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, with automations for the busywork. Every workspace is isolated at the database layer, so teams and their clients can share a platform without ever sharing data.
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Search or ask UnitX⌘KAKMSDR
UX
8views of the same data
30+modules in one workspace
Unlimitedmembers on every plan
4tools you can import from
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
CRM & pipeline
Support desk
Link sharing
Presentations
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 — all linked to the task that asked for them.
- ✓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
What this team uses
✓Sprints & backlogs — plan and run each iteration
✓Releases — group finished work into versions
✓Automations — label and route work as it moves
Starter blueprint
Agile delivery + incident response
Deployed in one click, editable down to every status.
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 indexAutomationsBilling
Cross-tenant isolation tests run on every commit
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.
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.
Roles and permissions that fit
System and custom roles decide who can see and change what, from the organization down to a single project.
Integrations & extensibility
Consolidate your stack.
Keep what you love.
A documented REST API, API keys, and webhooks let UnitX work alongside the tools your team already uses, and importers bring your projects across.
REST API
Your projects, tasks, and the rest of your workspace, available through a documented API with scoped API keys.
Signed webhooks
Receive events from your other tools through webhook endpoints, each with its own signing secret.
Importers
Bring your projects across from Jira, Asana, ClickUp, and Trello without starting from scratch.
Migration
Switch in an afternoon, not a quarter.
Connect your current tool, see what UnitX found, map the fields, and approve before anything is imported. A gap report tells you exactly what could not come across, and why.
Plan a migrationWhite-glove migration on Business and above
JiraUnitXIssues, sprints, epics, workflows, and history
AsanaUnitXProjects, sections, custom fields, and comments
ClickUpUnitXSpaces, folders, lists, and custom statuses
TrelloUnitXBoards, cards, labels, checklists, and power-ups
Trust & security
Security built in, not bolted on.
The controls below are part of the product today. If your review needs more detail, ask us — the people who built it will answer.
SSO, SAML & SCIM
Single sign-on with your SAML or OIDC identity provider, plus SCIM provisioning and deprovisioning, on Business.
Multi-factor sign-in
Authenticator-app codes and passkeys for every member, on every plan.
Audit log
Permission changes and administrative actions are recorded and searchable, on Business.
Workspace isolation
PostgreSQL row-level security on every tenant-scoped table, checked by cross-tenant tests on every commit.
Encrypted connections
All traffic is served over TLS, and credentials for connected integrations are stored encrypted.
Data governance
Retention policies and legal holds keep what you are required to keep, and nothing longer.
Need a security review or a DPA?Tell us what your review needs and we will reply within a few business days.
Talk to securityPricing
Priced per person.
Not per surprise.
Start free with no member limit. Upgrade to pay per active member, per month — external collaborators never cost you a seat.
FreeCore work management for teams of any size
$0
Unlimited members, foreverStart freeIncludes- Unlimited members and projects
- Tasks, boards, sprints and releases
- Docs, files, calendar, chat and forms
- Time tracking
- 250 automation runs per month
- 5 GB storage
Most popularStandardFor teams that plan, measure and run client work
$2.99/mo
per member / monthStart with StandardEverything in Free, plus- Custom fields, goals and OKRs
- Dashboards, reports and approvals
- Timesheets and resource planning
- CRM, support desk and shared email
- Integrations, API keys and webhooks
- 5,000 automation runs per month
- 100 GB storage
BusinessFor organizations running the whole company on UnitX
$5.99/mo
per member / monthStart with BusinessEverything in Standard, plus- Portfolios, programs and dependencies
- People, HR and finance
- SAML/OIDC single sign-on and SCIM
- Audit log, data governance and legal holds
- Service accounts and custom branding
- 50,000 automation runs per month
- 1 TB storage
EnterpriseFor large, regulated or multi-entity organizations
Let's talk
Volume pricing and custom termsContact salesEverything in Business, plus- Unlimited storage, automation runs and API calls
- Volume discounts and invoiced billing
- Custom contract, DPA and security review
- Dedicated success manager
Every planNo member limit on any planPay only for active membersGuests and external collaborators are freeChange or cancel any time
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, CRM, and service desk are one product with one permission model, not four SKUs. Third, price: every plan has unlimited members, and paid plans start at $2.99 per member per month.
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. Connect Jira, Asana, ClickUp, or Trello, review what UnitX found, map the fields, and approve before anything is imported. A gap report lists anything that could not come across, and why. On Business and above, our team runs the migration with you.
PricingHow is billing calculated?
Paid plans are billed monthly per active member: $2.99 on Standard and $5.99 on Business. External collaborators — clients or contractors you invite into a single project — are not billed, and neither are suspended members. When your team grows or shrinks, the seat count updates automatically and the difference is prorated. You can cancel at any time and keep your plan until the end of the billing period.
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?
Yes. On Standard and above you can create API keys and use the documented REST API, and connect other tools through webhooks. UnitFactor also builds custom extensions for teams that need them.
OnboardingWhat support do we get during rollout?
Free and Standard get documentation, templates, and email support. Business adds priority response and migration help. 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 forever, unlimited 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.