Unify AI features and pricing (October 2026)

Unify is an AI outbound platform from a San Francisco vendor for sales development reps, account executives and RevOps teams. It combines prospect data, buying signals, AI research, email copywriting and multichannel sequences in one chat-driven tool.

Unify offers agents, B2B data (the vendor cites 1.1B+ people and 65M+ companies from 40+ data sources), signals and intent, sequencing, deliverability, plays and analytics. Plans start free and add seats and credits, and HubSpot and Salesforce sync is available from Pro. The company is based in San Francisco and, according to its blog, raised a $40M Series B. It targets sales teams from individual reps on a personal card to larger organizations on a custom Business plan. It also includes a browser extension and a click-to-call dialer.

• Builds prospect lists from a promptAgents find accounts, pull contacts, research fit and qualify lists from a chat request, using 40+ data sources and enrichment for emails and phone numbers. Reps spend less time on list building and manual research.
• Finds buying signalsSignals cover new hires, tech stack, funding, news, web visits and CRM events, and signal-triggered plays start automations when an account shows intent. Website intent and product signals need the Business plan. Reps focus on accounts that are in market.
• Writes personalized emailsAI copywriting generates messages grounded in account research and the rep's own voice, which reps review before sending. The result is outreach that takes less time to prepare and reads as individual, not as a template.
• Researches target accountsAI research agents and custom insights summarize a target account or a rep's whole book of accounts, and warm intro paths show overlaps in the rep's own network. Account executives prepare self-sourced outreach faster without help from RevOps.

• Credit model: each plan includes monthly credits per seat (800 on Base, 2,400 on Pro); most actions cost 1 to 2 credits and phone enrichment averages 4.
• Free plan for up to 3 seats; Base and Pro are billed monthly, Business annually; HubSpot and Salesforce sync is read-only below Business.
• SOC 2 Type II stated; SSO is a paid add-on, and personal data is hosted on US servers according to the privacy policy.

Unify gives San Francisco as its address, and its privacy policy states that personal data is hosted on US servers. The home market is therefore the US.

Credits drive the real cost, so estimate enrichment and signal volume before choosing a seat plan. CRM sync is read-only below Business and SSO costs extra. Personal data is hosted on US servers, with transfers based on standard contractual clauses, so outreach to prospects in the EU or UK needs a GDPR legal basis. In the US, check CAN-SPAM and state privacy rules before running sequences.

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