Tool profile
Unifyr: cost, fit and limits
Unifyr is a channel and partner management platform made by Unifyr, Inc. that combines a partner portal, deal registration, MDF, incentives and training with a suite of AI agents called IQ and an Agent Connect link to outside assistants.
What to know first
Unifyr sells three plans named Activate, Grow and Scale, each defined by partner organizations, monthly AI credits and CRM connectors. No price is shown, and the pricing page leads to a demo request. The shared AI credit balance resets monthly and does not roll over. The privacy policy names Zift Solutions as controller, which is the company's former name. Prices are as of November 2026.
Unifyr at a glance
| Maker | Unifyr, Inc., United States |
|---|---|
| Free plan | No |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Partner Relationship Management Software in 2026, rank 4 of 13 |
| Website | unifyr.com |
Who Unifyr is best for
Channel programs that pay incentives
MDF, SPIFFs, tiered rewards and gamification sit in one platform, so a team running contests and funds does not stitch tools together.
Teams that want agents for routine questions
Ask IQ, Campaign IQ and Deal IQ answer questions and automate channel tasks, and credits make the AI allowance visible per plan.
Multi-CRM shops
Grow and Scale include all listed CRM integrations, covering Salesforce, HubSpot, Dynamics and Pipedrive, which helps companies with mixed systems.
Unifyr plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Activate | Not published | 25 partner organizations (up to 1,000), unlimited partner users, 25,000 monthly AI credits, one CRM connector. |
| Grow | Not published | 50 partner organizations (up to 2,500), unlimited partner users, 50,000 monthly AI credits, all listed CRM integrations. |
| Scale | Not published | 100 partner organizations (up to 1M), unlimited partner users, 75,000 monthly AI credits, all listed CRM integrations. |
Checked November 2026.
What Unifyr does
- Partner portal and deal registration
- One portal covers partner engagement and deal registration, and partners register deals in seconds. A customer example on the site cites 1,300-plus registered partners in a single portal.
- IQ agents
- Ask IQ, Campaign IQ and Deal IQ answer questions and handle channel tasks, drawing on a monthly pool of AI credits shared across the account.
- Agent Connect
- Agent Connect lets ChatGPT, Claude, Gemini or Copilot use live partner data, which keeps channel managers inside the assistant they already use. The pages do not describe permission controls.
- MDF and channel incentives
- Marketing development funds are allocated, claimed and approved in the platform, and SPIFFs and rewards are set by partner tier, so incentives and fund requests share one record of each partner.
- Gamification and training
- Contests and leaderboards motivate partner sellers, and one example on the site shows a sales contest with a $2,500 SPIFF for second place. Training paths lead partners to certification.
How Unifyr handles your data
Unifyr's privacy page shows an AICPA SOC 2 Type II badge and cites EU-U.S., UK Extension and Swiss-U.S. Data Privacy Frameworks. Whether customer data trains models is not stated, and the customer terms refer to an AI Services Addendum that was not on the pages read. Retention follows a reasonable-need standard with no period. No hosting region is named, and information may be transferred to any jurisdiction where the company does business, including the United States.
Where Unifyr falls short in practice
- AI credits do not roll over. One shared balance refreshes every month and does not roll over. A busy campaign month can exhaust it, and unused credits vanish at the reset, so heavy agent use needs a higher plan.
- No visible price. Plans are sized to partner count and the pricing call to action leads to a demo request, so budget comparisons with other vendors can only start after a sales conversation.
- Entry plan has one connector. Activate includes a single CRM connector, so a company that runs both HubSpot and Salesforce must step up to Grow to connect them, and Grow is not priced publicly.
Works with
Alternatives to Unifyr
Unifyr: common questions
How is Unifyr priced?
Unifyr publishes no prices. Its three plans, Activate, Grow and Scale, differ by partner organizations (25, 50 and 100 base), monthly AI credits (25,000, 50,000 and 75,000) and CRM connectors. The pricing page asks for a demo to size a plan to your partner count.
What are Unifyr IQ agents?
IQ is a set of AI agents named Ask IQ, Campaign IQ and Deal IQ. They answer questions and automate channel tasks. The pages give few operational details, so ask for a demo using your own partner data before relying on them.
Can I use ChatGPT or Claude with Unifyr?
Yes. Agent Connect lets ChatGPT, Claude, Gemini or Copilot use live partner data. The pages do not specify permissions or whether write actions are allowed, so check scope and logging with the vendor before enabling it for the team. An audit log of assistant actions is worth requesting.
Does Unifyr have SOC 2?
The footer shows an AICPA SOC 2 Type II badge, and the privacy policy cites Data Privacy Framework participation. We did not see the report, so period and scope are unverified. Ask for it under NDA with the subprocessor list.
How many partners fit in each Unifyr plan?
Activate starts at 25 partner organizations and goes up to 1,000, Grow starts at 50 up to 2,500, and Scale starts at 100 up to 1 million. Partner users are unlimited on all three. Pricing for going above the base counts is not published.