Manage assets, loans and more against Salesforce records

Track equipment loans, requests, and returns and rep activity directly against Salesforce customer records - giving you end-to-end visibility, stronger accountability, and seamless alignment between assets and customer activity.

Complete Equipment Visibility

From centralized records to mobile-first tracking, Unaric gives you control over every asset.

Scan barcodes or QR codes, update status in real time, and tie every record to Salesforce (standard or custom):

  • Leads – potential prospects you haven’t yet qualified.
  • Accounts – companies or organizations you do business with.
  • Contacts – the individual people associated with an account.
  • Opportunities – potential revenue-generating deals tied to an account/contact.
  • Cases – customer service or support requests.
  • Campaigns – marketing initiatives that connect to leads and contacts.
  • Orders – confirmed purchase agreements tied to accounts/opportunities.

    Compliance tools, GPS tracking, and automated workflows keep operations accountable and audit-ready.
  • Accurate Returns Recording

    Return records stay accurate because the system only updates when the equipment is physically received back. Multiple return options - desktop or mobile - make the process simple while ensuring location and availability data remain reliable.

    Flexible Loan Processing

    Create loan records without friction.

    There’s no need for a prior reservation or formal request - equipment can be loaned directly from rep inventory for smaller items or requested through central storage for larger assets.

    Whether you’re supporting a sales demo or a temporary customer need, Unaric adapts to your workflow.

    Line-Level Control with Order Lines

    Unaric’s Equipment Order Lines give you granular control over every piece of gear.

    Each line acts as an independent instruction within a larger order, defining type, serial number, action, and dates. With five order line types - Assign, Request, Reservation, Loan, and Consumable - your workflows stay flexible and precise.

    Real-Time Calendar View

    Monitor reservations and loans on an interactive, Gantt-style calendar.

    Use filters to see only what matters, click records to edit in place, or create new entries on the fly. Deep customization options let you personalize layouts, colors, and details - making equipment usage clear, current, and under control.

    Simple Equipment Selection

    From the Equipment tab or item detail page, users can quickly select items and initiate a loan.

    Clear fields like start date, estimated return, quantity, and recipient ensure fast, accurate entry. Whether loaning one item or an entire pool, traceability is built in.

    Stay On Top of Returns

    Never lose track of loaned equipment again.

    Unaric Equipment Track automatically flags overdue loans, making it easy for teams to follow up and coordinate returns. With clear visibility into what’s out and what’s due back, you’ll reduce loss, improve utilization, and maintain tighter control over assets in the field.

    See Unaric Equipment Track in action

    Request a demo and see how Unaric Equipment Track can help you extract maximum value from every asset you own.

    We’ll show you the key features and benefits of Unaric Equipment Track

    We’ll tailor the demo to your specific asset requirements and processes.

    We’ll send you a follow up email with helpful materials to guide your decision making.

    Book a demo

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