Unify

Overview

Unify brings prospect discovery, buyer signals, contact enrichment, and outbound sequencing into one AI-native sales platform. It is best suited to sales and RevOps teams that want to move from account research to coordinated outreach in one workflow. Its breadth is a clear advantage, but credit and mailbox limits make plan fit important.

Key features

Chat-based prospecting builds targeted lists from more than 40 data sources. Unify’s B2B data page describes coverage of more than 1.1 billion contacts and 65 million companies, while its signals combine first-party engagement, third-party data, and AI-discovered activity. Website visits, product usage, job changes, hiring, funding, and web search can help identify in-market buyers. Account scoring supports prioritization, though the basic workflow builder may not suit teams that need extensive process customization.

Enrichment waterfalls 11+ email and phone vendors, adapting sources to the search context. Sequences coordinate email, calls, and social outreach, and AI copy can draw on research and proprietary data. Managed deliverability creates and warms mailboxes and validates email at send time. Together, these tools connect prospect discovery with outbound execution; the credit system, however, can pause credit-consuming actions once seat credits and the account pool are depleted. Unused top-ups carry over for up to 12 months.

Salesforce, HubSpot, Slack, Gmail, and Outlook are among the integrations, alongside AI assistants including ChatGPT, Codex, and Claude. The Business plan adds an Open API and webhooks. Unify also says it maintains SOC 2 Type II compliance, real-time threat monitoring, external security audits, and SSO authentication.

Pricing

Unify has a free plan, paid monthly plans, and custom annual Business pricing. The free tier is useful for a small team evaluating the workflow, but its caps are restrictive for ongoing outbound: it includes limited credits, up to 3 seats, 100 records per search, and 1 mailbox per seat.

Base removes the free plan’s seat cap and provides 800 monthly credits per seat, but keeps the 100-record search limit and one-mailbox-per-seat allowance. Pro triples the per-seat credit allocation to 2,400 for teams doing heavier prospecting, without raising those search or mailbox limits. Business is the fit for organizations needing workspace-level custom credits or unlimited managed mailboxes; annual custom pricing and the $25/mailbox/mo charge for managed Gmail and Outlook mailboxes are important to factor in. A 14-day trial is available.

Platforms

Unify is available via API, browser extension, and web.

Who it's for

SDRs and account executives can use it to find and enrich prospects, prioritize accounts by signals, and coordinate multi-channel sequences. Sales leaders, marketing, and RevOps teams may value having those activities in one platform, particularly when they already work with Salesforce or HubSpot. Teams that need extensive workflow customization, or whose expected activity exceeds per-seat credits and mailbox allowances, should weigh those constraints before choosing a tier.

Pros and cons

• Pro: Prospecting, enrichment, signals, and sequencing connect discovery to outreach rather than leaving those tasks in separate tools.
• Pro: More than 40 data sources, a stated pool of 1.1 billion-plus contacts, and 11+ enrichment vendors give teams multiple paths to build and complete prospect records.
• Pro: Managed deliverability handles mailbox setup, warm-up, and send-time validation.
• Con: Base and Pro retain the 100-record search cap and one mailbox per seat, even as their credit allowances rise.
• Con: Credit-consuming actions pause when available seat credits and the account pool run out, so activity needs to be managed against quotas.
• Con: The workflow builder is basic, limiting its appeal for teams seeking extensive workflow design.

Alternatives

For a broader category comparison, see Product-Led Sales Software.

• Accoil is another freemium option with a free plan and free trial; consider it when its monthly active accounts-based pricing is a better fit.
• Bitscale has a free plan with 200 Bitscale Credits, 2,000 monthly company/people searches, and 50,000 rows per grid; choose it when those research and grid limits match the job.
• Trailspark offers a free plan capped at 25 accounts evaluated per month and 5,000 signals per month; it may suit teams focused on account evaluation and signals.
• UserMotion has a free plan for up to 1,000 accounts with ICP scoring, intent scoring, and real-time signals; consider it when account scoring and signals are the priority.
• Clean is a paid option available as an extension and web app.
• SellWizr is a paid alternative.
• Common Room is a paid platform with no free plan; its Essential plan is $2,500 a month, billed annually, and includes 5 seats.
• Default is a paid platform with no free plan; its Growth plan is $1,250 a month, billed annually.

Verdict

Unify is a strong choice for sales and RevOps teams that want prospect discovery, buyer signals, enrichment, and outbound sequencing in one place. Its connected workflow and managed deliverability are the main reasons to choose it; look elsewhere if the basic workflow builder, per-seat credit limits, or mailbox allowances do not fit your team's operating scale.