Unify pricing, plans and limits

Last updated: 2026-10-19

Unify is an AI outbound platform whose agent searches a proprietary database of 1.1B people and 65M companies and layers on signals from dozens of data vendors. From one chat it builds lists, enriches emails and phones, drafts messages and runs email, call and social sequences. It publishes a SOC 2 Type II report.

About Unify

Unify is an outbound sales platform built around a chat agent. Its CEO, Austin Hughes, wrote that he and a co-founder started the company in January 2023 and that it joined OpenAI's Converge Accelerator. It raised a $40 million Series B led by Battery Ventures in July 2025, nine months after a $12 million Series A, and the OpenAI Startup Fund and Thrive Capital are among its backers. The Series B post names Cursor, Perplexity, Together AI, Flock Safety and Airwallex as customers, while the G2 listing also names Decagon in its customer line, along with the sourcing tool Juicebox. Unify holds a SOC 2 Type II report, listed on its Trust Center.

The product changed shape in June 2026, when the company described itself as Claude for outbound sellers. A rep types a request, the agent chooses among its built-in skills to assemble a list, add contact details and draft the outreach, and the rep reviews the output before anything is sent. The Free plan names GPT 5.4 as its standard model, so the work runs on GPT-5.4 from OpenAI, and the cost of that AI is billed through the same credit balance as data. In September 2026 Unify added plugins that let Claude or ChatGPT drive the Unify agent from inside those assistants.

It competes with several tools that each cover part of the job. Clay centres on spreadsheet-style enrichment tables, Apollo on a searchable B2B database, Instantly on high-volume cold email (where Smartlead is the usual rival), lemlist on multichannel sequences with LinkedIn steps, and Amplemarket on annual team plans that add a dialer and a deliverability suite. Unify puts data, research and sequencing behind one agent and prices by seat, which is the reason a rep with no GTM engineer behind them would shortlist it. Our best AI SDR tools guide, the Apollo vs Clay comparison and the wider AI SDR category list the rest.

Two cautions apply. The customer outcomes on the Unify site, such as a quoted doubling of outbound pipeline at Campfire, are results the vendor selected, not a controlled test. And HubSpot and Salesforce sync is read-only on Pro, with write-back, website intent signals and the open API reserved for the custom Business plan, so a team that wants Unify to update its CRM has to talk to sales first. It runs in the browser, with a browser extension for prospecting.

Pricing

Unify sells by seat, and every paid seat carries its own monthly credits. Free costs $0 with limited credits and up to 3 seats. Base is $20 per seat a month for 800 credits, Pro is $60 per seat a month for 2,400 credits with a 14-day trial that needs no credit card, and Business is custom-priced on an annual contract with a shared credit pool. Base and Pro both work out to $0.025 a credit, so Pro buys more volume, not a cheaper rate.

Credits pay for data and for the AI itself. The vendor puts email enrichment at 1 credit a record on average (up to 10 in rare cases) and phone enrichment at 4 (up to 20), and says LLM costs are passed through with no separate AI fee. At those averages one Base seat covers roughly 800 email enrichments or 200 phone enrichments in a month, before any research or signal runs. Top-ups are one-time purchases that go into a shared pool, do not auto-renew and carry over for up to 12 months; the pricing page does not publish a top-up price or the Free plan's credit allowance. A hard cap pauses credit-consuming actions instead of billing overage. Business mailboxes are $25 each a month on top. All figures were read from the vendor pricing page on 2026-10-19. Compare Apollo for free-tier database access, or Clay if enrichment is the main spend.

Key Features

• Chat agent with 50+ skills: One prompt starts a campaign: the agent picks from more than 50 native skills to build a list, enrich it and draft sequences that you review before they send.
• Company and contact database: Searches 1.1B people and 65M companies, returning up to 100 records per search on every plan.
• Signals from 40+ data sources: Layers vendor signals such as tech stack, new hires, funding and news onto a list; website intent and product usage signals need the Business plan.
• Email and phone waterfalls: Enrichment runs through 7+ contact-data vendors, including Wiza, Forager, Prospeo, ContactOut and Findymail, with real-time email validation.
• Multi-channel sequences: Sequences mix email, call and social steps, with a click-to-call dialer on every plan and a power dialer on Business.
• Managed deliverability: Business workspaces get managed Gmail and Outlook mailboxes with warmup, rotation and bounce prevention, billed per mailbox.
• Automated plays: Plays trigger on signals and run prospecting, qualification and sequencing without a prompt; they are a Business feature alongside the open API and webhooks.
• Plugins for Claude and ChatGPT: Plugins launched in September 2026 let Claude or ChatGPT call the Unify agent for prospecting and enrichment.

Pros

• A rep can start on the Free plan with up to 3 seats, or put Base on a personal card, before any procurement review.
• The vendor says the data providers behind each result are visible inside the workflow, so you can see which named vendor returned an email or phone number.
• The vendor says a hard cap pauses credit-consuming actions rather than billing overage, which limits the damage from a runaway agent workflow.
• G2 shows 4.7 out of 5 from 44 reviews in an October 2026 read, and ease of use is the theme reviewers mention most.

Cons

• Credits meter everything, including AI usage, and the vendor says deep multi-step research can run high, so one heavy prompt can drain a seat's allowance early.
• At the vendor's stated averages a phone number costs 4 credits against 1 for an email, so a Base seat covers about 200 phone enrichments a month.
• The Free and Base plans have no CRM sync, Pro syncs read-only, and write-back, website intent signals, SSO and the open API sit on a custom annual plan with no list price.
• G2's generated summary of reviews lists integration issues and occasional glitches among the recurring complaints.

Visit Unify Official Website