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Unanet CRM. Upgraded.

Precision tools built exclusively for the Unanet CRM platform — transforming dashboard management and executive-level reporting. Hours of work, done in minutes. 

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TabSnap

Export dashboard tabs as executive-ready images. Instantly.

Capture every widget exactly as displayed and generate a high-resolution PNG image ready for executive reports, board decks and email updates. Just click and export.

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TabPort

Control your dashboards.

Deploy at scale.

Copy tabs within a dashboard or port complete tabs across dashboards instantly. Standardize reporting, accelerate rollouts and eliminate repetitive rebuilds.

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TabSuite

Standardize Once.

Deploy Everywhere.

TabSuite Dashboard Pack combines TabPort and TabSnap — making it easy to standardize reporting, roll out dashboards across teams and generate executive-ready snapshots in seconds.

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ExecIQ

Turn pipeline data into executive intelligence.

Board-ready. 

Transform opportunity data into a fully formatted, executive-ready Excel workbook — summaries, reporting tabs and key metrics included. No spreadsheet gymnastics. Just click to export. 

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Get a live walkthrough.

SEE IT IN ACTION

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