Features
What's in the box.
Unificus is built on SuiteDash - the engine behind thousands of small-business client portals. We white-label it, configure it, and hand it to you ready to run.
Branded client portal
Your clients log into your-brand.com. Your logo, your colors, your domain. They never see Unificus or SuiteDash.
File sharing & storage
Organized client folders, version history, permissioned access. One source of truth instead of scattered Drive links.
Invoicing & payments
Send branded invoices, accept payments, and reconcile without bouncing between three apps.
CRM that connects everything
Contacts, companies, pipelines, and deal stages — all wired together. Every invoice, file, project, and automation references the same contact record, so nothing loses context.
Automations
Welcome sequences, reminders, status emails. Set them up once; they run while you work.
Appointment scheduling
Clients book time with you directly from the portal. Time zones handled.
Team collaboration
Invite staff or contractors with role-based access. No more shared-password spreadsheets.
Secure messaging
Threaded client conversations inside the portal - not lost in your inbox.