Sales

Book more meetings with less

Let reps focus on the highest leverage signals while AI agents and automation handle the rest. Unify for Sales Reps brings all touchpoints from prospects into pipeline under one roof.

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User interface showing contact card for Christopher Smith, Growth Marketing Lead, with email and phone, options to add to email sequence, and sales opportunity details including status, record owner, last activity date, and lead source.
Man sitting at a table with two potted plants in a bright room with large window, overlaid with yellow text 'Unify for Sales Reps'.
Unify for Sales Reps
1 min

"Unify’s Tasks have made it easier to stay on top of my outreach. Whether it’s sending a LinkedIn connection request, making a call, or following up on an email, having everything in one place has made it easy to act on. It keeps me focused and consistent, which is huge for hitting quota."

Jonah Sain
Business Development Manager Lead, Mutiny

Tap into deep research tailored to your team

Always-on agents that synthesize news mentions, CRM history, and relevant data from the web into a custom report for each account. Research is embedded in the task workflow, so reps can stay always stay in flow.

Dashboard interface showing tasks list with filters for priority, unread status, and task type, highlighting two manual email tasks assigned to Hyewon Sung.

Enrich and engage prospects on the fly

Use the Unify Browser Extension to convert any LinkedIn profile or company page into a lead with one-click email and phone enrichment. Built on top of Unify’s market leading contact data waterfall of dozens of high quality vendors.

LinkedIn profile page of Gwen Lagunero with an overlay window from a tool showing options to enrich, email, or add the person to a sequence.

Get looped in on high priority prospects

With manual steps, layer human-triggered emails, LinkedIn touches, action items, phone calls reminders into sequences. Combine automation with reps, so they are pulled in at the right moment, with the right message.

Animated interface of a manual step sequence showing steps to wait 10 minutes, view LinkedIn profile on day 1, wait 2 days, make a phone call on day 3, and then wait 2 more days, with options to edit and delete each step.

Zero in on your most important tasks

A centralized workspace for all outbound tasks, prioritized and configured for reps to take action and managers to monitor activity. Handle prospect replies directly in the unified inbox, so you never miss a potential opportunity.

Dark mode task management interface showing a list of tasks with details including person, message preview, status icons, and timestamps, with a sidebar of navigation options.