The Challenge- Raw Leads, Lost Opportunities

Businesses often struggle with a common issue—raw leads from various channels that aren’t ready to convert. Whether it's incomplete contact information or missing context, the result is the same- lost time, poor engagement, and missed opportunities.

Lead generation isn’t the problem. Lead refining is.

The Unify Solution- Lead Refinement Starts Here

Unify Leads focuses on one core outcome—turning every piece of data into real business potential. Here's how Unify makes <>lead refining

Universal Lead Capture—Anywhere, Anytime

Leads don’t come in one format—and Unify understands that. Whether you're at a live event, online campaign, or offline interaction, Unify makes sure every contact is captured.

Capture methods include-

• QR Code Scanning – Ideal for quick event lead capture.
• NFC Taps – Gather leads from smartphones with a simple touch.
• Barcode Scanning – Scan expo badges and packaging.
• Business Card Transcription – Convert cards into digital leads.
• Manual Entry – Easy form-based lead addition.

Supports-

• iOS & Android mobile apps
• Handheld scanners
• Tablet-based booths
• Offline functionality with auto-sync

Lead Enrichment That Powers Sales

Most raw leads lack important context. This is where lead enrichment becomes critical. Unify automatically verifies and enriches contact data with-

• Email and phone number verification
• Company details (size, industry, website)
• Linked social profiles
• Geo and time-zone data

This level of lead enrichment gives your sales team a 360° view—before the first outreach even begins.

Customizable Forms for Targeted Data Collection

Different channels need different data. Unify lets you design flexible forms for every purpose-

• Webinar registrations
• Demo requests
• Event booth sign-ups

This ensures you collect only the most relevant information, improving segmentation and lead refinement accuracy.

Real-Time CRM Integration

Leads should never sit idle in an inbox or spreadsheet. Unify ensures real-time syncing with your CRM—giving your team instant access to fresh, refined leads. This cuts manual work, speeds up follow-ups, and boosts conversion rates.

Automated, Personalized Follow-Ups

Timely engagement is everything. Unify enables personalized, automated email and SMS follow-ups based on lead behavior, capture source, or campaign type—keeping conversations flowing and opportunities alive.

Powerful Analytics & Campaign Insights

Refining leads is just the beginning. Unify also gives you the intelligence to-

• Track performance by lead source
• Measure conversion rates
• Monitor campaign ROI
• Follow up smarter based on data

With this, your entire funnel becomes more efficient, data-driven, and revenue-focused.

Designed for On-the-Go Teams

Whether you're at your desk or a tradeshow floor, Unify ensures seamless functionality across-

• Smartphones
• Tablets
• Handheld devices
• Real-time cloud sync

Everyone on your team stays in the loop with the latest data—anytime, anywhere.

Built-in Event Management for Lead Refinement

Events generate leads in bulk. Unify helps you turn them into gold with features like-

• Live badge scanning
• Lead tagging by interest or source
• Real-time lead qualification
• Automated post-event communication workflows

This level of control makes lead refining at events fast, simple, and impactful.

Enterprise-Grade Security & Compliance

With GDPR, CCPA, and other data laws in play, Unify protects your lead data with-

• Role-based access
• Full audit trails
• Data encryption
• Cloud-level security

Your refined leads stay safe, compliant, and audit-ready.

The Outcome- Refined Leads, Real Growth

With Unify, you're not just capturing contact data—you’re unlocking its full value through lead refining and lead enrichment. The results-

• 70% faster lead response
• Higher quality pipeline
• Better engagement and nurturing
• Increased ROI on campaigns

🚀 Final Thoughts

Unify Leads isn’t just another CRM add-on—it’s your complete lead refining platform. From universal capture to smart lead enrichment, it ensures that every lead is more than just a name—it’s an opportunity.

Stop collecting. Start refining. Grow smarter—with Unify.