People
People and deals.
One page per client or supplier, with their invoices, contracts, signing requests, orders, bookings, notes and files, put together on your device.
Open People
Free with an account.See Pro
DMJLJordan LeeAcme Studio · jordan@uniport.shWrite
INV-0012 · $480.00PaidOct 11
Mutual NDASignedOct 9
Order #1042 · $36.00Pickup SatOct 10
Tasting · Tue 11:00 AMBookedOct 13
DealLeadProposalWonCatering, $480.00Next: deliver Thu 12:30 PM
Won the deal? Make the invoice from it.
Everything about them.
Invoices, contracts, orders, bookings and files, in one place.
Deals.
Stage, value and next step. When it’s won, make the invoice or the contract.
Put together on your device.
The page is built in your browser from your encrypted files.
Tags and notes.
Group people your way.
Business card to person.
Drop a photo, and Uni makes the person.
Chat export to note.
Drop a chat export, and Uni files it as a note on the person.
People pages are put together in your browser from your encrypted files.
ProPro gives Uni 300 requests a month to file what you drop.
- 100 GB of encrypted storage
- Lockdown
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