One data layer. Every surface built on it.
Most stacks are a CRM plus a marketing tool plus an automation tool, integrated. Unify Loop is one system: the same objects, the same filter engine, and the same automation engine underneath every screen. That is what makes work you do in one place reusable in the others.
- Filter dialects
- One, shared
- Objects
- Yours, unlimited
- Automation runs
- Durable & versioned
- AI permissions
- Inherited
One filter. Every surface.
A saved view, a campaign segment, an automation condition, a report filter, and a question you type at the AI are the same definition running through the same engine. Build it once and point it at anything.
Eight surfaces, one system.
Each of these is a page, not a bullet — because the interesting part of every one is how it behaves in month six.
Custom objects
Model any business without a migration
Read moreViews & filters
One filter that works everywhere
Read morePipelines
Kanban boards for any object
Read moreUnified inbox
SMS, WhatsApp, and email in one thread
Read moreWorkflow automation
Automations that survive edits and restarts
Read moreAI copilot
AI that inherits your permissions
Read moreCampaigns
Marketing that shares the CRM’s data
Read moreReporting
Dashboards built on the filters you already use
Read moreThe platform arrives configured.
Horizontal systems die of the empty workspace. Onboarding asks what your business sells and installs an industry pack — objects, fields, pipelines, and working automations. Everything it installs is configuration you can change.
See it with your own objects in it.
Start a free workspace, pick your industry, and the pack installs before you've finished reading this page.
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