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SALES & REVENUE OPERATIONS

Build sales workflows that actually close deals

Turn fragmented tools, manual updates, and blind spots into governed, production-ready AI selling.

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Trusted by sales teams across the world
Business ROI
Real results. Not more pilots.

3.5x

Meeting conversion

for World's 2nd Largest Flooring Company

92%

On-time renewals

for India's Leading Health Insurance Provider

Sales drives revenue—but workflows steal selling time.

OPERATIONAL FRICTION
Where sales workflows break down
CRM hygiene
CRM hygiene

Data goes stale without constant manual updates.

Deal progression
Deal progression

Next steps slip without consistent follow-through.

Forecasting
Forecasting

Pipeline signals lack accuracy and confidence.

Account context
Account context

Critical insights live across disconnected systems.

Handoff coordination
Handoff coordination

Sales, RevOps, and Finance operate out of sync.

Pilot-only AI
Pilot-only AI

AI summarizes calls but can’t advance deals.

Intelligent automation and human-in-the-loop AI experiences
Bring AI to every sales workflow
Intelligent automation and human-in-the-loop AI experiences
Opportunity Updates
Opportunity Updates
Keep CRM fields accurate automatically.
Deal Review Workspace
Deal Review Workspace
Inspect deal health and intervene early.
Meeting Intelligence
Meeting Intelligence
Capture notes, actions, and follow-ups.
Account Context View
Account Context View
See activity, risks, and signals in one place.
Follow-Up Automation
Follow-Up Automation
Trigger next steps after every interaction.
Outreach Review Console
Outreach Review Console
Approve messaging and track engagement.
Forecast Signals
Forecast Signals
Detect risk and upside across pipeline.
Forecast Insights Dashboard
Forecast Insights Dashboard
Validate projections and adjust targets.
Lead 
Routing
Lead 
Routing
Assign leads based on intent and fit.
Routing Oversight Workspace
Routing Oversight Workspace
Monitor flow and rebalance assignments.
Renewal & Upsell Signals
Renewal & Upsell Signals
Surface expansion and churn indicators.
Revenue Growth Console
Revenue Growth Console
Prioritize actions and track outcomes.
Platform
Unlocking the power of AI-Native sales
Systems
Systems

Connect your
sales systems

Integrate CRM, email, calendar, revenue, and contract tools — without migration.

Explore UnifyApps Integrations
Data
Data

Unify sales data and signals

Create a trusted, governed view of accounts, opportunities, and activity.

Explore Unify Data
Agents
Agents

Build AI-driven sales workflows, apps, and agents

Design deal flows, follow-ups, and forecasting logic visually.

Explore Unify AI Builder
Governance
Governance

Apply enterprise-grade oversight to sales AI

Enforce approvals, audit trails, and data access controls.

Connect your
sales systems

Integrate CRM, email, calendar, revenue, and contract tools — without migration.

Explore UnifyApps Integrations

Unify sales data and signals

Create a trusted, governed view of accounts, opportunities, and activity.

Explore Unify Data

Build AI-driven sales workflows, apps, and agents

Design deal flows, follow-ups, and forecasting logic visually.

Explore Unify AI Builder

Apply enterprise-grade oversight to sales AI

Enforce approvals, audit trails, and data access controls.

Integrations

Connect the sales tools you already use

Salesforce
Hubspot
Apollo
Outreach
Gmail
Zoom
Microsoft Dynamics
Slack
Microsoft Teams
Gong
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WHAT MAKES UNIFYAPPS UNIQUE
The core capabilities behind AI-native transformation
Complete integration & data foundation
Complete integration & data foundation

800+ connectors plus a unified data layer for clean, trusted AI workflows.

Model-agnostic AI intelligence
Model-agnostic AI intelligence

Route tasks across 50+ foundation models without lock-in.

Built-in AI development lifecycle
Built-in AI development lifecycle

Track, test, deploy, and monitor AI with native version control.

Enterprise governance & security
Enterprise governance & security

Audit-ready, explainable, and deployable in any environment.

Build once, deploy everywhere
Build once, deploy everywhere

Reuse logic across web, mobile, chat, and embedded experiences.

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Ready to get AI-Native?

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