Many users only scratch the surface, missing out on built-in features that can significantly boost day-to-day efficiency. Whether you’re new to Unicus or a long-time user, these productivity hacks will help you work smarter—not harder.

1. Fast Access to Key Data

Smart Views in Unicus allow you to instantly filter and sort records—no need to run full reports every time.

• Focus only on what’s relevant
• Update multiple fields directly within the view using inline editing—no need to open each record individually.
• Perfect for recruiters and consultants who need a live overview of their pipeline or bookings.

2. Custom Dashboards & Reports

Stop digging for data every day—Unicus dashboards do the heavy lifting for you.

• Build real-time dashboards that update automatically with the latest figures.
• Share dashboards with your team or create role-based views tailored to each user.
• Schedule reports to hit your inbox (or your team’s) weekly, daily, or even hourly.
• Use graphs and summary blocks to make decisions at a glance.

3. Automate Repetitive Work with Workflows and Actions

Unicus comes with powerful automation tools that help eliminate manual tasks.

• Use the visual Workflow Builder to automate steps like sending welcome emails, changing candidate status, or assigning consultants.
• Set up Smart Actions to complete multiple updates with one click—great for managing bulk tasks.
• The intuitive interface makes it easy to set up automations without coding.

4. Seamless Communication

Unicus integrates with your email, so everything stays connected and traceable.

• Log and track emails automatically within client and candidate records.
• Use branded email templates to send consistent messages in seconds.
• Monitor open and response rates with built-in email tracking.
• No more switching between systems—your communication stays organized and in one place.

Final Thoughts

Unicus isn’t just about managing contacts—it’s designed to help you get more done in less time. By using Smart Views, dynamic dashboards, time-saving workflows, and integrated communications, you can streamline operations and focus on what really drives your business: building great relationships and growing your placements.