Unify is your solution to integrate your CRM into your e-commerce storefront, add a customer portal to handle common tasks like tracking and returns, as well as a basic ticket system.With support for the integration of LimeLight CRM and Konnektive CRM, you'll be able to accept and process payments through your storefront with ease.
Unify Free supports both WooCommerce on WordPress and Magento. With Unify Free, you can easily map products between your storefront and your CRM, as well as batch import products saving you time and reducing frustration. Unify Pro ($199 a month) also comes with support for CRM integration with Shopify.
Unify Pro adds support for subscription orders, often essential for direct response campaigns. With subscription orders often comes an increased need for customer support for modifying or cancelling a subscription. Improving response time and making sure the customer is able to do these things without frustration is essential in reducing your chargebacks. For this reason, Unify Pro also has a customer portal and a support system. Customers can login using just their email and order number (no need to create an account).
From the portal, they can —
Track their orders
Pause or modify a subscription
Cancel an order
Request a return and/or refund
Cancel a subscription
Skip a subscription cycle
To assist with the return/refund process, Unify Pro includes a lightweight customer support chat system as well as a basic traditional support ticket system. Not everyone has a 24/7 support staff. Unify allows you to reduce the need for more support agents as well as provide quicker response times. If tickets are not resolved within a specified amount of time, they can be automatically resolved by approval, preventing anything from falling through the cracks. Finally, Unify Pro comes with additional built in plugins for Shopify which include coupon management, address validation, fraud detection, and more.
If you simply want basic integration for WooCommerce or Magento, Unify Free is all you need. If you need Shopify support or you are interested in the many great features of Unify Pro, contact our sales team today!
List of all features
Process payments through supported CRMs (LimeLight CRM and Konnektive CRM)
Map products between your storefront and your CRM
Batch import products
Support for WooCommerce/WordPress and Magento
Support for Shopify
Subscription management through membership portal
Void and refund requests through Unify
Basic support ticket system
Lightweight customer support chat
Customer membership portal where customers can manage and track their orders
Various built in plugins, including coupon management, address validation, fraud detection, and more (Shopify only)