One workspace.
Every business type.
UnifData adapts to your industry. A contractor, a home services crew, and a professional services firm each get a workspace configured for how they actually work.
Industry workspaces
What you'd see in each workspace
Select your industry to see how the workspace is configured for it.
Industry workspace
Home & Field Services
Open quotes, scheduled service, unpaid work, client follow-ups
Open quote value
$12,400
Service visits
7
Unpaid work
$3,850
Data health
84%
What the owner sees today
What's inside every workspace
Everything a business needs to operate clearly.
Daily priority queue
Every morning: follow-ups due, unpaid work, open opportunities, and data gaps — before they become lost revenue.
Industry-aware CRM
The workspace adapts its language and priorities to your business type. Choose during onboarding; change any time.
Data Hub
See record completeness across your whole workspace. Missing fields get flagged, and new records from connected tools are automatically reconciled against existing customer data.
CSV imports
Bring in existing customer lists from spreadsheets. Records are validated, deduplicated, and logged on import.
Connected workflow
Mark an opportunity won and UnifData creates the linked job and revenue records automatically.
AI Advisor
Get a plain-English summary of your business: what's overdue, what's at risk, and three specific next actions.
Ready to build your workspace?
Choose your industry, bring in your data, and see what needs attention today.