Loan Management On Salesforce

Manage equipment loans on Salesforce

Request, reserve, loan or assign equipment against opportunities, accounts and employees and track assets with pinpoint precision.

Barcode
scanning &
geo-tracking

Equipment barcodes and QR codes can be generated in Salesforce and scanned using a smartphone, enabling precise tracking across the world.

Intelligent automations & notifications

Quickly set up time-saving automations for any stage of the loan process, like recall requests, warranty and service alerts, returns notices and more.

Reduce financial
& regulatory
risk

Maintain accurate records and timely updates on all equipment loans and transactions to adhere to compliance standards.

Real time inventory availability

Your teams can log into Salesforce and see equipment details in one place, as well as what's reserved and what's due to return, allowing you to plan ahead and meet customer demands more efficiently.

Manage loans end-to-end on Salesforce

No matter the nature of the loan, it can be managed entirely on Salesforce, so nothing falls through the cracks.

See where the equipment is located, who it was loaned to, and when it’s due to return as well as any other details you wish to record.

Inventory management designed to scale with you

Unaric Inventory Management is native to Salesforce, meaning it has scalability built in. Connecting your CRM and inventory data means that as your business grows, you’ll stay on top of demand.

No.1 Inventory Management Solution for Salesforce

3 million+ loans processed

We’re the go-to solution for inventory management and loan management on the AppExchange, used by organizations big and small.

What our customers think

“The ROI is high.”

“Unaric Inventory Management has revolutionized our inventory and asset tracking. It’s easy to use, has simplified our process and works natively in Salesforce. 

The ROI is high. We’ve saved hundreds of thousands of dollars.”

Western Nelson, Associate Manager - Application Support at Benlabs

Manage loans end-to-end with confidence