Unify
Warm-outbound sales platform whose Plays research, enrich, and sequence on autopilot off website, G2, and hiring signals. Customers include Perplexity.
Unify's Plays framework researches, enriches, and sequences warm outbound on autopilot off website, G2, email, champion, and new-hire signals. Customers include Perplexity and Cursor; its Growth plan runs $1,740/month ($20,880/year).
Vendor details
Canonical URL
https://unifygtm.com
Category
GTM / revenue agent
Subcategory
Sales — warm outbound (Plays)
Use cases & customers
Primary use cases
Target customers
Deployment options
In practice
A prospect visits your pricing page and your team never knows. Unify's Plays catch signals like website and G2 activity and sequence warm outbound off them automatically.
Cold outbound to people with no context wastes everyone's time. Unify builds on warm signals like new hires and champion moves, so the outreach targets accounts already showing interest.
Researching, enriching, and sequencing each lead is three manual steps. Unify's Plays framework runs all three on autopilot, so warm prospects get worked without a rep assembling it.
Agentic Index coverage score
8.0 / 14 capabilities · 57%
| Integrations & Tool CallingData ingestion breadth is high, aggregating 10 plus intent sources including 6sense, Bombora, G2 and Clearbit and drawing on data from 40 plus vendors, but the ACTION surface is narrow: only Salesforce and HubSpot are supported natively as CRMs with no Pipedrive, Zoho or others, so agents read widely and write into two systems, Unify platform documentation and independent 2026 reviews 2026-07-30 | Partial |
|---|---|
| Workflow OrchestrationPlays are signal triggered workflows that run autonomously end to end: when an account crosses an intent threshold the play fires, enriches the contact, adds them to a sequence and starts outreach without a human step, and the June 2026 agent release adds always on agents running continuous custom signal detection across tens of thousands of accounts, Unify next generation AI agents release 2026-06-12 | Full |
| Knowledge Grounding & RAGAgents conduct detailed account research grounded in an aggregated data layer of over 1.1 billion contacts and 65 million companies combined with CRM records and behavioural signals, and Unify frames the output as personalised outbound grounded in real insights rather than generated from a template, Unify platform documentation and agents release 2026-06-12 | Full |
| Human Oversight & GuardrailsOversight is exercised at design time: humans author every Play, define the audience, map the signals and build the sequence, and independent reviews note this is deliberately not plug and play. But no approval gate before send, guardrail configuration, confidence threshold or review step was documented, which is a notable gap for a system that sends outbound email autonomously, Unify platform documentation and independent 2026 reviews 2026-07-30 | Partial |
| Security, Identity & GovernanceA public trust portal at trust.unifygtm.com states SOC 2 Type II compliance, real time threat monitoring and regular penetration testing, with SSO via SAML 2.0 through Okta or Azure AD on the Enterprise tier; no ISO certification, encryption detail or report request process was documented on the pages reviewed, Unify Trust Center 2026-07-30 | Full |
| Observability & AuditabilityReal time monitoring of activity and performance metrics is documented and agent runs are metered individually in credits, giving run level visibility, but no agent decision trace, reasoning log or configuration audit trail was documented on the pages reviewed, Unify platform documentation 2026-07-30 | Partial |
| Memory & State PersistenceA persistent data layer holds account, contact and signal history that agents read on every run, giving continuity of context, but that is a shared data store rather than agent memory and no per agent state retention across runs was documented, Unify developer documentation 2026-07-30 | Partial |
| Deployment & Data ResidencyDelivered purely as multi tenant SaaS with no deployment model choice, region selection or data residency commitment documented, including on the public trust portal where such commitments would normally appear, Unify Trust Center and platform documentation 2026-07-30 | Unable to verify |
| Prebuilt Agents, Templates & PacksNamed agent capabilities ship for account research and copywriting and Plays provide a reusable workflow structure, but agents are prompt authored by the customer rather than drawn from a prebuilt catalogue, and no template library or marketplace was documented; independent reviews describe meaningful configuration effort and a two to four week setup, Unify platform documentation and independent 2026 reviews 2026-07-30 | Partial |
| Triggers & Channel CoverageTriggering IS the product and it is one of the strongest trigger stories in the index: a signal engine spanning website visitor identification, job changes, new hires, product usage and G2 intent across 10 plus aggregated sources, firing Plays at configurable intent thresholds, with always on detection of CUSTOM buying signals across tens of thousands of accounts, multi channel sequencing and a managed mailbox deliverability layer, Unify platform pages and next generation AI agents release 2026-06-12 | Full |
| Model Flexibility & RoutingUnify documents an unusually rigorous internal model selection process for its June 2026 agent release, building offline benchmarks and online evaluations, testing open source and frontier lab models across architectures and running large scale evaluations across thousands of real customer workflows, then choosing ONE optimal model. That is Unify's choice, not the customer's: no model selection, routing or bring your own model control is exposed, matching the blue-yonder precedent, Unify next generation AI agents release 2026-06-12 | Unable to verify |
| APIs, SDKs & MCP ExtensibilityA public developer documentation site at docs.unifygtm.com with an official TypeScript library, API access included in the relevant plans, a public GitHub organisation publishing client libraries including a React binding for the Unify Intent client, integrations with third party analytics and reverse ETL tools, and a Lead Enrichment MCP server reported live for AI clients, Unify developer documentation and public repositories 2026-07-30 | Full |
| Testing, Debugging & OptimizationUnify runs genuine evaluation discipline but it points INWARD, at its own model selection, not outward as customer tooling: offline benchmarks plus online evaluations against thousands of real customer workflows informed which model powers the agents. No customer facing test environment, simulation harness or scored evaluation of a customer's own agents before going live was documented, Unify next generation AI agents release 2026-06-12 | Partial |
| Browser & Computer UseNo browser control or computer use capability documented; website visitor identification is passive tracking through an installed intent client rather than an agent operating a browser or a human interface, Unify platform documentation 2026-07-30 | Unable to verify |
The Agentic Index coverage score grades every vendor Full, Partial or Unable to verify against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded
Recent platform changes
Unify shipped a conversational interface that builds end-to-end outbound campaigns from a single prompt: it navigates 40-plus data sources, searches 1.1 billion contacts, runs enrichment across 7 waterfalls, and drafts personalized sequences. The release adds reusable sequence rulesets for audience guardrails and a native PostHog integration for product-led signals.
Bears on: Agent capability
View sourcePricing
From $1,740/mo
credits
Included quota
Growth (entry, $1,740/mo annual / $20,880/yr): 50,000 credits/yr, 1 platform user, 8 managed Gmail mailboxes (warmup/rotation/deliverability), 2 Active Plays, intent signals from 10+ sources, AI agents, enrichment, and sequencing. Month-to-month Growth ($1,000/mo) drops to 2,500 credits.
What is public
Unify (unifygtm.com; 'system of action for growing revenue' - warm-outbound platform: intent signals + AI agents + managed deliverability + plays) publishes one self-serve tier: Growth at $1,740/mo billed annually ($20,880/yr) - 50,000 credits/yr, 1 user, 8 Unify-managed Gmail mailboxes. A month-to-month Growth option is $1,000/mo (2,500 credits, 2-play limit). Pro (200,000 credits/yr, 2 users, 20 mailboxes) and Enterprise (600,000 credits/yr, 5 users, 40 mailboxes, SSO, dedicated consultant) are custom-quoted, annual. No free plan; a 14-day application-based trial exists.
Billing mechanics
Credit-based: a shared annual credit pool is consumed per action - 0.1 credits/revealed company, 2/B2B email, 4/phone number, 1/champion tracked, 5/new-hire signal, 1/AI agent run. At Growth pricing a credit is ~$0.42, so a fully-enriched contact (email + phone) runs ~$2.50. Run out and you buy top-ups from the billing page (top-up rates aren't published, reportedly expensive). Seats ($100/user/mo) and managed Gmail mailboxes ($25/mailbox/mo) are separate. 'Plays' (signal-triggered automation workflows) are capped at 2 on Growth, unlimited on Pro/Enterprise.
Cost watchouts
Credit burn is the top complaint (phone numbers 4 credits, new-hire signals 5; multi-SDR campaigns drain 50K fast), undisclosed/expensive top-up rates, per-seat ($100/mo) and per-mailbox ($25/mo) add-ons, annual lock-in on Growth/Pro/Enterprise, 2-Play cap on Growth, no native dialer/chatbot, external intent licenses (6sense/Clearbit) not included - real team cost commonly $25K-$50K+/yr
Variable cost rationale
Heavily consumption-based - every data point and AI run draws credits from an annual pool, and aggressive multi-channel outbound forces top-ups; seats and mailboxes scale cost further, so spend tracks usage and team size more than the headline
Additional watchouts
Priced like infrastructure, not a point tool - overkill for 'list -> sequence -> pray' motions; needs ops capacity to configure Plays; no dialer or chatbot (email/LinkedIn focus), so phone/chat motions need extra tools; 'Unify' is a crowded name - confirm you're evaluating unifygtm.com
Overage / add-ons
Credits draw from a shared annual pool; exhausting it requires buying top-up credits (undisclosed, ~$0.02-$0.04/credit estimated) or upgrading tiers. Extra users $100/seat/mo and extra mailboxes $25/mailbox/mo add on top. Higher tiers (Pro/Enterprise) raise the credit pool (200K/600K) and unlock unlimited Plays.
Sales call required
Mixed (some tiers require a call)
Lowest paid plan
Growth $1,740/mo ($20,880/yr)
Commercial notes
Warm-outbound 'operating layer': aggregates 10+ intent sources (6sense/Bombora/G2/Clearbit), runs signal-triggered Plays that enrich + enroll contacts into AI-personalized sequences from managed mailboxes; native Salesforce + HubSpot only; founded Jan 2023, $58.6M raised (Battery, OpenAI Startup Fund, Thrive, Emergence); customers include Perplexity, Cursor, Together AI; setup ~2-4 weeks
Key ambiguities
Top-up credit rates aren't published; Pro/Enterprise are quote-only; the credit-to-dollar value depends on action mix. Note Unify raised Growth pricing in 2026 (from ~$700/mo ($8,400/yr, 30K credits, 3 users) to $1,740/mo) - older sources cite the stale figure
Cancellation / refund
Annual commitment on Growth/Pro/Enterprise (Growth ~$20,880 upfront); a month-to-month Growth option ($1,000/mo) exists at lower credits; 14-day application-based trial; credits/seats/mailboxes adjust billing automatically
Support SLA / resale
Pro/Enterprise add white-glove onboarding, Play coaching, priority support, and dedicated Slack; Enterprise adds SSO (SAML 2.0 via Okta/Azure AD) and a dedicated Growth Consultant; SOC 2 Type II; managed-mailbox deliverability included
Missing data
Pro/Enterprise list prices and credit top-up rates are quote-only; exact trial terms vary. Seed 'Growth $1,740/mo ($20,880/yr)' is accurate and current (this replaced an older ~$700/mo Growth tier).
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Alternatives to Unify
The closest documented capability profiles to Unify among GTM and revenue agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.
- Demandbase9.0 / 14Fuller documented coverage on Integrations & Tool Calling and Prebuilt Agents, Templates & Packs
- Common Room9.5 / 14Fuller documented coverage on Integrations & Tool Calling and Memory & State Persistence
- Conveyor9.5 / 14Adds documented Browser & Computer Use
- Salesloft8.5 / 14Fuller documented coverage on Integrations & Tool Calling and Prebuilt Agents, Templates & Packs
- Warmly8.5 / 14Fuller documented coverage on Integrations & Tool Calling and Prebuilt Agents, Templates & PacksUnify vs Warmly →
- AiSDR9.0 / 14Adds documented Deployment & Data Residency
Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded