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Unity Cloud Box
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Platform

One AI-ready platform.Every department.

  • Unity Cloud Box is a configurable, AI-ready operations platform for every team.
  • Digitize workflows, automate processes, and see your data in real time. No code required.
  • Lucy, your built-in AI, works across every department because your data lives in one place.
Core capabilities

Everything your operation needs, in three chapters.

Ready from day one

Pre-Built Standard Workspaces

Every Unity Cloud Box plan includes three ready-to-use workspaces that cover the operations most businesses need from day one.

Custom Workspaces

Beyond the standard workspaces, your plan includes multiple custom workspaces you can build for any purpose.

Run your operation

Visual Workflow Engine

Drag and drop to build approval chains, notification rules, and automated processes.

Real-Time Dashboards

Every workspace includes configurable dashboards that update in real time.

Self-Service Portals & Catalogs

Give employees and customers a front door to your operations.

It keeps getting smarter

Lucy, Your AI

She enriches data, generates summaries, classifies requests, and powers intelligent automation.

Knowledge Base

Centralize your team's knowledge in searchable, categorized articles.

Core capabilities

Every Unity Cloud Box plan includes three ready-to-use workspaces that cover the operations most businesses need from day one:

  • Human Resources: employee records, leave management, onboarding, reimbursements, benefits
  • CRM & Sales: pipeline tracking, contact management, deal workflows, sales dashboards
  • Project Management: agile boards, sprint planning, SLA tracking, resource management

Each workspace comes pre-configured with tables, forms, workflows, and dashboards. Customize them to fit your process or use them as-is.

Beyond the standard workspaces, your plan includes multiple custom workspaces you can build for any purpose: IT Operations, Recruitment, Vendor Management, Finance, Marketing, whatever your business needs. The number of custom workspaces depends on your plan.

Each custom workspace includes custom tables, automation workflows, dashboards, knowledge base, catalog and ticketing, and calendar views.

Drag and drop to build approval chains, notification rules, and automated processes. Create workflows for record creation, updates, status changes, and escalations. No scripting. No flowchart software.

Stop building manual reports in Excel. Every workspace includes configurable dashboards that update in real time. Charts, KPIs, tables, and calendar views, all built on your actual data.

Give employees and customers a front door to your operations. Self-service portals with request catalogs, knowledge bases, and ticketing.

Lucy, your AI, is embedded directly into your workflows. She enriches data, generates summaries, classifies requests, and powers intelligent automation within the processes your team already uses.

Prefer to run your own models? Bring your own key and Lucy works with it.

Centralize your team's knowledge in searchable, categorized articles. Department-specific knowledge bases keep information organized.

Browse and install pre-built solution templates. Every custom solution we build gets generalized and made available to all customers.

Our Story

We ran our entire company on scattered Excel files. We knew there had to be a better way, so we built it. Today, 141+ employees across every department run on Unity Cloud Box. Zero spreadsheets. Zero chaos.

Before UCB

Hundreds of
Scattered Files

HR_Records_FINAL_v3.xlsx
v3 of 12
Modified 3 days ago⚠ Conflict
Project_Tracker_NEW2.xlsx
v7 of 7
Modified 1 week ago⚠ Outdated
Sales_Pipeline_v7.xlsx
v7 of 19
Modified 2 days ago⚠ Conflict
Leave_Balance_2024.xlsx
v2 of 4
Modified 5 days ago⚠ Missing data
  • ✕No one knows which version is current
  • ✕Approvals stuck in email threads for days
  • ✕Weekly reports built manually, always stale
  • ✕Institutional knowledge lives in one inbox
  • ✕No visibility across all departments at once

Sound familiar? We felt this too.

UCB TodayPlatform Live

One Platform. Every Department.
Everything Automated.

7 powerful workspaces: connected, live, and running without a single spreadsheet.

Human Resource
141+
Live
CRM & Sales
33+
Live
Projects
33+
Live
Service Catalog
7 days
Live
Knowledge Hub
200+
Live
Workflows
48
Automated
Survey
12
Active
AI Agents
6
Running
141+Employees on UCB
33+Active Projects
7 daysAvg. Go-Live Time
Live Automation Feed
Leave request auto-approved, balance updated2m
New hire onboarding: 8 tasks assigned instantly14m
Sales pipeline updated, finance team notified31m
AI Agent resolved 3 support tickets automatically1h
Before vs. With UCB
BeforeScattered
With UCBUnified
ResultAutomated
One Platformall departments, all data, all workflows
“We know this transformation works, because we lived it. Now we’re making it available to every business ready to leave the spreadsheet era behind.”
Why UCB

Four things that separate Unity Cloud Box from every other platform you've tried, or been burned by.

No-Code. No Limits.

Configure every workspace, form, workflow, and dashboard. No developers, no consultants. Full power, zero code required.

Trigger: Leave Request SubmittedTrigger
Lookup: Check Leave BalanceLookup
Condition: Duration > 3 Days?If
Notify: Line Manager via SlackNotify
Action: Update HR Records & BalanceUpdate
Drag & DropVisual WorkflowsZero Devs

AI Across Your Entire Business.

Works across HR, CRM, Projects & Finance simultaneously, flagging exceptions, surfacing patterns, generating summaries.

HR & PayrollMonitored
CRM & SalesMonitored
ProjectsMonitored
FinanceMonitored
Cross-DeptException FlagsAuto Summaries

Live in Days, Not Months.

Import Excel, configure your workspace, run automated workflows, within days. Not the months enterprise platforms demand.

Day 1
Import your dataExcel records brought in
Day 2
Configure workspaceTables, forms, dashboards
Day 3
Build workflowsApprovals & notifications
Within Days
Fully automated
Excel ImportGo-Live in Days

See Every Number Upfront.

Every pricing tier published publicly. No surprises. No gotchas. Transparent, no-surprise pricing that scales with your business.

UCBOthers
All workspaces includedExtra cost
AI across all departmentsAdd-on
Transparent pricingCall sales
Scales with your businessRe-platform
Published PricingNo Gotchas
Q&A

Platformquestions.

The three things every team asks before bringing their operation onto UCB.

01

How many workspaces can I create on Unity Cloud Box?

Every plan includes pre-built workspaces for HR, CRM, and Project Management, plus multiple custom workspaces you can configure for any department. The number of workspaces scales with your plan. See our Pricing page for details.

02

Does Unity Cloud Box require coding or developers?

No. Unity Cloud Box is a fully no-code platform. Any team member can configure workspaces, build workflows, create dashboards, and set up automations through a visual interface.

03

Can I import my existing Excel data?

Yes. You can import any Excel sheet directly into Unity Cloud Box. Your columns become fields, your rows become records, and your data is immediately searchable, filterable, and reportable.

One platform. One simple price.

Every capability above is included with every seat. See what it costs, or talk to our team about your operation.

See PricingContact Sales
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