Integration with IT Systems
Optimize Your Communication Management with Un1ty Integration to IT Systems
Integrate Un1ty seamlessly with your CRM, ERP, and Helpdesk tools to enhance customer service efficiency and automate internal processes.
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
CRM (Customer Relationship Management) Integration
- Instant display of customer profiles during incoming calls.
- Easy access to interaction history with a single click.
- Automatic updates of customer information after each exchange.
ERP (Enterprise Resource Planning) Synchronization
- Centralized data for better coordination across departments.
- Automation of workflows and real-time tracking of transactions.
- Reduced errors through a unified, up-to-date database.
Helpdesk Solutions Integration
- Automatic ticket creation from incoming calls or messages.
- Smart assignment of requests to the appropriate agents.
- Faster incident tracking and resolution.
Automation and Reduction of Manual Errors
- Real-time data synchronization to avoid duplicates.
- Shortened processing times through task automation.
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
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
- Enhanced Customer Experience: Quick access to information for faster, more responsive service.
- Increased Productivity: Reduced repetitive tasks, leading to more efficient teams.
- Data Reliability: Elimination of input errors and automatic updates of information.
With Un1ty’s Integration with IT Systems, centralize your tools and streamline communication management for a more efficient and connected business.
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
