Migrate your Unim data
Custom-built CRM platform where every application is handcrafted per buyer. Migration scope is entirely bespoke—no two instances share the same schema.
In its favor
Why people choose Unim
The signal that keeps Unim on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Custom-build positioning — UNIM markets itself as a tailored development engagement rather than a configurable SaaS, appealing to businesses whose workflows don't map cleanly to off-the-shelf CRMs.
All-in-one footprint covering CRM, sales, customer service, project tracking, accounting/billable hours, and HR/payroll in one platform reduces the number of separate vendor contracts.
Auto-communication module sets triggered follow-ups via SMS, email, and direct mail with website-form lead capture out of the box.
Included data migration from existing CRMs and unlimited custom-field configuration ('we will never tell you no') reduce onboarding friction for small teams.
Team-wide accessibility without requiring a dedicated admin specialist, positioned for SMBs lacking IT staff.
Pricing is not disclosed publicly — every prospect must go through a custom-proposal conversation, making procurement comparisons slow and opaque.
Custom-development positioning means support, feature roadmap, and upgrade paths depend heavily on the vendor's capacity rather than a versioned product release cadence.
Small public review footprint and limited independent reviewer feedback make vendor due diligence hard for buyers.
No published API documentation; integration capability beyond the documented modules requires vendor-side custom build, creating ongoing dependency.
Broad horizontal positioning (CRM + accounting + HR + projects) means vertical depth in any single module is shallower than dedicated best-of-breed alternatives.
Reasons to switch
Why people leave Unim
The recurring reasons buyers give for replacing Unim. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Unim fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Unim pricing overview
Unim does not publish pricing on its website. Every engagement is custom-quoted based on the scope of the application build. Prospective customers must contact Unim directly for a tailored proposal.
Custom Proposal
Tier 1 of 1
Custom (sales-led)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Unim's schedule — see our quote-based pricing →
What gets migrated
Unim object support
Object-by-object support for Unim migrations. Per-pair details surface during scoping.
Contacts
Mapping requiredStandard Contact entity exists in the Unim schema but its available fields vary per deployment. We inspect the ModelID and active custom fields for the Contact model before defining the import map.
Companies
Mapping requiredCompany/Account entity follows the same pattern as Contacts—standard base fields plus a variable set of custom fields activated per application. We handle both at schema-discovery time.
Activities
Mapping requiredActivity records—calls, emails, notes—carry timestamps, owner references, and optionally linked custom fields. We preserve the activity-to-contact or activity-to-company linkage during migration.
Custom Fields
Fully supportedUnim exposes a dedicated custom-fields API route. Custom fields have a Name, ModelID, DataType, and Nullable flag. DataTypes are looked up via the valuelists endpoint. We query this endpoint to enumerate every active custom field on every entity before migration begins.
Users/Owners
Mapping requiredOwner assignment on records uses a user-reference field. We map owner IDs from the source Unim instance to the corresponding user records in the destination system, flagging any orphaned assignments.
Files/Attachments
Mapping requiredAttachments are stored via Unim's Files dimension. We extract file metadata and binary blobs, re-associate them with the target records in the destination system, and preserve original filenames and MIME types.
Custom Objects
Mapping requiredBespoke object types—entities beyond the standard Contacts/Companies/Activities triad—are defined at the application level. We discover these via schema introspection and handle them as additional object types in the migration plan.
Tags/Labels
Mapping requiredTag associations are stored as separate linked records or as array fields depending on the specific Unim deployment. We preserve tag-to-record linkages as a join table in the destination.
Webhooks
Not in this platformWebhook configurations are environment-level settings that cannot be meaningfully exported and re-imported into a different platform's webhook system. We document active webhooks for the customer's awareness but do not migrate them.
Workflows/Automations
Not in this platformBusiness-logic workflows built within the Unim application builder are tightly coupled to that specific application's custom object model. They do not translate across to other CRM platforms. We export workflow definitions as reference documentation only.
| Object | Support | Notes |
|---|---|---|
| Contacts | Mapping required | Standard Contact entity exists in the Unim schema but its available fields vary per deployment. We inspect the ModelID and active custom fields for the Contact model before defining the import map. |
| Companies | Mapping required | Company/Account entity follows the same pattern as Contacts—standard base fields plus a variable set of custom fields activated per application. We handle both at schema-discovery time. |
| Activities | Mapping required | Activity records—calls, emails, notes—carry timestamps, owner references, and optionally linked custom fields. We preserve the activity-to-contact or activity-to-company linkage during migration. |
| Custom Fields | Fully supported | Unim exposes a dedicated custom-fields API route. Custom fields have a Name, ModelID, DataType, and Nullable flag. DataTypes are looked up via the valuelists endpoint. We query this endpoint to enumerate every active custom field on every entity before migration begins. |
| Users/Owners | Mapping required | Owner assignment on records uses a user-reference field. We map owner IDs from the source Unim instance to the corresponding user records in the destination system, flagging any orphaned assignments. |
| Files/Attachments | Mapping required | Attachments are stored via Unim's Files dimension. We extract file metadata and binary blobs, re-associate them with the target records in the destination system, and preserve original filenames and MIME types. |
| Custom Objects | Mapping required | Bespoke object types—entities beyond the standard Contacts/Companies/Activities triad—are defined at the application level. We discover these via schema introspection and handle them as additional object types in the migration plan. |
| Tags/Labels | Mapping required | Tag associations are stored as separate linked records or as array fields depending on the specific Unim deployment. We preserve tag-to-record linkages as a join table in the destination. |
| Webhooks | Not in this platform | Webhook configurations are environment-level settings that cannot be meaningfully exported and re-imported into a different platform's webhook system. We document active webhooks for the customer's awareness but do not migrate them. |
| Workflows/Automations | Not in this platform | Business-logic workflows built within the Unim application builder are tightly coupled to that specific application's custom object model. They do not translate across to other CRM platforms. We export workflow definitions as reference documentation only. |
Gotchas
What to watch for in Unim migrations
Issues we've hit on past Unim migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Every Unim instance has a unique custom field schema
Custom field datatypes require a separate lookup call
No public API documentation for the core business objects
File attachment extraction requires a separate Files API call
Owner/user IDs are instance-scoped and not portable
| Severity | Issue |
|---|---|
| High | Every Unim instance has a unique custom field schema |
| Medium | Custom field datatypes require a separate lookup call |
| High | No public API documentation for the core business objects |
| Medium | File attachment extraction requires a separate Files API call |
| Medium | Owner/user IDs are instance-scoped and not portable |
Leaving Unim?
Where Unim customers move next
12 destinations Unim can migrate to.
How a Unim migration works
Four steps, Unim-specific
Connect
Not publicly documented. UNIM does not publish a developer portal or open API documentation; integration capability is offered on a custom-development basis by the vendor. into Unim. Scopes limited to read-only on the data we move.
Map
We translate Unim-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Unim quirks before production.
Migrate
Full migration with Unim rate-limit handling. Rollback available throughout.
FAQ
Unim migration FAQ
Answers to the questions buyers ask most during Unim migration scoping. Not seeing yours? Book a call.
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