The agentic AI CRM with nothing held back

Sell smarter.
Close faster.

AI agents that run your CRM. Milo reads the signals, updates the records, scores deals, forecasts, suggests the next move and keeps follow-ups moving. Ask what changed. Tell it what to do. Approve what matters.

Free for 14 days

14 days of Pro.

Every feature, on every plan. Cancel before it ends and pay nothing.

Setup in 60 seconds
Voice · same agent, same tools

Skip the typing.
Start talking.

Milo takes a call. Ask what moved since Friday and hear it. Tell it to push the deal, log the call and set the reminder, and it does it while you drive. Ask for the follow-up and it lands in your Review and Send card. It picks up where your last conversation left off.

Said, then done
You said“What changed on Acme since Friday?”
Milo didMilo reads back two emails, a dropped health score and the open objection.
You said“Move it to proposal, remind me Thursday, and draft a follow-up to Sam.”
Milo didStage changed, task created, draft waiting in Review and Send.
Every plan

Nothing held back.

Other agentic CRMs put call capture, reporting, formulas or single sign-on on the top tier. We don't. Every plan includes every feature.

Every plan
every one of the 101 features, across 11 categories.
Plans differ
only in seats, records, storage and credits.
Guaranteed
by the product, not the small print.
101Features on every plan
0Features gated by plan
11Categories, all included
14Days of Pro to try, free
Before you ask

Milo does the work
before you ask.

Connect your inbox and calendar and the records fill themselves in. From then on Milo keeps them scored, enriched and current.

Captures
every email, meeting, attachment, person and company. The import itself is free.
Enriches
people and companies on create, and scores every company against your ideal customer profile.
Scores
deal, company and relationship health.
Signals
buying intent, objection, urgency, champion and commitment, from real conversations.
Forecasts
the quarter with weekly snapshots, stories and gap movers.
Proposes
Plays, for you to accept or dismiss.
Guardrails

It proposes.
You approve.

A Play is accept or dismiss. A drafted email is a Review and Send card that never sends itself. A workflow Milo builds is published by you. You can see why. What you approve is in the timeline.

Plays
Milo proposes updates to your records for you to accept or dismiss.
Review and Send
A drafted email lands in a card that never sends itself.
Workflows
Milo assembles the automation from a sentence. You publish it when it is ready.
Timeline
What you approve lands on the record's timeline. Forecasts carry their stories and factors.
System of record

A system of record built for an agent to work in.

Sales, recruiting, partners, services. If it has records and relationships, it fits.

Model it
custom types, twenty-plus field types, conditional fields, validation, formulas that roll up across relationships and children.
Relationships
every one typed, with a role on each end and limits that hold. Emails and meetings sit on the same graph.
Meaning
every record embedded, every relationship carrying how people actually engage, so Milo sees the champion go quiet before you do.
Milo works it
walks the graph to answer, proposes the missing stakeholder for you to accept, and writes back through the same typed links you would.
Open on every side

Open on every side.

Milo is not the only agent that can work here. Bring your own, or send Milo out to the tools you already use.

REST API
Documented, with keys. Every operation the product runs is callable.
MCP in
Open your CRM from Claude or ChatGPT: 40 tools, 69 once you allow writes.
MCP out
29 apps in the catalogue, from Notion and Slack to HubSpot.
Webhooks and Slack
Start a workflow from a webhook. Post the result to a channel.
Desktop app
Briefs, alerts and capture in the background.
Mobile Today
Install it on your phone. Meeting prep and voice notes on the move.
A price you can read

Seats for people.
Credits for your agents.

Pay per seat, monthly or annually. Milo's work spends credits, every charge is itemised on your Usage page, and you can add a credit block whenever you need one.

  • 5,000one-off
  • 10,000one-off
  • 25,000one-off
  • 50,000one-off

Free, always

0 credits
  • Email and calendar imports
  • Claude and ChatGPT access over MCP
  • Workflow steps: filter, branch, find, create, update, tasks
  • Workflow Slack posts and list updates
  • Seats, records and storage are limits, never credits

Uses credits

Metered
  • Ask Milo, in text or voice
  • Enrichment, AI summaries and attributes
  • Web research
  • Workflow email, HTTP and code steps
  • Heavy jobs, by the item
How it stacks up

Five good products. One that holds nothing back.

UnifiedCRM

The agentic CRM with nothing held back

Everything the others gate, price per workspace or keep behind a sales call, in one self-serve product with a price you can read.

  • Every feature, every plan
    All 101 features on every plan, 0 gated. Plans differ in seats, records, storage and credits.
    vs Attio
  • Credits you can trace
    Every credit charge comes from one rate card and is itemised on your Usage page. Imports, MCP calls and workflow logic are free; AI on top uses credits.
    vs Attio, Lightfield
  • Per seat, self-serve
    Pay per seat, monthly or annually, not per workspace. Sign up yourself and try every Pro feature for 14 days.
    vs Lightfield, Monaco
  • Talk to it
    Ask Milo in text or voice. It answers from your records and updates them while you talk.
    vs Attio
  • It proposes. You approve.
    Milo reads the change back and waits for your OK. Plays wait for you to accept or dismiss, and what you approve lands in the timeline.
    vs Zero
  • A deep data model
    Custom types, and formulas that roll up totals and counts from linked records. Open to Claude and ChatGPT over MCP with 40 tools.
    vs Zero
Attio
The best-known agentic CRM and a strong data model. Call Intelligence, sequences and advanced reporting are on Pro, and AI runs on two credit pools. UnifiedCRM includes every feature on every plan, itemises every credit it charges, and you can talk to its agent.
Lightfield
Updates itself from calls and email and sells a Skills catalogue to founder-led startups. Pro starts at $999 a month per workspace and credits expire yearly. UnifiedCRM is priced per seat with every feature included and no expiring allowance.
Monaco
Pairs agents with a forward deployed sales executive for seed-stage founders. There is no public price and no self-serve. UnifiedCRM is self-serve in minutes, with a price you can read.
Zero
Replaces the CRM and the tools around it with a prospect database, sequencer and agents. Every agent step costs credits from a 500-a-seat pool. UnifiedCRM keeps the data model deep and workflow logic free, and in chat Milo checks with you before it saves a change.

Try all of Pro for 14 days.

3 seats, every feature, 1,000 credits for the trial. Cancel before the trial ends and you pay nothing.

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  • 3Seats
  • AllFeatures
  • 1,000Trial credits
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