With the customer
Handles, understands and hands off.
24/7 WhatsApp service that gathers the necessary information, qualifies the need and hands the conversation to a specialist at the right moment.
Operating platform
Intelligence to run your whole business and create value.
Commercial, administrative and financial processes connected on one platform, with continuous context from prospecting to financial results.
Connected operation
End-to-end control of the customer journey.
Every step carries the context of the one before. A lead moves on to quote, proposal, contracting and portfolio with no re-entry and no lost history.
- 01Lead
- 02Discovery
- 03Quote
- 04Proposal
- 05Closing
- 06Contracting
- 07Implementation
- 08Contract
- 09Portfolio
- 10Service
- 11Renewal
One record and one history, from first contact to renewal.
Features
Unique One, area by area.
The modules your team uses every day, organized by area and connected in one operation.
Commercial
From the first lead to the proposal, with conversations, qualification, quoting and sales management in the same flow.
- My Day
- Leads
- Unique Quoter
- Proposals
- Companies / Customers
- Commercial Dashboard
AdrIA Unique
Intelligence that raises productivity and sharpens decisions.
AdrIA works in customer service and inside the platform, supporting the operation from sales to finance, always within defined context, permissions and rules.
AdrIA
With the team
Context to work better.
Helps users understand opportunities, priorities, customers and operational information without leaving their workflow.
- 24/7 WhatsApp
- Operational context
- Role-based access
- Human handoff
Solutions
One platform. Different ways of operating.
Commercial, operational and financial processes share the same foundation. What changes are the processes, rules and journeys of each business.
Same operational core
- Commercial
- Operations
- Finance
- AdrIA
01
Health & Benefits
From prospecting to portfolio: quoting, proposal, contracting, implementation, covered lives, renewal and results in one flow.
02
Life Insurance
From opportunity to policy: proposal, formalization, portfolio, commission and renewal followed through a single journey.
03
Service Businesses
From lead to delivery: proposal, contract, service, finance and the customer relationship, connected.
04
Accounting
Acquisition, onboarding, portfolio, requests, documents and finance organized in one place.
05
Law Firms
Commercial relationships, proposals, contracts, matters, documents and finance connected to each client's history.
Security & Governance
Every company, every role, every access in its place.
Data, permissions and responsibilities follow the context of each company and each user, with control applied from the operation down to the data layer.
- 01
Multi-tenant
Each company operates in its own isolated context.
- 02
Roles & permissions
Each user sees what their role allows.
- 03
LGPD in operations
LGPD controls applied to day-to-day work.
- 04
Audit & data security
Changes are recorded and access is controlled down to the data layer.
See it in practice
See how Unique One fits your operation.
Show us how your company works today. We'll show you where processes, context and intelligence can create more value.