Unify Your Customer
Experience in 360°
CRM, helpdesk, telephony, AI automation, and unified communications (Voice, Email & SMS) — all in one platform built for modern teams.
Everything your team needs,
nothing you
don't
UCX360 brings together the tools your CX, support and operations teams use every day into a single, unified workspace.
Workflows & CRM
Automate customer journeys with event-based triggers, unified timeline and bulk contact import.
Helpdesk & SLA
SLA-driven ticketing, response time tracking, and full customer interaction history.
Telephony & SMS
PBX integration, call logging, missed call follow-ups and CDR.
Email & Calendar
IMAP, Outlook, Gmail sync with unified omnichannel timeline.
AI Automation
Call transcription, email analysis, AI-triggered workflows and voice shortcuts for hands-free navigation.
Analytics
Custom dashboards, real-time KPIs and role-based reporting.
REST API & Developer Tools
Full REST API with JWT auth, interactive API Explorer, webhooks and encrypted parameter support.
Multi-Workspace & RBAC
Logical separation per team with strict Role-Based Access Control and custom roles.
Collaboration
Threaded comments, @mentions, file sharing and presence.
Audit Trails & Security
Enterprise-grade audit logs tracking every user action, login, and configuration change.
Landing Pages
Custom forms that auto-create workflows from templates.
Surveys & CSAT/NPS
Collect customer feedback seamlessly with automated survey forms and response tracking.
See it in action
Explore the tools your team will use every day.
Connects with your existing stack
A Dedicated Partner Portal
Manage all your clients from a single pane of glass. Shipped in v1.7, our partner dashboard is built specifically for IT resellers and Managed Service Providers who need full visibility across client accounts.
- ✓ Multi-Tenant Control: Switch between client workspaces seamlessly.
- ✓ PBX Provisioning: Guided wizards for Yeastar and 3CX client setups.
- ✓ Billing & Usage: Monitor CDR, call volumes, and SMS usage per client.
- ✓ Custom CRM XML: Tailor the CRM layout per client with per-workspace XML configuration.
Find the right plan for your team
| Feature |
Bronze
|
Silver
|
Gold
|
|---|---|---|---|
| Core Platform | |||
| Multi-Workspace | 1 workspace | 3 workspaces | Unlimited |
| Users | Up to 5 | Up to 20 | Unlimited |
| Storage | 5 GB | 25 GB | 100 GB |
| RBAC & Roles | ✓ | ✓ | ✓ |
| Custom RBAC Roles | ✗ | ✗ | ✓ |
| Multi-language | ✓ | ✓ | ✓ |
| CRM & Helpdesk | |||
| Contacts & Orgs | ✓ | ✓ | ✓ |
| Contact Import | ✓ | ✓ | ✓ |
| Workflow Templates | 5 | Unlimited | Unlimited |
| Workflow Automation | Basic | Advanced | Advanced + AI |
| Helpdesk & SLA | ✓ | ✓ | ✓ |
| Landing Pages | ✗ | ✓ | ✓ |
| Custom Fields | ✓ | ✓ | ✓ |
| Communications | |||
| Email (IMAP/Gmail/Outlook) | ✓ | ✓ | ✓ |
| Calendar Sync | ✗ | ✓ | ✓ |
| Telephony / PBX | ✗ | ✓ | ✓ |
| SMS | ✗ | ✓ | ✓ |
| Webhook Triggers | ✗ | ✗ | ✓ |
| AI & Automation | |||
| Included AI Tokens | ✗ | 1,000 min / mo | 10,000 min / mon |
| AI Call Transcription | ✗ | ✗ | ✓ |
| AI Email Analysis | ✗ | ✗ | ✓ |
| Voice Shortcuts | ✗ | ✗ | ✓ |
| Custom CRM XML | ✗ | ✗ | ✓ |
| Support | |||
| API Access | ✗ | ✓ | ✓ |
| Support Level | Priority Email | Dedicated | |
| Onboarding | Self-serve | Guided | Dedicated |
| Security & Operations | |||
| Audit Trails & Logs | ✗ | ✓ | ✓ |
| Manager Approvals & Escalations | ✗ | ✓ | ✓ |
| Surveys (CSAT / NPS) | ✗ | ✓ | ✓ |
| ERP Integrations (Billing) | ✗ | 2 ERPs | All ERPs |
| Future Roadmap (Coming Soon) | |||
| SSO (Single Sign-On) | — | — | — |
| Customer Portal & Knowledge Base | — | — | — |
| Native Mobile App | — | — | — |
| Advanced Custom BI & Reporting | — | — | — |
Trusted by teams worldwide
"UCX360 unified our telephony and CRM overnight. Lost calls are now followed up automatically — churn dropped 18%."
"The AI call transcription alone saves our team 3 hours a day. The workflow automation is genuinely impressive."
"Best helpdesk platform we've used. Multi-workspace and RBAC means every team sees exactly what they need."
Let's start a conversation
Have questions about pricing, the partner program, or need a custom demo? We'd love to hear from you.