Home dashboard
The Unyson+ CRM Home dashboard in WordPress: counts, contacts by stage, the pipeline, recent activity and tasks, in cards you can rearrange.
Team roles
CRM Manager and Sales Rep roles in the Unyson+ WordPress CRM: who sees which contacts, deals and tasks, and who can import, export and merge.
Bin and audit log
Restore deleted contacts, companies and deals from the Unyson+ CRM bin, and see who changed what in the audit log: imports, exports, edits, merges and settings.
Modules and settings
Keep the Unyson+ WordPress CRM simple: switch modules such as companies, the sales pipeline, the calendar, email marketing and webhooks on or off, and set up replies, double opt-in and privacy.