9tools
The average project touches nine of them
A brief in one app, tasks in another, decisions buried in chat, and the only real status report living in someone's head.
The workspace where plans, people, and progress stay in sync.
UnitX brings projects, workflows, docs, goals, and dashboards into one system of record — then puts AI teammates on the busywork. Every workspace is isolated at the database layer, so teams and their clients can share a platform without ever sharing data.
Free forever for up to 5 members•No credit card•SOC 2 Type II & ISO 27001
Search or ask UnitX⌘KAKMSDR
UX
12views of the same data
400+native integrations
99.9%uptime, contractual
< 5 minto import your first project
Built by UnitFactor — the team behind products for
The work sprawl problem
Your plan lives in one tool.
Your work lives in nine others.
Nobody set out to build it this way. It accumulated — one tool per problem, until the coordination cost outgrew the work itself.
1day / week
Lost to hunting, not doing
Status pings, duplicated updates, and the weekly ritual of rebuilding a roadmap deck that is stale before the meeting ends.
60%of context
Never reaches the people who need it
And it never reaches your AI either. An assistant without context is just an expensive autocomplete.
UnitX is the correction: one platform where the plan, the work, and the proof of progress are the same object.
See how it fits togetherOne dataset, twelve views
Everyone sees the work
the way they think.
A designer wants a board. A PM wants a timeline. Finance wants a table. Your VP wants one number. In UnitX these are not exports or integrations — they are the same records, rendered differently, and they never disagree.
Search or ask UnitX⌘KAKMSDR
UX
Move work, not spreadsheets
Drag a card and the status, the sprint, the owner's workload, and the executive dashboard all update in the same breath.
- Group by status, owner, sprint, epic, or any custom field
- Swimlanes, WIP limits, and per-column automation rules
- Cards carry subtasks, dependencies, files, and time tracking
Also included:GanttSprintsWhiteboardMind mapFormsPortfolioChatActivity
The platform
Four pillars. One workspace.
Most teams pay for four products to get this. UnitX ships them as one — sharing the same records, the same permissions, and the same search index.
Plan work at any altitude
Portfolios, programmes, projects, epics, sprints, tasks, subtasks — one hierarchy that survives a reorg.
- Custom hierarchies
- Templates & blueprints
- Cross-project dependencies
Encode how your team works
Statuses, approvals, intake forms, and handoffs modelled once, then reused everywhere without a single line of code.
- Visual workflow builder
- Approval gates & SLAs
- Conditional intake forms
Keep the why with the what
Specs, briefs, wikis, and meeting notes that live beside the tasks they produce — and stay linked as things change.
- Live task embeds
- Version history
- Workspace-wide search
Answer the question before it's asked
Goals, dashboards, forecasts, and time tracking computed from the work itself, refreshed the moment anything moves.
- Goal trees & OKRs
- Forecasting
- Scheduled digests
And the 48 things nobody puts on a homepage
Ask about a specific capabilityBoards
Sprints
Backlogs
Milestones
Dependencies
Subtasks
Checklists
Custom fields
Custom statuses
Automations
Approvals
Forms & intake
Time tracking
Timesheets
Estimates
Capacity planning
Goals & OKRs
Dashboards
Reports
Portfolios
Docs & wikis
Whiteboards
Mind maps
Proofing
File versioning
Comments & @mentions
Team chat
Clips & screen record
Inbox & notifications
Reminders
Recurring tasks
Calendar sync
Email in / email out
Saved views & filters
Connected search
Tags & labels
Templates
Guest & client portals
Roles & permissions
Audit log
SSO / SAML / SCIM
Budgets & billables
Git & PR linking
Public API & webhooks
MCP server
Data residency
Link sharing
AI teammates
AI teammatesNot a chatbot in the corner.
Not a chatbot in the corner.
A teammate with a job description.
UnitX agents hold a role, own tasks, appear in the workload view, and are held to the same permissions as everyone else. They work inside your workspace — which is the only reason they are useful.
Sprint Planner
PlanningReads the backlog, your velocity, and everyone's real capacity, then proposes a sprint you can actually finish.
Capacity modellingScope negotiationDependency mapping
Cuts planning meetings from 90 to 20 minutes
Triage Agent
IntakeEvery bug report, support escalation, and request form arrives labelled, prioritised, deduped, and routed to an owner.
Duplicate detectionSeverity scoringAuto-routing
Handles 90% of intake without a human touch
Status Reporter
CommsWrites the weekly update from what actually happened — shipped, slipped, blocked — in your team's voice, not a template's.
Executive summariesSlack digestsClient updates
Replaces the Friday status scramble
Risk Radar
DeliveryWatches dependencies, velocity, and open blockers and raises the flag while there is still time to do something about it.
Slippage forecastingBlocker escalationBaseline drift
Flags at-risk milestones 11 days earlier
Doc Drafter
KnowledgeTurns a call transcript or a thread into a spec, extracts the decisions, and opens the follow-up tasks with owners attached.
Spec draftingDecision logsTask extraction
Every decision ends up written down
Build your own
CustomDescribe the job in plain language, pick the tools and data it may touch, run it in simulation, then let it work.
No-code builderScoped tool accessSimulation mode
From idea to working agent in an afternoon
An agent is only as good as its context
Bolt an assistant onto a tool that holds a fraction of your work and you get confident nonsense. UnitX agents read the whole workspace — because the whole workspace is already in one place.
Tasks & sprintsDocs & decisionsGoals & dashboardsComments & threadsConnected appsWorkspace history
Your data is never used to train a model. Bring your own key for Claude, GPT, or Gemini, or run on ours.
Agent run · Sprint PlannerSimulation
AK
Plan sprint 25. Protect the SOC 2 work, and don't put Marco over 100%.
✦ Sprint Plannerworked 38s
✓Read 128 backlog items and last 6 sprints✓Locked 3 compliance tasks into scope✓Moved 2 tasks from Marco → Farah✓Drafted sprint goal + standup note
Proposed sprint 25 · 48 pts94% confidence
Apply planReview 9 changes
Scoped permissions
An agent inherits a role, not your admin rights. It sees exactly what that role sees — nothing else.
Simulation mode
Run any agent in dry-run against real data and review every action it would have taken before it takes one.
Full audit trail
Every agent action is logged with its reasoning, inputs, and outputs — exportable for your auditors.
Spend controls
Budgets and alerts per team, per agent. No surprise invoice at the end of the quarter.
Automations & workflows
Describe the process once.
Then never do it again.
Triggers, conditions, branches, delays, approvals, and agent steps — assembled on a canvas, versioned like code, and testable before they touch a single real task.
Incident intake & escalationv7 · edited 2h ago by Sam Ortiz · 1,284 runs this month
Test runLiveTrigger
A ticket is createdFrom the portal, email, Slack, or the public APIAgent step
Triage Agent classifies itSeverity, component, duplicate check, suggested ownerif P1
Action
Page the on-call rotationSlack + SMS, escalates after 10 minutes of silenceAction
Open an incident docTimeline, comms draft, and a post-mortem taskSOLast run resolved UX-1188 in 4m 12s — no human touched it99.4% success rate
When a form is submitted, then create a task, route it by team, and post to #intake
When status moves to In review, then request approval from the design lead and start the SLA clock
When a due date slips, then shift dependents, notify the owner, and flag the milestone
When a PR is merged, then close the task, log the release note, and thank the reviewer
When a sprint ends, then roll over unfinished work and generate the retro doc
When a client comments, then create a request, assign an owner, and reply with an ETA
300+prebuilt recipes
0lines of code required
18avg. hours saved per person, per month
Built for every team
Same platform. Different job.
A generic tool makes every team bend to it. UnitX ships opinionated starting points per function — then gets out of the way when yours works differently.
Ship the roadmap you committed to
Sprints, backlogs, bug triage, and release notes in the same place as the specs and the goals they serve — with Git, CI, and your AI coding tools wired straight into the task.
- ✓Plan and run sprints with real capacity, not optimism
- ✓Triage bugs automatically by severity, component, and owner
- ✓Link branches, PRs, and deploys to the task that asked for them
Agents on this team
✦Sprint Planner — builds a sprint you can finish
✦Triage Agent — sorts every incoming bug
✦Release Scribe — writes the changelog
Starter blueprint
Agile delivery + incident response
Deployed in one click, editable down to every status.
31%shorter cycle time in the first quarter
What actually makes us different
One platform.
Airtight walls between every workspace.
Most work platforms call a folder a “workspace” and rely on application logic to keep tenants apart. UnitX was built multi-tenant from the first migration: isolation is enforced in the database itself, verified by an adversarial test suite on every commit.
That is why agencies can run every client here, why holding companies can run every subsidiary here, and why a regulated enterprise can put legal, HR, and engineering on one platform without writing a risk memo about it.
Agencies & studiosHolding companiesRegulated enterprisesMSPs & consultancies
One account · three isolated tenants
Northwind GroupClient workspace
42 members
Meridian HealthClient workspace
118 members
Your studioInternal workspace
26 members
Row-level security policy
Shared platform
ComputeSearch indexAgentsBilling
1,412 isolation assertions passed on the last deploy
Isolation at the database kernel
PostgreSQL row-level security on every tenant-scoped table. A cross-tenant read is not blocked by application code — it is impossible to express.
Per-workspace encryption keys
Each workspace holds its own data encryption key, wrapped by a customer-managed KMS key on Enterprise. Revoke the key, revoke the data.
Client portals that show exactly one thing
Invite a client, a contractor, or an auditor into a scoped view. They see the work you shared and nothing adjacent to it.
Isolation tests run on every commit
An adversarial suite attempts cross-tenant reads, writes, and joins on every pipeline run. A leak fails the build, not an audit.
Residency you choose
Pin a workspace to EU, US, UK, or AU infrastructure. Data stays in region for storage, processing, and backups.
Permissions that go seven levels deep
Workspace, space, folder, project, view, field, and record. Set once at the top, override precisely where you need to.
Integrations & extensibility
Consolidate your stack.
Keep what you love.
400+ native integrations, a documented REST and GraphQL API, signed webhooks, and a first-class MCP server so your AI tools can read and write UnitX directly.
SlackGitHubFigmaGoogle DriveNotionZoomSalesforceJiraLinearSentrySlackGitHubFigmaGoogle DriveNotionZoomSalesforceJiraLinearSentry
Microsoft TeamsOutlookGitLabStripeHubSpotZendeskIntercomMiroDropboxOktaMicrosoft TeamsOutlookGitLabStripeHubSpotZendeskIntercomMiroDropboxOkta
ClaudeChatGPTGeminiSnowflakeLookerQuickBooksXeroZapierMakeVercelClaudeChatGPTGeminiSnowflakeLookerQuickBooksXeroZapierMakeVercel
REST + GraphQL API
Every object you can see in the UI, addressable and writable. Rate limits published, not discovered.
Signed webhooks
40+ event types with replay, dead-letter queues, and per-endpoint secrets.
MCP server
Point Claude, Cursor, or your own agent at UnitX and let it work with scoped, auditable permissions.
Migration
Switch in an afternoon, not a quarter.
Importers preserve hierarchy, custom fields, attachments, comments, and history — including who said what and when. Run a dry import first, review the diff, then cut over. We keep the old IDs so your links never break.
Plan a migrationWhite-glove migration on Business and above
JiraUnitXIssues, sprints, epics, workflows, and history
AsanaUnitXProjects, sections, custom fields, and comments
monday.comUnitXBoards, groups, columns, and automations
ClickUpUnitXSpaces, folders, lists, and custom statuses
TrelloUnitXBoards, cards, labels, checklists, and power-ups
NotionUnitXDatabases, pages, relations, and rollups
LinearUnitXIssues, cycles, projects, and triage queues
CSV / SheetsUnitXAnything else, with a mapping wizard
Trust & compliance
Enterprise-ready without the six-month review.
Security questionnaires, penetration test summaries, subprocessor lists, and the SOC 2 report are all in the Trust Center — no NDA required to start reading.
SOC 2 Type IIAudited annually
ISO 27001Certified ISMS
GDPRDPA + SCCs
HIPAABAA available
SSO, SAML & SCIM
Okta, Entra ID, Google Workspace, and any SAML 2.0 provider, with automated provisioning and deprovisioning.
Granular audit logs
Every read, write, permission change, export, and agent action — streamable to your SIEM.
Encryption everywhere
TLS 1.3 in transit, AES-256 at rest, per-workspace keys, and customer-managed KMS on Enterprise.
Device & network controls
IP allowlists, session policies, enforced MFA, and managed-device requirements per workspace.
Data residency
EU, US, UK, and AU regions. Storage, processing, and backups stay where you pin them.
Tested continuously
Annual third-party penetration tests, a public bug bounty, and adversarial isolation tests on every deploy.
Backups & recovery
Point-in-time recovery to any second in the last 35 days. 15-minute RPO, 1-hour RTO, tested quarterly.
99.9% uptime SLA
Contractual, with service credits. Status page, incident history, and RCAs published in full.
Your data trains nothing
No customer content is used to train models — ours or a vendor's. Contractually guaranteed, top to bottom.
Need a security review, a DPA, or a custom BAA?Our team turns around most questionnaires in three business days.
Talk to security0%faster delivery cyclesmedian, first quarter
0hours saved per personevery month, on average
0tools consolidatedtypical rollout
0%on-time completionafter 90 days on UnitX
What changes
Teams stop managing the tool and start managing the work.
The pattern is consistent: the first week is imports and templates, the second is automations, and by week four nobody is asking for a status update because the status is already on the screen.
We used to run eleven client accounts across three tools and a shared drive nobody trusted. Now every client has their own walled workspace and I still get one portfolio view on Monday morning.
The thing that sold engineering was that the timeline actually moves when a dependency slips. We stopped maintaining a roadmap deck entirely — the roadmap is just the data now.
Our compliance team approved it in a week instead of a quarter. Row-level isolation and per-workspace keys answered about forty questions on the questionnaire by themselves.
4.8 / 5average product rating
Top 50work management, 2026
Leadercollaboration, mid-market
Users love usthird-party review badge
Pricing
Priced per person.
Not per surprise.
One seat price covers every view, every module, and every app. Viewers are always free — the people who only need to see the plan never cost you anything.
FreeFor small teams proving it out
$0
Up to 5 members, foreverStart freeIncludes- Unlimited tasks and 3 projects
- Board, list, and calendar views
- 100 automation runs per month
- 1 GB storage · 7-day activity history
- Community support
StarterFor teams that outgrew a spreadsheet
$9/mo
per member / month, billed yearlyStart free trialEverything in Free, plus- Unlimited projects and guests
- All 12 views including timeline and workload
- 2,000 automation runs per month
- Docs, goals, and time tracking
- Unlimited storage · 90-day history
- Email support, next business day
Most popularBusinessFor teams running the whole company on it
$19/mo
per member / month, billed yearlyStart free trialEverything in Starter, plus- AI teammates with 5,000 monthly credits
- Isolated client workspaces and portals
- 25,000 automation runs per month
- Advanced dashboards, forecasting, and portfolios
- Approvals, proofing, and SLA timers
- Google and Microsoft SSO · unlimited history
- White-glove migration and priority support
EnterpriseFor regulated and multi-entity organisations
Let's talk
Custom pricingContact salesEverything in Business, plus- SAML SSO, SCIM provisioning, and enforced MFA
- Customer-managed encryption keys and data residency
- Advanced audit logs with SIEM streaming
- Agent spend controls and simulation-mode policies
- 99.9% uptime SLA with service credits
- Named CSM, onboarding programme, and 24/7 support
- HIPAA BAA and custom DPAs
Every planUnlimited free viewersiOS, Android, macOS, and Windows appsREST, GraphQL, and webhooksMCP server accessSOC 2 Type II and ISO 27001No data used for model training
Prices in USD. Non-profits and registered educational institutions get 50% off — just ask.
PositioningHow is UnitX actually different from monday.com, Asana, Jira, or ClickUp?
Three ways. First, isolation: those platforms treat a workspace as a folder, while UnitX enforces separation in the database itself — which is why agencies and multi-entity organisations can run every client or subsidiary in one account. Second, breadth without bolt-ons: projects, docs, goals, dashboards, and service desk are one product with one permission model, not four SKUs. Third, agents that hold a role, own tasks, and appear in the workload view rather than a chat box that summarises things.
Multi-tenancyCan we really run every client in one account without data mixing?
Yes, and it is the reason the product exists. Every tenant-scoped table carries a PostgreSQL row-level security policy, so a query that crosses a workspace boundary cannot be expressed — it is not caught by application code, it simply returns nothing. An adversarial test suite attempts cross-tenant reads, writes, and joins on every deployment, and a failure blocks the release.
MigrationHow long does it take to move off our current tool?
Most teams import in an afternoon. Our importers preserve hierarchy, custom fields, attachments, comments, and history — including original authors and timestamps — from Jira, Asana, monday.com, ClickUp, Trello, Notion, Linear, and CSV. Run a dry import first, review the diff, then cut over. On Business and above, our team runs the migration with you.
AIWhat can the AI teammates see, and is our data used for training?
An agent inherits a role and sees exactly what that role sees — no more. You can run any agent in simulation mode to review every action it would take before it takes one, and every action it does take is logged with its reasoning. Your content is never used to train models, ours or a vendor's, and that is contractual rather than a policy page.
DeploymentCan we choose where our data lives, or self-host?
Workspaces can be pinned to EU, US, UK, or AU regions for storage, processing, and backups. Self-managed and private-cloud deployments are available on Enterprise, including customer-managed encryption keys through your own KMS.
PricingDo we pay for people who only need to look at the plan?
No. Viewers are free on every plan, unlimited. Executives, clients, and stakeholders who need visibility rather than a seat cost nothing, which is usually the difference between a rollout that spreads and one that stalls at the boundary of the paying team.
DataWhat happens to our data if we leave?
You can export everything — tasks, docs, comments, attachments, and history — in open formats through the UI or the API, at any time, without asking us. On termination we delete your data within 30 days and provide written confirmation.
ExtensibilityIs there an API, and can we build on top of UnitX?
Every object visible in the UI is addressable through the REST and GraphQL APIs, with published rate limits, signed webhooks across 40+ event types, and a first-class MCP server so agent tooling can read and write UnitX with scoped, auditable permissions. UnitFactor also builds custom extensions for teams that need them.
OnboardingWhat support do we get during rollout?
Free and Starter get documentation, templates, and email support. Business adds white-glove migration, workspace design sessions, and priority response. Enterprise adds a named customer success manager, a structured onboarding programme, and 24/7 support with an SLA.
Put the whole company on one page.
Start with one team and one project. Import your current tool, turn on two automations, and see whether anyone still asks for a status update by Friday.
Free for up to 5 membersNo credit card requiredImport from your current tool in an afternoonCancel or export at any time
UnitX is built and operated by UnitFactor — the product and engineering team behind platforms in fintech, healthcare, and B2B SaaS.