Uniti replaces your scattered stack of CRMs, portals, spreadsheets, and Slack channels with a single operating system. From first client conversation to ongoing delivery.
Scoping calls, proposals, and pricing happen manually, every single time. No learning, no consistency, no scale.
Providers work in shared drives and Slack threads. No SOPs, no playbooks, no standard for what "good" looks like across engagements.
Neither clients nor admins can see engagement status, workload, or quality metrics. By the time something goes wrong, it already has.
An intelligent guided conversation identifies the client's function, pain points, and urgency. No forms. No waiting for a sales call.
Uniti recommends a service tier (Advisory, Fractional, or Managed), generates a scope of work, and produces value-based pricing.
Clients get a branded dashboard with active projects, task status, communication, billing, and engagement history in one place.
1099 providers access assigned clients, SOPs, playbooks, and delivery frameworks. Everything they need to execute at a consistently high standard.
Your first-touch salesperson never sleeps. AI-powered chat asks tailored intake questions by function (HR, Finance, Ops, Marketing, Tech, PM), recommends tiers, and generates dynamic proposals with value-based pricing.
Branded dashboards with live project status, task management, a communication hub, file sharing, contracts, and billing. Clients see exactly what they're getting, in real time.
Your 1099 network gets structured onboarding, function-specific SOP libraries, playbooks, delivery templates, and a workspace to manage all client work. Consistent quality at scale.
Full visibility across every client, provider, and project. Resource allocation, workload balancing, quality scoring, and performance tracking from a single view.
Not a marketplace. Not a portal. A platform built from the operator's seat, designed to make every engagement more consistent, more visible, and more valuable.