Click-to-Call & CRM Integration – Boost Your Sales Team’s Efficiency
Streamline your sales process and enhance team productivity with Un1ty’s Click-to-Call and seamless CRM Integration. Empower your sales teams with tools that simplify communication, automate follow-ups, and ensure no lead is ever missed.
Un1ty x WhatsApp – A seamless integration for centralized messaging
Connect faster, respond better, work smarter.
With Un1ty’s WhatsApp integration, unify your conversations and empower your teams with instant, structured, and high-performance communication.
Un1ty transforms WhatsApp into a fully integrated business channel, accessible directly from your workspace. Gain fluidity, productivity, and responsiveness—without ever leaving Un1ty.
No more switching between apps.
No more lost messages.
Just a seamless customer experience, managed end to end.
Un1ty x Microsoft Teams – Telephony and collaboration, finally united
Work together. Speak with one voice. Move faster.
With Un1ty’s native integration into Microsoft Teams, your phone system becomes a seamless part of your workflow.
No more switching tools. No more silos. Just one fluid experience — from the first call to the final follow-up.
Un1ty transforms Teams into a true professional phone system, connected to your tools, your processes, and your clients.
One interface. Zero friction.
Key features
Complete telephony, inside Teams
Develop useful and aCall using your business number – Directly from the Teams interface, just like using a desk phone.ccessible products.
Smart call routing – Set up rules by team, schedule, or priority — so every call gets where it needs to go.
Voicemail and call history – Access all missed calls and voice messages right in Teams.
Integrated collaboration tools
Click-to-call from Teams or your CRM – Start a call with one click from a contact or ticket.
Call notes and recordings – Capture key info and share insights instantly with your team.
Smooth transfers between colleagues – Pass on calls without losing context — for a better customer experience.
Unified reporting & analytics
Real-time dashboard – Track call volumes, response times, missed calls, and more.
Call quality metrics – Monitor technical and operational performance.
Custom reports by team or role – View exactly what matters to your organization.
Fast, easy deployment
Simple, quick connection – We link Un1ty to your Microsoft 365 environment in just a few steps.
Onboarding & training included – Your teams are fully operational from day one, with guided support.
Custom integration available – Easily connect to your CRM, ERP, or business tools via our open API.
Use cases by department
Sales team
Call prospects directly from Teams, auto-log details, and collaborate in real-time.
Customer support
Centralize calls and tickets in one tool — for greater speed and efficiency.
Managers & supervisors
Track performance, access recordings, and optimize your workflows.
Key Features
Click-to-Call Functionality
One-click calling directly from your CRM, eliminating manual dialing and saving valuable time.
Instant connection with leads and customers, improving response times and engagement.
Seamless CRM Integration
Automatic logging of call data and interaction history into your CRM.
Real-time syncing of customer information, allowing for personalized, efficient follow-ups.
No more data entry errors with automatic updates to customer records after each call.
Automated Follow-ups
Schedule and automate follow-up calls or emails based on customer interactions.
Send reminders and track customer responses for timely and effective outreach.
Performance Tracking and Analytics
Monitor call volumes, response rates, and conversion metrics directly within your CRM.
Use data-driven insights to optimize your sales strategies and improve team performance.
Key features
Unified, real-time messaging
Reply from Un1ty, not WhatsApp – No need to switch apps—manage WhatsApp messages in the same interface as your calls and other channels.
Automatic conversation sync – Every message sent or received in WhatsApp appears instantly within Un1ty.
Centralized inbox – View, filter, and organize WhatsApp messages alongside all your communication tools.
Advanced collaboration tools
Auto-replies & customizable templates – Automate greetings, FAQ responses, and follow-ups with predefined messages.
Conversation assignment & tracking – Assign each chat to the right person or team. No duplication, no delays—just smart delegation.
Tagging & categorization – Organize your conversations by topic, status, or priority for more efficient handling.
Performance tracking and analytics
Live dashboard – Monitor response times, incoming/outgoing volume, and activity peaks in real time.
Customer interaction reports – Get a global view of your WhatsApp communication to refine your strategy.
Custom KPIs – Track the metrics that matter most to your business.
Fast and flexible integration
Quick setup – Connect your WhatsApp Business account to Un1ty in just a few clicks—no complex tech setup required.
Customizable API – Tailor the integration to fit your IT environment, CRM tools, or business workflows.
Secure and GDPR-compliant – All your messages flow through a secure network, in full compliance with European regulations.
Use cases by department
Customer Service Teams
Efficiently manage incoming WhatsApp requests directly in Un1ty. Prioritize, automate, and resolve faster.
Sales Teams
Stay accessible to prospects and clients on their preferred channel—without revealing personal numbers.
Managers & Supervisors
Track team activity in real time, review message history, and optimize response workflows.
Benefits for Your Business
- Increased Productivity: Reduce time spent on manual dialing and data entry, allowing your team to focus on selling.
- Improved Customer Engagement: Quick and easy access to customer data for more personalized, relevant conversations.
- Streamlined Communication: Ensure all calls are logged, tracked, and followed up automatically for better customer relationship management.
With Un1ty’s Click-to-Call and CRM Integration, supercharge your sales team’s efficiency, close more deals, and drive business growth.
How it works
1. Assessment & planning
We analyze your needs and current tools
2. WhatsApp Connection
Easily link your Business account to Un1ty
3. Custom configuration
Set up roles, templates, tags, and more
4. Training & support
Your team gets onboarded, supported, and fully operational from day one
How it works
1. Assessment & planning
We evaluate your current tools and needs
2. Teams connection
We securely link your Un1ty and Microsoft accounts
3. Custom configuration
We set up routing rules, roles, voicemail, etc.
4. Training & support
Your teams are onboarded with full assistance
