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Revenue VelocityEstablished · 2 yrs on market

Unify

Outbound agents for every rep

By Unify · 4.2/5 Value-Position score (estimate)

Positioning guardrails

Best for

  • B2B SaaS revenue teams running high-volume outbound prospecting
  • SDR/BDR and AE teams expected to self-source pipeline
  • Growth and RevOps teams consolidating prospecting, enrichment and sequencing into one tool
  • Teams that want outbound triggered by intent, hiring, funding, tech-stack and product-usage signals
  • Small teams that want a free tier and per-seat pricing before committing budget

Ideal size: 5-200 seat GTM organization people · B2B scale-up with a CRM, a defined ICP and an outbound motion already running

Not for

  • Organizations looking for a system of record - Unify syncs to Salesforce and HubSpot but does not replace a CRM
  • Companies with no outbound motion or no defined ICP to target
  • Buyers who require on-premise or self-hosted deployment
  • Teams that only want a raw contact-data reseller with no engagement layer

Value metrics scorecard

Time-to-Value

Days, not months

~7 days to first production value

Total Cost of Ownership

$14,400/yr

Starts at $240 · Free tier; Base $20/seat/month and Pro $60/seat/month billed monthly; Business custom, billed annually. Data enrichment, signals and AI usage consume credits, with paid top-ups.

Implementation Friction

2/5

Engineering + admin effort required

Value-Position score

4.2

out of 5 · model estimate

Full cost breakdown

Mandatory implementation fee

None

Seat tiers

Free up to 3 seats; unlimited seats on Base, Pro and Business. Business mailboxes are unlimited and managed.

Add-on costs

  • Credit top-ups: one-time purchase on any paid plan, shared across seats, no auto-renew, unused credits carry over up to 12 months
  • Managed Gmail and Outlook mailboxes at $25/mailbox/month on the Business plan

Company & support

Who is behind Unify, and how your team gets help once it is live.

Company

Founded
Not recorded
Headquarters
Not recorded

How you get support

  • PhoneNot listed
  • EmailNot listed
  • Live chatNot listed
  • Support portal / ticketsNot listed
  • Community forumNot listed
  • Help centre / docsAll plans
  • Dedicated account managerNot listed
  • In person / on-siteNot listed
Hours
Not recorded
Response time
Not stated

Vendor pages point users to Documentation, a Help center and Unify University for self-serve learning. No support tiers, hours or SLAs are published.

“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.

Market position

Where Unify sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.

Quadrant view

Typical annual cost × Time-to-value

$5k/yr$7k/yr$11k/yr$12k/yr$15k/yr1d3d7d17d39dAnnual TCO ← betterDays to value better →Quick & CheapQuick & PriceySlow & CheapSlow & PriceyUnifySmartleadConveyorClarifyAffinityOutplay

The lines cross at the median of the solutions shown, so about half sit on each side of each line. A dashed ring marks an outlier pinned to the edge; hover for its value.

Unify is outlined. Click any dot to open its dossier.

Companies on the chart 6 / 10

  • Unify
  • Smartlead
  • Conveyor
  • Clarify
  • Affinity
  • Outplay
Add or change companies

Up to 10 companies including Unify. Listed closest first.

Stack fit signal

Compatibility with standard B2B ecosystems.

MCPNative

Ships an official MCP server. Connects to Claude Code, Claude Desktop, ChatGPT connectors and Cursor out of the box.

SalesforceNative
AWSIntegration
SnowflakeIntegration
HubSpotNative
Google WorkspaceIntegration
Microsoft 365Integration
SAPNot supported
SlackNative

AI & MCP readiness

What Unify ships in AI, and what it asks of your ecosystem.

AI features shipped

AI-native
Agentic workflowsNLP automationAI search

Unify's agents run list building, enrichment, research and sequencing from one chat interface, with AI research reports and AI copywriting grounded in the customer's own research and voice. AI usage is metered through the plan's credit balance.

Your data & models

Trains on your data
Not recorded — ask the vendor
Runs on
Not recorded
AI pricing
Billed by usage or credits

In your ecosystem

AI connection
Official MCP server
Model key
Vendor's key
AI usage audit
Not recorded

Compliance attestations

SOC 2 — not listedISO 27001 — not listedGDPR — not listedHIPAA — not listedFedRAMP — not listedCMMC — not listedISO 42001 — not listedIAPP AIGP* — not listed

* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.

Bottom line

Unify is an AI-native outbound platform for B2B revenue teams. Its agents combine 1.1B+ contacts, 65M+ companies and 40+ data sources with intent signals, multichannel sequencing and managed deliverability, so reps can build lists, research accounts and launch plays from a chat prompt. Sellers report 75% less prospecting time and 2x pipeline. Self-serve free and $20/seat plans keep time-to-value short, with native Salesforce, HubSpot and Slack sync and usage-based credits for data and AI.

Frequently asked questions

What does Unify cost for a mid-market sales team?

Unify is self-serve. Free includes limited credits and up to 3 seats; Base is $20 per seat per month with 800 credits and Pro is $60 per seat per month with 2,400 credits, both billed monthly. Business is custom and billed annually with a shared workspace credit pool. Enrichment, signals and AI usage consume credits, and paid plans can buy one-time top-ups that carry over up to 12 months. Twenty Pro seats run roughly $14,400 per year before top-ups.

How fast do teams see value?

Setup is designed to be quick: there is no implementation fee, the free tier is self-serve, and one customer reports being fully implemented in a single day while another credits $100K+ in pipeline within its first 10 days. Budget a few days to connect mailboxes and CRM and to build the first plays, then iterate.

Does Unify replace our CRM?

No. Unify is a system of action that sits in front of your CRM. Salesforce and HubSpot sync natively - read-only on Pro and read/write on Business - and Unify pushes enriched contacts, record owners and activity back into the CRM rather than acting as the system of record.

Will our customer data be used to train AI models?

Unify's site says its agents learn your style, business and industry to personalize results, but the vendor pages reviewed do not state explicitly whether customer data is used to train or improve AI models, or whether an opt-out exists. Ask Unify directly and get the answer written into your DPA before rollout.

Can we connect Unify to our warehouse and internal tools?

Yes. Unify publishes an open API and webhooks and lists around 100 integrations, including official MCP connectors for ChatGPT, Claude, Cursor and Codex, native Salesforce, HubSpot and Slack connections, and webhook-plus-endpoint paths to Snowflake, BigQuery, Databricks and ClickHouse. Most enterprise deployments pair read/write CRM sync with a warehouse or event feed.

What compliance assurances does Unify offer?

Unify's pricing FAQ states the company maintains SOC 2 Type II compliance, performs real-time threat monitoring, contracts external security audits and supports SSO on the Business plan. Those claims could not be verified against a dedicated trust or security page in the sources reviewed, so request the current report, DPA and subprocessor list during procurement.