Unify your team, processes, and data—all in one place.
Unifize helps ISO- and FDA-compliant companies manage risk and compliance, drive operational efficiency, and accelerate innovation by bringing quality, operations, and product development teams into a single source of truth that’s easy to implement and adapt as business needs change.
By integrating the entire process lifecycle, unifying teams and their conversations, documents, data, and workflows into one collaborative platform, Unifize enables unprecedented visibility, traceability, accountability, and adaptability, ultimately leading to greater process efficiency. This guide walks you through your first steps on the platform—from signing in to starting your first record, collaborating with your team, and customizing your workspace.
Single source of truth: Keep conversations, documents, and actions in one place.
Collaboration built-in: Workflows happen where discussions happen—reducing silos.
Context-aware AI: Surfaces relevant insights, suggestions, and actions based on your workflow and record history.
Compliance without complexity: Audit trails, approvals, and real-time tracking are baked in.
Flexible, no-code setup: Easily adapt the platform to your unique processes.
Join your team’s Unifize workspace using your email.
Use Unifize on web, mobile, tablet, or Lite.
See how Unifize helps teams move faster and stay aligned.
Your personalized view of tasks, records, and updates.
Track all your assigned records and conversations in one place.
The central workspace for actions, checklists, and collaboration.
Have 1:1 or group chats outside of records.
Visualize and analyze your data instantly.
Access and manage team members, suppliers, and stakeholders.
Manage view
See all your processes and records in one powerful grid.
Kick off any process with a new record.
Loop in teammates to collaborate on a record.
Set urgency and timelines to drive action.
Complete structured steps directly inside the record.
Send emails from within records and track replies.
Control what you see when you log in.
Edit your name, picture, and personal info.
Switch Unifize to the language you’re most comfortable with.
Decide when and how often you get updates.
Set up structured workflows tailored to your team.
Track performance and trends with dashboards and reports.
Control who sees what and who can do what.