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Enterprise Layer Intelligence
Categories/CRM/UNARIC
UNARIC

UNARIC

Founded 2023

Capture customer interaction signals and payment data directly inside Salesforce

You can use Unaric to capture communication records, payment activities, and user behavior directly inside Salesforce. The suite connects telephony systems and Microsoft Teams to customer records, automatically logging phone calls and meeting details without external bots. It links payment service providers like Stripe and GoCardless with Salesforce and Certinia to manage billing and direct debits. You can also build targeted Marketing Cloud segments without code, track user adoption across your team, and generate structured context for automated service workflows.

What UNARIC does

Log incoming and outgoing phone calls against CRM contactsSynchronize meeting schedules and recordings into Salesforce accountsCollect subscription payments through integrated payment gatewaysConstruct audience segmentation filters using drag-and-drop criteriaDisplay contextual onboarding guides on specific CRM record pagesMonitor user click paths and adoption metrics within SalesforceLogs Microsoft Teams calls and meetings directly into Salesforce recordsConnects payment gateways like Stripe and GoCardless to SalesforceSyncs emails and calendar activity between Outlook, Gmail, and CRM accountsBuilds Marketing Cloud audience segments with visual drag-and-drop toolsTracks user interactions and navigation paths inside SalesforceDisplays contextual walkthroughs and help guides for onboarded usersIntegrates external telephony systems with Salesforce Service Cloud Voice

Frequently asked

SalesforceSalesforceMicrosoft TeamsMicrosoft TeamsMicrosoft OutlookMicrosoft OutlookGmailGmailCertiniaCertiniaStripeStripeGoCardlessGoCardless

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Unaric, Salesforce, Microsoft Teams integration, CTI, call logging, payment orchestration, Stripe Salesforce, Certinia, Marketing Cloud, Agentforce, email sync, user analytics, digital adoption, document generation, asset tracking