Sales & CRM
Turn every lead into a closed deal
Capture, track and convert every enquiry in one intelligent pipeline — with AI that follows up for you and a 360° view of every customer.
- Lead capture
- Visual pipeline
- Follow-up automation
- WhatsApp & calls
- 360° view

Capabilities
Everything your sales team needs in one place
Capture every lead
Web forms, WhatsApp, calls and imports all land in one inbox — nothing slips through the cracks.
Visual sales pipeline
Drag deals through stages that mirror how your team actually sells, with totals at every step.
Follow-up automation
Auto-assign, remind and nudge so no lead ever goes cold — even when the team is busy.
360° customer view
Every email, order, payment and note on one timeline — context for every conversation.
WhatsApp & calling
Message and call customers right from the CRM, and every touchpoint is logged automatically.
Forecasts & reports
See pipeline value, conversion rates and rep performance update in real time.
A pipeline that mirrors how you sell
Build the exact stages your team works through, drag deals forward, and always know what is in play and what is at risk.
- Custom stages, fields and deal values
- Weighted pipeline and revenue forecasts
- Lost-reason tracking to learn and improve
AI that keeps every lead warm
UnitePro AI drafts follow-ups, schedules reminders and surfaces the deals that need attention today — so your team sells instead of chasing.
- Automated follow-up sequences
- Smart reminders on going-cold deals
- AI-drafted replies, grounded in your data
Sales and stock, finally connected
Because CRM shares one database with inventory and finance, a won deal becomes an order, an invoice and a stock movement — with zero re-entry.
- Live stock visibility while quoting
- One click from won deal to invoice
- No double entry across teams
By the numbers
What teams see with UnitePro CRM
- 3×Faster lead response
- 360°View of every customer
- 40%More follow-ups completed
- 0Leads lost to spreadsheets
Better together
Works with the rest of UnitePro
Book your free demo
See UnitePro on your business, not a slide deck
Book a personalised demo — we'll walk through your workflows, your modules and your numbers.
- Personalised walkthrough
- No commitment
- ~30 minutes