
Explore the features that power your business.
Your business doesn’t need ten different apps to stay organized. Unsmall brings your customers, sales, projects, tasks, appointments, and reminders together. Beautifully, simply, and in sync.
CRM AND CONTACTS
Keep every relationship close
Your customers, meetings, and notes — all connected and always within reach. Unsmall’s CRM keeps your relationships organized and effortless from the very first hello.
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Contacts – Store key details, track activity, and link invoices in one clean view.
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Appointments – Schedule and sync meetings with your clients and projects.
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Reminders – Never forget a follow-up or deadline again.
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Notes – Keep every thought attached, searchable, and simple.


SALES
Invoices, quotes, expenses and payments made easy
From first estimate to final payment, Unsmall keeps your finances clear, fast, and fully linked to every client and project.
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Sales — Create and send invoices in seconds, track what’s due.
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Payments — Record deposits and payments as they come in.
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Estimates — Build professional quotes that convert.
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Cash Tracker — Always know where your money’s going — and coming from.
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Expenses — Keep an eye on costs, from supplies to subscriptions, and link them to projects or departments.
PROJECTS
From idea to done, seamlessly
Keep every project on track with clarity and confidence. Unsmall connects your tasks, invoices, estimates, and team updates — everything that moves your work forward, all in one view.
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Tasks — Break work into clear steps, assign owners, and track progress.
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Projects — Organize budgets, and timelines in one clean workspace.
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Time Tracking — Log hours directly into projects. Keep productivity visible.
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Files & Notes — Keep project details, attachments, and updates together.
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Integration — Link your projects with CRM contacts and invoices automatically for full context.


INVENTORY
Know what’s in stock (and what’s not)
Stay in control of your products, parts, and materials — effortlessly. Unsmall connects your items, suppliers, and sales so every update is automatic and accurate.
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Stock Tracking — See what’s in, what’s out, and what’s running low.
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Integrations — Link your inventory with invoices and projects seamlessly.
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Items — Keep a clear record of every product with descriptions, SKUs, and stock levels.
PEOPLE
Your team, organized and empowered
Manage your staff, schedules, and attendance all in one simple place.
Unsmall keeps your people connected — from timesheets to roles and reminders — so everyone stays aligned.
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Directory — Keep every employee’s info, role, and contact details in one view.
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Attendance — Track check-ins, hours, and days off automatically.
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Roles & Permissions — Control access levels so each person sees what they need.


ANALYTICS
See your business clearly
Turn your business data into insight you can act on. Unsmall brings all your numbers together — from sales to performance — so you can see the story behind them.
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Dashboards — View your key metrics in one clean, customizable display.
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Reports — Generate detailed summaries by client, project, or period — instantly.
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Trends — Spot growth patterns and performance shifts over time.
SETTINGS & CUSTOMIZATION
Make Unsmall yours
Every business works differently — and Unsmall adapts to yours. From permissions to preferences, customize your workspace so everything feels just right.
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Company Settings — Set your logo, currency, and taxes.
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User Permissions — Control who sees what with clear, role-based access.
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Preferences — Choose your home page and notification settings.
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Modules & Visibility — Enable or hide features you don’t need for a cleaner experience.
