Unylo
FAQs
Your Questions, Answered
Everything you need to know about Unylo’s CRM, Partner Portal, and Direct Sales Portal — in one place.
Top 6 FAQs
Quick answers to the most common questions.
Why should my company switch to Unylo?
Unylo replaces a patchwork of tools (CRM, partner portals, e-commerce, email) with one platform on Microsoft Cloud. You’ll cut costs, remove data silos, and get real-time control across leads, opportunities, orders, partners, and customers.
What makes Unylo different from other CRMs?
Unylo includes PRM (Partner Portal) and a 24/7 Direct Sales Portal as standard. No pricey add-ons or complex integrations — one vendor, one platform, consistent data.
Does Unylo include e-commerce?
Yes. The Direct Sales Portal lets B2B customers place orders anytime, view invoices, and request returns. Every action syncs instantly with CRM.
How does the Partner Portal work?
Partners can raise opportunities, track progress, collaborate via comments, and share documents. Role-based access ensures each partner sees only what they should.
Is Unylo secure and GDPR compliant?
Yes. Unylo runs on Microsoft Entra-ID and Azure with MFA, encryption, European data residency for EU/UK clients, backups with point-in-time recovery, and high-availability SLAs.
How much does Unylo cost?
CRM from £150/month (3 users). Partner Portal £10/user. Direct Sales Portal £750/month. Bulk Email from £7/month. See full pricing.
Full FAQs
Deeper detail across switching, CRM, PRM, Direct Sales Portal, reporting, email, security, pricing, and migration.
Switching to Unylo
What problems does Unylo solve?
Fragmented systems create delays, errors, and higher costs. Unylo unifies CRM, partner collaboration, and B2B ordering to eliminate rekeying, reduce disputes, and accelerate revenue.
Will switching disrupt our operations?
No. We include migration and onboarding to move data, configure processes, and get teams productive quickly.
Can we keep our current email/domain set-up?
Yes. Unylo integrates with your email infrastructure and can work with third-party relay services if needed.
Do you support custom workflows?
Yes. Define stages, steps, and approvals that match how your team sells — no rigid one-size-fits-all.
CRM
What does Unylo CRM include?
Leads, opportunities, quotes, orders, invoicing, goals, reminders, notifications, sales repository, products/bundles/price lists, and dashboards.
Can I manage products, bundles, discounts, and price lists?
Yes. Maintain catalogues, set customer-specific pricing and discounts, and reflect them instantly in portals.
How do reminders and notifications work?
Time-saving alerts for tasks, meetings, renewals, and approvals keep deals moving without manual chasing.
Do you support role-based access and action rights?
Yes. Restrict visibility and actions by role so teams and partners see only what’s relevant.
Partner Portal
What can partners do inside Unylo?
Submit opportunities, track status, upload docs, comment, and access performance dashboards — all tied to your CRM.
How is partner access controlled?
Admins manage permissions by partner and user. Finance views can be restricted to authorised roles.
Can partners see their pipeline contribution?
Yes. Dashboards show partner-generated revenue, pipeline, and conversion trends.
Does the portal mirror our internal stages?
Yes. Status sharing aligns partner views with your internal pipeline for a single source of truth.
Direct Sales Portal
What can customers do in the portal?
Place orders 24/7, view order/invoice history, download PDFs, and raise returns — all synced to CRM.
Do you support custom pricing and promotions?
Yes. Customer-specific price lists, bundles, discounts, and promotions update in real time.
Is there built-in messaging or enquiry handling?
Yes. Customers can message reps and request support directly within the portal to speed resolution.
Can it integrate with inventory and payments?
Yes. Unylo is designed to integrate with inventory and finance systems so stock and transactions stay aligned.
Reporting & Insights
What reporting and dashboards are available?
Real-time views across pipeline, revenue, orders, invoicing, partner performance, lead activity, and funnel health.
Can we drill down and export?
Yes. Filter, drill, and export data to share with stakeholders or analyse further.
Bulk Email
Do we still need a separate bulk email tool?
No. Unylo includes bulk email with templates and tracking for opens, clicks, deliveries, bounces, and failures — all mapped to CRM.
Is lead engagement tracked?
Yes. Interactions are scored so your team can prioritise the most engaged prospects.
Security & Compliance
How secure is Unylo?
Built on Microsoft Entra-ID and Azure with MFA, encryption, role-based access, real-time backups, and high-availability SLAs.
Where is our data hosted?
EU/UK clients are hosted in Europe to meet GDPR and regional data-residency requirements.
Pricing & Value
What are the subscription options?
CRM from £150/month (3 users). Partner Portal £10/user. Direct Sales Portal £750/month. Bulk Email from £7/month. See pricing.
Are there hidden fees or feature limits?
No hidden fees. Transparent pricing with no artificial feature blocks.
Migration & Onboarding
How do we migrate from our current system?
Migration and onboarding are included. We help import data, configure processes, and train your team.
Do you provide training and support?
Yes. You’ll have access to how-to guides, videos, and responsive support.
Ready to simplify your stack?
One platform. One vendor. Full visibility across CRM, PRM, and Direct Sales Portal.