 6–12 months and a dedicated IT team. UnitePro is settings-based rather than a coding project, so you get the same control in days and from ₹10,000/month. Most businesses replace 6–7 separate tools and 2–3 dedicated people with one platform.

Can I add modules or change plans later?

Yes. Most teams start with CRM and orders, then add Inventory, Manufacturing, Finance or HR as they grow. Changes take effect from your next billing cycle.

Onboarding & support

How long does it take to go live?

Days, not months. Setup is settings-based with no coding — masters first, then transactions, then automation. Most businesses are live within a week, not the 6–12 months an enterprise ERP demands.

Do we need consultants or an IT team?

No. UnitePro is configured through settings, not custom code, so there is no consultant army and no in-house IT team required. Our team guides you through onboarding and training.

Can you migrate our data, and will it disrupt Tally?

Yes. We migrate your clean master data and a defined window of open transactions, and keep archives for reference so the business never stops. It is India-first and works with what you already use — Tally, IndiaMart and GST e-invoicing — so your accounts flow stays intact.

What support do you offer?

You get hands-on onboarding, product training and ongoing support by phone, email and WhatsApp. We usually reply within one business day.

Security & data

Is my data secure?

UnitePro is hosted on AWS with an isolated database for every client, encryption in transit and at rest, two-factor authentication, role-based access and full audit trails. See our Privacy Policy for details.

Who owns my data?

You do. Your data is yours; we process it only to provide and improve the Services, and you can export it at any time.

Can I export my data?

Yes. You can export your records from the platform whenever you need, so you are never locked in.

AI & automation

What is UNO?

UNO is your AI right-hand — an AI plugged into your live business data. Just tell it what you need: "make this quotation and send it", "show me who hasn’t paid this month", or "what’s my margin on Product X?" — and it is done. It does the work and answers the questions in seconds.

Does UNO replace my MIS analyst?

UNO does the reporting and number-crunching an MIS analyst does — for a fraction of the cost — so your team spends time on customers, not spreadsheets. You stay in control, and every action is auditable.

Is my data used to train AI models?

No. Your business data powers features for you — it is not used to train models for anyone else. You stay in control of how automation runs.