Uniting CRM

Uniting is a mobile CRM workspace for approved organizations using the Uniting CRM platform.

The app helps teams stay connected to daily CRM activity from iPhone. Users can sign in with their organization account, view live CRM dashboard metrics, follow key pipeline and task updates, and collaborate with team members through workspace chat.

Key features:

Secure organization account sign-in
Live CRM dashboard with role-based metrics
Deal, task, and performance overview
Team chat with channels, replies, reactions, and image attachments
Profile, support, privacy, terms, and account deletion access
Light and dark theme support
Uniting is intended for existing customers and invited organization users. Access is provided by the user’s organization.