My Unisoft

About My Unisoft

MyUnisoft is France's leading cloud-based accounting and financial management platform designed for accounting firms and SMEs. By connecting Tribe CRM with MyUnisoft, you create a seamless bridge between client relationship management and financial operations—automatically syncing contact information, streamlining billing workflows, and giving your team instant visibility into accounting data without switching platforms. This integration helps accounting professionals save hours on manual data entry while keeping client records perfectly aligned across systems.

My Unisoft features

  • Sync contacts and companies bidirectionally between Tribe CRM and MyUnisoft to maintain consistent, up-to-date records
  • Automatically create invoices in MyUnisoft directly from Tribe CRM deals or projects, eliminating duplicate data entry
  • Access real-time financial data and accounting insights within Tribe CRM to inform client conversations and sales decisions
  • Track invoice status and payment information without leaving your CRM workspace
  • Streamline client onboarding by automatically provisioning MyUnisoft accounts when adding new clients in Tribe CRM
  • Generate comprehensive reports combining CRM activity with financial performance data for better business intelligence

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