Costing & quoting for custom or technical products can be time consuming. Interacting with engineering, production, quality, legal or vendors are a regular events. Traditional CRMs aren’t really built for this, meaning you end up stuck in meetings and/or sending dozens of emails between different departments and the customer.

With Unifize, every inquiry is a real-time conversation. You can automatically add all the participants you require at the click of button. Conduct feasibility, upload specifications and email vendors all from one place. Use our customizable checklists to collect customer data, enquiry information and product details. Branch off into contract review, feasibility, APQP or simple tasks to conduct parallel, related processes.

Users can also quickly start inquiries directly from their email inbox or via our mobile or desktop apps. All subsequent emails are sorted and pushed into relevant conversations so you can view, keep track and discuss them. You can then assign accountability to the right person on the team when you need them to take the next step.  Managers can then keep track of all inquiries a dashboard, where they can be viewed by customer, product, region, or any other custom parameter you want to see.