✕ 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 is committed, 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, no other tool for a business your size 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 follow-up list shows you what's due today, 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. Choose, per master and per direction, what's shared: Firm A can share its customers with Firm B without B sharing back, while items, prices and stock stay private to each.
No other tool for a business your size does this — they keep each firm in its own file. 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, match payments back by reference number, 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, threshold alerts, stock-entry verification, manual adjustment, inter-location distribution. No surprise negatives.
Customer + vendor payments, bulk payments, cheque tracking, bank reconciliation, plus income and expense entries. Every cash movement auditable.
Two-way: import masters from Tally, match payments back by reference number. 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. New reports added on request.
Toggle tracks on or off, reorder and branch the chain, run quotes-only or the full quote-to-cash. The pipeline bends to your business — not the other way round. No rival lets a trader reshape it.
Turn any quote or invoice into a branded public link or PDF — ready to send on WhatsApp the way your customers already talk to you. Chase outstanding dues without retyping a thing.
One cloud database — nothing lost to phone-sync. No per-user fees, no renewal traps. Role-based permissions hide cost and margin from your salesmen. Take a backup and walk away with everything, any time.
Your own private server, your own database, updated with one click — backed up before every release, restored automatically if anything fails. The trader leads with the operations; this is what the person signing the cheque checks.
Book a 30-minute demo. We'll set up a private trial on a fresh server — your data, your server, yours alone from the very first login.
Trustworthy small-business plumbing. Not startup hype.