Every lead answered. Every deal followed up.
UnifyLoop is the all-in-one CRM for small businesses: your website, inbox, phone and pipeline in one app, so no lead slips through the cracks.
- Free plan
- No credit card
- Unlimited users on paid plans
Follow one customer. Priya, a homeowner in San Francisco, from a Google search to a paid deposit, all on one record.
Blog & SEOPriya searches for a solar quote. Your blog post ranks, and she clicks through to your quote page.
Nobody yet. A record is created the moment someone fills in a form.
One app instead of a website builder, a CRM, a shared inbox, a phone system, a booking app, an email tool and the glue between them.
Every tool you add keeps its own copy of the customer. So nobody ever sees the whole story, and the follow-up falls into the gap between two apps.
- 7
- Logins
- 7
- Copies of her details
- 7
- Places her story lives
- login 1Website & funnel builderHer quote form, 2:02 PMSees 1 of 7 pieces
- login 2CRMHer name, number and dealSees 1 of 7 pieces
- login 3Shared inboxHer WhatsApp threadSees 1 of 7 pieces
- login 4Phone systemA six-minute callSees 1 of 7 pieces
- login 5Booking appThursday’s site surveySees 1 of 7 pieces
- login 6Email toolThe 30-day check-inSees 1 of 7 pieces
- login 7The glue between themCopies that drift out of syncBreaks when one app changes
Your whole sales process, on autopilot. You just describe it.
Type what should happen, or just say it, and AI builds the workflow. Start simple, like replying to every new lead in seconds. Or go further: let AI read every enquiry, pull out what matters, and send each person down the right path. Every run is logged step by step.
How AI automations work- Waiting for the first trigger…
- 25
- trigger events, from “form submitted” to “checkout abandoned”
- 30+
- ready-made workflows to switch on
- 3
- AI steps that write, sort and extract
- 0
- runs broken by an edit. A run in flight finishes on the version it started on.
Six steps, one record. From stranger to repeat customer.
Follow Priya, a homeowner who wants solar panels, through a business that runs on UnifyLoop. Each step shows what she sees, what your team sees, and what happens by itself.
Your website brings the right people in.
Describe your business in a sentence and UnifyLoop builds the website and the funnel pages, with the form, booking and checkout already connected. A blog and Google Search Console help new people find you.
The storyPriya searches “solar quote San Francisco” and lands on your quote page.
AI here: AI writes the pages and the blog posts. To change anything, just say what you want.
- Built from one sentence
- A website or a multi-page funnel from a short description, or rebuilt from your current site’s address.
- Forms, booking and checkout
- 22 kinds of section, including booking, Stripe checkout and one-click upsells.
- Pages that improve themselves
- A/B tests run until they’re 95% sure, then show everyone the winner.
- Found on Google
- AI blog plans and drafts, SEO checks, and Search Console connected in one click.
- Plan
- Planned 3 pages
- Wrote the copy
- Quote form → Leads pipeline
- Survey booking → your calendar
- 2 follow-up emails drafted
- Full name
- Priya Shah
- priya.shah@example.com
- Monthly bill
- $150–250
- ZIP code
- 94110
That’s all she did. She hasn’t closed the tab yet.
- Contact createdPriya Shah · priya.shah@example.com · ZIP 94110
- Lead score: 64+30 asked for a quote+20 bill over $150+14 in your service area
- Owner: Sam OrtizTook turns: Sam was next after Jen
- Deal added to the pipelineResidential installs → New lead
- Joined “Hot leads” · follow-up startedSegment: score ≥ 60 → Speed to lead
New lead from the solar quote funnel. Power bill $150–250 a month; inside your service area.
Every enquiry becomes a lead. Automatically.
When someone fills in a form, UnifyLoop creates their record, scores how ready they are, hands them to the right person and puts a deal in your pipeline. Nobody copies anything from one app into another.
The storyPriya presses “Get my quote” at 2:02 PM. A second later she has a record, a score and an owner.
AI here: AI sums up who they are and what they asked for, right on their record.
- Fields for what you sell
- Homes, policies, students, projects. Ten field types, each with its own lists and board.
- A score with reasons
- Every lead is scored 0–100, and the score shows why.
- The right owner, instantly
- Leads go to whoever’s turn it is, whoever is least busy, or one person you pick.
- Lists that keep themselves
- Segments update as records change, and can start a follow-up when someone joins.
Reply in seconds, on WhatsApp or email.
A message can go out the moment a lead arrives, from your own WhatsApp number and your own email domain. When they answer, the reply lands in one shared inbox, on the customer’s record, where the whole team can see it.
The storyThirty-eight seconds later Priya gets a WhatsApp from Sam, and replies.
Reply to Priya…
AI here: “Draft with AI” writes the reply from the whole conversation. You read it and press send.
- Email from your own domain
- Send and receive as you@yourcompany.com. We generate the DNS records and check replies come back.
- WhatsApp on your Meta account
- Templates sync, the 24-hour reply window is handled for you, and Meta bills you directly.
- AI drafts. You send.
- Nothing the AI writes in the inbox goes out without you.
- Built for a busy day
- Assign, snooze, undo, and J / K / E to fly through it from the keyboard.
- JKJordan KimOakland · 2:28 PMDialing…
- PSPriya ShahSan Francisco · 2:31 PMnext
- LOLuis OrtegaSacramento · 2:39 PMnext
- MCMei ChenSan Jose · 2:42 PMnext
- RPRavi PatelFresnoqueued
- GOGrace OkaforPalo Altoqueued
Dialing…
- Dialed
- 1
- Connected
- 0
- Booked
- 0
Call them, and book the meeting on the same call.
Call from your browser, one lead or a whole list. Every call is recorded, transcribed and saved to the customer’s record, and the meeting goes into your calendar before you hang up.
The storySam calls Priya from his browser and books a site survey for Thursday.
AI here: Every call is transcribed, so you can read it back instead of listening again.
- Call a whole list
- The power dialer works through a list for you, with a queue for everyone who said “call me later”.
- A local number
- Calls go out from the prospect’s area code, with their local time on screen.
- Booking links
- Meetings land in Google Calendar with a Meet or Zoom link, plus reminders.
- A full phone system
- Transfers, voicemail, inbound calls and team numbers. Or bring your own Twilio.
Close the deal. Take the payment.
Every deal sits on a board you can drag, with the money in each stage added up for you. When they say yes, they pay a deposit or the full price on your own Stripe checkout.
The storyPriya says yes. Her deal moves to Won and she pays a $500 deposit online.
- Weighted pipeline
- $24,860
- Open deals
- 5
- Won this month
- $12,900
AI here: “Next best action” tells you what to do with each deal, and why.
- A pipeline for anything
- As many pipelines as you need, each stage with its own win chance and time limit.
- Nothing goes quiet
- A deal that sits too long in a stage gets flagged, and can start a follow-up.
- Paid on your own Stripe
- Checkout, order bumps and one-click upsells, with the money going straight to you.
- The numbers, live
- Weighted pipeline, win rate and what needs attention today, on one dashboard.
Bring them back, and their friends.
After the sale, follow-ups keep the relationship going: a check-in, a review request, a referral campaign to every happy customer. Replies come back to the inbox, and the dashboard shows what’s working.
The storyA month later Priya gets a check-in, leaves a review, and refers her neighbour.
AI here: AI writes each follow-up and sorts the replies into happy, neutral and unhappy.
- Four steps to send
- Audience, sender, content, review. Test it on up to five inboxes first.
- Replies come home
- Replies land in the inbox on the customer’s record, never in a no-reply address.
- Your reputation, protected
- New domains warm up automatically, and a domain pauses itself before bounces do damage.
- Unsubscribes, everywhere
- Anyone who opts out is suppressed from every campaign and automation automatically.
- Sent
- 412
- Delivered
- 40899.0%
- Opened
- 24760.5%
- Clicked
- 7117.4%
- Replied
- 19
- Unsubscribed
- 2
- Hannah LeeMy neighbour at #14 has been asking about you!
- Diego AlvarezDoes the referral credit work for my brother in Oakland?
- Ana TorresSent it to two friends already.
The whole stack. One login.
42 things you’d otherwise buy, connect and keep in sync yourself. Everything but calling works on the free plan; paid plans add volume and the dialer.
- AI website builder
- Multi-page funnels
- Stripe checkout and upsells
- Self-deciding A/B tests
- Blog with AI drafts
- Google Search Console
- Custom domains
- Import from GoHighLevel, Wix & more
- Contacts, companies, deals
- Custom objects, 10 field types
- Multiple pipelines with SLAs
- Live segments and lists
- Lead scoring, 0–100
- Duplicate detection and merge
- Tasks: list, board, calendar
- CSV import and export
- Email on your own domain
- WhatsApp, on your Meta app
- One shared inbox
- Assign, snooze, undo
- Templates, snippets, signatures
- Draft and Summarise with AI
- Browser calling
- Power and preview dialer
- Local presence
- Recording and transcripts
- Booking links and reminders
- Google Calendar, Meet, Zoom
- Numbers at cost, or your Twilio
- Email campaigns to any segment
- Opens, clicks and replies
- Domain warmup and protection
- Automatic unsubscribes
- Pipeline and win-rate dashboard
- Call reports per rep
- 25 trigger events
- Write, Sort and Extract with AI
- 30+ ready-made workflows
- Build by typing or talking
- Versions and run history
- Slack, webhooks, API calls
- AI summaries on every record
Add the whole team. The price doesn’t move.
One flat monthly price per workspace, published. No per-seat maths, no “contact sales” to find out. Drag the slider and watch what each person costs.
- Unlimited users
- 150,000 emails a month
- 5 sending domains
- 2,000 calling minutes
- 10 dialer seats
- 10 phone numbers, at cost
Everyone gets the CRM. Up to 10 of your 12 can be on calls at once. Dialer seats are the only thing counted per person, because each needs a real phone line.
Free plan: $0, 1,000 emails a month, no calling. Upgrades are switched on from inside the app.
What is UnifyLoop, in one sentence?
One app that takes a customer from your website to a paid deal and back again. The website, the inbox, the phone, the pipeline and the follow-ups all share the same customer record. Most small teams do this with five to seven tools that don’t talk to each other. Here it’s one.
I’m not technical. Can I set this up myself?
Yes. Your workspace opens with contacts, leads and a working pipeline already in place, plus more than 30 ready-made follow-ups you can switch on. The website builder starts from a sentence describing your business, and automations can be built by typing or saying what you want to happen.
Do I need to connect Gmail or Outlook?
No. Email is sent and received on your own domain through our infrastructure. You add a few DNS records (we generate them, detect your DNS provider, and check that replies route back), and you’re sending as yourself. Connecting a Gmail or Microsoft 365 mailbox isn’t available yet.
How does WhatsApp work?
You connect your own Meta app to the WhatsApp Cloud API, with a step-by-step guide inside UnifyLoop. Messages land in the inbox next to email, templates sync from Meta, and the 24-hour reply window is handled for you. You pay Meta directly; we add nothing on top.
Can I move over from GoHighLevel, ClickFunnels or another builder?
Yes. Paste the address of your current site (GoHighLevel, ClickFunnels, Wix, WordPress, Squarespace, Webflow or Shopify) and it’s rebuilt as an editable UnifyLoop site, blog posts included. Contacts come across by CSV, with column matching and a duplicate check afterwards.
What does calling cost?
Calling comes with every paid plan: 500 to 6,000 minutes a month and 3 to 25 dialer seats, depending on the plan. Phone numbers are $1.15 a month each, at cost, or connect your own Twilio account. Dialer seats are the one thing counted per person, because each caller needs a real phone line. Everyone else on your team is free.
What does the AI do with my data?
It reads the same records you can, with the same permissions, and your data is never used to train AI models. In the inbox, AI drafts and never sends. In automations, AI steps run only where you put them.
Start your first loop today.
Free to start, with your own domain, a working pipeline and ready-made automations. Bring the whole team: paid plans don’t charge per person.