Team
Team communications
Phone, video meetings, and team chat for everyone in the company, on the same presence as the contact center. Every call, meeting, and channel attaches to the person, deal, or ticket it's about.
ExploreThe platform
Every handoff loses something. The customer pays for it.
Contact center, phones, CRM, and marketing on the customer record.
Every call, text, email, meeting, and click lands on the customer record as it happens, with the transcript and the AI Summary. The deal, the ticket, and the campaign stay on that record.
From the first ad click to year ten. There's no separate CRM to sync. Unbound is the CRM.
One handoff
Tuesday's billing call is still there on Thursday.
An AI Workflow sends the call to a Bot. The Bot looks up the invoice, resolves it, and writes what it did to the customer record. On Thursday the customer asks for more seats. The AI Workflow hands that call to an agent, with Tuesday's call, the open ticket, and the renewal date already there. The account manager sees the same customer record on the deal.
When money, access, or the relationship is at stake, the AI Workflow hands off to a person. Every AI action is logged on the customer record, so you can see what happened and why.
The stack you pay for today
Five vendors means five partial copies of each customer.
The phone system, the contact center, the CRM, the customer database, and marketing usually come from different vendors. Every handoff between them is an integration someone builds, pays for, and fixes when it breaks.
Five vendors
- Five logins, five bills, five contracts to renew.
- A copy of the customer in every tool, and none of them complete.
- Connectors and sync jobs someone has to build, pay for, and fix.
- Support asks the customer to repeat what they told sales.
- Marketing never hears that they called twice yesterday.
On Unbound
- One login, one invoice, one contract.
- The customer record, and every team works from it.
- One database per account. Outside tools, like billing or scheduling, connect through workflows.
- The agent already sees every call, text, and deal.
- Campaigns run on what the customer actually did.
The customer lifecycle
One customer story, from first click to renewal.
Seven moments every business runs. Each one is already on the customer record when the next one starts.
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01Capture
MarketingForms, ads, site visits, texts, and calls land on one person, with the source attached.
A bot replies to the form and asks the next question.
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02First conversation
TeamContact CenterPhone, Meet, chat, or the queue. AI Workflows read the reason and route it to the right bot or person.
A bot answers right alongside your team.
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03Convert
CRMThe call is already on the opportunity. Proposal, e-signature, and payment close on the deal.
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04Onboard
CRMPlatformWorkflows fire the next steps. A project opens and the customer joins it through their portal.
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05Support
Contact CenterSupport is a task on that person. Voice, video, chat, SMS, and email stay one conversation.
A bot fixes it, or passes it to a person who already knows the story.
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06Expand
MarketingCampaigns and ad audiences run on what the customer actually did. People move in and out automatically.
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07Renew
CRMContact CenterEvery call, ticket, and signature is on the record when the renewal comes up. Nothing to rebuild, nothing to export.
A bot runs the renewal outreach by call, text, and email.
Five categories
Five categories. Each one stands on its own.
Together they share the record, the presence, the workflows, and the bots. How bots are routed, coached, and scored is on the bots page.
Contact Center
Contact center
TaskRouter sends voice, video, chat, SMS, and email to the right agent by skill, priority, and capacity. Bots and people share the queues and follow the same rules.
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CRM
CRM and customer data
People, companies, and opportunities with every conversation already on the record. Proposals, e-signature, projects, and your own custom objects run on that same data, so the deal closes where it started.
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Marketing
Marketing automation
Blasts, cadences, forms, and programs run on the records your sales and support teams already work. See who to target, what it cost, and what converted, and let a cadence work a lead until a rep steps in.
Explore
Platform
Platform and infrastructure
Run it in our cloud, in your building, or in both at once. IAM and record-type permissions secure it, AI Workflows and MCP connect it, and native apps put it on every device.
ExploreDeploy and devices
Run it in our cloud or your building, on any device.
The core and edge network that carries HD voice with geo routing. The same product runs in our cloud, yours, or both.
Questions
What buyers ask about the platform.
Is this five products bundled together?
No. One platform: the customer record, one workflow canvas, one presence, and one permission model across contact center, team communications, CRM, and marketing.
Do we have to move everything over at once?
No. Start with the contact center and phones. CRM, customer data, and marketing automation are already in the account when you're ready for them.
What happens when a bot is unable to resolve the task?
A person takes over with the transcript, the promises made, and the open items on screen. The customer doesn't start over.
Why not just give everyone a general chatbot?
You can, and they'll still retype the customer's story into it. The AI in Unbound already has the customer record, the conversation, and your rules in front of it, on the login and permissions your team already uses.
Is onsite the same product?
Yes, the same product. Calls, messages, records, files, and recordings stay in your building. Model calls and carrier traffic are handled per deployment, so ask us how in yours.
Walk the whole customer lifecycle, with sample data loaded.
Open an account where the queue, the records, the campaigns, the bots, and the workflows are already connected, from the opening form to the renewal call. Then make them yours.