Last Updated
Overview
Unison Ace provides a comprehensive CRM and CXM platform for managing customer interactions and automating key processes. While the platform is highly specialized for complex industries, its robust, all-in-one approach provides a unified customer view, making it a powerful tool for data-driven decision-making.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Unison Ace Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Unison Ace?
Unison Ace is an advanced customer relationship management (CRM) and customer experience management (CXM) platform designed for enterprise-scale businesses. The software leverages artificial intelligence to deliver a complete 360-degree view of the customer journey. Key capabilities such as its AI-Next Best Action (NBA) engine and personalized dashboards empower organizations to automate complex workflows, enhance sales team productivity, and proactively manage customer interactions across all touchpoints to boost loyalty and retention.
Unison Ace Pricing
Unison Ace Integrations
Who Is Unison Ace For?
Unison Ace is designed for any business aiming to automate workflows and improve customer loyalty through a digital-first approach across various sectors, such as:
- Finance
- Banking
- Insurance
Is Unison Ace Right For You?
Unison Ace is the right fit for enterprise-level organizations, especially in the financial sector, that require a powerful, highly customizable, and AI-driven platform to manage the complete customer lifecycle. Its strength is validated by winning the APICTA Gold Award in the Banking, Insurance, and Finance category, showcasing its excellence in this niche. The platform’s focus on providing a unified view of every customer interaction makes it a strong contender for businesses prioritizing deep customer intelligence.
Still not sure about Unison Ace software? Contact our support team at (661) 384-7070 for further guidance.
Unison Ace Features
AI-Next Best Action (NBA)
This feature uses artificial intelligence to analyze historical customer data and behavioral patterns. It then provides sales and service agents with prescriptive recommendations on the most effective next steps to take with a customer, improving sales productivity and personalizing the experience.
Visual Drag And Drop Designer
The platform features an intuitive visual designer that enables users to create and modify workflows and processes without requiring code. It empowers business users to tailor the system to their specific operational needs, enhancing agility and reducing reliance on IT.
Salesforce Automation
This module automates key sales processes, including lead and opportunity management, contact updates, and activity tracking. By handling repetitive tasks, sales teams can prioritize nurturing relationships and closing deals, thereby increasing overall efficiency and forecast accuracy.
Personalized Dashboards
Users can create and customize their dashboards to display the information and metrics most relevant to their roles. This personalized view enables team members to quickly access critical data, monitor performance, and gain actionable insights at a glance.
Cognitive CRM (Bots)
Unison Ace integrates cognitive bots to automate customer interactions and internal processes. These bots can handle routine inquiries, manage service requests, and guide users through tasks, providing 24/7 support and enabling human agents to address more complex issues.
Pros And Cons of Unison Ace
Pros
Powerful AI-driven analytics and recommendations
Seamlessly customizable dashboards and workflows
Supports both on-premise and cloud deployment
Cons
Primary focus on enterprise-level needs only
Requires deep configuration to align with specific business needs
Unison Ace Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 101-500 employees
“Supportive team”
Pros
The product selection is excellent, and the customer service team is knowledgeable, responsive, and genuinely cares about helping.
Cons
It's definitely challenging for beginners if you're not familiar with this type of system.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What level of support does Unison Ace offer?
Unison Ace provides 24/7 support through email and phone.
Does Unison Ace offer an API?
The official website of Unison Ace does not specify its API availability.
Does Unison Ace have a mobile app?
No, Unison Ace does not offer a mobile app.
Who are the typical users of Unison Ace?
The typical users of Unison Ace features are businesses from the finance, banking, and insurance sectors.
What language does Unison Ace support?
Unison Ace is primarily available in English.
What types of pricing plans does Unison Ace offer?
The Unison price is based on a business's specific requirements. So, request a personalized Unison Ace pricing quote for your business.
What other apps does Unison Ace integrate with?
The integration details of Unison Ace are available through its free demo.