Unypax 2026: Benefits, Features & Pricing

Unypax Features

• Popular features found in Sales Tracking
  Activity Dashboard

  Appointment Scheduling

  Interaction Tracking

  Task Management
• More features of Unypax
  Access Controls/Permissions

  Accounting

  Accounting Integration

  Activity/News Feed

  Activity Tracking

  Ad hoc Reporting

  Alerts/Notifications

  API

  Appointment Management

  Assignment Management

  Attendance Tracking

  Audit Management

  Audit Trail

  Automatic Backup

  Availability Indicator

  Bank Reconciliation

  Barcode/Ticket Scanning

  Barcoding/RFID

  Billing & Invoicing

  Budgeting/Forecasting

  Built-In Database

  Calendar Management

  Calendar/Reminder System

  Call Logging

  Cash Flow Management

  Cash Management

  Cemetery Management

  Certification & Licensing

  Charting

  Check-in/Check-out

  Collaboration Tools

  Commenting/Notes

  Commission Management

  Compliance Management

  Consolidation/Roll-Up

  Contact Database

  Contact Management

  Contract/License Management

  Cost Estimating

  Cost Tracking

  Cremation Management

  CRM

  Customer Database

  Customer History

  Customizable Branding

  Customizable Fields

  Customizable Forms

  Customizable Reports

  Customizable Templates

  Dashboard

  Data Import/Export

  Data Migration

  Data Storage Management

  Data Visualization

  Deadline Management

  Document Generation

  Document Imaging

  Document Management

  Document Storage

  Drag & Drop

  eCommerce Management

  Electronic Payments

  Electronic Signature

  Email Management

  Email-to-Task Conversion

  Event Calendar

  Event Triggered Actions

  Expense Tracking

  File Sharing

  Financial Analysis

  Financial Management

  Financial Reporting

  Forecasting

  Forms Management

  For Small Businesses

  Gantt/Timeline View

  General Ledger

  Geographic Maps

  Goal Setting/Tracking

  Grave Search

  Image Management

  Income & Balance Sheet

  Interactive Content

  Inventory Management

  Inventory Tracking

  Invoice Management

  Invoice Processing

  Item Management

  Kanban Board

  Lead Capture

  Leaderboards

  Lead Generation

  Lead Management

  Lead Qualification

  Lead Scoring

  Lot Mapping

  Mobile Access

  Mobile App

  Multi-Channel Management

  Multi-Company

  Multi-Location

  Offline Access

  Opportunity Management

  Order Entry

  Order Management

  Order Processing

  Order Tracking

  Payment Collection in the Field

  Pipeline Management

  Point of Sale (POS)

  Pre-Need Management

  Prioritization

  Process/Workflow Automation

  Product Catalog

  Profit/Loss Statement

  Project Planning

  Project Templates

  Project Tracking

  Prospecting Tools

  Purchase Order Management

  Purchasing & Receiving

  Quotes/Estimates

  Real-Time Data

  Real-Time Notifications

  Real-Time Reporting

  Receipt Management

  Records Management

  Recurring Tasks

  Referral Tracking

  Reminders

  Reorder Management

  Reporting/Analytics

  Reporting & Statistics

  Reservations Management

  Returns Management

  Revenue Management

  Route Optimization

  Sales Activity Management

  Sales Forecasting

  Sales Order Management

  Sales Pipeline Management

  Sales Reports

  Sales Trend Analysis

  Scheduling

  Search/Filter

  Segmentation

  Self Service Portal

  Serial Number Tracking

  Shipping Management

  SKU/UPC Codes

  Spreadsheet View

  SSL Security

  Status Tracking

  Sub-Task Management

  Supplier Management

  Surveys & Feedback

  Task Board View

  Task Editing

  Task Import

  Task Progress Tracking

  Task Scheduling

  Task Tagging

  Territory Management

  Third-Party Integration

  Third-Party Integrations

  Time Tracking

  To-Do List

  Transfers/Routing

  User Management

  Warehouse Management

  Workflow Management

  Work Order Management