UnifiedCRM
The AI CRM with an agent that does the work
UnifiedCRM is an AI CRM built around Milo, an agent that reads signals from email, meetings and records, updates data, scores deal and relationship health, forecasts the quarter and proposes next steps. Users can interact with Milo in text or voice, and it can act on records while a conversation is in progress. The product covers sales, recruiting, partner and services records through a customizable data model with custom types, formulas, rollups and typed relationships.
Core capabilities include Plays (proposed record updates you accept or dismiss), Review and Send email drafts, workflows assembled from plain language, signals for intent and objection, data enrichment, dashboards and reports, email and calendar sync, and integrations with Claude and ChatGPT via MCP, plus a REST API, webhooks and Slack. Desktop and mobile apps are available.
UnifiedCRM is self-serve and priced per seat, with monthly or annual billing. Every feature is included on every plan; plans differ only in seats, records, storage and credits. A 14-day Pro trial includes 3 seats, 50,000 records, 50 GB storage and 1,000 credits. Pro includes 10,000 credits per month, with additional credit blocks available for purchase. An Enterprise edition offers custom limits and pricing.
12 alternatives to UnifiedCRM
Ranked by how well each tool replaces UnifiedCRM: shared features, audience, price and popularity.
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Covers 4 of 15 key features.
Free plan65 out of 100 match$12/mo- 64 out of 100 match$99/mo