✕ Quotes lost in Excel and inboxes.
✓ A live board of every quote — versions kept, follow-ups dated — so nothing warm goes cold.
Quote → order → dispatch → collect, with live stock and outstanding-chasing built in. Know which quotes are alive, what stock you hold, and who owes you money — while your accountant keeps the ledger in Tally.
Three questions every trading day, three problems most tools leave you to solve in Excel and WhatsApp. Here's what we do instead.
The Sales Quote is the spine. Everything else hangs off it — and three things here that Uny5 puts together.
Every quote sits on a board you can read at a glance: new, sent, in follow-up, won or lost. Revise a quote and the older version is kept, not overwritten — so you always know what you actually offered.
Set a follow-up date when you send it. The quote list shows quotes whose follow-up is due or that have gone quiet, so "I sent the quote, then silence" stops happening.
Run several firms under one account and switch between them in a tap — no separate files, no logging in and out. Sharing is opt-in: choose, per master type and per direction, what one firm shares with another. Six masters can be shared, each independently — Customers, Vendors, Items/Products/Services, Employees & Users, Taxes & Invoice Types, and Bank Accounts. Firm A can share its customers with Firm B without B sharing back. Item photos and datasheets appear in the other firm's quotations, orders and invoices. Stock and transactions stay private to each firm.
Uny5 runs every firm in one account, not one file per firm. Add a customer once, use it across firms, report across all of them.
Uny5 sits on top of your books. You run quoting, orders, dispatch and collections here; your accountant keeps the statutory accounting in Tally. Import your masters from Tally to start, link Tally voucher numbers to Uny5 documents, and hand over clean data to work from instead of fighting over it.
Keep your Tally, keep your CA, keep the way you close the year. We're the operational layer — not core accounting, not a POS, not a payments rail.
Each one earns its place on the quote-to-cash spine. Turn on what you use, leave the rest off — one login, all your firms.
Quotes, order acknowledgements, invoices, cash sales, receipts. Your prefix, your fiscal year, your sequence — every document on-brand.
Internal requisitions, vendor requisitions, purchase orders, invoices and payments. Approval flows that mirror real-world authoriser splits.
Live stock per location, stock-entry verification, manual adjustment, inter-location distribution.
Customer + vendor payments, bulk payments, cheque tracking, bank reconciliation, plus income and expense entries. Every cash movement auditable.
Import customer, vendor and item masters from a Tally export, export vouchers as a file TallyPrime imports, and link Tally voucher numbers to Uny5 documents. No live connection. Keep statutory accounting in Tally — run operations in Uny5.
Sales, ageing, KPI tiles, and a flexible report runner with date filters and CSV export — across one firm or all of them.
Turn modules on or off and run quotes only or the full flow. In Uny5 the pipeline bends to your business, not the other way round — and you're the one who reshapes it.
Turn any quote or invoice into a branded public link or PDF — a link you share on WhatsApp the way your customers already talk to you. Remind customers from a list of who owes what: a WhatsApp message you send with a tap, or automatic email reminders you switch on.
No per-user fees. Reports that show margin need the 'View financial reports' permission. Export all your data at any time.
A Duplicate customers report groups customers whose names match once case, punctuation and spacing are ignored, flags groups that share a GSTIN, and shows how many documents use each record.
Purchase item and purchase order item reports show what was bought, in what quantity and at what price.
Purchase orders imported from a previous system have their amounts locked, so historical totals can't drift. Receiving, closing and notes still work.
A dedicated database and application instance for your account — backed up before every update, restored automatically if an update fails.
Book a 30-minute demo. We'll set up a trial for you — a dedicated database and application instance, isolated from other customers' data from the very first login.
Trustworthy small-business plumbing. Not startup hype.