# The AI revenue operations software map

URL: https://www.newsprint.com/research/revenue-operations-software/
Updated: 2026-11-10
License: CC BY 4.0, https://creativecommons.org/licenses/by/4.0/
Cite as: Newsprint, "The AI revenue operations software map", https://www.newsprint.com/research/revenue-operations-software/, updated 2026-11-10

> 162 companies sell AI to revenue operations and sales operations teams. This map shows what each one sells across the six stages of revenue operations, and 320 dated events since May 2025: 246 product launches, 98 of them agents that do multi-step work or run on their own. Each event links to its source.

## What we're seeing

Five things the data shows, from 162 companies and 246 AI launches between May 2025 and early November 2026. Every claim links to its source.

### Sales agents went on sale in 2026, and a seller still approves the work

Of the 246 AI launches, 98 (40%) are agents or always-on AI. 65 companies have shipped at least one, and most of their 90 shipped launches are dated 2026. Microsoft made its [Sales Qualification Agent](https://mc.merill.net/message/MC1159615) generally available in September 2025: it researches leads, scores them, sends emails and hands a seller only the leads that show purchase intent. Salesforce put [six sales agents](https://www.salesforce.com/news/stories/agentforce-sales-announcement/) beside every seller in March 2026, from prospecting to quoting, and sellers approve the changes they make. HubSpot sells its [Prospecting Agent](https://www.hubspot.com/company-news/spring-2026-spotlight) at $1 per recommended lead, and reps approve each message before it goes out. Outreach’s [Agent Studio](https://www.outreach.ai/company/newsroom/outreach-launches-omni-reimagining-how-revenue-teams-execute-with-ai-agents) and Gong’s [Custom Agents](https://www.gong.io/press/gong-launches-mission-big-dipper-revenue-harness) let RevOps build its own agents and set how much a person oversees them. The same move reached planning: CaptivateIQ’s [Revenue Planning Agent](https://www.captivateiq.com/blog/whats-new-september-2026) updates quotas and territories, and an admin confirms each change first.

### The revenue stack opened its data to outside AI assistants

51 companies shipped an MCP server, an agent API or an app inside ChatGPT, Claude or Copilot in the window, so a seller can ask an outside assistant about a deal and get an answer from the system of record. Fullcast released an [MCP server](https://www.fullcast.ai/content/fullcast-announces-the-release-of-its-model-context-protocol-mcp-server/) for territory, quota and commission data in August 2025. Most of the launches came in 2026. Clay’s data and research agents arrived [inside Claude](https://www.clay.com/changelog/clay-in-claude) in January. Outreach made its [MCP server](https://www.outreach.ai/company/newsroom/outreach-joins-anthropics-model-context-protocol-ecosystem-to-connect-ai-agents-across-revenue-workflows) generally available in February, the same month Gong added an [MCP client and server](https://gong.io/press/gong-launches-mission-andromeda-expanding-its-revenue-ai-os-to-enablement-and-account-management). Salesloft followed in April with an [MCP server](https://prod.clari.com/press/clari-salesloft-forecasting-execution-mcp-server/) for Claude, ChatGPT, Copilot, Gemini and Agentforce. Pipedrive put a [native MCP server](https://www.pipedrive.com/en/newsroom/pipedrive-launches-native-mcp-server-bringing-crm-workflows-directly-into-ai-assistants) in all its plans in June, and Conga opened live [quote and contract data](https://itbrief.co.uk/story/conga-expands-aime-ai-tools-across-commercial-software) to AI assistants in October.

### AI now writes the CRM and keeps it clean

29 companies shipped AI that logs calls, emails and meetings or fills CRM fields, and 35 shipped AI that finds, fills or fixes records. HubSpot’s [Smart CRM](https://www.hubspot.com/company-news/fall-26-spotlight) now captures calls, emails and meetings on its own, and a rep approves each deal update with one click. Momentum’s [Autopilot for Contacts](https://www.momentum.io/blog/momentum-just-killed-the-recording-bot-heres-what-that-means-for-your-revenue-org) reads relationship details from sales calls and writes them to Salesforce. Hygiene runs without a prompt, too. Traction Complete’s [Data Agents](https://tractioncomplete.com/articles/traction-complete-launches-data-agents/) cleanse, link and enrich each record as it enters Salesforce, with a confidence score and sources a person can review. Common Room’s [DataAgent](https://www.commonroom.io/blog/dataagent/) surfaces stale and duplicate contacts and accounts, and Sweep’s [agent](https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Sweep-Launches-Cross-Platform-Agent-That-Reasons-Across-Salesforce-Snowflake-and-Data-360-175124.aspx) maps Salesforce metadata and runs changes a person approves.

### Revenue platforms bought their neighbors

We logged 21 acquisitions in the window. Clari and Salesloft [completed their merger](https://salesloft.com/company/newsroom/clari-salesloft-merger) in December 2025, joining forecasting with sales engagement. Fullcast bought [Atrium](https://www.fullcast.ai/content/fullcast-acquires-atrium/), [Ebsta](https://www.ebsta.com/news-updates/fullcast-acquires-ebsta/) and [Copy.ai](https://www.fullcast.ai/content/fullcast-announces-the-acquisition-of-copy-ai/) within two months, to add analytics, revenue intelligence and AI workflows to its planning and pay suite. The CRM vendors bought AI: Salesforce agreed to buy [Momentum](https://www.salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-momentum/) for its conversation data, and HubSpot agreed to buy [Warmly](https://www.warmly.ai/p/blog/warmly-is-joining-hubspot). Zoom bought [Common Room](https://www.zoom.com/en/blog/zoom-to-acquire-common-room/) for its revenue platform, and Apollo bought [Pocus](https://www.apollo.io/newsroom/announcements/apollo-acquires-pocus-to-advance-its-vision-for-an-ai-native-gtm-operating-system). In quoting, Conga agreed to buy the [PROS B2B business](https://www.digitalcommerce360.com/2025/10/01/conga-to-acquire-pros-b2b-software-business/) and DealHub bought [Subskribe](https://dealhub.io/blog/company/dealhub-acquires-subskribe-your-questions-answered-and-whats-to-come/) for billing.

### Investors backed new AI CRMs and the data under them

We logged 29 funding rounds, and about a third of them went to CRMs built around AI. Attio raised a [$52 million Series B](https://tech.eu/2025/08/26/attio-raises-52m-series-b-to-scale-crm-platform/), Reevo [launched with $80 million](https://reevo.ai/blog/redefining-how-companies-go-to-market), and Aurasell launched with a [$30 million seed](https://builtin.com/articles/aurasell-launches-ai-native-crm-platform-20250826). In 2026, Day AI raised a [$20 million Series A](https://pulse2.com/day-ai-20-million-series-a/), Monaco a [$50 million Series B](https://www.vcaonline.com/news/2026051211/monaco-secures-50-million-in-series-b-funding-to-grow-ai-powered-sales-platform-amid-strong-customer-demand/) and Lightfield a [$47 million Series A](https://unite.ai/lightfield-raises-47m-series-a-led-by-a16z-to-accelerate-growth/). The data layer drew large rounds too. Clay raised a [$100 million Series C](https://business.sherbrookerecord.com/sherbrookerecord/article/bizwire-2025-8-5-ai-gtm-leader-clay-raises-100m-series-c-to-fuel-gtm-engineering-roles-industrywide) at a $3.1 billion valuation in August 2025 and a [$115 million Series D](https://www.clay.com/blog/series-d) at $7.1 billion a year later. DealHub raised a [$100 million growth round](https://dealhub.io/blog/company/dealhub-io-amplifies-massive-growth-with-100m-new-funding/) for its quoting and billing hub.

## The companies

Core means the product is built on that stage of revenue operations. Partial means the stage is present, secondary or bolted on. An empty cell means we did not find it on the company's own site. Updates counts the dated events on record between 2025-05-01 and 2026-11-10.

| Company | Category | What it does | Plan | Data | Engage | Deal | Forecast | Pay | Built for | Updates |
|---|---|---|---|---|---|---|---|---|---|---|
| Freshsales <https://www.freshworks.com/crm/sales/> | CRM platforms | Freshworks' sales CRM, described as an "AI-powered sales CRM" under the line "Sell smarter and close deals faster." Sales teams get lead capture, scoring and routing, deal views and forecasting. Freddy AI scores intent, recommends deals to work and writes emails. A paid Freddy AI Agent add-on handles customer sessions. |  | Partial | Core | Partial | Core |  |  | 0 |
| HubSpot Sales Hub <https://www.hubspot.com/products/sales> | CRM platforms | HubSpot's sales software, sold on its own or inside the HubSpot customer platform. The page is headed "Sales Software." Sales and revenue operations teams get a CRM-backed sales workspace with the Breeze Prospecting Agent, Breeze Assistant and a Data Agent that writes research to CRM records. Agent work runs on HubSpot Credits. A free tier and three paid tiers are listed. |  | Core | Core | Partial | Partial |  |  | 6 |
| Microsoft Dynamics 365 Sales <https://www.microsoft.com/en-us/dynamics-365/products/sales> | CRM platforms | Microsoft's CRM for sellers, pitched as "a trusted agentic CRM solution." Sales and revenue operations teams get lead, opportunity and pipeline management with named sales agents that qualify leads, research deals and answer sales operations questions from raw data. A Sales Agent also runs inside Microsoft 365 Copilot. Custom agents are built in Copilot Studio. | Partial | Core | Core | Partial | Core |  |  | 7 |
| monday CRM <https://monday.com/crm> | CRM platforms | monday.com's CRM, headed "AI revenue execution, live in minutes." Sales teams build pipelines on monday's work platform with AI agents that call and qualify leads, find and enrich new leads, and brief reps before meetings. Each plan includes a package of AI credits. A free trial is offered. |  | Partial | Core | Partial | Partial |  |  | 2 |
| Oracle Fusion Cloud Sales <https://www.oracle.com/cx/sales/> | CRM platforms | Oracle's CRM for B2B sales, also called Oracle Sales. Its page says it "brings sales, quoting, buying, order management, billing, and renewals together on a single platform." Revenue operations teams get sales automation, forecasts and a Sales Command Center that watches pipeline risk, with named agents for contacts, territories and renewals. It sits inside the Oracle Fusion suite with ERP and order management. | Partial | Partial | Partial | Core | Core | Partial |  | 1 |
| Pega Sales Automation <https://www.pega.com/products/sales-automation> | CRM platforms | Pega's sales automation platform, headed "Automate and simplify every sales process from end to end." Sales and revenue operations teams get lead management, opportunity forecasting and partner management with AI coaching agents. The page lists predicted win probability, close dates and stage progression, and email AI. |  | Partial | Partial | Partial | Core |  |  | 0 |
| Salesforce Sales Cloud <https://www.salesforce.com/sales/> | CRM platforms | Salesforce's flagship CRM for sales teams. It carried the name Agentforce Sales from autumn 2025 until September 2026 and is called Sales Cloud again. The page says "Grow revenue with the #1 CRM that works for you." Revenue operations teams run pipeline, accounts and forecasts in it, with AI sales agents that prospect, engage inbound leads, update deals and build quotes. Editions run from a free suite to a Max edition that bundles Agentforce. | Partial | Core | Core | Core | Core |  |  | 5 |
| SAP Sales Cloud <https://www.sap.com/products/crm/sales-cloud.html> | CRM platforms | SAP's CRM for B2B sales, part of SAP Customer Experience. In its Q3 2026 release SAP says it "is introducing the Deal Qualification Assistant, which automates lead qualification, enrichment, routing, and follow-up activities." Revenue operations teams get lead-to-opportunity automation and an agentic opportunity summary that shows deal health. SAP Incentive Management is a separate product. |  | Core | Partial | Partial | Partial |  |  | 2 |
| Veeva Vault CRM <https://www.veeva.com/products/crm/> | CRM platforms | Veeva's CRM for life sciences companies, headed "The Agentic CRM for Life Sciences." It "connects sales, marketing, and medical teams on a single platform." The buyer is commercial operations at life sciences companies, whose field reps call on healthcare professionals. Built-in agentic features capture call notes as compliant free text, answer questions in conversation, find approved content and check insight quality. |  | Partial | Core |  |  |  |  | 1 |
| Bitrix24 <https://www.bitrix24.com/> | CRM platforms | "Bitrix24. Your ultimate workspace." Bitrix24 is a flat-fee work platform whose CRM covers leads, deals and sales automation, alongside tasks, chat and marketing. CoPilot transcribes and summarizes calls, fills deal fields and writes text. An AI agent performs actions in the interface, and an MCP server connects outside AI tools. |  | Core | Core | Core | Partial |  |  | 1 |
| Close <https://www.close.com/> | CRM platforms | "The CRM that sells with you." Close is a CRM built around calling, email and SMS for small sales teams. Chloe is its AI sales agent: a voice agent that calls leads, qualifies them and books meetings, plus a chat assistant that answers pipeline questions and builds reports. An AI Notetaker logs calls. More agents are in beta. |  | Core | Core | Core | Partial |  |  | 2 |
| Copper <https://www.copper.com/> | CRM platforms | "The CRM that helps you be there for your clients, every step of the way." Copper is a CRM for teams that work in Google Workspace. Its AI is light: AI flags and alerts on the pipeline, an AI email rewriter, an AI email template generator, and Copper GPT, a read-only app that lets ChatGPT answer questions from Copper data. |  | Core | Partial | Core |  |  |  | 1 |
| Creatio <https://www.creatio.com/> | CRM platforms | A CRM and workflow platform whose page reads "AI CRM and Workflow Platform," where "people and AI agents work together." Sales, marketing and service teams run CRM on it with AI agents for sales engagement, guided selling, forecasting and field voice agents. AI Studio manages the agent lifecycle, and AI Twin lets employees describe a personal agent in plain words. |  | Partial | Core | Partial | Core |  |  | 1 |
| folk <https://www.folk.app/> | CRM platforms | "The AI CRM for your entire sales motion." folk is a CRM for small teams that manage relationships and deals. Assistants find and score leads, write follow-ups and recap meetings. AI fields fill record data, a hosted MCP server connects Claude and ChatGPT, and calls can be recorded and transcribed. |  | Core | Core | Core |  |  |  | 4 |
| Nutshell <https://www.nutshell.com/> | CRM platforms | "Save time. Close deals." Nutshell is a CRM and email marketing platform for small businesses. AI sits on every plan: call and meeting summaries, a lead researcher and scorer, a one-click email campaign builder, timeline summaries, a sales chatbot and a voice notetaker. In January 2026 it added an AI Agent Marketplace. |  | Core | Core | Core | Partial |  |  | 1 |
| Pipedrive <https://www.pipedrive.com/en> | CRM platforms | A sales CRM for small and mid-sized teams, headed "The easy and effective CRM for closing deals." Sales teams manage pipelines and activities in it. Its AI Sales Assistant predicts which deals are likely to be won or lost, and Nova records meetings and drafts CRM updates for the rep to approve. A built-in MCP server links the CRM to ChatGPT and Claude. |  | Partial | Core | Partial | Partial |  |  | 3 |
| Salesflare <https://salesflare.com/> | CRM platforms | "The CRM that keeps itself up to date." Salesflare is a CRM for B2B sales teams that works from Gmail and Outlook. Its AI summarizes a customer timeline, suggests next steps and answers questions, and it suggests contacts and follow-up reminders. An MCP server for ChatGPT and Claude is in its product updates. |  | Core | Partial | Core |  |  |  | 0 |
| Streak <https://www.streak.com/> | CRM platforms | "The Gmail CRM for high-performing teams." Streak is a CRM that runs inside Gmail. AI fills deal fields from the email timeline and the web, summarizes deals, answers questions about them, writes meeting agendas and builds pipelines from a description. AI steps run inside automations. A Streak app in ChatGPT and an MCP server connect other AI tools. |  | Core | Partial | Core | Partial |  |  | 5 |
| SugarAI <https://sugarai.com/> | CRM platforms | The B2B CRM formerly called SugarCRM, rebranded as SugarAI in April 2026 around what it calls precision selling. Its page says "CRM that actually helps sellers sell." Sales teams get opportunity tracking and forecasting, with AI that surfaces opportunities and threats, prepares reps for meetings and shows managers where to coach. Sugar Predict reads ERP purchase data for cross-sell and churn signals. |  | Partial | Partial | Core | Core |  |  | 1 |
| Zoho CRM <https://www.zoho.com/crm/> | CRM platforms | Zoho's CRM, headed "The easiest AI CRM for growth." Sales teams of small and large companies run leads, deals and pipelines in it, with Zia, Zoho's AI assistant, and Zia Agents that can work as digital employees. The AI can use Zoho's own models or other LLMs. A free edition covers 3 users. |  | Core | Core | Partial | Partial |  |  | 2 |
| Attio <https://attio.com/> | CRM platforms | "Welcome to agentic revenue." Attio is a CRM that a revenue team shapes to its own data model. RevOps teams buy it to hold accounts, deals and calls in one workspace. Ask Attio answers questions and takes action in plain language. Workflows run AI agents on customer context, and a web research agent fills records. An MCP server and a ChatGPT app reach the same data. |  | Core | Core | Core | Partial |  |  | 6 |
| Aurasell <https://www.aurasell.ai/> | CRM platforms | "Make Everyone An Elite Operator." Aurasell sells an AI-native CRM platform for startups and small businesses, and a GTM OS that adds agents on top of Salesforce or HubSpot for larger teams. It offers live call assist, deal coaching, a territory agent, an agent builder and a contact database. | Partial | Core | Core | Core | Partial |  |  | 2 |
| Clarify <https://www.clarify.ai/> | CRM platforms | "Full-Stack AI CRM." Clarify is an AI-native CRM for startup and growth teams. Rep is its sales agent: it briefs meetings, tracks deals, handles follow-ups, builds reports and answers questions. Lead Finder builds lead lists from a prospect database. Agents run custom automations on their own or with a human watching. Call intelligence updates deals after each call. |  | Core | Core | Core | Partial |  |  | 5 |
| Lightfield <https://lightfield.com/> | CRM platforms | "CRM engineered for the future." Lightfield is an AI-native CRM from the founders of Tome. It builds the customer record from email, calendar, calls, Slack and LinkedIn. Agents run outbound, flag deals at risk and suggest focus. Ask Lightfield answers questions, and skills cover account research, call prep, deal review and forecast updates. |  | Core | Core | Core | Partial |  |  | 2 |
| Monaco <https://www.monaco.com/> | CRM platforms | "The best startups run sales on Monaco." Monaco is an AI-native revenue platform that replaces the CRM and separate sales tools for startups. It builds a target account database, runs outbound sequences, records and summarizes meetings and tracks the pipeline. Agents research accounts, score buyers and update records, and Monaco's own salespeople watch the AI. |  | Core | Core | Core | Partial |  |  | 3 |
| Octolane <https://octolane.com/> | CRM platforms | Octolane is an AI CRM that puts a dedicated agent on every account. The agent watches the account, proposes the next action and waits for a person to approve it. It researches accounts, updates fields, drafts follow-ups and preps meetings. A notetaker records calls, and the CRM enriches records and tracks site visitors. It works in Slack and ChatGPT and has an MCP server. |  | Core | Core | Core |  |  |  | 0 |
| Reevo <https://reevo.ai/> | CRM platforms | "Your sales tools are guessing. Reevo actually knows." Reevo is an AI-native sales platform with an AI-native CRM at its core. Ask Reevo answers questions with cited sources and works in Slack. It preps meetings, logs tasks, updates deals, forecasts and coaches. A mobile app records conversations without a meeting bot. |  | Core | Core | Core | Core |  |  | 2 |
| Superleap <https://superleap.com/> | CRM platforms | "The AI CRM for modern enterprises." Superleap is an AI-native CRM for enterprise revenue teams, with a unified data layer, a customer context graph and SuperAgents that enrich, qualify, monitor, coach, audit and nurture. Superleap AI answers CRM questions in plain language, voice AI agents handle calls, and an MCP connector reaches Claude, ChatGPT and Gemini. |  | Core | Core | Core | Partial |  |  | 1 |
| Twenty <https://twenty.com/> | CRM platforms | "Build your Enterprise CRM at AI Speed." Twenty is an open-source CRM that a team can host itself or run in the cloud. Its AI chat reads and edits CRM data. Agents run inside workflows to draft emails and enrich records. A native MCP server connects Claude, ChatGPT and Cursor. |  | Core | Partial | Core |  |  |  | 3 |
| Zero <https://zero.inc/> | CRM platforms | "Make CRM history." Zero is an AI CRM that aims to replace Salesforce- and HubSpot-style systems plus separate prospecting and customer success tools. Agents find leads from buying signals, keep deals current, prepare meetings and monitor customers after the sale. Teams can build their own agents. Ask Zero works in Slack and an MCP server is open. |  | Core | Core | Core | Partial |  |  | 1 |
| Capsule <https://capsulecrm.com/> | CRM platforms | "Simple to start. Built for growth." Capsule is a CRM for small and growing teams. Capsule AI adds summaries of recent activity, meeting prep briefs, email drafts, a pipeline generator and contact and business enrichment. Capsule MCP, in beta, connects ChatGPT and other AI tools to the data. |  | Core | Partial | Core |  |  |  | 2 |
| Insightly <https://www.insightly.com/> | CRM platforms | "Choose the flexible CRM for fast-growing companies." Insightly is a CRM with project, marketing and service modules for mid-market teams. Copilot is a conversational assistant that creates and updates records, finds duplicates, drafts emails and suggests follow-ups. A CRM MCP server connects Claude and ChatGPT to the data. |  | Core | Partial | Core |  |  |  | 2 |
| Nimble <https://www.nimble.com/> | CRM platforms | "The relationship CRM for your whole team. AI does the busywork." Nimble is a relationship CRM for small teams that works inside Microsoft 365 and Google Workspace. AI Sequences builds an outreach sequence from one sentence. AI email creation tools and AI prospecting come on the one plan. Nimble MCP lets Claude and ChatGPT manage the CRM in conversation. |  | Core | Core | Partial |  |  |  | 2 |
| Clari <https://www.clari.com/> | Revenue intelligence and forecasting | Clari sells revenue forecasting for enterprise teams: "Sales Forecasting Software Built to Act On." Its AI Forecast Agent reads historical deal data and live rep activity, and Forecast AI predicts outcomes from deal size, stage and velocity. Revenue operations and sales leaders use it for forecast calls and pipeline inspection. Since the 2025 merger, Clari runs inside the combined Clari + Salesloft platform and exposes forecast and deal data through an MCP server. |  | Partial | Partial |  | Core |  |  | 4 |
| Gong <https://www.gong.io/> | Revenue intelligence and forecasting | Gong sells what it calls the "#1 AI OS for Revenue Teams". It captures calls, emails and deal activity, then scores deals, calls the forecast and runs agents on the result. Revenue operations teams use Gong Forecast and Deal Boards to inspect pipeline, Gong Agents and Agent Builder to automate work, and an MCP server to feed other AI tools. More than 5,000 companies use it. |  | Partial | Core |  | Core |  |  | 7 |
| Aviso <https://www.aviso.com/> | Revenue intelligence and forecasting | Aviso sells "One Agentic AI Platform for Modern GTM Teams to Predict, Guide, and Simplify Every Revenue Action." It forecasts revenue, scores pipeline health and deals, and runs a library of more than 50 task agents and role-based AI Avatars. Revenue operations teams build custom agents in a no-code studio. MIKI is its AI chief of staff for revenue leaders. More than 450 revenue teams use it. |  | Partial | Partial |  | Core |  |  | 4 |
| Backstory <https://www.backstory.ai/> | Revenue intelligence and forecasting | Backstory, formerly People.ai, sells "a direct answer on every deal, surfaced where you work." It reads every call, email and CRM record, then gives revenue teams deal summaries, risk headlines, forecast waterfalls, automated account plans and an AI sales coach. An MCP server brings the same answers into Claude, ChatGPT and Copilot. It prices by connected people and answers used, not by login. |  | Partial | Partial |  | Core |  |  | 3 |
| Ebsta <https://www.ebsta.com/> | Revenue intelligence and forecasting | Ebsta sells revenue intelligence in three modules: Conversation Intelligence, Relationship Intelligence and Revenue Intelligence for deal, pipeline and forecast management. Its pricing page names the Ebsta AI Bot, which uses generative AI to write follow-ups, investigate calls and make recommendations. It guarantees better quota attainment and forecast accuracy. More than 750 customers use it. Fullcast bought Ebsta in August 2025. |  | Partial | Partial |  | Core |  |  | 1 |
| Kluster <https://www.kluster.com/> | Revenue intelligence and forecasting | Kluster sells "Agentic Revenue Forecasting for the Enterprise": revenue reporting, forecasting and agentic workflows for CFOs, CROs and revenue operations at large and private-equity-backed companies. Its platform covers forecast, plan, monitor, revenue recognition and board reports, with a team of forecasting experts. A Claude data layer lets Claude answer questions about pipeline, forecast and reps. | Partial |  |  |  | Core |  |  | 0 |
| Nektar.ai <https://www.nektar.ai/> | Revenue intelligence and forecasting | "Trusted Customer Context for GTM AI." Nektar sells to RevOps and GTM systems teams. It captures activity and meetings into the CRM, maps them to accounts and opportunities, and adds enrichment and buyer group detection. DAISY, its AI agent layer, scores deal health, churn risk and forecast. Nektar MCP gives AI assistants read-only access to the captured customer context. |  | Core | Partial | Partial | Partial |  |  | 1 |
| Revenue Grid <https://revenuegrid.com/> | Revenue intelligence and forecasting | Revenue Grid sells "Revenue Grid Relationship OS": build trust, engage smarter and drive growth with AI grounded in client context. It captures every client interaction from email and calendar and syncs it to the CRM. Kora AI answers questions from that context, and an MCP server feeds the same context to outside AI tools. Sales and revenue operations teams that run Salesforce buy it. |  | Core | Partial |  | Partial |  |  | 1 |
| Weflow <https://www.weflow.ai/> | Revenue intelligence and forecasting | Weflow sells a modular Revenue AI platform for Salesforce teams, titled "Revenue AI Orchestration Platform for RevOps". Modules capture activity and contacts, record and analyze calls, and manage deal and forecast health with AI. Ask Weflow AI answers questions across Salesforce data and Agent Builder runs agents on records. Revenue operations buys modules one at a time at published per-user prices. |  | Core | Partial |  | Core |  |  | 0 |
| Altify <https://altify.com/> | Revenue intelligence and forecasting | Altify sells account planning and deal execution software that runs inside Salesforce, under the heading "Revenue Execution for Salesforce Sales Teams." MaxAI is its AI coach: it reads live Altify and Salesforce data and gives risk, next-action and stakeholder guidance inside Claude, Copilot, ChatGPT and Agentforce. Sales operations and enablement leaders buy it for complex B2B deals. | Partial | Partial |  | Partial | Partial |  | Salesforce native | 1 |
| Forecastio <https://forecastio.ai/> | Revenue intelligence and forecasting | Forecastio sells "Sales Forecasting. Pipeline Health Analysis. Deal Reviews & Guidance." for HubSpot teams: AI sales forecasting, forecast categories and submissions, a forecast audit trail and accuracy tracking. Its AI agents review the forecast, check forecast accuracy and review deals. Revenue operations leaders can start with a free one-month pilot. |  |  |  |  | Core |  |  | 0 |
| Spotlight.ai <https://www.spotlight.ai/> | Revenue intelligence and forecasting | Spotlight.ai sells an "Enterprise Revenue World Model" that plugs into Salesforce, Claude and Gong through MCP. Its agents run MEDDPICC and deal inspections, trace the forecast from the top line down to every deal and activity, and write business cases. Revenue operations teams use it for inspected, evidence-backed forecasts. Deal Intelligence costs $40 per user per month. |  | Partial | Partial |  | Core |  |  | 0 |
| Terret <https://terret.ai/> | Revenue intelligence and forecasting | Terret, formerly BoostUp, sells Terret Nexus: "Terret answers the revenue questions no other AI can handle, then turns those answers into wins." Nexus links analysis to action across the CRM and daily workflows. Terret also sells Terret Forecast for pipeline forecasting and Terret Conversation Intelligence. Revenue operations and sales leaders buy it, and it offers a free 48-hour proof of concept. |  | Partial | Partial |  | Core |  |  | 3 |
| Chorus by ZoomInfo <https://www.zoominfo.com/products/chorus> | Conversation intelligence | "Make Every Interaction Count" is the headline on the Chorus page. Chorus records and transcribes sales calls and meetings and finds moments such as next steps, competitor mentions and feature requests. Its Deal Intelligence module flags deal risk and sends recommendations. Sales teams, enablement and revenue operations buy it, and it sits inside the ZoomInfo go-to-market platform. |  |  | Core |  | Partial |  |  | 1 |
| Zoom Revenue Accelerator <https://www.zoom.com/en/products/zoom-revenue-accelerator/> | Conversation intelligence | "Conversation intelligence software that accelerates revenue." Zoom Revenue Accelerator records and analyzes sales calls across Zoom, Teams, Google Meet and in-person meetings. It adds an AI sales coach, AI Playbooks, deal health scoring, ZRA Forecast, email sequencing and automatic CRM updates. Revenue leaders, sales managers and reps buy it, from small teams to large enterprises. |  | Partial | Core | Core | Partial |  |  | 2 |
| Avoma <https://www.avoma.com/> | Conversation intelligence | "An all-in-won AI to automate note-taking, scheduling, coaching, forecasting, and more" is the headline on Avoma's home page. Avoma records and transcribes meetings, writes notes and follow-up emails, scores calls, and adds deal risk alerts, deal health scores and roll-up forecasts. Sales teams and revenue operations buy the base plan, then add Conversation Intelligence or Revenue Intelligence. |  | Partial | Core |  | Partial |  |  | 4 |
| Claap <https://www.claap.io/> | Conversation intelligence | "AI that fills your CRM and de-risks every deal." Claap records sales calls, meetings and emails, with or without a bot, for reps, sales leaders and RevOps. Its AI writes values into standard and custom HubSpot and Salesforce fields after each call, scores calls against MEDDPICC, BANT and SPICED, and adds risks and next steps to the deal record. |  | Partial | Core | Partial | Partial |  |  | 6 |
| Demodesk <https://demodesk.com/> | Conversation intelligence | "AI sales coaching and meeting intelligence for revenue teams." Demodesk records online, desktop, in-person and phone sales conversations, transcribes and summarizes them, scores calls against a playbook, writes notes and deal fields into the CRM and drafts follow-up emails. Revenue leaders and sales managers buy it. AI Crew lets a team build its own sales agents without code. |  | Partial | Core | Partial |  |  |  | 4 |
| Dialpad Sell <https://www.dialpad.com/features/revenue-intelligence/> | Conversation intelligence | "Sales call intelligence software for revenue teams." Dialpad Sell is a sales dialer and call platform with Dialpad AI: real-time transcription, call summaries, live coaching cards, AI Playbooks and AI Scorecards. Call notes sync to Salesforce, HubSpot and Zoho CRM, and sentiment and objection trends show deal health. Sales reps, managers, RevOps and enablement teams buy it. |  | Partial | Core | Partial |  |  |  | 2 |
| Fathom <https://fathom.ai/> | Conversation intelligence | "Fathom is the AI meeting partner that turns every sales call into deal momentum." Fathom records and summarizes sales calls, scores them with AI Scorecards, tracks pricing and competitor mentions, and on the Business plan syncs deal details to HubSpot, Salesforce and Close. Ask Fathom answers questions across past calls. Sales teams of all sizes use it, and it has a free plan. |  | Partial | Core | Partial |  |  |  | 2 |
| Fireflies.ai <https://fireflies.ai/> | Conversation intelligence | "Spend Your Day Closing Deals." Fireflies for Sales preps reps before meetings, updates the CRM, drafts follow-ups and flags deal risk. It scores calls against BANT, MEDDIC and SPICED, autofills Salesforce, HubSpot and other CRMs, and surfaces battle cards during live calls. Sales is one use case of a general AI meeting assistant with a free plan. |  | Partial | Core | Partial |  |  |  | 3 |
| Modjo <https://www.modjo.ai/> | Conversation intelligence | "AI powering top-performing revenue team." Modjo records and transcribes sales calls and meetings for B2B revenue teams. Its AI fills CRM fields after each call, scores calls, writes follow-up emails and answers questions about accounts and deals through Ask Modjo AI. Revenue teams can build custom agents and connect Modjo to Claude, ChatGPT, Gemini and other AI tools through an MCP server. More than 600 B2B revenue teams use it. |  | Partial | Core |  | Partial |  |  | 5 |
| Otter.ai <https://otter.ai/> | Conversation intelligence | "Turn sales calls into closed deals." Otter's sales page promises to "capture every conversation and automatically generate insights, follow-ups, and CRM-ready notes." It briefs reps before calls, transcribes and coaches live, writes summaries with next steps and objections, and pushes deal details to Salesforce and HubSpot. Sales is one of its main use cases beside education and media. |  | Partial | Core | Partial |  |  |  | 2 |
| Rafiki AI <https://getrafiki.ai/> | Conversation intelligence | "Rafiki AI helps you know every deal, coach every rep, and close more revenue." It records, transcribes and analyzes sales calls on Zoom, Google Meet and Microsoft Teams, for small and mid-size revenue teams. Five named agents write summaries and follow-up emails, sync CRM fields, score calls against MEDDIC, BANT or custom scorecards, and answer pipeline questions. AI Role Play lets reps practice with AI buyers. |  | Partial | Core | Partial | Partial |  |  | 0 |
| Salesken <https://www.salesken.ai/> | Conversation intelligence | "Salesken’s AI predicts deal outcomes for leaders, enables coaching at scale for managers and helps reps close deals faster." Salesken sells real-time AI prompts during sales calls, a notetaker, automated call quality assurance and revenue intelligence that forecasts deals from conversations. It enriches the CRM from calls and drafts follow-up emails. Pages name sales teams and contact centers as users. |  | Partial | Core | Partial | Core |  |  | 0 |
| Sybill <https://www.sybill.ai/> | Conversation intelligence | "Run deals without busywork. Win deals without guesswork." is the headline on Sybill's home page. Sybill records calls and writes summaries, pre-meeting briefs, follow-up emails and CRM updates. Ask Sybill answers questions about deals, buyers and pipeline with cited answers. Sales reps, sales leaders and revenue operations teams use it. |  | Partial | Core |  | Partial |  |  | 1 |
| Attention <https://attention.com/> | Conversation intelligence | "AI agents that work your pipeline while you sell." is the headline on Attention's home page. Attention captures sales calls, updates the CRM and scores calls with AI coaching scorecards. Super Agent answers pipeline questions and drafts follow-up work in Slack and the CRM, and Agent Builder makes custom agents. Revenue teams and sales operations buy it. |  | Partial | Core |  | Partial |  |  | 4 |
| Jiminny <https://www.jiminny.com/> | Conversation intelligence | "Turn Conversations Into Revenue with AI" is the headline on Jiminny's home page. Jiminny records and transcribes sales calls, scores them, and answers questions about calls and deals. AI CRM Filling writes call details into the CRM. Revenue leaders, sales managers and revenue operations teams buy it to coach reps and keep deal data right. |  | Partial | Core |  | Partial |  |  | 5 |
| Revenue.io <https://www.revenue.io/> | Conversation intelligence | "The revenue platform for better decisions." Revenue.io (formerly ringDNA) sells a Salesforce-native platform that joins dialing, sales engagement, real-time coaching, conversation intelligence and forecasting for revenue teams. AI Sales Agents score calls and deals, summarize calls, write follow-ups, fill Salesforce fields from conversations and produce forecasts. Revenue AI answers questions about any call, deal or account. |  | Partial | Core | Partial | Core |  | Salesforce native | 3 |
| Siro <https://www.siro.ai/> | Conversation intelligence | "AI for in-person sellers." Sellers record customer conversations on a phone or tablet, even without signal. Siro transcribes them, scores them against the sales process, labels outcomes, drafts follow-ups and coaches sellers before, during and after the conversation. It syncs details to the CRM with two-way sync and autofill. Sales leaders at field, dealership and in-home sales teams buy it. |  | Partial | Core | Partial |  |  |  | 3 |
| tl;dv <https://tldv.io/> | Conversation intelligence | "AI Agents for Sales" and "AI Sales Coaching Platform for Sales Teams" are its sales pages. tl;dv records Zoom, Google Meet and Microsoft Teams calls and writes AI notes. Its named agents include a CRM Update Agent that sends meeting insights to specific HubSpot, Salesforce and Pipedrive fields. Coaching tracks playbook adherence and objections against MEDDIC, SPICED and BANT. |  | Partial | Core |  |  |  |  | 0 |
| WINN.AI <https://winn.ai/> | Conversation intelligence | "Real-time AI guidance that knows your deal better than anyone in the room, on every sales call." WINN.AI joins live sales calls to answer questions, reinforce the team's playbook and coach each rep. It also writes call summaries, follow-ups and CRM fields, including custom objects on the Enterprise plan. Sales leaders, reps, RevOps and go-to-market teams buy it. |  | Partial | Core | Partial |  |  |  | 2 |
| ExecVision <https://execvision.io/> | Conversation intelligence | "ExecVision is a conversation intelligence platform designed to make every organization’s most valuable asset, their people, wildly successful." It records and transcribes customer calls and web conferences for sales, success and support teams. Its AI engine powers Smart Alerts on keywords, trends and account activity, and its artificial intelligence recommends skills to coach from conversation analysis. Mediafly owns it, and its own site still sells it with a demo. |  |  | Core |  |  |  |  | 0 |
| Apollo.io <https://www.apollo.io/> | Sales engagement | "Grow revenue with one connected GTM system." Apollo sells a B2B contact and company database together with sequences, a dialer, inbound routing, conversation intelligence and an AI Assistant to sales and revenue teams. It also sells Builder Studio and an Intelligence Layer, and runs inside Claude, ChatGPT and Perplexity through its MCP server. A free plan exists. |  | Core | Core | Partial |  |  |  | 7 |
| ConnectAndSell <https://connectandsell.com/> | Sales engagement | "Human + AI Sales Acceleration Platform for More Conversations, Pipeline Growth, and Market Dominance." ConnectAndSell connects reps to the first live voice or to named decision-makers on a target list, sold per seat with coaching and training. Its AI agent CASSi finds and ranks better phone numbers, transcribes and summarizes calls, adds notes to the CRM, and scores conversations for coaching. |  | Partial | Core |  |  |  |  | 1 |
| Instantly <https://instantly.ai/> | Sales engagement | Instantly calls itself a "Sales Engagement and Lead Intelligence" platform. Agencies, founders and outbound sales teams run cold email campaigns on unlimited sending accounts with built-in warmup, a B2B lead database and a shared inbox. AI agents find leads, write outreach, reply to prospects and watch deliverability. Instantly AI also builds campaigns from a chat. |  | Partial | Core |  |  |  |  | 3 |
| Kixie <https://www.kixie.com/> | Sales engagement | "Kixie, the AI revenue communication platform for modern sales teams." Sales development, account executive and inside sales teams call with a multi-line PowerDialer, text through Business SMS and route inbound calls, with two-way CRM logging. AI detects live humans on calls, summarizes and scores calls, and builds reports through Kixie AI Insights. |  | Partial | Core |  |  |  |  | 0 |
| La Growth Machine <https://lagrowthmachine.com/> | Sales engagement | "The Multichannel Outreach Platform for B2B." La Growth Machine runs LinkedIn, email and call sequences, with a 27M+ company database, waterfall enrichment of emails and phones, intent signals and a shared inbox synced to the CRM. Teams pay per sending identity and the whole team joins free. AI writes messages, follows up on replies and runs campaigns from Claude or ChatGPT. |  | Partial | Core |  |  |  |  | 0 |
| lemlist <https://www.lemlist.com/> | Sales engagement | "The only platform you need for outbound." lemlist sells outbound software to B2B sales teams, agencies and founders. It finds and enriches leads from a 600M+ database, runs sequences across email, LinkedIn, calls, WhatsApp and SMS, and handles deliverability. AI agents research leads, watch intent signals and build campaigns, and the product runs from Claude, ChatGPT or Cursor through an MCP server. |  | Partial | Core |  |  |  |  | 1 |
| Mailshake <https://mailshake.com/> | Sales engagement | "AI Powered Sales Engagement & B2B Lead Platform." Mailshake sells cold email, phone and social sequences to sales reps, sales leaders, agencies and marketers, with a Data Finder for prospect emails, Lead Catcher for engaged leads, a dialer and built-in deliverability tools. It runs on the customer's own email provider. |  | Partial | Core |  |  |  |  | 0 |
| Saleshandy <https://www.saleshandy.com/> | Sales engagement | "Your Complete Multichannel Outbound Platform to Book Meetings Everyday." Sales teams, agencies and recruiters run email, call and WhatsApp sequences, find leads in a B2B database, and manage deliverability and mailboxes in one product. AI writes sequences, enriches prospects with personalization and connects to assistants through an MCP server. |  | Partial | Core |  |  |  |  | 3 |
| Salesloft <https://www.salesloft.com/> | Sales engagement | "The Predictive Revenue System." Salesloft sells sales engagement (cadences, email, calls) with conversation intelligence, deal inspection and AI agents, and since its merger with Clari its own pages also sell Clari Forecast and Clari Copilot on the same platform. Revenue operations teams buy it to prioritize seller actions, inspect deals and forecast. |  | Partial | Core | Partial | Core |  |  | 5 |
| Smartlead <https://www.smartlead.ai/> | Sales engagement | "Cold Email Software for Sales Teams That Run Outbound at Scale." Smartlead runs email, LinkedIn and call sequences with unlimited mailboxes, warmup, a built-in B2B lead finder and a master inbox. SmartAgents run campaign, mailbox, prospect and inbox work inside the product, and SmartAssistant answers questions with account data. |  | Partial | Core |  |  |  |  | 2 |
| SmartReach <https://smartreach.io/> | Sales engagement | "Cold Email Software for Multichannel Outreach." SmartReach runs cold email, LinkedIn and calling in one campaign, with unlimited inboxes, warmup, a B2B lead finder, a prospect CRM and a team inbox. The company also describes it as a sales engagement platform. An AI campaign writer drafts a whole campaign from a pitch and the Smart Email AI Agent personalizes each email. |  | Partial | Core |  |  |  |  | 0 |
| Amplemarket <https://www.amplemarket.com/> | Sales engagement | "Agents build your pipeline. Your team closes it." Amplemarket sells an all-in-one sales platform to B2B sales teams: AI agents, 200M+ verified B2B contacts, buying signals, multichannel sequences, a parallel dialer and deliverability tools. Duo Accounts researches target accounts, and reps review and send the prepared outreach. Its MCP server runs outbound from Claude and ChatGPT. |  | Core | Core |  |  |  |  | 3 |
| Mixmax <https://www.mixmax.com/> | Sales engagement | "Mixmax runs every conversation you’ve started. Inside your Gmail." Mixmax sells sequences, per-person tracking, tasks, meeting booking and AI meeting recaps to teams that work in Gmail. Its MCP server connects Claude and ChatGPT to Mixmax data, and in beta lets that AI build sequences, add recipients and send tracked email. |  |  | Core |  |  |  |  | 2 |
| Nooks <https://www.nooks.ai/> | Sales engagement | "Revenue infrastructure for reps and agents." Nooks sells a revenue agent platform for outbound, inbound, deal management, expansion and coaching: an AI dialer, AI sequencing across calls, email, SMS and social, signals and enrichment, and coaching. Node, an AI personal assistant that works open deals in the background, was announced in November 2026 with a waitlist. The company says more than 2,000 companies run on Nooks. Sales development and revenue teams buy it. |  | Partial | Core | Partial |  |  |  | 6 |
| Orum <https://www.orum.com/> | Sales engagement | "AI Sales Dialer With a Crew of Agents Behind Every Rep." Orum sells a parallel dialer and calling platform to SDR and BDR teams. Three named agents sit behind it: Scout finds the phone number most likely to answer, Operator handles screeners and phone trees so a rep joins only when a person is on the line, and Coach scores calls and runs practice sessions. It works with Salesforce, HubSpot, Outreach, Salesloft and Gong. |  | Partial | Core |  |  |  |  | 4 |
| Outplay <https://www.outplayhq.com/> | Sales engagement | "Outplay: Sales Engagement & Sales Automation Platform." SDRs, account executives and managers run multichannel sequences across email, phone, SMS, LinkedIn and WhatsApp with a built-in dialer and lead sourcing. AI writes emails and sequences, a custom sales agent automates account research, and built-in revenue intelligence flags deal risk and coaches reps. |  | Partial | Core |  |  |  |  | 0 |
| Outreach <https://www.outreach.ai/> | Sales engagement | "Outreach AI agents act as teammates that take on real work across the full revenue lifecycle." Sales engagement is the base of the platform, joined by conversation intelligence, deal management and forecasting. Revenue operations teams set it up with Agent Studio, and sellers use Omni, a conversational agent, in the app, Slack and mobile. Pricing combines seats with consumption-based AI credits. |  | Partial | Core | Partial | Core |  |  | 7 |
| Regie.ai <https://www.regie.ai/> | Sales engagement | "AI prospecting platform for sales reps and teams." Its RegieGO product reads a company's website to suggest target accounts and roles, finds emails and phone numbers through waterfall enrichment, researches each buyer, and prepares emails and call scripts in the seller's voice. It includes a parallel dialer that calls up to five lines at once and a built-in CRM that can sync with HubSpot or Salesforce. Founders, SDR and AE teams, and enterprise sales teams buy it. |  | Partial | Core |  |  |  |  | 0 |
| Reply.io <https://reply.io/> | Sales engagement | "Supercharge your sales team with AI." Reply.io sells a multichannel sales engagement platform to B2B sales teams and agencies: email, LinkedIn, WhatsApp, SMS and call steps in one sequence, with a B2B contact database of more than 1 billion contacts. Its Jason AI SDR finds, scores and researches leads and writes the outreach. Agentic Chat lets a rep run the platform in plain English. |  | Partial | Core |  |  |  |  | 3 |
| Unify <https://www.unifygtm.com/> | Sales engagement | "Outbound agents for every rep." Account executives and SDRs build lists from more than 40 data sources, run AI research on accounts, trigger plays from buying signals, sequence email, social and calls, and use a built-in dialer in one platform. From a single prompt, the product builds a campaign and drafts one-to-one messages for the rep to review. |  | Partial | Core |  |  |  |  | 3 |
| Klenty <https://www.klenty.com/> | Sales engagement | "The Sales Engagement Platform Built For Phone-First SDR Teams." Klenty sells email, call, SMS and LinkedIn cadences plus power and parallel dialers to SDR teams. Its AI researches accounts, writes one-to-one emails, detects voicemail, takes call notes, runs next steps and coaches reps. The dialer layer manages local numbers and number health. |  | Partial | Core |  |  |  |  | 0 |
| Koncert <https://koncert.com/> | Sales engagement | "B2B Sales Engagement Automation Platform." Koncert sells five dialers (AI Parallel Dialer, AI Flow Dialer, agent-assisted, workflow and click to call), a multi-channel sequencer for phone, email, video, text and social, waterfall data enrichment, a cloud business phone and an AI Voice Agent. Sales and revenue teams buy it to run outbound calling and cadences. |  | Partial | Core |  |  |  |  | 1 |
| Woodpecker <https://woodpecker.co/> | Sales engagement | "Woodpecker.co is a cold email and LinkedIn outreach tool for businesses that do outbound." It brings a 1B+ contact finder with email validation, cold email campaigns, LinkedIn steps, follow-ups and deliverability tools into one outbound workflow. Agencies run client campaigns from an Agency Panel. AI features cover copy, reply sorting and agent access through MCP and a CLI. |  | Partial | Core |  |  |  |  | 0 |
| D&B Hoovers <https://www.dnb.com/products/marketing-sales/dnb-hoovers.html> | Pipeline and CRM data | "Power AI with Verified Business Context." D&B Hoovers is Dun & Bradstreet's sales intelligence product. It gives sales and RevOps teams company and contact data, buying signals and prioritized prospect lists, with AI-driven workflows and an MCP connection that brings the data into AI tools and agent workflows. The parent's D&B.AI suite adds ChatD&B and a Match Agent that supplies D-U-N-S Numbers. | Partial | Core |  |  |  |  |  | 3 |
| LinkedIn Sales Navigator <https://business.linkedin.com/sales-solutions/sales-navigator> | Pipeline and CRM data | "Find the right buyers, build stronger relationships, and grow your pipeline with an AI-powered sales tool built on LinkedIn’s B2B network." Sales Navigator is LinkedIn's prospecting product for sellers. It searches the LinkedIn network for accounts and leads, with AI that summarizes accounts and leads, helps write messages and, in beta, surfaces daily leads. Sales teams buy it by license and connect it to the CRM. LinkedIn says 1.5M+ sellers trust it. | Partial | Core | Partial |  |  |  |  | 1 |
| ZoomInfo <https://www.zoominfo.com/> | Pipeline and CRM data | "The AI platform for go-to-market teams." ZoomInfo sells B2B contact and company data, plus GTM Studio for waterfall enrichment and plays, GTM Workspace for sellers, and Agent Teams that run plays across the CRM. Buyers are RevOps, sales, marketing and customer success teams. Data covers 500M+ contacts and 100M+ companies. Its GTM.AI layer serves the same data to AI agents by API and MCP. | Partial | Core | Partial |  |  |  |  | 5 |
| Cognism <https://www.cognism.com/> | Pipeline and CRM data | "Europe's most trusted B2B data for growing pipeline." Cognism sells B2B contact and company data, including verified European mobile numbers, to sales and RevOps teams. It enriches CRM records in Salesforce and HubSpot, finds net new contacts at existing accounts, and cleans duplicates and stale profiles. An MCP connector brings the data into Claude and ChatGPT. | Partial | Core |  |  |  |  |  | 1 |
| Common Room <https://www.commonroom.io/> | Pipeline and CRM data | "Complete Buyer Intelligence That Turns Intent Into Pipeline." Common Room unifies signals from CRM, product, marketing and web into one buyer record, with AI waterfall enrichment, buying committee mapping and Prospector. DataAgent finds duplicate and out-of-date CRM records. Sales, SDR and RevOps teams are its main audience. Zoom bought the company in July 2026. | Partial | Core | Partial |  |  |  |  | 3 |
| LeanData <https://www.leandata.com/> | Pipeline and CRM data | "AI-Powered GTM That Works." LeanData routes leads, contacts and accounts to the right seller, matches them to accounts, and books meetings with BookIt. RevOps teams build routing in a visual FlowBuilder. LeanData AI Assistant helps build and troubleshoot flows, and AI Inference Nodes call an LLM inside a flow to interpret unstructured record data. LeanData says 1,000+ companies use it. |  | Core | Partial |  |  |  |  | 3 |
| Lusha <https://www.lusha.com/> | Pipeline and CRM data | "Data you can build on." Lusha sells B2B contact and company data to sales and RevOps teams, with 515M+ contacts and 29M+ companies. Deep Intelligence ranks accounts and contacts each day with a reason, scores fit against a Target Profile, and predicts who will become an opportunity. The Lusha MCP server brings the data into Claude and ChatGPT. | Partial | Core |  |  |  |  |  | 1 |
| Seamless.AI <https://www.seamless.ai/> | Pipeline and CRM data | "AI for sales prospecting: Every deal starts here." Seamless sells a B2B contact data engine with 1.8B+ verified business emails, plus an AI Assistant, AI Fields, AI Campaigns and Autopilot workflows. Sales and RevOps teams use it to find and enrich contacts and run sequences. It says 1M+ sales leaders use it. |  | Core | Partial |  |  |  |  | 2 |
| Traction Complete <https://www.tractioncomplete.com/> | Pipeline and CRM data | "Rebuild trust in your data layer." Traction Complete sells a suite for Salesforce that cleanses, links, enriches and routes lead, contact and account records. RevOps teams buy it. Its Data Agents each do one job, act when a record enters the CRM, and give each output a confidence score, sources and reasoning. The company says 3,500+ RevOps leaders trust it. | Partial | Core |  |  |  |  | Salesforce native | 2 |
| Chili Piper <https://www.chilipiper.com/> | Pipeline and CRM data | "Agents that turn your traffic into pipeline." Chili Piper qualifies inbound leads, routes them to the right rep and books the meeting. Distro routes any Salesforce object with SLAs, Concierge handles forms, and Chat AI answers visitor questions on the site. Chili AI builds routing rules from plain-English descriptions. RevOps and demand teams buy it by seat and AI credit. |  | Core | Partial |  |  |  |  | 1 |
| Clay <https://www.clay.com/> | Pipeline and CRM data | "Build systems to grow revenue." Clay pulls B2B data from 200+ providers into one table, enriches records with the Claygent research agent, and runs plays from signals. GTM engineers and RevOps teams build the workflows. Sculptor builds Claygents, search filters and AI columns from plain-language requests. Clay also runs inside Claude, ChatGPT and Codex. | Partial | Core | Partial |  |  |  |  | 7 |
| Default <https://www.default.com/> | Pipeline and CRM data | "Build demand engines for revenue growth." Default is a go-to-market platform with a real-time data layer, waterfall enrichment, lead and account routing, meeting scheduling and workflow orchestration. RevOps and growth teams run inbound and outbound plays on it. Its Qualification Agent scores inbound leads against an ICP, and Default MCP lets people query the CRM and manage routing from AI assistants. |  | Core | Partial |  |  |  |  | 2 |
| FullEnrich <https://fullenrich.com/> | Pipeline and CRM data | "Find Emails & Phone Numbers for your prospects. More than any other provider." FullEnrich is a waterfall enrichment service that queries 20+ data vendors for a contact's email and mobile number and verifies each result. Sales, marketing, RevOps and recruiting teams use it, and GTM engineers call it by API. It offers an MCP server and CLI for AI agents, and verification agents run its email checks. |  | Core |  |  |  |  |  | 0 |
| Openprise <https://www.openprisetech.com/> | Pipeline and CRM data | "Make your GTM data smarter." Openprise is a RevOps data and AI automation platform that cleans, dedupes, enriches, matches and routes lead, contact and account data across connected systems. RevOps teams build the automations. Its AI-Agent Factory has prebuilt agent templates for tasks such as standardizing job titles and context-aware fuzzy matching, with models hosted inside the platform. | Partial | Core |  |  |  |  |  | 0 |
| UserGems <https://www.usergems.com/> | Pipeline and CRM data | "The AI Command Center for outbound and ABM." UserGems tracks buyer job changes and 30+ native signals, finds and enriches accounts and contacts, scores them on sales history, and writes outreach. SDRs, AEs, ABM marketers and RevOps use it. Gem-E learns from open opportunities and closed-won deals. UserGems MCP builds audiences, workflows and campaigns from Claude or ChatGPT. | Partial | Core | Partial |  |  |  |  | 1 |
| BetterContact <https://bettercontact.rocks/> | Pipeline and CRM data | "Convert leads you couldn't reach before." BetterContact is a waterfall enrichment tool that cascades through 20+ data providers to find verified emails and phone numbers, and charges only for valid data. Sales and growth teams, outbound agencies and SaaS builders use it. BetterAI picks the provider order for each contact. Connect Intelligence scores each phone number by its likelihood to connect. |  | Core |  |  |  |  |  | 0 |
| Plauti <https://www.plauti.com/> | Pipeline and CRM data | "Diagnose your CRM data. Then clean it." Plauti sells data quality for Salesforce (and Dynamics 365): deduplication, a data quality score and health check, verification and prevention rules. It runs inside the Salesforce org under existing permissions. Salesforce admins and CRM teams buy it. Its pages offer headless deduplication from an AI chat over MCP and say prevention rules cover what AI agents write back. |  | Core |  |  |  |  | Salesforce native | 0 |
| SalesIntel <https://salesintel.io/> | Pipeline and CRM data | "Pipeline Growth, Decoded." SalesIntel is a pipeline generation platform for GTM teams. It sells verified B2B contact data (200M+ contacts, 54M+ mobiles) re-checked by human researchers, plus buying signals. GTMCanvas is a no-code builder for AI agents and signal-triggered workflows. ICP Intelligence models lookalike accounts from closed-won data and gives each account an ICP Fit Score. | Partial | Core | Partial |  |  |  |  | 0 |
| Oracle CPQ <https://www.oracle.com/cx/sales/cpq/> | CPQ, pricing and deal desk | Oracle's quoting application inside Oracle Fusion Cloud CX, sold to sales and revenue operations. Oracle says it "helps sellers configure the right mix of products or services and create accurate, professional quotes." AI agents assemble quotes from emails and drawings, answer quoting questions, and extract products from documents. AI-powered insights cover margin, discount and win probability, and approvals route automatically. |  |  |  | Core |  |  |  | 1 |
| Salesforce Revenue Cloud <https://www.salesforce.com/sales/revenue-lifecycle-management/> | CPQ, pricing and deal desk | Salesforce's quote-to-cash suite for sales and revenue operations: product catalog, pricing, quoting, contracting, orders and renewals. The page says "Agents embedded in revenue workflows enforce the rules behind every deal." Agentforce builds quotes from a plain-language request, and automated approvals and pricing rules keep each quote inside policy. Sold per user. Revenue Cloud Advanced replaces Salesforce CPQ, which is no longer sold to new customers. |  |  |  | Core | Partial |  | Salesforce native | 2 |
| Conga CPQ <https://conga.com/products/cpq> | CPQ, pricing and deal desk | Conga sells CPQ, price optimization and contract tools to sales, deal desk and revenue operations. The CPQ page says "Power Profitable Growth with Conga CPQ Tools" and claims more than 46 million quotes a year for 10,000 customers. AiMe, Conga's AI layer, builds quotes from a rep's request, and AI pricing guidance checks quotes against margin and policy. Conga now also sells the CPQ and pricing lines it bought from PROS. |  |  |  | Core |  |  |  | 3 |
| Experlogix CPQ <https://www.experlogix.com/> | CPQ, pricing and deal desk | CPQ and document automation for manufacturers and other sellers of complex products, sold to sales and operations teams. Its site says "Productivity that Outscales Your Business Complexity." The CPQ pages list a rules engine, pricing and discounts, approvals and governance, and a BOM and ERP handoff, with Experlogix AI described as "Expert AI insight and interaction. Grounded by trusted logic." |  |  |  | Core |  |  |  | 1 |
| Infor CPQ <https://www.infor.com/en/solutions/service-sales/configure-price-quote> | CPQ, pricing and deal desk | Configure, price, quote software for manufacturers and distributors, sold to sales and order teams, with 3D visual configuration and automated approvals. The 2026.10 release adds embedded AI: AI-Assisted Product Modeling, AI-Assisted Quoting where reps describe the customer's needs in conversation, and an AI Document Driven Transactions Agent that turns RFQs and purchase orders into CPQ quotes or ERP-ready orders. |  |  |  | Core |  |  |  | 1 |
| Pricefx <https://www.pricefx.com/> | CPQ, pricing and deal desk | "Smarter pricing. Higher margin. AI built in." Pricefx unifies pricing and quoting for complex B2B companies, sold to pricing teams and to sellers through quoting, negotiation guidance and agreements. A library of 125 pricing agents scans pricing, quoting and transaction data to flag margin leaks and discount problems, and AI optimization recommends list prices and deal prices. |  |  |  | Core |  |  |  | 2 |
| Tacton CPQ <https://www.tacton.com/> | CPQ, pricing and deal desk | CPQ for manufacturers of highly configurable products, sold to sales, sales engineering and operations teams. Tacton says it "connects CPQ software, AI, and configuration intelligence." Generative AI and constraint-based configuration work together so quotes stay valid and buildable. An AI Product Modeling Assistant drafts the product model that sellers then quote from. |  |  |  | Core |  |  |  | 2 |
| Threekit <https://www.threekit.com/> | CPQ, pricing and deal desk | "The AI-Native CPQ Built for Manufacturers." Threekit turns customer requirements into valid configurations, applies pricing rules and builds a quote for sales teams, dealers or website visitors. Users start from a description, photo, voice note or spec sheet, and an agent asks for missing details. The catalog and pricing rules govern the result. Threekit says it comes from the team behind Oracle CPQ and Salesforce CPQ. |  |  | Partial | Core |  |  |  | 1 |
| Vendavo <https://www.vendavo.com/> | CPQ, pricing and deal desk | Pricing, quoting and rebate software for manufacturers and distributors, sold to pricing, sales and deal desk teams. Vendavo says it can help you "Capture 1 to 3 % of incremental gross margin" through pricing, quoting and rebates on one platform. Vendavo AI adds four embedded agents, including an AI Deal Desk that guides approvals and pricing, and a Deal Desk Assistant inside Vendavo Quoting. |  |  |  | Core |  |  |  | 5 |
| Zuora CPQ <https://www.zuora.com/products/cpq/> | CPQ, pricing and deal desk | Zuora's quoting software for subscription and usage deals, sold to sales and deal desk teams alongside Zuora's billing. Zuora says it is "the only quoting software purpose built for quoting any combination of subscriptions, products, and services." Zuora AI adds a Quote Context Agent that answers questions about the customer's billing account inside the quote, and agents that write quote rules and configure CPQ. |  |  |  | Core |  |  |  | 1 |
| DealHub <https://www.dealhub.io/> | CPQ, pricing and deal desk | "Welcome to Agentic Quote-to-Revenue." DealHub AI connects CPQ, contracts, subscriptions and billing in one platform for sales, deal desk and revenue operations. Agents turn buyer needs into pricing and ready-to-send quotes within the company's pricing and approval rules, and a shared deal room surfaces risk and recommends next steps. |  |  | Partial | Core | Partial |  |  | 2 |
| Nue <https://www.nue.io/> | CPQ, pricing and deal desk | "Agentic Quote-to-Cash." Nue sells CPQ, self-service quoting, usage metering and billing on one platform for sales, deal desk and finance teams. Price Builder AI turns a pricing rule written in plain language into a governed rule, and the agentic CPQ builds quotes inside finance guardrails. MCP servers extend the pricing rules to other AI agents. The CPQ page calls it Salesforce-native. |  |  |  | Core |  |  | Salesforce native | 2 |
| Roadrunner <https://www.roadrunner.ai/> | CPQ, pricing and deal desk | "AI-native CPQ that builds quotes, applies your product and pricing rules, and routes approvals." Sellers describe a deal in natural language and Roadrunner configures and prices it. An admin agent updates pricing and approval rules, checks conflicts and generates test quotes for revenue operations and deal desk. Finance reviews each deal with pricing and approval history. |  |  |  | Core |  |  |  | 2 |
| Subskribe <https://www.subskribe.com/> | CPQ, pricing and deal desk | "The Adaptive Quote-to-Revenue Platform": CPQ, subscription billing and revenue recognition for SaaS companies, now part of DealHub. DealDesk AI lets reps describe a deal in plain language, including in Slack, and builds the quote, with guided selling, summaries of quotes and invoices, and a deal assistant for pricing policy and approval questions. |  |  | Partial | Core |  |  |  | 1 |
| Cincom CPQ <https://www.cincom.com/cpq/> | CPQ, pricing and deal desk | CPQ for manufacturers of complex products, sold to sales, engineering and operations teams. Cincom says the platform brings "configuration, pricing, commercial logic, and operational requirements together." AI Assisted Product Configuration and what Cincom calls Human-Controlled AI give transparent recommendations that the team reviews and approves before use. |  |  |  | Core |  |  |  | 0 |
| Hive CPQ <https://www.hivecpq.com/> | CPQ, pricing and deal desk | Configure price quote software for manufacturers and dealer networks. The site says "Simplify the way you sell complex products with our AI-driven Configure Price Quote software." Hive AI works from inside the CPQ to process incoming RFQs, guide buyers through complex configurations and help teams build and maintain configurators faster. |  |  | Partial | Core |  |  |  | 0 |
| PandaDoc <https://www.pandadoc.com/> | CPQ, pricing and deal desk | Document and agreement software that also sells CPQ, aimed at sales teams. PandaDoc says "PandaDoc CPQ makes it easy to generate quotes that help close more deals," with CPQ for Salesforce, HubSpot and Pipedrive. AI is an editor assistant for drafting copy and a native MCP server with Claude and ChatGPT connectors that creates and routes agreements from a prompt. |  |  |  | Partial |  |  |  | 1 |
| Zilliant <https://zilliant.com/> | CPQ, pricing and deal desk | Pricing software for manufacturers and distributors that reaches sellers through CPQ, deal management and sales insights. Zilliant says it "helps enterprises execute pricing consistently, confidently, and at scale." Three AI agents handle pricing approvals, sales agreement updates and insights, and an MCP server lets other AI tools use Zilliant's pricing intelligence. |  |  |  | Core |  |  |  | 1 |
| Coefficient <https://coefficient.io/> | RevOps AI agents | "Agentic analytics in your spreadsheet." Coefficient connects Google Sheets and Excel to Salesforce, HubSpot, Snowflake and other systems for GTM teams, with RevOps, finance, marketing and data teams named as users. Agents import and sync data, build integrations, scrape sites, build live dashboards and send alerts, and a Sheets Assistant cleans data and builds pivots. It also ships an MCP server for Sheets. |  | Partial |  |  | Partial |  |  | 2 |
| Copy.ai <https://www.copy.ai/> | RevOps AI agents | "The First AI-Native GTM Platform." Copy.ai sells workflows, agents, tables and chat that run prospecting, inbound lead processing, account research, content and deal coaching for go-to-market teams. It is model agnostic and connects to Salesforce and HubSpot. Fullcast acquired Copy.ai in October 2025 to add an AI execution layer to its RevOps platform. The Copy.ai site and plans are still sold. |  | Partial | Core | Partial | Partial |  |  | 1 |
| Momentum <https://www.momentum.io/> | RevOps AI agents | "Your Revenue Engine Supercharged. First Call to Renewals." Momentum captures what buyers say on calls and turns it into structured CRM data, with fields such as text and dropdowns updated in real time. It routes deal risks and key moments to Slack, builds deal channels, and runs GTM workflows such as rep nudges and stage changes against exit criteria the team defines. Salesforce acquired Momentum in March 2026. |  | Core | Partial | Partial | Partial |  |  | 2 |
| Oliv.ai <https://oliv.ai/> | RevOps AI agents | "Your Revenue Org, Powered by Autonomous Agents." Oliv sells a set of named agents for sales, customer success and RevOps. Its CRM Manager updates core, custom and qualification fields, and in review mode each proposed update arrives with the moment in the conversation that triggered it. Deal Driver tracks deals and flags risk. Forecaster builds the forecast from deal movement. Olivia orchestrates the agents and defaults to asking before acting. |  | Core | Partial | Partial | Core |  |  | 0 |
| Von <https://www.vonlabs.ai/> | RevOps AI agents | "Your GTM brain, always learning." Von, the successor to Rattle, connects to CRM, call recordings, warehouse, documents and email, learns how the company defines its stages and teams, and takes plain-language tasks: pipeline analysis, forecast prep, Salesforce administration, rep coaching and data cleanup. Its Forecasting Agent builds each rep's number before anyone opens a spreadsheet, and the team confirms. | Partial | Core |  | Partial | Core |  |  | 2 |
| Cargo <https://www.getcargo.ai/> | RevOps AI agents | Cargo sells "go-to-market infrastructure for coding agents." GTM engineering and RevOps teams define data models, agents, workflows and plays as code. Cargo runs them on triggers and schedules, traces every run, and ships changes through pull requests. Coding agents such as Claude Code, Codex and Cursor drive it through a CLI, skills and an MCP server. It syncs enriched records to Salesforce, HubSpot and Pipedrive. |  | Core | Partial |  |  |  |  | 0 |
| Clientell AI <https://www.getclientell.com/> | RevOps AI agents | "AI Admin for Salesforce." Salesforce admins, RevOps teams and partners describe a task in plain English, and Clientell builds and deploys it inside the org, with a sandbox test and approval before production. It sells agents for admin, RevOps, data hygiene, pipeline and forecast, and CPQ and quote work, plus an MCP server that connects Claude Code, Cursor and VS Code to the org's context. |  | Core |  | Partial | Partial |  |  | 0 |
| Day AI <https://day.ai/> | RevOps AI agents | "Scale your company brain." Day AI sells a context graph and an agent control plane for go-to-market teams, shipped as the AI-native CRM it calls CRMx. Named agents run the pipeline, build customer lists, draft campaign sequences, triage the inbox and flag stale deals. It captures email, calendar and meetings, and it can replace a CRM or sit beside one. |  | Core | Core | Core | Partial |  |  | 2 |
| Ergo <https://www.joinergo.com/> | RevOps AI agents | "A Pipeline You Can Actually Trust." Ergo pulls conversations, email and revenue signals into one layer and runs CRM agents and follow-up agents on it. Its pages list revenue leaders, account executives and RevOps as users. The platform covers CRM accuracy, follow-up, deal risk, forecasting and coaching, and teams can build their own agents on the same data. |  | Core | Partial | Partial | Partial |  |  | 1 |
| Rox <https://www.rox.com/> | RevOps AI agents | "The Revenue Agent for the Global 2000." Rox runs an agent layer over account data that researches accounts, qualifies leads, manages deals and expands accounts. Command is its chat interface that splits a request into steps for specialist agents, and Rox writes back to the CRM. Each step runs under guardrail approvals and required-approval policies. Rox also sells inside Microsoft 365 Copilot and on Databricks. |  | Partial | Core | Core | Partial |  |  | 4 |
| Sweep <https://www.sweep.io/> | RevOps AI agents | "Clean data. Faster revenue execution." Sweep is an agentic workspace for the systems behind the revenue engine. It indexes Salesforce metadata into a graph, maps dependencies, writes documentation and runs metadata, permission and monitoring agents. RevOps teams also use its lead routing, dedupe and alert tools. Sweep says its agents help teams plan, change and govern Salesforce, Snowflake and Data 360 with approval before changes run. |  | Core |  |  |  |  | Salesforce native | 3 |
| eSpatial <https://www.espatial.com/> | Sales planning, quotas and territories | "Modern Territory Management Software: Design, Realign, And Optimize Sales Territories." eSpatial sells Territory Manager plans that let sales leadership and operations teams build, balance and realign geographic territories by ZIP code or account, balance them by workload, revenue or opportunity, and test what-if alignment changes. The AI is MapAssist and TerritoryAssist. | Core |  |  |  |  |  |  | 2 |
| Fullcast <https://www.fullcast.ai/> | Sales planning, quotas and territories | "One Connected System, from Plan to Pay." Fullcast sells territory, quota and capacity planning, lead and account routing, data hygiene, an AI forecast, and commissions to revenue operations teams. Revenue Intelligence reads live deal signals, validates the pipeline and flags risk, with call and relationship intelligence, and guarantees forecasts within 10 percent. An MCP server lets Claude, OpenAI and Gemini query and change planning and pay data. | Core | Core | Partial | Partial | Core | Core |  | 2 |
| Territory Planner by Ascent Cloud <https://www.ascentcloud.io/territory-planner> | Sales planning, quotas and territories | "A spreadsheet is no place for territory planning." Territory Planner by Ascent Cloud models and optimizes territories and plans quotas. Revenue operations and sales operations teams usually own it, and sales leaders approve. The Insights add-on brings Generative AI Model Comparisons and Territory Analytics, so teams compare territory models and see which changes improved results. | Core |  |  |  |  |  |  | 1 |
| Gradient Works <https://www.gradient.works/> | Sales planning, quotas and territories | "The territory planning platform for commercial sales." Gradient Works sells territory planning, account scoring and book management to RevOps teams on Salesforce and HubSpot. Market Map scores accounts against the best customers. Carve is run by an AI agent that designs scenarios, collects leader feedback and deploys account ownership to the CRM. Bookbuilder keeps books current inside Salesforce, and Routing assigns leads. An MCP server lets Claude, ChatGPT or Cursor run the work. | Core | Partial |  |  |  |  | Salesforce native | 2 |
| Lative <https://lative.ai/> | Sales planning, quotas and territories | "Sales Planning Done Right." Lative sells quota planning, capacity planning and productivity insights on one platform that "continuously plans, monitors and optimises your revenue engine." CROs, revenue operations and finance teams buy it. The page does not mention territory planning. The AI is Lative's AI Planning Agents, Ask Lative and an AI GTM Analyst that writes executive narratives. | Core |  |  |  |  |  |  | 1 |
| EasyTerritory <https://www.easyterritory.com/> | Sales planning, quotas and territories | "Territory Intelligence Made Easy." Territory design for sales operations teams on Microsoft Dynamics 365 and Power BI. Its MCP Server, in early access, lets an AI agent in Claude or Copilot build, balance, realign and analyze territories, plan routes and schedules and compare scenarios, and it "asks before it guesses". A planner approves changes in Territory Designer before they become the record. | Core |  |  |  |  |  |  | 0 |
| Vulki by Akeron <https://www.akeron.com/vulki/en/> | Sales planning, quotas and territories | "Built for Humans and AI Agents." Vulki is Akeron's sales performance management platform: territory and quota planning, incentive compensation, and loyalty programs for partners and dealers. The vendor lists chief revenue officers, heads of sales excellence, CFOs and sales compensation admins as buyers. The page does not mention capacity planning. Akyba, its agent center, runs AI agents on the platform's data. | Partial |  |  |  |  | Core |  | 1 |
| Oracle Incentive Compensation <https://docs.oracle.com/en/cloud/saas/incentive-compensation/setup-and-user-content.html> | Sales compensation and commissions | Oracle's commissions module for sales compensation administrators, switched on under Oracle's Sales offering. Generative AI writes a plain-language summary of each performance measure and each plan component, so administrators and analysts can read a plan they did not build. It sells pay only. Oracle's pages on it show no territory, quota, pipeline or forecast tool. |  |  |  |  |  | Core |  | 0 |
| Salesforce Spiff <https://www.salesforce.com/sales/incentive-compensation-management/> | Sales compensation and commissions | Salesforce's commissions product, sold on its own or with Sales Cloud. Sales leaders and sellers get live attainment, a commission estimator, dispute handling and an audit trail on Salesforce data. The product page names Agentforce for turning strategy into plan changes and for manager views of trends, outliers and forecast pacing. Salesforce sells territory and quota planning as a separate Sales Planning product. |  |  |  |  | Partial | Core | Salesforce native | 1 |
| SAP Incentive Management <https://www.sap.com/products/hcm/joule-with-sap-successfactors-incentive-management.html> | Sales compensation and commissions | SAP's commissions and incentive product. Payees ask questions about their pay in natural language through Joule, SAP's AI copilot, an optional add-on that appears on the payee's incentive dashboard. SAP's training pages cover calculation, disputes and dashboards. They show no AI for territory, quota or pipeline planning. |  |  |  |  |  | Core |  | 0 |
| Kennect <https://kennect.io/> | Sales compensation and commissions | "Empowering enterprises to Compound growth with Agentic sales performance management." Kennect sells commissions to enterprise sales, distributor and field teams, with territory, target and quota planning and a what-if simulator for schemes. KennectAI answers payout questions in an Ask Kai chat, shows which scheme moved sales, and sends next-best-action nudges to reps. Its pages name pharma, FMCG, insurance, and banking and NBFC enterprises as customers. | Partial |  |  |  |  | Core |  | 0 |
| Varicent <https://www.varicent.com/> | Sales compensation and commissions | "The Only AI-Native SPM Platform on the Market." Varicent sells territory, quota and capacity planning, incentive compensation and seller insights to large enterprise sales, finance and revenue operations teams. Its Sales Planning Assistant models territory and quota scenarios and balances capacity. The Algorithm Library adds machine learning for anomaly detection, prediction and forecasting. Other assistants build plans and answer seller disputes. | Core |  |  |  | Partial | Core |  | 3 |
| Xactly <https://www.xactlycorp.com/> | Sales compensation and commissions | An "Intelligent Revenue Platform" for revenue operations, sales operations and finance teams that joins territory and quota planning, a pipeline forecast, and commissions. Xactly Forecast adds AI to the CRM pipeline and flags deal slip and risk, using 21 years of rep behavior data. A Fleet of Agents and an MCP server (Intelligence Connect) run planning and pay work, and customers can build their own agents. | Core |  |  |  | Core | Core |  | 6 |
| CaptivateIQ <https://www.captivateiq.com/> | Sales compensation and commissions | "Planning and incentives agents that simply work." CaptivateIQ sells sales capacity, quota and territory planning and commissions on one data set to sales operations, finance and RevOps teams. The Rev Planning Agent builds, changes and explains the sales plan and recommends fixes. Catalyst, its machine learning layer, forecasts payouts, attainment and ARR. A person approves each change an agent makes. | Core |  |  |  | Partial | Core |  | 5 |
| Dolfin <https://www.heydolfin.com/> | Sales compensation and commissions | "Loved by sales reps. Trusted by Finance. Easy for RevOps." Dolfin is an AI-native commissions platform for mid-market B2B teams. RevOps gets Flipper, an agent that builds and changes plans from a document or a request, runs scenarios and helps settle disputes. Finance and sales leaders ask it about payout budgets and reps at risk of missing a threshold. |  |  |  |  |  | Core |  | 1 |
| Everstage <https://www.everstage.com/> | Sales compensation and commissions | Sells commissions, sales planning and quoting on one platform to RevOps, comp and finance teams. Everstage Planning covers territory, quota and capacity. Everstage CPQ has a Deal Agent that drafts the quote from CRM, call and email data and shows the commission impact. Eva, its assistant, drafts plans, checks payout runs and works inside Claude, ChatGPT and Copilot through an MCP server. | Core |  |  | Core |  | Core |  | 3 |
| Forma.ai <https://www.forma.ai/> | Sales compensation and commissions | "AI-powered sales compensation software for true GTM agility." Forma.ai sells territory and quota planning (Architect), commissions (Operator) and an advisory service (Prophet) on one data platform to sales operations, compensation and finance teams. AI turns plain-language plan logic into reusable plan components. Machine learning models improve forecasts, sales coverage and the effect of comp plans. Its pages name no agent or MCP server. | Core |  |  |  | Partial | Core |  | 0 |
| Performio <https://www.performio.co/> | Sales compensation and commissions | "We calculate commissions and incentives better than anyone else." Performio sells commissions to comp, finance and revenue operations teams. Davo, its AI Admin Assistant, traces a payout to its transactions and plan rules. Implementation Agents build and test configuration. An MCP Server lets admins run calculations from Claude or Copilot. App Builder can add custom apps, including territory and quota planning. |  |  |  |  |  | Core |  | 3 |
| Qobra <https://www.qobra.co/> | Sales compensation and commissions | "The sales compensation platform for finance and RevOps teams." Qobra sells commission plans, payouts, rep statements and cost tracking with budget forecasts. Three named agents help: The Architect builds, edits and simulates plans, The Analyst catches commission errors before payroll, and The Sales Coach answers reps' questions. An MCP server lets Claude, ChatGPT and other assistants work with Qobra data. |  |  |  |  |  | Core |  | 1 |
| QuotaPath <https://www.quotapath.com/> | Sales compensation and commissions | "Commissions handled. Outcomes delivered." QuotaPath sells commission tracking and plan design to RevOps, finance and sales teams. Atlas, its AI Revenue Strategist, checks plans against market benchmarks, models scenarios, and plans seller capacity, hiring and territory coverage from quota, ramp and performance data. A QuotaPath MCP lets users manage plans from their own LLM. | Partial |  |  |  |  | Core |  | 1 |
| Driven <https://www.driven.work/> | Sales compensation and commissions | "The AI-native way to run commissions." Driven sells commissions to RevOps, finance and operations teams, with a free starter plan. An agent designs or updates comp plans and reviews disputes. A Performance Agent shows which behaviors drive revenue. Reps get 24/7 answers and nudges. It connects to HubSpot and Salesforce. |  |  |  |  |  | Core |  | 1 |
| Optymyze <https://optymyze.com/> | Sales compensation and commissions | "Optymyze provides a unified, no-code platform for enterprise sales performance management": commissions, quota, territory and objective management for large sales organizations. The AI is in-app help in plain language for building and changing no-code flows, change roadmaps drawn from system metadata, and a read-only MCP server so a buyer's own agents can query attainment data. | Partial |  |  |  |  | Core |  | 0 |
| Sales Cookie <https://salescookie.com/> | Sales compensation and commissions | "Sales Commissions Solved": cloud commission software for small and mid-size sales teams, with a free trial. An AI wizard builds incentive plans and checks them for problems. An assistant for admins analyzes plan logic, builds reports and finds anomalies. A payee assistant answers rep questions around the clock. It sells commissions only. |  |  |  |  |  | Core |  | 0 |
| Visdum <https://www.visdum.com/> | Sales compensation and commissions | "Rated #1 Easiest To Use Sales Compensation Software." Visdum sells commission calculation and reporting to finance and RevOps teams in mid-market and enterprise companies, priced per payee. Its AI Copilot explains commissions and traces errors, and an AI Nudge Generator drafts coaching emails that a manager approves. An AI Report Builder writes reports in plain English. An MCP server connects Claude. |  |  |  |  |  | Core |  | 2 |
| Anaplan <https://www.anaplan.com/> | Business planning platforms | "Revenue performance management" is the headline on Anaplan's sales planning page. Anaplan sells Territory and Quota Planning, Go-to-Market Capacity Planning and Sales Forecasting applications. Sales operations and revenue operations teams at large companies use them to design territories, set quotas, size capacity and roll up forecasts on the same model as finance and HR. Anaplan Sales Analyst is the AI agent. | Core |  |  |  | Partial |  |  | 3 |
| Pigment <https://www.pigment.com/> | Business planning platforms | "Smarter Territory & Quota Planning" is the headline on Pigment's sales planning page. Pigment sells sales planning for revenue operations and finance teams: territory hierarchies, quotas allocated down to the rep, capacity plans built from CRM and HRIS data, and forecasts on the same numbers as the finance plan. The Modeler Agent and Analyst Agent do the AI work. | Core |  |  |  | Partial |  |  | 3 |

## Agentic and always-on launches

| Date | Company | Launch | Kind | Human role | Source |
|---|---|---|---|---|---|
| 2026-11-06 | Von | Von Forecasting Agent builds every rep's forecast: The agent reviews each deal across CRM records, calls, email and activity, sets each rep's Commit and Best Case numbers, rolls them up to the CRO and drafts the explanation note. | Agent | reps accept or change their number; leaders review the roll-up | <https://vonlabs.ai/blog/von-forecasting-agent> |
| 2026-11-06 | Infor CPQ | Infor CPQ 2026.10 adds embedded AI for modeling, quoting and RFQs: Infor announced AI-Assisted Product Modeling, AI-Assisted Quoting for configured products, and an AI Document Driven Transactions Agent that converts RFQs and purchase orders into structured CPQ quotes or ERP-ready orders. Infor says the capabilities are available now. | Agent | people start it from an RFQ or conversation and add the result to a quote or order | <https://www.infor.com/blog/infor-cpq-2026-10-release-embedded-ai> |
| 2026-11-04 | Nooks | Nooks announces Node, an AI personal assistant for sales: Node works every open deal in the background and comes to the rep first. It remembers what was promised on calls, drafts follow-ups, flags quiet buyers and drafts a move to restart a stalled deal. Teams can join a waitlist to start Q1 with Node. | Always-on (announced) | Rep approves every send | <https://www.nooks.ai/blog-posts/introducing-node-revenue-agent-platform> |
| 2026-11-04 | Nooks | Nooks launches Revenue Agent Platform with Deal, Outbound, Expansion and Coaching agents: The Nooks Revenue Agent Platform gives agents shared account context and a learning loop. It runs Deal, Outbound, Expansion and Coaching agents today, with Inbound agents due in Q1 2027. | Agent | Reps approve every send | <https://www.nooks.ai/blog-posts/introducing-node-revenue-agent-platform> |
| 2026-10-27 | Instantly | Instantly launches Lead Finder with autonomous outreach: Lead Finder adds proactive AI lead recommendations, live buying signals, lead scoring and AI enrichment, and hands leads to AI agents that run outreach and follow-ups through booking calls. | Agent | sets the target market | <https://feedback.instantly.ai/changelog> |
| 2026-10-23 | Clarify | Clarify in email and iMessage: Users can copy Clarify's own email address on a thread to get help scheduling a meeting, or text Clarify to ask about deals and to update records. It is in early access. | Agent (beta) | sends the request and reviews the update | <https://www.clarify.ai/blog/clarify-in-email-and-imessage> |
| 2026-10-21 | SAP Sales Cloud | SAP adds a Deal Qualification Assistant with lead agents: SAP's Q3 2026 release introduces a Deal Qualification Assistant. An orchestration agent coordinates lead capture to qualified opportunity, a Lead Enrichment Agent gathers prospect context, a Lead Qualification Agent scores fit and engagement, and a Lead Conversion Agent moves qualified leads to opportunities. | Agent (preview) | Sellers work the qualified opportunity | <https://news.sap.com/2026/10/new-sap-cx-q3-2026-autonomous-cx-arrives/> |
| 2026-10-21 | CaptivateIQ | CaptivateIQ Comp Builder Agent is generally available and the Rev Planning Agent flags risks on its own: Comp Builder Agent builds and updates comp plans and debugs formulas from plain language, and is rolling out to customers in cohorts. The Rev Planning Agent now flags risks and opportunities in the plan before a user looks, with recommended quota adjustments. | Agent | Admin confirms each change before it runs | <https://www.captivateiq.com/blog/whats-new-october-2026> |
| 2026-10-15 | Avoma | Avoma adds Scheduled Prompts and Pre-Meeting Brief: Scheduled Prompts run a saved Ask Avoma query daily or weekly and send the result by email, Slack or Microsoft Teams. Pre-Meeting Brief compiles meeting history and suggested discussion points from calls, emails, notes and CRM data. | Always-on (preview) | Reads the result and acts on it | <https://www.avoma.com/blog/avoma-insider-october-2026> |
| 2026-10-08 | Clay | Clay unveils agent-first building, Workflows and Inbound SDR Agent: At Sculpt, Clay showed an agent that plans, runs and improves plays from an outcome, Workflows in beta for all users, and an Inbound SDR Agent in preview that qualifies inbound leads by voice. | Agent (beta) | GTM engineer sets the outcome and approves the plan | <https://www.clay.com/blog/sculpt-2026-recap> |
| 2026-10-02 | ZoomInfo | Agent Teams run full GTM plays in GTM Studio: Agent Teams are AI agents in GTM Studio that run complete go-to-market plays across a company's systems and ZoomInfo data, such as tracking champions who change jobs and finding look-alikes of closed-won deals. Built on DoubleO.ai orchestration. | Agent | Team sets the play and its Playbook limits | <https://www.destinationcrm.com/Articles/ReadArticle.aspx?ArticleID=176858> |
| 2026-10-01 | Threekit | Threekit launches AI-Native CPQ for manufacturers: Threekit announced Threekit AI-Native CPQ, a configure-price-quote platform built for AI. Reps, dealers and customers describe what they need, and the agent runs a needs analysis, recommends a solution and checks it against the manufacturer's products, pricing and rules. | Agent | manufacturer keeps the catalog and pricing rules the agent works within | <https://www.webull.com/news/15672330239165440> |
| 2026-09-30 | Gong | Custom Agents can now run on events and conditions: Agent Builder lets teams create Custom Agents that run automatically in response to the events and conditions they define, in a visual editor or from a plain-language request. Gong says these agents roll out throughout the year. | Always-on (beta) | A person defines each agent's trigger, conditions and actions | <https://www.gong.io/press/gong-mission-callisto-sales-enrichment-layer> |
| 2026-09-30 | Gong | Gong Activate announced: Gong announced Gong Activate, built on a self-improving revenue loop, in which always-on agents evaluate deals and run proven plays while agents and reps work from the same blueprint. | Always-on (announced) | Leaders set the plays; reps work from the same blueprint | <https://www.gong.io/press/new-revenue-ai-innovation-celebrate-26> |
| 2026-09-30 | Apollo.io | Apollo unveils Builder Studio, Intelligence Layer and Messaging OS: At ApolloNEXT, Apollo introduced Builder Studio (describe a GTM workflow in natural language and get working pages, databases and automations), the Intelligence Layer (decides which opportunities matter most) and Messaging OS. | Agent (beta) | describes the workflow to build | <https://www.apollo.io/newsroom/announcements/apollo-reveals-the-ai-gtm-system-bringing-data-intelligence-and-execution-into-a-single-engine-ushering-in-the-future-of-go-to-market> |
| 2026-09-18 | UserGems | UserGems MCP brings the AI Command Center into Claude and ChatGPT: UserGems launched UserGems MCP, a headless interface that exposes its platform to Claude, ChatGPT or any MCP-compatible AI, so teams build audiences, workflows and campaigns by prompting. It is available now to UserGems customers, and its Research Agent and an improved Writing Agent were introduced at the same event. | Agent | Person prompts the campaign setup; the release lists alerts to the team | <https://www.usergems.com/news/usergems-launches-mcp> |
| 2026-09-16 | HubSpot Sales Hub | Fall 2026 Spotlight: self-updating Smart CRM, one-click Deal Progression and quotes from Revenue Hub: HubSpot's Fall 2026 Spotlight describes a self-updating, touchless Smart CRM that captures calls, emails and meetings automatically, a revamped Deal Progression with one-click approval, a Mobile Notetaker, and Revenue Hub quotes built from deal context. | Always-on | Reps approve deal updates with one click | <https://www.hubspot.com/company-news/fall-26-spotlight> |
| 2026-09-16 | Gradient Works | Gradient Works relaunches Carve for end-to-end territory planning: The new Carve runs design, feedback, deployment and adjustment in one place. An AI agent builds and adjusts plans and deploys them to the CRM, and through MCP an outside agent in Claude, ChatGPT or Gemini can run the whole process. | Agent | Supplies data and requirements, gives feedback and shares scenarios for review | <https://www.gradient.works/blog/end-to-end-territory-planning-with-the-new-carve> |
| 2026-09-14 | Salesforce Sales Cloud | Hunter, an outbound sales agent, enters pilot: Salesforce announced Hunter, which "works a sales pipeline from research to outreach, collaborating with sellers over weeks and months." It is the first agent on a new long-horizon runtime. The release says "Pilot now; GA November '26." | Agent (preview) | Sellers set the goal and approve actions outside the guardrails | <https://www.salesforce.com/ap/news/press-releases/2026/09/14/sg-salesforce-expands-agentforce-with-a-new-portfolio-of-ai-agents-built-for-high-value-work/> |
| 2026-09-09 | DealHub | MCP for Admin lets teams change pricing and approval rules by prompt: DealHub AI announced MCP for Admin. Through natural language prompts and agentic workflows, admins create and change pricing rules, approval workflows, guided selling flows and configuration guardrails, inside governance controls. The release says it is available to all customers in October 2026. | Agent (announced) | admin gives the prompt; changes stay inside governance controls | <https://techcrunch.com/press-release/dealhub-mcp-brings-agentic-control-to-quote-to-revenue/> |
| 2026-09-09 | CaptivateIQ | CaptivateIQ Revenue Planning Agent is generally available: The agent changes the sales plan directly: it updates a quota, restructures territories, assigns accounts to a node or adds a worksheet, and compares scenarios in one conversation. Before it acts it shows what will change and the downstream impact. | Agent | Admin confirms each change before it applies | <https://www.captivateiq.com/blog/whats-new-september-2026> |
| 2026-09-02 | Fireflies.ai | Fireflies launches Voice Agents for screening, sales and support calls: AI voice agents that run calls for a company, including sales discovery calls, screening interviews and support calls. Fireflies reports more than 40,000 conversations across 2,100 organizations. | Agent | A recruiter reviews the candidate scorecard and makes the call | <https://thenextweb.com/news/fireflies-voice-agents-job-screening-eu-ai-act-annex-iii-high-risk> |
| 2026-09-01 | Avoma | Avoma writes deal qualification scores back to the CRM: Deal Qualification Scores map to any CRM deal field and update when Avoma re-analyzes the deal. Ask Avoma can also search email on its own. | Always-on | Reviews the score and the deal | <https://www.avoma.com/blog/avoma-insider-august-2026> |
| 2026-09 | Revenue.io | Conversation Agents write call insights into Salesforce fields: Conversation Agents analyze supported call transcripts for configured topics and write findings such as next steps, competitor mentions, objections, pricing sensitivity and churn signals to Salesforce fields the team selects. | Agent | an admin picks the topics and Salesforce fields, and people review the results | <https://www.revenue.io/blog/introducing-conversation-agents-bring-buyer-insights-into-salesforce> |
| 2026-08-31 | Microsoft Dynamics 365 Sales | Sales Development agent builds quotes and answers customer questions: A Microsoft notice says the Sales Development agent can take leads from qualified opportunities through to closed deals, generating quotes, answering customer questions and adjusting quotes on feedback. It escalates to human sellers when customers are blocked. General availability was set for 2026-09-30. | Agent | Sellers step in when customers get stuck | <https://mc.merill.net/message/MC1464732> |
| 2026-08-28 | Mixmax | Mixmax MCP can build sequences and send tracked email: The Mixmax MCP can now write a sequence, add a list, send or schedule tracked email and manage tasks from Claude or ChatGPT. Sequences arrive as drafts, and sending and editing are each a setting the user turns on. | Agent (beta) | reviews the drafted sequences and activates them; turns write access on | <https://www.mixmax.com/blog/build-and-send-outreach-with-the-mixmax-mcp> |
| 2026-08-26 | Bitrix24 | BitrixGPT 5.6 Agent: Bitrix24 added a built-in AI agent that performs actions in the interface and supports more than 120 business scenarios at launch. | Agent | gives the request and reviews the result | <https://www.iphones.ru/1377458> |
| 2026-08-03 | Koncert | Koncert launches Koncert Phone and AI Voice Agent: Koncert launched a cloud business phone and an AI Voice Agent that answers business calls 24/7, qualifies inbound leads on custom criteria, books meetings into reps' calendars and captures caller details. Both are available immediately. | Agent | Sets qualification criteria and takes the booked meetings | <https://www.koncert.com/koncert-press-releases/koncert-launches-koncert-phone-and-ai-voice-agent> |
| 2026-07-23 | Claap | AI Fields turn calls into structured data: AI-generated columns in meeting and deal views produce structured values across calls. They can auto-run on new calls and sync to the CRM. | Always-on | Sets each field prompt and sync mode, and reviews values | <https://www.claap.io/whats-new> |
| 2026-07-16 | Terret | Terret Nexus reaches general availability: Terret announced general availability of Terret Nexus, an answer-to-action engine that answers complex revenue questions and then turns the answers into action across the CRM, conversation tools and daily workflows. | Agent | A leader asks the question; reps act on the fixes pushed to them | <https://salestechstar.com/price-optimization-revenue-management/terret-launches-nexus-the-first-revenue-platform-to-autonomously-diagnose-and-fix-broken-sales-pipelines/> |
| 2026-07-15 | Orum | Orum launches Scout, a data agent for phone numbers: Scout sits between a team's data providers and its CRM, ranks every candidate number by how likely it is to reach that person, and writes the best number back to the CRM. It is in a gated preview with a waitlist. | Agent (preview) | Reps still make the calls; teams join a waitlist | <https://www.orum.com/blog/why-we-acquired-scout-ai> |
| 2026-07-15 | Creatio | Creatio unveils the 10x release with AI Studio, AI Twin and sales agents: Creatio introduced its 10x release, combining its CRM apps with tools to build and govern AI agents. Sales features include engagement sequences, guided selling, forecasting and voice agents for field teams. Industry agents cover banking and manufacturing. | Agent (announced) | Admins govern, approve and monitor agent actions | <https://siliconangle.com/2026/07/15/creatio-expands-beyond-no-code-roots-conversational-development-tool-ai-studio/> |
| 2026-07-07 | Seamless.AI | Native n8n integration for prospecting workflows: Teams build workflows in n8n that find decision-makers, enrich records, research accounts, write outreach, route accounts, alert reps and sync to the CRM. | Agent | Team builds the workflow and works the replies | <https://seamless.ai/news/releases/seamless-turns-n8n-into-an-autonomous-ai-sales-representative> |
| 2026-06-25 | Traction Complete | Data Agents launch for Salesforce: Data Agents cleanse, link and enrich go-to-market records in Salesforce. They act when a record enters the CRM, and each output carries a confidence score, sources and a reasoning narrative. | Always-on | Stewards provide human-in-the-loop review | <https://tractioncomplete.com/articles/traction-complete-launches-data-agents/> |
| 2026-06-24 | Unify | Unify relaunches as Claude for outbound sellers: From one prompt, reps build lists from more than 40 data sources, enrich contacts across email and phone waterfalls and draft one-to-one outreach in their voice for review. Self-serve plans start at $20 per month. | Agent | reviews and approves the campaign before it sends | <https://www.unifygtm.com/changelog> |
| 2026-06-24 | Gong | Mission Big Dipper brings Custom Agents and the Revenue Harness: Gong launched the Gong Revenue Harness, an execution layer that governs and orchestrates AI agents across the revenue cycle, and Custom Agents that teams build in natural language with configurable human oversight. Custom Agents, AI Builder in Gong Assistant, a standalone Assistant workspace, AI Coach and AI Builder for Scorecards were generally available in June 2026. | Agent | A manager builds the agent and sets how much human oversight it has | <https://www.gong.io/press/gong-launches-mission-big-dipper-revenue-harness> |
| 2026-06-18 | Performio | Performio AI Implementation Agents cut an ICM build from months to weeks: Performio reported customer results from Discovery, Configuration and UAT agents. In one implementation a configuration phase scoped at eight weeks finished in under one week. The AI Admin Assistant can call the same agents for plan changes in live environments. | Agent | Consultants oversee and verify the configuration | <https://www.performio.co/news/performio-cuts-icm-implementation-timelines-from-months-to-weeks-with-ai-agents> |
| 2026-06-17 | Instantly | Instantly introduces the AI Deliverability Agent: An always-on agent reviews DNS health, blocklists, warmup scores, bounces and abuse complaints. It can pause campaigns, replace risky accounts and balance providers inside Instantly. | Always-on | chooses which supported fixes to apply | <https://feedback.instantly.ai/changelog/introducing-the-ai-deliverability-agent> |
| 2026-06-16 | Seamless.AI | AI Campaigns write each message in a sequence: AI Campaigns write a unique message for each contact at every step of a sequence across email, phone and social. Email steps are live; AI-written call and social steps are rolling out next. | Agent | User writes the prompt and chooses which steps need review | <https://www.prweb.com/releases/seamless-launches-ai-campaigns-putting-an-ai-personalization-engine-inside-every-sales-sequence-302802098.html> |
| 2026-06-16 | Default | Default launches agentic GTM platform with the Dot agent: Default launched a real-time GTM data layer, a revenue agent called Dot, and stateful tools for waterfall enrichment, scheduling, routing and assignment, and workflow orchestration. | Agent | Team plans the rollout and migrates workflows | <https://www.contentgrip.com/default-agentic-gtm-platform/> |
| 2026-06-12 | Gradient Works | Gradient Works MCP is available to all customers: The MCP connects a customer's AI agent to routing, book management, territory planning and account scoring. The agent can debug why a lead routed as it did, build routing flows from a plain-language description, pull Carve scenarios and deploy plans. | Agent | A person gives each instruction to their own agent | <https://www.gradient.works/blog/the-gradient-works-mcp-is-now-available-to-all-customers> |
| 2026-06-09 | Close | Chloe voice agent generally available: Close made Chloe, an AI sales agent inside its CRM, generally available on all plans in the U.S. and Canada. Chloe calls leads, qualifies them, books meetings, follows up and updates records. In beta, 306 businesses made more than 818,000 calls. | Agent | sets the call script and joins the booked meetings | <https://pr.hillsboronewstimes.com/article/Close-Launches-Chloe-an-AI-Sales-Agent-Built-Directly-Into-the-CRM/6a2885865f1a393667890f3a> |
| 2026-06-09 | Attio | New Workflows run AI agents on customer context: Attio rebuilt Workflows to put customer context to work with AI agents. | Agent | builds the workflow and reviews agent runs | <https://attio.com/changelog> |
| 2026-06-04 | Sweep | Sweep launches cross-platform agent across Salesforce, Snowflake and Data 360: The agent builds one map of metadata, permissions, automations and dependencies, answers natural-language impact questions, and runs governed changes in Salesforce. Agentic Governance scans for drift and policy risk. | Agent | reviews impact analysis and approves plans | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Sweep-Launches-Cross-Platform-Agent-That-Reasons-Across-Salesforce-Snowflake-and-Data-360-175124.aspx> |
| 2026-05-20 | Nooks | Nooks launches AI Assistant: Nooks AI Assistant is a conversational interface over the Nooks Agent Workspace. Hand it an account and it builds the strategy, finds prospects and writes every sequence, and can run overnight so outreach is ready to send. | Agent | Reviews and sends the sequences | <https://www.nooks.ai/blog-posts/introducing-nooks-ai-assistant-frontier-ai-for-gtm-teams> |
| 2026-05-15 | Demodesk | Demodesk launches AI Crew: An in-app workspace where revenue teams build, install and run autonomous AI sales agents without code, with a marketplace of pre-built agents. Available to all customers from the launch date. | Agent | person describes the task and approves or edits each output before it is sent | <https://demodesk.ai/blog/introducing-demodesk-ai-crew> |
| 2026-05-15 | CaptivateIQ | CaptivateIQ launches CaptivateIQ Agents and an MCP Server in limited beta: Three agents: a Compensation Builder Agent, a Compensation Operations Agent and a Revenue Planning Agent that builds a plan from a leader's goals, including territory and account assignments. An MCP Server connects live compensation and planning data to outside AI tools. The release says the agents are in limited beta for select customers. | Agent (beta) | A person reviews and approves plans, fixes and payouts | <https://www.martechcube.com/captivateiq-launches-captivateiq-agents/> |
| 2026-05-14 | Xactly | Xactly launches a Fleet of Agents and Intelligence Studio: The Fleet of Agents covers builder, workflow and optimization agents, with an Incent Plan Configuration Agent and a Dispute Management Agent as early examples. Intelligence Studio lets Xactly, customers and partners create agents on their own business rules, across planning, compensation, forecasting and territory work. | Agent | Customers set each agent's rules and configure it | <https://www.xactlycorp.com/company/press-room/Xactly-releases-fleet-of-agents> |
| 2026-05-12 | Roadrunner | Roadrunner launches AI-native CPQ: prompt, quote, approve: Roadrunner announced general availability of its AI-native quoting platform, which it calls PQA: Prompt, Quote, Approve. It recommends deal configurations, enforces pricing policies and automates approval routing. | Agent | approvers review and approve each quote | <https://www.techdogs.com/tech-news/globe-newswire/roadrunner-raises-27m-to-rebuild-quote-to-cash-from-the-ground-up> |
| 2026-05-12 | Nue | Nue introduces Agentic Revenue Architecture with a new agentic CPQ: Nue introduced Agentic Revenue Architecture, an API-first system where AI governs pricing logic, deal motions and billing. The new CPQ is described as the agentic gateway to the pricing logic, with modes from pure agentic to fully manual. | Agent | finance and sales set the rules and handle exceptions | <https://www.nue.io/company/press/agentic-revenue-architecture/> |
| 2026-05-08 | Clarify | AI Agents in early access: Clarify's weekly ship notes list Agents in early access: they research accounts, draft follow-ups, update records and run plays autonomously. Access is by waitlist. | Agent (beta) | builds the agent and watches its work | <https://www.clarify.ai/changelog/weekly-ship-notes-5-8> |
| 2026-05-07 | Reply.io | Jason 4.0 runs outbound end to end: Jason 4.0 finds leads with nine sourcing methods including AI Web Search, scores each contact against an ICP, researches every contact and runs multichannel outreach across email, LinkedIn and calls in one sequence. | Agent | defines the ICP and score threshold; picks the sourcing method and research prompt | <https://reply.io/blog/whats-new-in-reply-meet-jason-4-0-your-end-to-end-ai-sdr/> |
| 2026-04-27 | Outreach | Outreach launches Omni and Agent Studio in its Spring 2026 release: Omni is a conversational agent that answers questions about accounts, deals and pipeline and can send emails to address objections in the same chat, in the app, Slack and mobile. Agent Studio gives RevOps a visual canvas to build and schedule custom agents under leader controls. The release also renamed the website to Outreach.ai. | Agent | RevOps builds and controls the agents | <https://www.outreach.ai/company/newsroom/outreach-launches-omni-reimagining-how-revenue-teams-execute-with-ai-agents> |
| 2026-04-24 | Aviso | Aviso Spring 2026 release: Pentagon Score, MIKI Context Graph, AI Cadences: Aviso's spring release added Pentagon Score for pipeline health, MIKI as a multi-agent system on a Context Graph, AI Cadences that assign each week a revenue focus, and context-aware call summaries. | Agent | A manager sets up the agents and workflows they follow | <https://www.aviso.com/blog/aviso-spring-2026-product-updates> |
| 2026-04-23 | lemlist | lemlist adds AI Agentic Enrichment agents: lemlist introduced a set of agents inside the product that research each prospect from company websites, LinkedIn, recorded sales calls and CRM history and return ready-to-use variables for sequences. | Agent | chooses the list and what to pull | <https://www.lemlist.com/blog/ai-agentic-enrichment> |
| 2026-04-22 | Vulki by Akeron | Akeron launches akyba, an agent center for Vulki: Akeron launched akyba, a governed agent center inside Vulki, Tarko and Kautha. Its "domain-specific AI agents that operate on certified data and act directly within business processes" automate complex configurations and continuously monitor and resolve exceptions. It started with a Pioneer Program of four companies. | Agent (preview) | Reviews and approves plans and keeps oversight of agent actions | <https://www.akeron.com/en/?p=101279> |
| 2026-04-21 | Xactly | Xactly and ServiceNow launch a Dispute Management AI Agent: The agent uses the Model Context Protocol and works with ServiceNow Now Assist to run commission inquiries and disputes in one AI-guided interaction. It is available through the ServiceNow Marketplace. | Agent | Seller or admin starts the inquiry | <https://www.xactlycorp.com/company/press-room/xactly-and-servicenow-launch-agent-agent-ai-integration-revenue-operations> |
| 2026-04-21 | Twenty | Twenty 2.0: AI agents, chats and MCP: Twenty 2.0 lets users choose a model, build agents for emails and record enrichment in workflows, and expose the workspace to MCP-compatible clients. | Agent | builds the agent and sets its workflow trigger | <https://twenty.com/releases> |
| 2026-04-14 | HubSpot Sales Hub | Breeze Prospecting Agent goes on sale at $1 per recommended lead: HubSpot's Spring 2026 Spotlight says the Prospecting Agent identifies buying signals, finds buying-committee contacts and drafts outreach. It is "now available with a 28-day free trial, at just $1 per recommended lead." Reps review and approve before sending. | Agent | Reps review and approve before sending | <https://www.hubspot.com/company-news/spring-2026-spotlight> |
| 2026-04-09 | Oracle Fusion Cloud Sales | Oracle launches Fusion Agentic Applications for customer experience, with a Sales Command Center: Oracle announced five agentic applications in Fusion Cloud CX, including a Sales Command Center that replaces manual oversight with "continuous monitoring, risk analysis, and next-best-action execution," and a Cross-Sell Program Workspace. They run on Oracle AI Agent Studio. | Always-on | Sellers decide exceptions and tradeoffs | <https://www.oracle.com/news/announcement/oracle-introduces-fusion-agentic-applications-for-cx-2026-04-09/> |
| 2026-03-26 | Instantly | Instantly releases the AI Sales Agent: The agent enriches every lead with verified contact data and buying signals, writes tailored outreach, follows up and helps turn replies into booked meetings. A person can review activity before it goes live or let it run. | Agent | sets the goal and approves activity in human-in-the-loop mode | <https://feedback.instantly.ai/changelog/the-future-of-sales-is-here-robot> |
| 2026-03-18 | Streak | AI action steps in automations: Automations can now include AI steps: custom prompts, Autofill, Ask AI and summaries. | Always-on | builds the automation and sets the prompt | <https://streak.com/updates> |
| 2026-03-16 | Salesforce Sales Cloud | Agentforce Sales puts a team of AI agents beside every seller: Salesforce introduced six sales agents: Prospecting, Engagement, Account Research and Meeting Prep, Pipeline Management, Quoting and Partner Success. All but Prospecting were generally available that day. Prospecting followed on 2026-03-30. | Agent | Sellers approve agent changes and own key conversations | <https://www.salesforce.com/news/stories/agentforce-sales-announcement/> |
| 2026-03-11 | Conga CPQ | Conga unveils AiMe, a shared AI layer with new quoting agents: At Conga Connect, Conga introduced AiMe, an AI layer for "prescriptive, agentic and proactive intelligence" across its platform. The CPQ roadmap named new AI agents for quote creation and AI-driven price optimization at the point of sale. | Agent (announced) | seller makes the request and approves the quote | <https://conga.com/node/11653> |
| 2026-03-04 | Pigment | Pigment launches AI Intent Modeling with the Modeler Agent: Teams "describe the outcome they want" and the patent-pending Modeler Agent builds governed, production-ready models and applications. Pigment's sales planning page says it builds a sales planning model from a plain-language description after the user approves the plan. | Agent | Describes the goal and approves the plan | <https://www.pigment.com/newsroom/modeler-agent-launch> |
| 2026-03-04 | Apollo.io | Apollo AI Assistant leaves beta as a GTM operating system: Apollo launched its AI Assistant, which runs prospecting, research, outreach and deal workflows from plain-language goals. It reports nearly 20,000 weekly active users and beta users booking 2.3x more meetings. | Agent | describes the goal in plain language | <https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform> |
| 2026-02-25 | Momentum | Momentum adds native Google Meet recording and Autopilot for Contacts: Native Google Meet recording runs without a recording bot (beta). Autopilot for Contacts reads relationship details from sales calls and writes them to the Salesforce Contact object as structured data. | Always-on (beta) | reps hold the calls; customers ask their account team for beta access | <https://www.momentum.io/blog/momentum-just-killed-the-recording-bot-heres-what-that-means-for-your-revenue-org> |
| 2026-02-24 | Nooks | Nooks launches AI Sequencing: AI Sequencing extends the Nooks dialer's automation to list building, account research and writing emails, so teams run coordinated multi-channel outbound from one workspace on full account context. | Agent | Reviews outreach and sets targets | <https://www.nooks.ai/blog-posts/introducing-ai-sequencing-the-evolution-of-intelligent-outbound> |
| 2026-02-12 | Aurasell | Aurasell GTM OS on top of existing CRMs: Aurasell released its GTM OS, which runs AI workflows on top of Salesforce or HubSpot without replacing them. A custom agent builder and agentic enterprise search were due that month. | Agent | sets up the workflows and approves outputs | <https://agilebrandguide.com/aurasell-launches-worlds-first-ai-native-os-to-run-intelligent-gtm-workflows-on-any-crm/> |
| 2026-02-11 | Monaco | Monaco emerges from stealth with an AI-native CRM: Monaco opened a public beta of an AI-native CRM with a built-in prospect database. Agents build prospect lists, sequence outreach, run campaigns and schedule meetings. Monaco's own salespeople watch the AI and hold the customer meetings. | Agent (beta) | Monaco staff check the AI and run the customer meetings | <https://techcrunch.com/2026/02/11/former-founders-fund-vc-sam-blond-launches-ai-sales-startup-to-upend-salesforce/> |
| 2026-02-10 | Oracle CPQ | Oracle adds a Quote Generation Agent to Fusion Sales: Oracle announced role-based AI agents built with AI Agent Studio and embedded in Fusion Applications at no extra cost. The sales agents include a Quote Generation Agent that analyzes emails, drawings and other inputs, selects product configurations and applies the correct pricing template. | Agent | seller reviews and sends the quote | <https://www.oracle.com/news/announcement/oracle-ai-agents-help-marketing-sales-and-service-leaders-enhance-cx-2026-02-10/> |
| 2026-02-09 | Smartlead | Smartlead launches SmartAgents: SmartAgents execute outbound workflows inside Smartlead, sync actions across CRM, LinkedIn and sheets, monitor mailbox health and campaign performance, and take action automatically while looping a person in only when needed. | Agent | handles the cases the agents flag | <https://updates.smartlead.ai/changelog/meet-smartagents-ai-operators-built-to-execute-and-scale-gtm-3> |
| 2026-02-02 | Day AI | CRMx generally available: Day AI made CRMx generally available. Long-running agents turn natural-language requests into actions on a context graph of customer data. It can replace a CRM for startups or sit beside an incumbent one. | Agent | makes the request and reviews the result | <https://pulse2.com/day-ai-20-million-series-a/> |
| 2026-01-27 | Common Room | DataAgent flags duplicate and stale CRM records: DataAgent is an always-on AI tool that continuously surfaces outdated contacts, duplicate contacts and duplicate accounts in the CRM, powered by Person360. It is in limited beta for Salesforce, and CRM write-back and HubSpot are planned. | Always-on (beta) | Team acts on flagged records; write-back is planned | <https://www.commonroom.io/blog/dataagent/> |
| 2025-11 | Lightfield | Lightfield launches its AI-native CRM: The Tome founders launched Lightfield, a CRM that builds customer records from email, calendar and calls. More than 5,000 companies have signed up since launch. | Always-on | reviews records and directs agent work | <https://unite.ai/lightfield-raises-47m-series-a-led-by-a16z-to-accelerate-growth/> |
| 2025-10-21 | Gong | Gong Orchestrate and new agents announced at Celebrate: Gong announced Gong Orchestrate for defining and launching sales plays, plus the AI Deep Researcher and AI Data Extractor agents, configurable Forecast Boards and Account Boards. The release says the capabilities will reach customers over the coming months. | Agent (announced) | Leaders define and launch the sales plays; reps follow the guidance | <https://gong.io/press/gong-unveils-new-ai-innovations-to-help-revenue-teams-drive-growth-at-scale> |
| 2025-10-13 | Salesforce Sales Cloud | Agentforce 360 reaches general availability with Agentforce Sales: Salesforce made Agentforce 360 generally available worldwide. Agentforce Sales "automates prospecting, qualification, and quoting with next-best actions" and runs inside Slack. | Agent | Sellers review agent work and run live deals | <https://www.salesforce.com/news/press-releases/2025/10/13/agentic-enterprise-announcement/> |
| 2025-10-13 | Aviso | Aviso launches Halo and autonomous AI Avatars: Aviso launched Halo, an AI layer that sees what GTM team members see and gives guidance, and autonomous AI Avatars (SDR, Sales Coach, CSM) that the release says handle the revenue lifecycle from qualifying leads to coaching reps and onboarding customers. The platform includes a library of 50+ task agents and a No-Code Agent Studio. | Agent | A manager configures the avatars and builds custom agents | <https://www.aviso.com/press/aviso-redefines-revenue-execution-with-halo-and-autonomous-ai-avatars-the-unfair-advantage-of-gtm-teams> |
| 2025-10-10 | folk | Introducing folk Assistants: folk introduced Assistants, a built-in, always-on team that finds follow-up opportunities in conversations and enriches companies with tailored research notes. A library of assistants followed on 2026-01-15. | Always-on | acts on the follow-up opportunities and reads the research notes | <https://www.folk.app/changelog> |
| 2025-10-09 | Apollo.io | Apollo launches its Agentic End-to-End GTM Platform at ApolloNEXT: Apollo launched a platform that unifies outbound, inbound, deals and data enrichment under AI agents. It includes AI Assistant and AI Projects, Agentic Outbound (Parallel Dialer, AI Call Prep, Deliverability Suite), Agentic Inbound, Agentic Deals and Agentic Data Enrichment with Waterfall Enrichment. | Agent (beta) | sets the goal and reviews results | <https://www.apollo.io/newsroom/announcements/apolloio-unveils-industrys-first-fully-agentic-end-to-end-gtm-platform-redefining-how-companies-drive-revenue-in-the-ai-era> |
| 2025-10-07 | ZoomInfo | Copilot Workspace launches for sellers: ZoomInfo Copilot Workspace pulls CRM and engagement data into one view. Its AI agents research accounts, draft outreach, update CRM fields and suggest next steps. | Agent | Seller reviews drafts and works the accounts | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/ZoomInfo-Launches-Copilot-Workspace-171800.aspx> |
| 2025-10-01 | Rox | Rox introduces Command, a chat interface that runs agent swarms: Command breaks one request into steps and routes them to specialist agents working in parallel on research, outreach, opportunity management and proposals. Each step is subject to guardrail approvals. | Agent | steps run under guardrail approvals and required-approval policies | <https://aws.amazon.com/blogs/machine-learning/rox-accelerates-sales-productivity-with-ai-agents-powered-by-amazon-bedrock> |
| 2025-10 | Jiminny | Jiminny launches AI CRM Filling: Jiminny updates CRM fields automatically with information from a call or a deal. | Always-on | Sets up the templates and reviews the fills | <https://help.jiminny.com/en/articles/9529043-what-s-new-in-jiminny> |
| 2025-09-25 | Microsoft Dynamics 365 Sales | Sales Qualification Agent reaches general availability: Microsoft announced general availability of the Sales Qualification Agent. It researches leads from CRM and web data, scores them against set criteria, drafts and sends emails, follows up and "hands off to sellers only those that have demonstrated purchase intent." | Agent | Sellers take over leads that show purchase intent | <https://mc.merill.net/message/MC1159615> |
| 2025-09-17 | monday CRM | monday.com announces monday agents and an SDR agent for monday CRM: monday.com announced customizable agents that "execute multi-step workflows autonomously," including an SDR agent for monday CRM that qualifies leads with enrichment and first outreach and hands prospects to sales. Agents were set to roll out in the first half of 2026. | Agent (announced) | Sales teams take over qualified leads | <https://uctoday.com/collaboration/elevate-2025-monday-com-announce-ai-products-monday-agents-and-campaigns> |
| 2025-09-16 | PandaDoc | PandaDoc launches a native MCP server for AI agents: PandaDoc announced a native MCP server that lets AI agents run complete agreement flows from natural-language instructions, such as creating a sales proposal and sending it for signature. The release paired it with outcome-based pricing. | Agent | sender reviews the draft and the signer signs | <https://markets.financialcontent.com/wral/article/bizwire-2025-9-16-pandadoc-takes-aim-at-docusign-with-ai-native-mcp-release-enterprise-grade-trust-and-outcome-based-pricing> |
| 2025-09-09 | Terret | Terret launches the AI Revenue Fleet: Terret unveiled its AI Revenue Fleet, a suite of interconnected agents that automate go-to-market work from pipeline generation to forecast, on a platform developed in collaboration with MongoDB, Cloudflare and Mistral. | Agent | Reps, account managers and CSMs direct the agents and own the customer work | <https://www.prnewswire.com/news-releases/boostup-rebrands-as-terret-launches-new-fleet-of-ai-revenue-agents-to-supercharge-gtm-teams-302550934.html> |
| 2025-09-03 | HubSpot Sales Hub | HubSpot unveils 18 new Breeze Agents at INBOUND 2025 and spotlights Prospecting and Data agents: HubSpot announced 18 new Breeze Agents in beta, joining 15 already generally available, with a Prospecting Agent that monitors buying signals, researches accounts and sends outreach, and a Data Agent that researches custom questions from CRM data, files and the web. Breeze Studio entered public beta. | Agent (beta) | Reps review outreach before it goes out | <https://cxtoday.com/event-news/hubspot-inbound-2025-the-top-10-announcements/> |
| 2025-09 | Jiminny | Jiminny adds AI Exec Reports: AI Exec Reports give regular reports on calls, tailored to the team. | Always-on | Reads the report and acts on it | <https://help.jiminny.com/en/articles/9529043-what-s-new-in-jiminny> |
| 2025-08-07 | Everstage | Everstage launches Agent Core, an agentic layer for incentives: Agent Core holds an account's rules, workflows and business logic so agents answer in context. It launches with four incentive agents: a Databook Assistant that readies Salesforce data for commission processing, a Commission Assistant that explains commissions and statement breakdowns to reps, an Onboarding Assistant that assigns new hires to plans and an Admin Assistant that routes support queries. Everstage says planning agents follow. | Agent | RevOps and finance leaders set direction and decide | <https://www.everstage.com/press/everstage-launches-agent-core-the-agentic-intelligence-layer> |
| 2025-08-06 | Xactly | Xactly launches Intelligence AI Agents that build planning and pay apps from a description: Xactly Intelligence AI Agents let practitioners describe a business process and have agents design and build the application in Xactly Extend, in prompt, sketch, collaboration or build modes. The release calls them generally available. | Agent | Practitioner describes the process and stays in control of the result | <https://www.xactlycorp.com/company/press-room/xactly-launches-industry-first-ai-agents-revolutionize-sales-performance> |
| 2025-08-06 | Aviso | Aviso introduces Aviso Agentic AI: Aviso introduced its agentic AI for sales execution: an AI Brain with persistent memory that orchestrates AI Revenue Avatars, role-specific workflows and background task agents across prospecting, pipeline, forecasting and renewals. | Agent | A manager sets up the workflows the agents follow | <https://www.aviso.com/blog/aviso-agentic-ai> |
| 2025-07-17 | Zoho CRM | Zoho launches Zia LLM, Zia Agents, Agent Studio and an MCP server: Zoho launched its in-house Zia LLM, 25+ Zia Agents and an Agent Marketplace. Zia Agent Studio now has 700+ prebuilt actions, and agents can run as digital employees in Zoho CRM under roles and permissions. An MCP server exposes Zoho data to outside AI tools. | Agent | Admins set roles and permissions for each agent | <https://cxtoday.com/crm/zoho-makes-5-major-moves-to-expand-its-ai-portfolio> |
| 2025-07-16 | Salesforce Revenue Cloud | Agentforce for Revenue builds quotes from a plain-language request: Salesforce launched Agentforce for Revenue inside Revenue Cloud. Sellers describe a deal, such as "Quote 25 licenses with a 10% discount", and the agent generates the quote with the right products, pricing and terms. Part of the Summer '25 release, all available at launch. | Agent | seller describes the deal, then tailors the quote in the configurator | <https://www.salesforce.com/news/stories/agentforce-for-revenue-announcement/> |
| 2025-07-15 | Pricefx | Pricefx unveils 125 pricing agents: Pricefx launched 125 prebuilt agents, plus a no-code way to build custom agents in under 10 minutes. The agents scan pricing, quoting, customer, product and transaction data continuously and recommend targeted actions on margin leakage, discounts, upside and accounts. | Always-on | pricing and sales teams decide which recommended actions to take | <https://www.silicon.co.uk/press-release/pricefx-unveils-125-agents-to-help-leaders-protect-margins-and-drive-growth> |
| 2025-07-08 | Attention | Attention introduces Super Agent: Super Agent analyzes CRM data, call transcripts and pipeline trends, suggests next steps and carries out actions in Slack or CRM workflows once approved. Agent Builder lets teams make custom agents. | Agent | Approves each write action | <https://attention.com/blog-posts/introducing-super-agent-your-ai-teammate-for-revenue-execution> |
| 2025-06-10 | Outreach | Outreach unveils its AI Revenue Workflow Platform and new agents: Outreach introduced the AI Revenue Workflow Platform with a Research Agent, Conversation Agent, Deal Agent and Reply Agent, plus Smart Forecast Assist and Smart Analytics Assist. | Agent (announced) | chooses co-pilot or auto-pilot per workflow | <https://www.outreach.ai/company/newsroom/outreach-unveils-new-ai-revenue-workflow-platform-at-unleash-2025> |
| 2025-05-19 | Clari | Clari unveils Revenue Context and AI agents: Clari announced Revenue Context, platform capabilities meant to let AI agents and assistants work across the whole revenue process, and a set of configurable AI assistants and agents built on it. Early access opened for all new Clari AI agents and assistants. | Always-on (preview) | A rep or manager decides what to do on each flagged risk and recommended step | <https://integration.clari.com/press/clari-unveils-ai-agents-powered-by-revenue-context/> |

## What the companies have in common

How many companies sell each AI capability today, of 162.

| Capability | Companies | What it means |
|---|---|---|
| Assistant | 116 | A general AI assistant or chat over the product's data. |
| Named agent | 107 | A named agent that completes multi-step work on its own. |
| MCP or agent API | 86 | An MCP server, agent API, or apps inside ChatGPT, Claude or Copilot. |
| Activity capture and CRM updates | 67 | AI that logs emails, calls and meetings and fills or updates CRM fields. |
| Revenue analytics | 65 | AI that answers questions about pipeline and revenue, or writes the reports. |
| Data enrichment and hygiene | 64 | AI that finds, fills, dedupes or fixes account, contact and lead records. |
| Deal inspection | 61 | AI that scores deals, flags risk or suggests the next step on a deal. |
| Call and meeting analysis | 60 | AI that records, transcribes, summarizes or scores sales calls and meetings, or coaches reps from them. |
| AI outreach | 55 | AI that writes, personalizes or sequences emails and messages to buyers. |
| Scoring and routing | 38 | AI that scores leads or accounts, or routes and assigns them to the right seller. |
| AI forecasting | 35 | AI that predicts the forecast, the quarter's close or pipeline coverage. |
| Quoting and pricing | 22 | AI that builds quotes, guides price and discount, or checks approvals and contract terms. |
| Commissions | 19 | AI that reads plans, calculates or checks commissions, or explains pay to reps. |
| Territory and quota modeling | 18 | AI that models capacity, carves territories, sets quotas or scores accounts for coverage. |

## Every dated event

| Date | Company | Kind | Event | Source |
|---|---|---|---|---|
| 2026-11-09 | Demodesk | Product launch | Demodesk announces the Recorder device for phone calls: A small device that attaches to a phone to record both sides of a call or an in-person meeting and send it to Demodesk for CRM updates. Waitlist open; orders not yet open. | <https://demodesk.ai/blog/introducing-demodesk-recorder> |
| 2026-11-06 | Von | Product launch | Von Forecasting Agent builds every rep's forecast: The agent reviews each deal across CRM records, calls, email and activity, sets each rep's Commit and Best Case numbers, rolls them up to the CRO and drafts the explanation note. | <https://vonlabs.ai/blog/von-forecasting-agent> |
| 2026-11-06 | Infor CPQ | Product launch | Infor CPQ 2026.10 adds embedded AI for modeling, quoting and RFQs: Infor announced AI-Assisted Product Modeling, AI-Assisted Quoting for configured products, and an AI Document Driven Transactions Agent that converts RFQs and purchase orders into structured CPQ quotes or ERP-ready orders. Infor says the capabilities are available now. | <https://www.infor.com/blog/infor-cpq-2026-10-release-embedded-ai> |
| 2026-11-05 | Avoma | Product launch | Avoma launches Avoma Home: Avoma Home is a personalized daily workspace for revenue teams, with a Morning Brief, a Daily Manager Brief, a Coaching Rundown and Ask Avoma, plus more than 50 ready-made widgets. | <https://www.avoma.com/blog/avoma-home> |
| 2026-11-05 | Amplemarket | Rebrand | Amplemarket rebrands as an agentic sales platform: Amplemarket publishes a brand refresh that calls it an all-in-one sales platform with AI agents built in, and lists 2026 releases including Duo Accounts, an account research agent. | <https://www.amplemarket.com/blog/meet-the-agentic-amplemarket> |
| 2026-11-04 | Nooks | Product launch | Nooks announces Node, an AI personal assistant for sales: Node works every open deal in the background and comes to the rep first. It remembers what was promised on calls, drafts follow-ups, flags quiet buyers and drafts a move to restart a stalled deal. Teams can join a waitlist to start Q1 with Node. | <https://www.nooks.ai/blog-posts/introducing-node-revenue-agent-platform> |
| 2026-11-04 | Nooks | Product launch | Nooks launches Revenue Agent Platform with Deal, Outbound, Expansion and Coaching agents: The Nooks Revenue Agent Platform gives agents shared account context and a learning loop. It runs Deal, Outbound, Expansion and Coaching agents today, with Inbound agents due in Q1 2027. | <https://www.nooks.ai/blog-posts/introducing-node-revenue-agent-platform> |
| 2026-11-04 | Nooks | Funding | Nooks raises $500M of growth capital: Nooks announced $500 million of growth capital from General Catalyst's Customer Value Fund, to bring new products to market, scale into the enterprise and internationally, and hire. | <https://www.nooks.ai/blog-posts/introducing-node-revenue-agent-platform> |
| 2026-11-03 | Nektar.ai | Product launch | Nektar launches Nektar MCP: A Model Context Protocol server gives Claude, Cursor, Gemini CLI and custom agents read-only access to customer interaction data that Nektar has mapped to accounts, contacts and opportunities. | <https://nektar.ai/nektar-mcp-server/> |
| 2026-11-02 | Reply.io | Product launch | AI Enrichment beta and Agentic Chat with external MCPs: Reply's November release adds AI Enrichment, which saves up to six researched insights per contact from one prompt, and expands Agentic Chat, which manages prospects, sequences and Inbox in plain English and connects tools such as Clay, Apollo and Pipedrive. It also lists an MCP, a REST API and a Jason AI app for Mac. | <https://reply.io/blog/whats-new-in-reply-ai-enrichment-agentic-capabilities-and-more/> |
| 2026-10-29 | folk | Product launch | folk API and MCP now include contact enrichment: folk made contact enrichment available through its API and MCP, so an AI assistant can find missing emails and phone numbers, or enrichment can run in automations as leads arrive. | <https://www.folk.app/changelog/enrichment-mcp> |
| 2026-10-27 | Instantly | Product launch | Instantly launches Lead Finder with autonomous outreach: Lead Finder adds proactive AI lead recommendations, live buying signals, lead scoring and AI enrichment, and hands leads to AI agents that run outreach and follow-ups through booking calls. | <https://feedback.instantly.ai/changelog> |
| 2026-10-27 | Common Room | Product launch | Common Room connector comes to OpenAI Dots: Common Room's connector is live in the ChatGPT plugin directory, so OpenAI's Dots can draw on Common Room buyer intelligence in ChatGPT, Slack or by phone. | <https://www.commonroom.io/blog/common-room-and-open-ai-dots/> |
| 2026-10-27 | Clay | Product launch | Auto-mode picks the model for each Claygent row: Auto-mode for Claygent chooses an AI model per row and optimizes cost. | <https://www.clay.com/changelog> |
| 2026-10-27 | Claap | Product launch | ClaapAgent opens inside the CRM: ClaapAgent opens inside HubSpot, Salesforce, the calendar and Gmail, aware of the current deal. Claude and ChatGPT can also use a full quarter of calls. | <https://www.claap.io/whats-new> |
| 2026-10-26 | Siro | Product launch | Siro launches Instant Follow Ups: When a recording ends, Siro writes a conversation summary and a follow-up draft built around the agreed next steps. The rep edits and sends it. Sending from inside Siro works through Outlook. | <https://siro.ai/insights/instant-follow-ups> |
| 2026-10-23 | Clarify | Product launch | Clarify in email and iMessage: Users can copy Clarify's own email address on a thread to get help scheduling a meeting, or text Clarify to ask about deals and to update records. It is in early access. | <https://www.clarify.ai/blog/clarify-in-email-and-imessage> |
| 2026-10-21 | SAP Sales Cloud | Product launch | SAP adds a Deal Qualification Assistant with lead agents: SAP's Q3 2026 release introduces a Deal Qualification Assistant. An orchestration agent coordinates lead capture to qualified opportunity, a Lead Enrichment Agent gathers prospect context, a Lead Qualification Agent scores fit and engagement, and a Lead Conversion Agent moves qualified leads to opportunities. | <https://news.sap.com/2026/10/new-sap-cx-q3-2026-autonomous-cx-arrives/> |
| 2026-10-21 | Pigment | Funding | Pigment raises $250 million Series E at a $2.3 billion valuation: PYMNTS reports a $250 million Series E at a $2.3 billion valuation, per a press release of Wednesday 21 October 2026. | <https://www.pymnts.com/?p=4328721> |
| 2026-10-21 | CaptivateIQ | Product launch | CaptivateIQ Comp Builder Agent is generally available and the Rev Planning Agent flags risks on its own: Comp Builder Agent builds and updates comp plans and debugs formulas from plain language, and is rolling out to customers in cohorts. The Rev Planning Agent now flags risks and opportunities in the plan before a user looks, with recommended quota adjustments. | <https://www.captivateiq.com/blog/whats-new-october-2026> |
| 2026-10-20 | Vendavo | Product launch | Vendavo launches an AI Deal Desk Assistant inside Quoting: Vendavo launched the AI Deal Desk Assistant in Vendavo Quoting. Sellers ask in plain language about agreements, commitments and pricing performance. Vendavo says it is extending toward natural-language quote creation, quotes from transcripts and AI-driven approvals. | <https://www.vendavo.com/company/press/vendavo-launches-ai-deal-desk-assistant/> |
| 2026-10-20 | Insightly | Product launch | Insightly CRM MCP Server: Insightly launched an MCP server that connects its customer data to AI assistants such as Claude and ChatGPT. | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Insightly-Launches-CRM-MCP-177108.aspx> |
| 2026-10-20 | Close | Product launch | Chloe Chat assistant: Close took Chloe Chat, the personal assistant built into the CRM, out of beta for every customer. It answers questions about pipeline, meetings and calls and proposes notes and tasks for approval. | <https://www.close.com/blog/meet-chloe-chat-your-personal-assistant-built-into-close> |
| 2026-10-19 | Lusha | Product launch | Deep Intelligence ships as one product: Deep Intelligence ranks accounts and contacts daily with a reason, adds an ICP Fit Score, Signals, Predictive Scoring, Lookalikes and beta Buying Group and Website Visits. It runs in the platform, the API and the Claude and ChatGPT connector. | <https://www.lusha.com/blog/deep-intelligence-who-to-call-today/> |
| 2026-10-15 | Avoma | Product launch | Avoma adds Scheduled Prompts and Pre-Meeting Brief: Scheduled Prompts run a saved Ask Avoma query daily or weekly and send the result by email, Slack or Microsoft Teams. Pre-Meeting Brief compiles meeting history and suggested discussion points from calls, emails, notes and CRM data. | <https://www.avoma.com/blog/avoma-insider-october-2026> |
| 2026-10-14 | Siro | Product launch | Siro Halftime becomes Realtime coaching: Realtime shows one suggested next step on the rep's lock screen during an in-person appointment. Reps can also tap to ask what to do next. Available to every customer. | <https://siro.ai/insights/realtime-ai-sales-coaching> |
| 2026-10-14 | Conga CPQ | Product launch | Conga launches an MCP server and widens AiMe to 90 tools: Conga launched an MCP server that lets AI assistants such as Claude and Microsoft Copilot read live contract and quote data. AiMe now has more than 90 tools and 19 skills, and CPQ gained deal-level pricing guidance for quotes with hundreds of lines. | <https://itbrief.co.uk/story/conga-expands-aime-ai-tools-across-commercial-software> |
| 2026-10-13 | Nimble | Product launch | Nimble AI Sequences: AI Sequences builds a full sequence of emails and manual tasks from a one-sentence goal. The user reviews every step before anything sends. | <https://www.nimble.com/blog/ai-sequences/> |
| 2026-10-13 | Nimble | Product launch | Nimble MCP connects Claude and ChatGPT: Nimble MCP lets Claude, ChatGPT, Gemini or Grok log calls, brief meetings, find contact groups and merge duplicates in Nimble. It is in every plan at no extra fee. | <https://www.nimble.com/blog/claude-chatgpt-crm-mcp/> |
| 2026-10-13 | Cognism | Product launch | Cognism MCP and CRM Enrichment ship in the Q3 2026 update: The Q3 2026 product update lists the Cognism MCP for Claude and ChatGPT, the Cognism API, generally available CRM Enrichment for Salesforce and HubSpot, Net New Contacts and database cleanup. | <https://www.cognism.com/newsroom/product-marketing-update-q3-26> |
| 2026-10-12 | Qobra | Partnership | Qobra MCP becomes native in Dust: Qobra and Dust are official partners. Dust agents can read quota attainment, commission statements, plans and reports through Qobra's MCP server (65 actions, 45 read and 20 write), inside each user's permissions. Agents cannot edit statements or payouts. | <https://www.qobra.co/blog/qobra-dust-partnership> |
| 2026-10-09 | Reevo | Product launch | Reevo mobile app: The Reevo mobile app records and transcribes conversations without a meeting bot and drafts summaries, action items, deal updates and follow-ups after a meeting. | <https://salestechstar.com/predictive-ai-artificial-intelligence/reevo-launches-mobile-ai-sales-app-to-keep-deals-moving-beyond-the-desk/> |
| 2026-10-08 | Streak | Product launch | AI autofill templates for lead scoring: Streak added prewritten AI columns for lead scoring and account research. | <https://streak.com/updates> |
| 2026-10-08 | Clay | Product launch | Clay unveils agent-first building, Workflows and Inbound SDR Agent: At Sculpt, Clay showed an agent that plans, runs and improves plays from an outcome, Workflows in beta for all users, and an Inbound SDR Agent in preview that qualifies inbound leads by voice. | <https://www.clay.com/blog/sculpt-2026-recap> |
| 2026-10-06 | Attention | Partnership | Attention joins Anthropic's Claude Startup Stack: Attention is a launch partner in Anthropic's Claude Startup Stack. Claude Startups members can sign up for Attention in the Claude Console, and Attention connects to Claude through its MCP server. | <https://attention.com/blog-posts/attention-joins-anthropics-claude-startup-stack> |
| 2026-10-02 | ZoomInfo | Product launch | Agent Teams run full GTM plays in GTM Studio: Agent Teams are AI agents in GTM Studio that run complete go-to-market plays across a company's systems and ZoomInfo data, such as tracking champions who change jobs and finding look-alikes of closed-won deals. Built on DoubleO.ai orchestration. | <https://www.destinationcrm.com/Articles/ReadArticle.aspx?ArticleID=176858> |
| 2026-10-01 | ZoomInfo | Acquisition | ZoomInfo acquires DoubleO.ai: ZoomInfo bought DoubleO.ai, a company that coordinates multiple AI agents so automated workflows run reliably. Terms were not disclosed. | <https://www.destinationcrm.com/Articles/ReadArticle.aspx?ArticleID=176842> |
| 2026-10-01 | Threekit | Product launch | Threekit launches AI-Native CPQ for manufacturers: Threekit announced Threekit AI-Native CPQ, a configure-price-quote platform built for AI. Reps, dealers and customers describe what they need, and the agent runs a needs analysis, recommends a solution and checks it against the manufacturer's products, pricing and rules. | <https://www.webull.com/news/15672330239165440> |
| 2026-10 | Jiminny | Product launch | Jiminny turns call action items into CRM tasks: Jiminny can turn call action items into CRM Tasks in Salesforce and HubSpot. CRM Filling also gets a library of 31 templates. | <https://help.jiminny.com/en/articles/9529043-what-s-new-in-jiminny> |
| 2026-10 | Dialpad Sell | Product launch | Dialpad AI reaches eight more languages: Dialpad AI now has full feature parity in Dutch, French, German, Italian, Japanese, Korean, Portuguese and Spanish: transcription, real-time AI, summaries and scorecards. | <https://www.dialpad.com/blog/whats-new-at-dialpad-october-2026/> |
| 2026-09-30 | Microsoft Dynamics 365 Sales | Shutdown | Sales Close Agent closes to new instances; Sales Development agent replaces it: Microsoft's deprecation page says that from 2026-09-30 customers cannot create new Sales Close Agent instances, and existing instances are removed on 2026-10-30. It points to the Sales Development agent instead. | <https://learn.microsoft.com/dynamics365/sales/deprecations-sales> |
| 2026-09-30 | Gong | Product launch | Custom Agents can now run on events and conditions: Agent Builder lets teams create Custom Agents that run automatically in response to the events and conditions they define, in a visual editor or from a plain-language request. Gong says these agents roll out throughout the year. | <https://www.gong.io/press/gong-mission-callisto-sales-enrichment-layer> |
| 2026-09-30 | Gong | Product launch | Gong Activate announced: Gong announced Gong Activate, built on a self-improving revenue loop, in which always-on agents evaluate deals and run proven plays while agents and reps work from the same blueprint. | <https://www.gong.io/press/new-revenue-ai-innovation-celebrate-26> |
| 2026-09-30 | Gong | Product launch | Mission Callisto adds Gong Enrich and Deep Mode: Gong announced Gong Enrich, which adds third-party account and contact data to the Gong Revenue Graph, and Deep Mode, an agent in Gong Assistant that investigates hard business questions. Both are generally available. | <https://www.gong.io/press/gong-mission-callisto-sales-enrichment-layer> |
| 2026-09-30 | Apollo.io | Product launch | Apollo unveils Builder Studio, Intelligence Layer and Messaging OS: At ApolloNEXT, Apollo introduced Builder Studio (describe a GTM workflow in natural language and get working pages, databases and automations), the Intelligence Layer (decides which opportunities matter most) and Messaging OS. | <https://www.apollo.io/newsroom/announcements/apollo-reveals-the-ai-gtm-system-bringing-data-intelligence-and-execution-into-a-single-engine-ushering-in-the-future-of-go-to-market> |
| 2026-09-29 | Varicent | Product launch | Varicent introduces Foresight, a modeling engine for revenue planning: Foresight is a multidimensional modeling engine that puts capacity, territories, quotas, incentives and market opportunity in one model. The release says it gives Varicent's AI the context to tie underperformance back to planning decisions, and that more AI capabilities follow over the coming year. | <https://www.varicent.com/news/varicent-introduces-foresight-new-architecture-for-revenue-performance> |
| 2026-09-18 | UserGems | Product launch | UserGems MCP brings the AI Command Center into Claude and ChatGPT: UserGems launched UserGems MCP, a headless interface that exposes its platform to Claude, ChatGPT or any MCP-compatible AI, so teams build audiences, workflows and campaigns by prompting. It is available now to UserGems customers, and its Research Agent and an improved Writing Agent were introduced at the same event. | <https://www.usergems.com/news/usergems-launches-mcp> |
| 2026-09-16 | Pipedrive | Product launch | Pipedrive's Nova meeting intelligence reaches general availability: Nova became generally available worldwide on 2026-09-16 and is included in all plans. It pulls context before a meeting, records and transcribes the call, and drafts CRM updates such as deal stage, value and expected close date. Reps review and approve every suggested update. | <https://www.pipedrive.com/en/newsroom/pipedrive-launches-nova-to-turn-sales-meetings-into-crm-intelligence> |
| 2026-09-16 | HubSpot Sales Hub | Product launch | Fall 2026 Spotlight: self-updating Smart CRM, one-click Deal Progression and quotes from Revenue Hub: HubSpot's Fall 2026 Spotlight describes a self-updating, touchless Smart CRM that captures calls, emails and meetings automatically, a revamped Deal Progression with one-click approval, a Mobile Notetaker, and Revenue Hub quotes built from deal context. | <https://www.hubspot.com/company-news/fall-26-spotlight> |
| 2026-09-16 | HubSpot Sales Hub | Partnership | HubSpot and OpenAI deepen their partnership: HubSpot updated its CRM connector for ChatGPT, with new actions such as analyzing closed-won deals, and launched what it calls the first CRM integration with ChatGPT Ads. | <https://www.hubspot.com/company-news/hubspot-and-openai-deepen-partnership> |
| 2026-09-16 | Gradient Works | Product launch | Gradient Works relaunches Carve for end-to-end territory planning: The new Carve runs design, feedback, deployment and adjustment in one place. An AI agent builds and adjusts plans and deploys them to the CRM, and through MCP an outside agent in Claude, ChatGPT or Gemini can run the whole process. | <https://www.gradient.works/blog/end-to-end-territory-planning-with-the-new-carve> |
| 2026-09-15 | Zero | Funding | Zero raises $10.3M seed: Zero raised a $10.3M seed led by Primary Venture Partners to build an AI CRM that replaces Salesforce- and HubSpot-style tools. | <https://tech.eu/2026/09/15/crm-challenger-zero-gets-backing-from-lovable-and-langdock-founders-in-10m-raise/> |
| 2026-09-15 | Outreach | Partnership | Outreach joins Salesforce AgentExchange with private offers and a headless app: Outreach became the first revenue orchestration platform available for private offers on Salesforce's AgentExchange. Its agents connect to Salesforce context through the Headless Toolkit, so users can run multi-step workflows such as updating records and advancing deals from Claude, ChatGPT, Teams and Slack. | <https://www.outreach.ai/company/newsroom/outreach-becomes-first-revenue-orchestration-platform-available-for-private-offers-on-salesforces-agentexchange> |
| 2026-09-15 | Apollo.io | Partnership | Apollo becomes a flagship data partner for Salesforce's Hunter agent: Salesforce's Hunter outbound sales agent can use Apollo's network of 240 million contacts through seven Apollo prospecting actions, even for customers who do not use Apollo. | <https://www.apollo.io/newsroom/announcements/apollo-named-flagship-data-partner-for-hunter-salesforces-new-outbound-sales-agent> |
| 2026-09-14 | Salesforce Sales Cloud | Product launch | Hunter, an outbound sales agent, enters pilot: Salesforce announced Hunter, which "works a sales pipeline from research to outreach, collaborating with sellers over weeks and months." It is the first agent on a new long-horizon runtime. The release says "Pilot now; GA November '26." | <https://www.salesforce.com/ap/news/press-releases/2026/09/14/sg-salesforce-expands-agentforce-with-a-new-portfolio-of-ai-agents-built-for-high-value-work/> |
| 2026-09-14 | Salesforce Sales Cloud | Rebrand | Salesforce drops the Agentforce Sales name and goes back to Sales Cloud: The Next Web checked Salesforce's live pages and found the sales product is called Sales Cloud again, with Agentforce Sales shown lower on the page as a capability. Salesforce gave no reason. | <https://thenextweb.com/news/salesforce-drops-agentforce-branding-product-names-dreamforce> |
| 2026-09-14 | Fathom | Acquisition | Superhuman acquires Fathom: Superhuman announced it acquired Fathom, the AI meeting notetaker. Superhuman plans to bring meeting notes to its email, calendar and docs apps and to its agents. | <https://blog.superhuman.com/superhuman-acquires-fathom/> |
| 2026-09-09 | Lightfield | Funding | Lightfield raises $47M Series A led by a16z: Lightfield raised a $47M Series A led by Andreessen Horowitz. | <https://unite.ai/lightfield-raises-47m-series-a-led-by-a16z-to-accelerate-growth/> |
| 2026-09-09 | DealHub | Product launch | MCP for Admin lets teams change pricing and approval rules by prompt: DealHub AI announced MCP for Admin. Through natural language prompts and agentic workflows, admins create and change pricing rules, approval workflows, guided selling flows and configuration guardrails, inside governance controls. The release says it is available to all customers in October 2026. | <https://techcrunch.com/press-release/dealhub-mcp-brings-agentic-control-to-quote-to-revenue/> |
| 2026-09-09 | Clay | Funding | Clay raises a $115M Series D at a $7.1B valuation: Clay raised $115M in Series D funding at a $7.1B valuation, following 4x revenue growth in 2025. It says more than 17,000 customers use it. | <https://www.clay.com/blog/series-d> |
| 2026-09-09 | CaptivateIQ | Product launch | CaptivateIQ Revenue Planning Agent is generally available: The agent changes the sales plan directly: it updates a quota, restructures territories, assigns accounts to a node or adds a worksheet, and compares scenarios in one conversation. Before it acts it shows what will change and the downstream impact. | <https://www.captivateiq.com/blog/whats-new-september-2026> |
| 2026-09-04 | Experlogix CPQ | Partnership | Experlogix partners with Znode to connect CPQ and B2B ecommerce: Experlogix partnered with Znode, a B2B ecommerce platform for manufacturers and distributors, to connect complex product configuration and quoting with digital commerce. | <https://experlogix.com/experlogix-and-znode-partner-to-connect-complex-cpq-and-b2b-ecommerce/> |
| 2026-09-02 | Fireflies.ai | Product launch | Fireflies launches Voice Agents for screening, sales and support calls: AI voice agents that run calls for a company, including sales discovery calls, screening interviews and support calls. Fireflies reports more than 40,000 conversations across 2,100 organizations. | <https://thenextweb.com/news/fireflies-voice-agents-job-screening-eu-ai-act-annex-iii-high-risk> |
| 2026-09-02 | Clarify | Product launch | Rep builds reports and dashboards: Rep now builds one-time reports and live dashboards from a plain-language request. It is in open beta for all users. | <https://www.clarify.ai/blog/rep-can-now-build-reports> |
| 2026-09-01 | eSpatial | Product launch | eSpatial launches TerritoryAssist beta in Territory Manager: eSpatial launched its AI Territory Assistant (Beta) on 1 September. TerritoryAssist is "an AI-powered mapping assistant in eSpatial Territory Manager" that summarizes coverage, workload, balancing and workability and suggests next steps. | <https://www.espatial.com/blog/best-sales-territory-management-software-tools> |
| 2026-09-01 | Sybill | Product launch | Sybill launches dashboards built from a prompt: Ask Sybill users describe a sales dashboard in plain English and Sybill builds it from calls, emails and CRM data. Saved dashboards can be refreshed on demand with the latest activity. | <https://www.sybill.ai/blogs/sybill-ai-sales-dashboards> |
| 2026-09-01 | Avoma | Product launch | Avoma writes deal qualification scores back to the CRM: Deal Qualification Scores map to any CRM deal field and update when Avoma re-analyzes the deal. Ask Avoma can also search email on its own. | <https://www.avoma.com/blog/avoma-insider-august-2026> |
| 2026-09 | Revenue.io | Product launch | Conversation Agents write call insights into Salesforce fields: Conversation Agents analyze supported call transcripts for configured topics and write findings such as next steps, competitor mentions, objections, pricing sensitivity and churn signals to Salesforce fields the team selects. | <https://www.revenue.io/blog/introducing-conversation-agents-bring-buyer-insights-into-salesforce> |
| 2026-08-31 | Microsoft Dynamics 365 Sales | Product launch | Sales Development agent builds quotes and answers customer questions: A Microsoft notice says the Sales Development agent can take leads from qualified opportunities through to closed deals, generating quotes, answering customer questions and adjusting quotes on feedback. It escalates to human sellers when customers are blocked. General availability was set for 2026-09-30. | <https://mc.merill.net/message/MC1464732> |
| 2026-08-28 | Mixmax | Product launch | Mixmax MCP can build sequences and send tracked email: The Mixmax MCP can now write a sequence, add a list, send or schedule tracked email and manage tasks from Claude or ChatGPT. Sequences arrive as drafts, and sending and editing are each a setting the user turns on. | <https://www.mixmax.com/blog/build-and-send-outreach-with-the-mixmax-mcp> |
| 2026-08-26 | Salesforce Spiff | Product launch | Salesforce says Spiff gets an MCP and Agentforce this fall: A Salesforce product post says Spiff will release its own MCP in the second half of 2026 to connect compensation data to Slack, Claude, Teams and other MCP tools, and that Agentforce comes natively into Spiff this fall. | <https://www.salesforce.com/blog/agentic-incentive-compensation-management-vs-diy-ai-icm/> |
| 2026-08-26 | Salesforce Sales Cloud | Product launch | Salesforce in Claude brings 37 sales skills to Claude: Salesforce and Anthropic announced Claudeforce. It launches with a Claude plugin of 37 prebuilt sales skills, such as meeting prep, deal health review and pipeline review, that reason over live CRM data. Pilot customers have it now and open beta was set for September 2026. | <https://www.salesforce.com/news/?p=94766> |
| 2026-08-26 | Bitrix24 | Product launch | BitrixGPT 5.6 Agent: Bitrix24 added a built-in AI agent that performs actions in the interface and supports more than 120 business scenarios at launch. | <https://www.iphones.ru/1377458> |
| 2026-08-25 | Nooks | Acquisition | Nooks acquires FullyRamped: Nooks acquired FullyRamped, an AI-native sales coaching platform built on voice agents that simulate prospects for mock calls. Its founder joined the Nooks product team. | <https://www.nooks.ai/blog-posts/nooks-acquires-fullyramped> |
| 2026-08-24 | LeanData | Product launch | AI Inference Node reaches GA; AI Assistant comes to FlowBuilder in beta: The Q3 2026 release lists AI Inference Node as generally available for Premium customers, adds Anthropic and Azure as model providers, and puts the LeanData AI Assistant in FlowBuilder in beta. | <https://www.leandata.com/blog/leandata-q3-2026-release-ai-assistant-bookit-tradeshows-journeys/> |
| 2026-08-19 | Pricefx | Product launch | Pricefx opens its platform to customers' own AI assistants: Pricefx introduced a bring-your-own-AI feature on the Model Context Protocol so teams can query live pricing data, margins, discounts and quote data from Microsoft Copilot, Claude or ChatGPT. An early adopter program starts in October 2026 with general availability planned for early 2027. | <https://www.pricefx.com/content/news/pricefx-works-with-ai-assistants-pricefx> |
| 2026-08-13 | Amplemarket | Product launch | MCP upgrades: saved searches, Duo leads and lead lists from an AI agent: The July 2026 product update lets an AI agent connected through MCP work from Saved Searches, triage and action Duo leads, manage lead lists and log notes, alongside a Notification Center and voicemail drops. | <https://www.amplemarket.com/blog/made-for-you-july-2026> |
| 2026-08-12 | Xactly | Partnership | Xactly partners with ServiceNow, which will bundle Xactly with ServiceNow CRM: The partnership connects the Xactly Intelligent Revenue Platform to ServiceNow CRM. ServiceNow will bundle the platform alongside ServiceNow CRM so territory, quota and pay decisions reach the seller in real time. | <https://www.xactlycorp.com/company/press-room/xactly-partners-with-servicenow> |
| 2026-08-06 | Vendavo | Product launch | Vendavo launches High-Tech Revenue Management with new AI pricing tools: Vendavo announced availability of its High-Tech Revenue Management solution and a series of AI-powered pricing and rebate innovations for semiconductor and high-tech manufacturers. | <https://www.vendavo.com/company/press/vendavo-announces-high-tech-revenue-management/> |
| 2026-08-04 | Superleap | Funding | Superleap raises INR 36 crore pre-Series A: Superleap raised about $4.2M (INR 36 crore) led by Peak XV's Surge for its AI-native CRM for enterprise revenue teams. | <https://inc42.com/buzz/ai-native-crm-startup-superleap-bags-₹36-cr-led-by-peak-xvs-surge/> |
| 2026-08-03 | Koncert | Product launch | Koncert launches Koncert Phone and AI Voice Agent: Koncert launched a cloud business phone and an AI Voice Agent that answers business calls 24/7, qualifies inbound leads on custom criteria, books meetings into reps' calendars and captures caller details. Both are available immediately. | <https://www.koncert.com/koncert-press-releases/koncert-launches-koncert-phone-and-ai-voice-agent> |
| 2026-08 | Modjo | Product launch | Ask Modjo AI answers across the whole pipeline and account list: One question on the Deal List now answers across all deals the filters select. Ask Modjo AI also works on the Account List for upsell, risk and stakeholder coverage, and Modjo can be connected from Claude and Dust. | <https://help.modjo.ai/en/articles/11598941-what-s-new-in-modjo> |
| 2026-07-29 | Visdum | Product launch | Visdum opens an MCP server so Claude can read commission data: Users connect Claude to their own Visdum data with OAuth 2.1 and their existing permissions. Ten of 11 tools are read-only. The one write action saves a report after the user approves a preview. | <https://www.visdum.com/blog/visdum-mcp> |
| 2026-07-29 | Avoma | Product launch | Avoma MCP adds browser sign-in for Claude and ChatGPT: Avoma MCP now connects Claude and ChatGPT through a secure browser OAuth flow, with a settings dashboard of connections. The same update adds AI email templates and source selection in Ask Avoma. | <https://www.avoma.com/blog/avoma-insider-july-2026> |
| 2026-07-29 | Altify | Product launch | Altify launches MaxAI: Altify announced general availability of MaxAI, an always-on revenue coach that connects live Salesforce and Altify data to Claude, Microsoft Copilot, ChatGPT and Salesforce Agentforce for deal and account intelligence. | <https://altify.com/news/altify-launches-maxai/> |
| 2026-07-23 | Claap | Product launch | AI Fields turn calls into structured data: AI-generated columns in meeting and deal views produce structured values across calls. They can auto-run on new calls and sync to the CRM. | <https://www.claap.io/whats-new> |
| 2026-07-22 | Zoom Revenue Accelerator | Product launch | Sales Assist, Ask ZRA and Sales Roleplay reach general availability: Sales Assist gives real-time deal guidance during live calls. Ask ZRA answers natural-language questions about conversation and revenue data. Sales Roleplay offers AI practice with simulated customer scenarios. New Essentials and Premium tiers with consumption-based AI use. | <https://newshub.medianet.com.au/2026/07/zoom-revenue-accelerator-unveils-ai-that-drives-revenue-action-not-just-insights/162926/> |
| 2026-07-22 | Zoom Revenue Accelerator | Product launch | Zoom Revenue Accelerator adds an MCP server: An MCP server connects Revenue Accelerator data to third-party AI platforms, with a plug-in for OpenAI Codex. | <https://newshub.medianet.com.au/2026/07/zoom-revenue-accelerator-unveils-ai-that-drives-revenue-action-not-just-insights/162926/> |
| 2026-07-22 | Chili Piper | Partnership | Intercom Fin for Sales books meetings through Chili Piper: Intercom's Fin for Sales can now book qualified meetings through Chili Piper, which joins Calendly and HubSpot Meetings as a supported scheduling provider. | <https://www.intercom.com/changes/en/152101-fin-for-sales-now-books-meetings-with-chili-piper> |
| 2026-07-21 | Clarify | Acquisition | Clarify acquires Seam AI: Clarify announced that Seam AI, an AI-native account-based marketing startup, is joining Clarify, and announced Clarify Signals, due later this year. | <https://www.clarify.ai/blog/welcoming-seam-ai-to-clarify> |
| 2026-07-21 | Chorus by ZoomInfo | Product launch | ZoomInfo MCP gets a conversation intelligence tool: A conversation_intelligence tool in the ZoomInfo MCP server lets AI agents answer account questions from indexed call transcripts, with cited moments. | <https://gtm.ai/releases> |
| 2026-07-21 | Backstory | Product launch | Backstory launches Situation Search: Sellers describe a deal situation in plain language and Situation Search returns the most comparable deals from their own company history, with what the team did next and how each ended. It is available through the Backstory MCP server. | <https://www.backstory.ai/newsroom/backstory-launches-situation-search> |
| 2026-07-16 | Terret | Product launch | Terret Nexus reaches general availability: Terret announced general availability of Terret Nexus, an answer-to-action engine that answers complex revenue questions and then turns the answers into action across the CRM, conversation tools and daily workflows. | <https://salestechstar.com/price-optimization-revenue-management/terret-launches-nexus-the-first-revenue-platform-to-autonomously-diagnose-and-fix-broken-sales-pipelines/> |
| 2026-07-16 | SAP Sales Cloud | Product launch | Agentic opportunity summary arrives in SAP Sales Cloud: SAP's Q2 2026 customer experience release adds an agentic opportunity summary that "aggregates engagement signals, activity levels, and progress indicators into a real-time view" so sales teams can spot risk early and keep deal momentum. | <https://news.sap.com/2026/07/new-in-sap-cx-q2-2026-when-insight-is-not-enough/> |
| 2026-07-15 | Orum | Acquisition | Orum acquires Scout AI: Orum acquired Scout AI. It is now Scout by Orum, a data agent that combines CRM and third-party data with Orum's intelligence from over a billion outbound calls to rank the phone number most likely to reach a prospect. | <https://www.orum.com/blog/why-we-acquired-scout-ai> |
| 2026-07-15 | Orum | Product launch | Orum launches Scout, a data agent for phone numbers: Scout sits between a team's data providers and its CRM, ranks every candidate number by how likely it is to reach that person, and writes the best number back to the CRM. It is in a gated preview with a waitlist. | <https://www.orum.com/blog/why-we-acquired-scout-ai> |
| 2026-07-15 | Creatio | Product launch | Creatio unveils the 10x release with AI Studio, AI Twin and sales agents: Creatio introduced its 10x release, combining its CRM apps with tools to build and govern AI agents. Sales features include engagement sequences, guided selling, forecasting and voice agents for field teams. Industry agents cover banking and manufacturing. | <https://siliconangle.com/2026/07/15/creatio-expands-beyond-no-code-roots-conversational-development-tool-ai-studio/> |
| 2026-07-14 | Salesloft | Product launch | Salesloft launches Salesloft Conversation Intelligence: Salesloft Conversation Intelligence turns call data into a live signal layer that triggers next best action and feeds agents. It adds live coaching, call summaries, action items, follow-up emails, CRM updates, AI trend detection, auto call scoring and questions across multiple calls. | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Clari---Salesloft-Launches-Salesloft-Conversation-Intelligence--175719.aspx> |
| 2026-07-13 | ZoomInfo | Product launch | GTM.AI CLI and GTM Bench ship: A command-line client searches and enriches companies and contacts and runs agentic research. GTM Bench is a published benchmark of LLMs and agents on go-to-market work. | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/ZoomInfo-Launches-the-GTM.AI-CLI-and-GTM-Bench-175690.aspx> |
| 2026-07-10 | Twenty | Product launch | Build dashboards with AI: Twenty 2.20 lets users ask AI to build or reconfigure dashboards and views. | <https://twenty.com/releases> |
| 2026-07-09 | folk | Product launch | Meet folk MCP: folk released a hosted MCP server that gives AI assistants read and write access to a workspace. | <https://www.folk.app/changelog> |
| 2026-07-09 | Salesloft | Product launch | Salesloft MCP Server is listed natively in Claude's connector directory: Salesloft's MCP Server is natively listed in Claude's connector directory with no custom setup. Cadence data, Clari Copilot call intelligence and connectors for ChatGPT, Microsoft Copilot and Gemini are scheduled to follow through late summer 2026. | <https://www.clari.com/press/clari-salesloft-forecasting-execution-mcp-server/> |
| 2026-07-09 | Clari | Product launch | MCP server expands to Claude's connector directory: Clari + Salesloft listed its MCP server natively in Claude's connector directory and said Clari forecasting, Clari Copilot call data and custom connectors for ChatGPT, Microsoft Copilot and Google Gemini follow through late summer 2026. | <https://www.salesloft.com/company/newsroom/salesloft-mcp-server-revenue-data-ai-ecosystem> |
| 2026-07-07 | Seamless.AI | Product launch | Native n8n integration for prospecting workflows: Teams build workflows in n8n that find decision-makers, enrich records, research accounts, write outreach, route accounts, alert reps and sync to the CRM. | <https://seamless.ai/news/releases/seamless-turns-n8n-into-an-autonomous-ai-sales-representative> |
| 2026-07-06 | ConnectAndSell | Acquisition | Banzai International completes acquisition of ConnectAndSell: Banzai International completed its acquisition of substantially all assets of ConnectAndSell, effective 2026-07-02. ConnectAndSell serves about 250 B2B organizations, had FY2025 revenue of $14.7M, and most of its 38 staff join Banzai. | <https://salestechstar.com/partner-management-channel-enablement/banzai-completes-acquisition-of-connectandsell-doubling-annual-revenue-at-86-gross-margin/> |
| 2026-07-02 | Microsoft Dynamics 365 Sales | Product launch | Sales Agent reaches general availability in Microsoft 365 Copilot and Dynamics 365 Sales: Microsoft's Sales Agent is generally available. Sellers use natural language to pull customer and deal context and update CRM data, with opportunity summaries, post-meeting notes and voice updates on mobile. It also runs inside Dynamics 365 Sales. | <https://blogs.windows.com/japan/2026/07/17/sales-agent-is-now-generally-available-bringing-customer-and-deal-intelligence-i-4532629/> |
| 2026-07-02 | Common Room | Acquisition | Zoom acquires Common Room: Zoom announced a definitive agreement to buy Common Room and said the deal closed in July 2026. Common Room's buyer intelligence will join Zoom's AI revenue platform, alongside Zoom Revenue Accelerator. Terms were not disclosed. | <https://www.zoom.com/en/blog/zoom-to-acquire-common-room/> |
| 2026-07-01 | Vendavo | Acquisition | Vendavo agrees to buy Model N's High-Tech business: Vendavo signed an agreement to acquire Model N's High-Tech business unit to widen its position in semiconductor and high-tech manufacturing. A Vendavo blog post dated 2026-07-15 says the acquisition is complete. | <https://www.vendavo.com/company/press/vendavo-signs-agreement-to-acquire-model-n-high-tech-business-unit/> |
| 2026-06-30 | Pipedrive | Product launch | Pipedrive launches a native MCP server: Pipedrive released a built-in MCP server that lets AI assistants search records, convert leads, log activities and run pipeline analysis in live CRM data. Actions follow each user's permissions and are logged. It is included in all plans. | <https://www.pipedrive.com/en/newsroom/pipedrive-launches-native-mcp-server-bringing-crm-workflows-directly-into-ai-assistants> |
| 2026-06-30 | HubSpot Sales Hub | Acquisition | HubSpot agrees to buy Warmly, an AI sales intelligence company: Warmly announced it has agreed to be acquired by HubSpot. Warmly identifies buying intent and the website visitors who never filled out a form. Existing Warmly contracts, pricing and integrations stay unchanged for now. No terms were disclosed. | <https://www.warmly.ai/p/blog/warmly-is-joining-hubspot> |
| 2026-06-30 | Anaplan | Product launch | Anaplan introduces the Agentic Enterprise, with sales agents due by year end: Anaplan said it will deliver complete suites of domain-specific, skills-based agents for supply chain, human resources and sales, expected by the end of 2026. Finance agents come first, by October. | <https://anaplan.com/news/anaplan-introduces-the-agentic-enterprise/> |
| 2026-06-26 | Capsule | Product launch | Capsule MCP for AI tools: Capsule released an MCP server so AI tools can query contacts, pipeline, tasks and projects. It is free during the beta. | <https://capsulecrm.com/blog/what-if-you-could-just-ask-your-crm-introducing-capsule-mcp/> |
| 2026-06-25 | Traction Complete | Product launch | Data Agents launch for Salesforce: Data Agents cleanse, link and enrich go-to-market records in Salesforce. They act when a record enters the CRM, and each output carries a confidence score, sources and a reasoning narrative. | <https://tractioncomplete.com/articles/traction-complete-launches-data-agents/> |
| 2026-06-24 | Unify | Product launch | Unify relaunches as Claude for outbound sellers: From one prompt, reps build lists from more than 40 data sources, enrich contacts across email and phone waterfalls and draft one-to-one outreach in their voice for review. Self-serve plans start at $20 per month. | <https://www.unifygtm.com/changelog> |
| 2026-06-24 | Gong | Product launch | Mission Big Dipper brings Custom Agents and the Revenue Harness: Gong launched the Gong Revenue Harness, an execution layer that governs and orchestrates AI agents across the revenue cycle, and Custom Agents that teams build in natural language with configurable human oversight. Custom Agents, AI Builder in Gong Assistant, a standalone Assistant workspace, AI Coach and AI Builder for Scorecards were generally available in June 2026. | <https://www.gong.io/press/gong-launches-mission-big-dipper-revenue-harness> |
| 2026-06-23 | Zuora CPQ | Product launch | Zuora adds agents for CPQ setup and catalog management: Zuora expanded Zuora AI with agents for catalog management, CPQ and revenue operations, and workflow automation. The CPQ agents generate quote rules, validate business logic, configure CPQ experiences and troubleshoot complex implementations. | <https://www.cpapracticeadvisor.com/2026/06/23/zuora-expands-zuora-ai-with-new-agents-for-finance-teams/185552/> |
| 2026-06-23 | Attention | Funding | Attention raises a $30M Series B: Attention raised a $30M Series B led by RTP Global, with Aglae Ventures, Eniac, Alven and Linea Ventures. | <https://attention.com/blog-posts/attention-raises-30-million-series-b-ai-for-revenue-gtm-teams> |
| 2026-06-18 | Performio | Product launch | Performio AI Implementation Agents cut an ICM build from months to weeks: Performio reported customer results from Discovery, Configuration and UAT agents. In one implementation a configuration phase scoped at eight weeks finished in under one week. The AI Admin Assistant can call the same agents for plan changes in live environments. | <https://www.performio.co/news/performio-cuts-icm-implementation-timelines-from-months-to-weeks-with-ai-agents> |
| 2026-06-17 | Instantly | Product launch | Instantly introduces the AI Deliverability Agent: An always-on agent reviews DNS health, blocklists, warmup scores, bounces and abuse complaints. It can pause campaigns, replace risky accounts and balance providers inside Instantly. | <https://feedback.instantly.ai/changelog/introducing-the-ai-deliverability-agent> |
| 2026-06-16 | Seamless.AI | Product launch | AI Campaigns write each message in a sequence: AI Campaigns write a unique message for each contact at every step of a sequence across email, phone and social. Email steps are live; AI-written call and social steps are rolling out next. | <https://www.prweb.com/releases/seamless-launches-ai-campaigns-putting-an-ai-personalization-engine-inside-every-sales-sequence-302802098.html> |
| 2026-06-16 | Ergo | Funding | Ergo raises $2.8M seed round: FCVC led a $2.8M seed round with Y Combinator, Coughdrop Capital and Kulveer Taggar. Ergo describes itself as revenue infrastructure that unifies conversations, email and revenue signals for agents. | <https://www.einpresswire.com/article/919985708/ergo-raises-2-8m-for-revenue-infrastructure-for-the-ai-native-era> |
| 2026-06-16 | Demodesk | Product launch | Demodesk mobile app records in-person meetings: A mobile app records field visits and in-person meetings through the same AI pipeline as video calls: transcript, summary, coaching score and CRM update. Voice notes recorded after a meeting also sync to the CRM. | <https://demodesk.ai/blog/record-sales-meetings-on-the-go-mobile-app> |
| 2026-06-16 | Default | Funding | Default adds Series A led by 8VC, $20M total: A Series A led by 8VC, with Craft Ventures and Jack Altman, brings Default's total funding to $20M. | <https://www.contentgrip.com/default-agentic-gtm-platform/> |
| 2026-06-16 | Default | Product launch | Default launches agentic GTM platform with the Dot agent: Default launched a real-time GTM data layer, a revenue agent called Dot, and stateful tools for waterfall enrichment, scheduling, routing and assignment, and workflow orchestration. | <https://www.contentgrip.com/default-agentic-gtm-platform/> |
| 2026-06-16 | D&B Hoovers | Partnership | D&B Commercial Graph comes to Amazon Quick for sales and marketing: Through MCP, D&B data is available inside Amazon Quick. Teams can ask in plain language to identify and prioritize prospects and improve audience targeting. | <https://www.dnb.com/en-us/newsroom/press-releases/dnb-brings-commercial-graph-to-amazon-quick-powering-ai-workflows-across-sales-marketing-and-finance.html> |
| 2026-06-15 | Microsoft Dynamics 365 Sales | Product launch | Dynamics 365 Sales skills arrive in Microsoft 365 Copilot Cowork: Microsoft's release plan lists Dynamics 365 Sales skills in Microsoft 365 Copilot Cowork as generally available on 2026-06-15, so sellers can work with sales data from inside Cowork. | <https://learn.microsoft.com/en-us/dynamics365/release-plan/2026wave1/sales/dynamics365-sales/planned-features> |
| 2026-06-12 | Gradient Works | Product launch | Gradient Works MCP is available to all customers: The MCP connects a customer's AI agent to routing, book management, territory planning and account scoring. The agent can debug why a lead routed as it did, build routing flows from a plain-language description, pull Carve scenarios and deploy plans. | <https://www.gradient.works/blog/the-gradient-works-mcp-is-now-available-to-all-customers> |
| 2026-06-09 | Close | Product launch | Chloe voice agent generally available: Close made Chloe, an AI sales agent inside its CRM, generally available on all plans in the U.S. and Canada. Chloe calls leads, qualifies them, books meetings, follows up and updates records. In beta, 306 businesses made more than 818,000 calls. | <https://pr.hillsboronewstimes.com/article/Close-Launches-Chloe-an-AI-Sales-Agent-Built-Directly-Into-the-CRM/6a2885865f1a393667890f3a> |
| 2026-06-09 | Attio | Product launch | New Workflows run AI agents on customer context: Attio rebuilt Workflows to put customer context to work with AI agents. | <https://attio.com/changelog> |
| 2026-06-08 | Salesforce Revenue Cloud | Acquisition | Salesforce agrees to buy m3ter for native usage billing: Salesforce signed a definitive agreement to acquire m3ter, a metering and rating platform for consumption-based pricing, to bring usage billing natively to Revenue Cloud. An editor's note on the page says the deal closed on 2026-07-01. | <https://salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-m3ter/> |
| 2026-06-04 | Sweep | Product launch | Sweep launches cross-platform agent across Salesforce, Snowflake and Data 360: The agent builds one map of metadata, permissions, automations and dependencies, answers natural-language impact questions, and runs governed changes in Salesforce. Agentic Governance scans for drift and policy risk. | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Sweep-Launches-Cross-Platform-Agent-That-Reasons-Across-Salesforce-Snowflake-and-Data-360-175124.aspx> |
| 2026-06-04 | Pipedrive | Partnership | Pipedrive joins OpenAI's sales plugin for Codex: Pipedrive said it will be included in the launch of OpenAI's sales plugin for Codex, which links Pipedrive CRM data to AI-assisted sales workflows. | <https://www.pipedrive.com/en/newsroom/pipedrive-to-be-included-in-openais-codex-sales-plugin-launch-bringing-crm-context-into-ai-powered-sales-workflows> |
| 2026-06-03 | Outreach | Product launch | Outreach app arrives in ChatGPT, with an MCP server for Codex: Outreach announced availability of its app in ChatGPT and its MCP server in Codex, so sellers can act on pipeline data and generate collateral inside OpenAI's tools. Both are listed as available now. | <https://www.outreach.ai/company/newsroom/outreach-chatgpt-and-mcp-server-for-codex> |
| 2026-06-03 | Claap | Product launch | MCP insights and HubSpot field enrichment: Smart tables and AI columns became readable by Claude and other MCP clients. Field enrichment can push insights to HubSpot Meetings, Calls and Leads. | <https://www.claap.io/whats-new> |
| 2026-06-02 | ZoomInfo | Product launch | GTM.AI opens ZoomInfo data to AI agents: GTM.AI is a headless go-to-market context layer, the API and MCP home for ZoomInfo intelligence. The MCP server exposes company search, contact discovery, real-time enrichment, intent and AI recommendations. | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/ZoomInfo-Launches-GTM.AI-175066.aspx> |
| 2026-06-02 | Outreach | Product launch | Outreach adds an MCP client and an agent marketplace: Outreach became, in its words, the first revenue orchestration platform to offer both an MCP Server and an MCP Client, so Outreach can pull external GTM tools into its platform. It also launched the Agentic Ecosystem, a catalog of reviewed agents with admin controls over installation and access. | <https://www.outreach.ai/company/newsroom/outreach-becomes-the-first-agentic-ai-platform-for-revenue-teams-with-full-mcp-suite> |
| 2026-06-01 | Streak | Product launch | MCP can create and update records: LLMs connected through Streak's MCP server can now create boxes and contacts, not only read them. | <https://streak.com/updates> |
| 2026-06-01 | QuotaPath | Product launch | QuotaPath launches Atlas, an AI revenue strategist for comp plans and capacity: Atlas helps revenue leaders create and check compensation plans and model the go-to-market plan needed to hit revenue targets. The release lists plan validation against benchmarks, scenario modeling before rollout, linking pay structures to business goals, and answers on team performance. | <https://salestechstar.com/?p=262692> |
| 2026-06 | Revenue.io | Product launch | In-person meeting capture brings conversation intelligence to field sellers: The iOS app records supported in-person meetings. Sellers and managers then review transcripts and analysis in Conversation AI for follow-up and coaching. | <https://www.revenue.io/blog/revenue-io-brings-conversation-intelligence-to-in-person-meetings> |
| 2026-06 | Revenue.io | Product launch | Revenue Roleplay lets reps practice with AI buyers: Revenue Roleplay is an AI-powered practice application where sellers rehearse buyer conversations and get feedback before a live call. Sales leaders and enablement teams set scenarios to match their coaching priorities. | <https://www.revenue.io/blog/revenue-roleplay-sales-practice-built-for-real-conversations> |
| 2026-06 | Modjo | Product launch | Modjo MCP connects Claude, Gemini, ChatGPT and Dust over OAuth: Modjo MCP OAuth connects outside AI tools directly to Modjo. A semantic search tool lets the MCP agent find calls by meaning, and a Knowledge feature adds company playbooks for Ask Modjo AI. | <https://help.modjo.ai/en/articles/11598941-what-s-new-in-modjo> |
| 2026-05-29 | Von | Rebrand | Rattle becomes Von: The company rebuilt its product from scratch as Von, after Rattle served over 200 companies. Von says it soft-launched in February 2026 and tells Rattle customers it is where the company is going. | <https://vonlabs.ai/blog/rattle-to-von> |
| 2026-05-21 | LeanData | Product launch | LeanData AI Assistant and BookIt MCP ship in Q2 release: The Q2 2026 release adds a conversational AI Assistant in Audit Logs for rep routing questions and a BookIt MCP server that exposes scheduling to MCP-compatible AI clients. | <https://www.leandata.com/blog/leandata-q2-2026-release-audit-logs-best-fit-assignment-bookit-mcp/> |
| 2026-05-20 | Nooks | Product launch | Nooks launches AI Assistant: Nooks AI Assistant is a conversational interface over the Nooks Agent Workspace. Hand it an account and it builds the strategy, finds prospects and writes every sequence, and can run overnight so outreach is ready to send. | <https://www.nooks.ai/blog-posts/introducing-nooks-ai-assistant-frontier-ai-for-gtm-teams> |
| 2026-05-19 | Demodesk | Product launch | Demodesk MCP server is generally available: MCP-compatible AI tools such as Claude, Cursor and Codex can query Demodesk meeting recordings, transcripts, summaries and coaching scorecards. | <https://demodesk.ai/blog/introducing-the-demodesk-mcp> |
| 2026-05-15 | Demodesk | Product launch | Demodesk launches AI Crew: An in-app workspace where revenue teams build, install and run autonomous AI sales agents without code, with a marketplace of pre-built agents. Available to all customers from the launch date. | <https://demodesk.ai/blog/introducing-demodesk-ai-crew> |
| 2026-05-15 | CaptivateIQ | Product launch | CaptivateIQ launches CaptivateIQ Agents and an MCP Server in limited beta: Three agents: a Compensation Builder Agent, a Compensation Operations Agent and a Revenue Planning Agent that builds a plan from a leader's goals, including territory and account assignments. An MCP Server connects live compensation and planning data to outside AI tools. The release says the agents are in limited beta for select customers. | <https://www.martechcube.com/captivateiq-launches-captivateiq-agents/> |
| 2026-05-14 | Xactly | Product launch | Xactly launches a Fleet of Agents and Intelligence Studio: The Fleet of Agents covers builder, workflow and optimization agents, with an Incent Plan Configuration Agent and a Dispute Management Agent as early examples. Intelligence Studio lets Xactly, customers and partners create agents on their own business rules, across planning, compensation, forecasting and territory work. | <https://www.xactlycorp.com/company/press-room/Xactly-releases-fleet-of-agents> |
| 2026-05-14 | Smartlead | Product launch | Smartlead adds SmartAssistant: A chat assistant on every page answers with account data, sets up campaigns, finds leads, fixes issues and writes sequences. | <https://updates.smartlead.ai/changelog/introducing-smart-assistant-your-personal-assistant-inside-smartlead> |
| 2026-05-13 | Dolfin | Funding | Dolfin raises a EUR 2.1M seed round: Swanlaab led a EUR 2.1M ($2.5M) seed round with Archipelago Next, Inveready and Dozen to scale its AI-native sales compensation platform. | <https://inforcapital.com/news/barcelonas-dolfin-raises-21-million-seed-round-to-scale-its-ai-native-platform-for-sales-compensation/> |
| 2026-05-12 | Roadrunner | Product launch | Roadrunner launches AI-native CPQ: prompt, quote, approve: Roadrunner announced general availability of its AI-native quoting platform, which it calls PQA: Prompt, Quote, Approve. It recommends deal configurations, enforces pricing policies and automates approval routing. | <https://www.techdogs.com/tech-news/globe-newswire/roadrunner-raises-27m-to-rebuild-quote-to-cash-from-the-ground-up> |
| 2026-05-12 | Roadrunner | Funding | Roadrunner raises $27M from Kleiner Perkins and Founders Fund: Roadrunner announced $27M in funding, a seed led by Kleiner Perkins and a Series A led by Founders Fund. Roadrunner was co-founded in 2025. | <https://www.techdogs.com/tech-news/globe-newswire/roadrunner-raises-27m-to-rebuild-quote-to-cash-from-the-ground-up> |
| 2026-05-12 | Nue | Product launch | Nue introduces Agentic Revenue Architecture with a new agentic CPQ: Nue introduced Agentic Revenue Architecture, an API-first system where AI governs pricing logic, deal motions and billing. The new CPQ is described as the agentic gateway to the pricing logic, with modes from pure agentic to fully manual. | <https://www.nue.io/company/press/agentic-revenue-architecture/> |
| 2026-05-12 | Monaco | Funding | Monaco raises $50M Series B led by Benchmark: Monaco raised a $50M Series B led by Benchmark. Total funding is above $85M. | <https://www.vcaonline.com/news/2026051211/monaco-secures-50-million-in-series-b-funding-to-grow-ai-powered-sales-platform-amid-strong-customer-demand/> |
| 2026-05-08 | Clarify | Product launch | AI Agents in early access: Clarify's weekly ship notes list Agents in early access: they research accounts, draft follow-ups, update records and run plays autonomously. Access is by waitlist. | <https://www.clarify.ai/changelog/weekly-ship-notes-5-8> |
| 2026-05-07 | monday CRM | Rebrand | monday.com relaunches as an AI work platform with agents for sales and other teams: monday.com rebuilt its product as an AI work platform with agents for sales, marketing, support and other teams, one-click connections to ChatGPT, Claude and Microsoft 365 Copilot, and an AI Platform Gateway to several LLMs. | <https://itbrief.co.uk/story/monday-com-rebuilds-platform-around-ai-work-agents> |
| 2026-05-07 | Reply.io | Product launch | Jason 4.0 runs outbound end to end: Jason 4.0 finds leads with nine sourcing methods including AI Web Search, scores each contact against an ICP, researches every contact and runs multichannel outreach across email, LinkedIn and calls in one sequence. | <https://reply.io/blog/whats-new-in-reply-meet-jason-4-0-your-end-to-end-ai-sdr/> |
| 2026-05-05 | Tacton CPQ | Product launch | Tacton launches an AI Product Modeling Assistant for CPQ: Tacton launched a generative AI assistant that turns product data from spreadsheets, specifications, PDFs and legacy systems into a draft CPQ model. Tacton says it cuts modeling effort by up to 50%. Modelers review and approve before models sync into the CPQ. | <https://www.tacton.com/press-release/tacton-award-winning-innovation-leader-launches-ai-product-modeling-assistant-to-accelerate-cpq-implementation-and-eliminate-bottlenecks/> |
| 2026-04-30 | Microsoft Dynamics 365 Sales | Product launch | Sales Research Agent adds sales operations insights and Fabric lakehouse data: Microsoft's release plan lists sales operations insights in Sales Research Agent, and sales research over Fabric lakehouse data, as generally available on 2026-04-30 after a preview from 2026-02-16. | <https://learn.microsoft.com/en-us/dynamics365/release-plan/2026wave1/sales/dynamics365-sales/planned-features> |
| 2026-04-30 | Attention | Product launch | Super Agent can search the web: Super Agent combines CRM, call and email data with live web results, cites sources inline, and works in Slack, Agent Builder and the web app. Admins turn it on per workspace and per role. | <https://attention.com/blog-posts/super-agent-web-search-real-time-research> |
| 2026-04-29 | Otter.ai | Product launch | Otter.ai launches AI Chat Connectors and Otter for Desktop: Otter AI Chat now acts as an MCP client that pulls live data from Gmail, Google Drive, Notion, Jira and Salesforce. Its MCP server gives ChatGPT and Claude meeting history as context. Otter for Desktop on Mac and Windows captures calls from any application. | <https://techintelpro.com/news/ai/agentic-ai/otterai-evolves-to-100b-conversational-knowledge-engine-category> |
| 2026-04-29 | Attio | Product launch | Ask Attio takes action: Ask Attio now does the work from a plain-language request, such as updating records. The same release put Attio in the ChatGPT store. | <https://attio.com/changelog> |
| 2026-04-29 | Apollo.io | Product launch | Apollo launches its app in ChatGPT: The beta app, powered by Apollo's MCP server, lets sales teams research, enrich and run outbound workflows inside one ChatGPT conversation, with OAuth access and Apollo permissions. | <https://www.apollo.io/newsroom/announcements/apollo-launches-app-in-chatgpt> |
| 2026-04-27 | Outreach | Product launch | Outreach launches Omni and Agent Studio in its Spring 2026 release: Omni is a conversational agent that answers questions about accounts, deals and pipeline and can send emails to address objections in the same chat, in the app, Slack and mobile. Agent Studio gives RevOps a visual canvas to build and schedule custom agents under leader controls. The release also renamed the website to Outreach.ai. | <https://www.outreach.ai/company/newsroom/outreach-launches-omni-reimagining-how-revenue-teams-execute-with-ai-agents> |
| 2026-04-24 | Aviso | Product launch | Aviso Spring 2026 release: Pentagon Score, MIKI Context Graph, AI Cadences: Aviso's spring release added Pentagon Score for pipeline health, MIKI as a multi-agent system on a Context Graph, AI Cadences that assign each week a revenue focus, and context-aware call summaries. | <https://www.aviso.com/blog/aviso-spring-2026-product-updates> |
| 2026-04-23 | lemlist | Product launch | lemlist adds AI Agentic Enrichment agents: lemlist introduced a set of agents inside the product that research each prospect from company websites, LinkedIn, recorded sales calls and CRM history and return ready-to-use variables for sequences. | <https://www.lemlist.com/blog/ai-agentic-enrichment> |
| 2026-04-22 | Vulki by Akeron | Product launch | Akeron launches akyba, an agent center for Vulki: Akeron launched akyba, a governed agent center inside Vulki, Tarko and Kautha. Its "domain-specific AI agents that operate on certified data and act directly within business processes" automate complex configurations and continuously monitor and resolve exceptions. It started with a Pioneer Program of four companies. | <https://www.akeron.com/en/?p=101279> |
| 2026-04-21 | Xactly | Product launch | Xactly and ServiceNow launch a Dispute Management AI Agent: The agent uses the Model Context Protocol and works with ServiceNow Now Assist to run commission inquiries and disputes in one AI-guided interaction. It is available through the ServiceNow Marketplace. | <https://www.xactlycorp.com/company/press-room/xactly-and-servicenow-launch-agent-agent-ai-integration-revenue-operations> |
| 2026-04-21 | Twenty | Product launch | Twenty 2.0: AI agents, chats and MCP: Twenty 2.0 lets users choose a model, build agents for emails and record enrichment in workflows, and expose the workspace to MCP-compatible clients. | <https://twenty.com/releases> |
| 2026-04-21 | Backstory | Rebrand | People.ai becomes Backstory: People.ai changed its name to Backstory and repositioned as a Revenue Answers Platform that connects signals, applies revenue reasoning and delivers decisions into AI workflows. | <https://www.cmswire.com/the-wire/peopleai-becomes-backstory-redefining-how-revenue-teams-get-answers-about-their-deals/> |
| 2026-04-15 | Fathom | Product launch | Fathom 3.0: bot-free capture and Claude and ChatGPT access: Fathom 3.0 adds a choice of bot-free or bot-based capture on every call (bot-free is live on Mac), account-wide Ask Fathom, and API and MCP integrations that connect meeting context to Claude and ChatGPT. An iOS app was announced as coming soon. | <https://martechseries.com/mts-insights/fathom-unveils-major-platform-update-adding-bot-free-capture-account-wide-meeting-insights-and-widely-expanded-llm-integrations/> |
| 2026-04-15 | Clari | Product launch | Clari forecast connects to Salesloft actions; MCP server launches: Clari and Salesloft connected forecast and pipeline insight to seller execution (create Salesloft tasks and send AI follow-up emails from Clari Forecast and Clari Inspect) and launched an MCP server that opens live revenue data to Claude, ChatGPT, Microsoft Copilot, Gemini and Agentforce. | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Clari---Salesloft-Connect-Forecasting-to-Execution-and-Launch-MCP-Server-174375.aspx> |
| 2026-04-14 | Salesloft | Product launch | Salesloft launches an MCP Server and links Clari forecasts to Salesloft actions: The new MCP Server lets AI tools such as Claude, ChatGPT, Microsoft Copilot, Gemini and Salesforce Agentforce work on live Salesloft data, including pipeline movement and deal activity. Managers can also create Salesloft tasks and AI follow-up emails from Clari Forecast and Clari Inspect. | <https://prod.clari.com/press/clari-salesloft-forecasting-execution-mcp-server/> |
| 2026-04-14 | HubSpot Sales Hub | Product launch | Breeze Prospecting Agent goes on sale at $1 per recommended lead: HubSpot's Spring 2026 Spotlight says the Prospecting Agent identifies buying signals, finds buying-committee contacts and drafts outreach. It is "now available with a 28-day free trial, at just $1 per recommended lead." Reps review and approve before sending. | <https://www.hubspot.com/company-news/spring-2026-spotlight> |
| 2026-04-14 | HubSpot Sales Hub | Product launch | Smart Deal Progression turns call transcripts into CRM updates: After each rep and prospect call, Smart Deal Progression reads the transcript with the full deal history, suggests CRM updates, drafts a follow-up email and lists action items. It uses the account's pipeline definitions, deal stages and forecasting logic. | <https://www.hubspot.com/company-news/spring-2026-spotlight> |
| 2026-04-13 | SugarAI | Rebrand | SugarCRM rebrands as SugarAI around precision selling: SugarCRM unveiled a new brand identity as SugarAI. It describes a move from CRM as a system of record to a system of action, with account-level insights that highlight risk, uncover expansion and guide next steps, and links to ERP data. | <https://sugarai.com/press-releases/sugarcrm-unveils-new-brand-identity-as-sugarai-declaring-the-next-generation-of-crm> |
| 2026-04-13 | Mixmax | Product launch | Mixmax MCP server launches: Mixmax introduces an MCP server that connects meetings, sequences and engagement data to AI tools such as Claude and ChatGPT. | <https://www.mixmax.com/blog/introducing-the-mixmax-mcp-server-your-sales-data-inside-your-ai> |
| 2026-04-09 | Oracle Fusion Cloud Sales | Product launch | Oracle launches Fusion Agentic Applications for customer experience, with a Sales Command Center: Oracle announced five agentic applications in Fusion Cloud CX, including a Sales Command Center that replaces manual oversight with "continuous monitoring, risk analysis, and next-best-action execution," and a Cross-Sell Program Workspace. They run on Oracle AI Agent Studio. | <https://www.oracle.com/news/announcement/oracle-introduces-fusion-agentic-applications-for-cx-2026-04-09/> |
| 2026-04-01 | Vendavo | Product launch | Spring 2026 release adds AI pricing and documentation assistants: Vendavo advanced its AI Pricing Assistant and AI Documentation Assistant and introduced an ML-driven price rules generator, to detect margin risk early and run root cause analysis at scale. | <https://www.vendavo.com/company/press/vendavo-advances-ai-with-pricing-assistant-innovations-introduces-ml-driven-price-rules-generator/> |
| 2026-04-01 | Capsule | Product launch | Capsule AI summaries, pipeline generator and email assist: Capsule's March 2026 product update rolled out AI Summaries, an AI Pipeline Generator, AI Email Assist and AI enrichment. The post says the tools are still in beta. | <https://capsulecrm.com/blog/capsule-uncapped-march-2026/> |
| 2026-04 | Jiminny | Product launch | Jiminny adds AI Call Scoring: Managers see how each rep performs with AI Call Scoring. Panorama can also run reports on a schedule. | <https://help.jiminny.com/en/articles/9529043-what-s-new-in-jiminny> |
| 2026-03-31 | Rox | Product launch | Rox Agent launches in Microsoft 365 Copilot: The Rox Agent combines Rox data with Microsoft 365 email, meeting and calendar signals for sellers in Word, Excel, PowerPoint and Outlook. Rox also added support for Microsoft's NLWeb protocol and earned co-sell ready status. | <https://www.rox.com/articles/rox-microsoft-copilot> |
| 2026-03-30 | Rox | Partnership | Rox revenue agent built on Databricks reaches general availability: Rox and Databricks launched a Built On Databricks revenue agent that runs on the customer's data warehouse for pipeline generation, deal management and expansion. Rox says it is generally available to enterprise customers. | <https://www.rox.com/articles/databricks-built-on> |
| 2026-03-26 | Instantly | Product launch | Instantly releases the AI Sales Agent: The agent enriches every lead with verified contact data and buying signals, writes tailored outreach, follows up and helps turn replies into booked meetings. A person can review activity before it goes live or let it run. | <https://feedback.instantly.ai/changelog/the-future-of-sales-is-here-robot> |
| 2026-03-25 | Anaplan | Product launch | Anaplan releases Sales Forecasting among 12 new applications: Anaplan announced 12 new purpose-built applications. Sales Forecasting "Enables accurate, intelligent go-to-market forecasts with dynamic scenario modeling and real-time pipeline visibility". | <https://www.anaplan.com/news/anaplan-announces-latest-ai-driven-innovations-applications-to-advance-enterprise-decision-making/> |
| 2026-03-24 | Attio | Product launch | Web research agent for AI attributes: An upgraded AI attribute, the Web research agent, gathers richer and more reliable data across a workspace. | <https://attio.com/changelog> |
| 2026-03-19 | Apollo.io | Acquisition | Apollo acquires Pocus: Apollo bought Pocus, an enterprise revenue intelligence platform that turns buying signals into prioritized action. Financial terms were not disclosed. | <https://www.apollo.io/newsroom/announcements/apollo-acquires-pocus-to-advance-its-vision-for-an-ai-native-gtm-operating-system> |
| 2026-03-18 | Streak | Product launch | AI action steps in automations: Automations can now include AI steps: custom prompts, Autofill, Ask AI and summaries. | <https://streak.com/updates> |
| 2026-03-16 | Salesforce Sales Cloud | Product launch | Agentforce Sales puts a team of AI agents beside every seller: Salesforce introduced six sales agents: Prospecting, Engagement, Account Research and Meeting Prep, Pipeline Management, Quoting and Partner Success. All but Prospecting were generally available that day. Prospecting followed on 2026-03-30. | <https://www.salesforce.com/news/stories/agentforce-sales-announcement/> |
| 2026-03-12 | Rox | Funding | Rox reported to raise a round at a $1.2B valuation: TechCrunch reported, citing sources, that Rox raised a round valuing it at $1.2B, led by returning investor General Catalyst. Rox projected about $8M in annual recurring revenue for 2025. | <https://techcrunch.com/?p=3101784> |
| 2026-03-11 | Streak | Product launch | Streak in ChatGPT, Claude and other AI tools: Streak launched a ChatGPT app and an MCP server so AI tools can search deals and contacts and take actions such as updating stages and creating tasks. | <https://streak.com/updates> |
| 2026-03-11 | Conga CPQ | Product launch | Conga unveils AiMe, a shared AI layer with new quoting agents: At Conga Connect, Conga introduced AiMe, an AI layer for "prescriptive, agentic and proactive intelligence" across its platform. The CPQ roadmap named new AI agents for quote creation and AI-driven price optimization at the point of sale. | <https://conga.com/node/11653> |
| 2026-03-11 | Aviso | Partnership | Aviso signs NEWCOM as a channel partner: NEWCOM, a technology solution provider and systems integrator, became an authorized channel partner of Aviso. | <https://www.aviso.com/press/aviso-newcom-partnership> |
| 2026-03-09 | Zoho CRM | Product launch | Zoho CRM Q1 2026 update adds Smart Prompts with a choice of LLM: Zoho's Q1 2026 CRM update adds Smart Prompts that use Zia or another LLM (Gemini, Claude and Cohere are listed) to summarize records and draft emails, and Zia suggestions for pricing rules built from past quotes. | <https://blog.zoho.com/index.php/crm/q1-2026-update.html> |
| 2026-03-06 | Amplemarket | Product launch | Amplemarket MCP connects Claude and ChatGPT: Amplemarket works inside Claude and ChatGPT through MCP: a user can search prospects, enrich contacts, build lead lists, create sequences and enroll leads, query analytics and work the inbox from the chat. | <https://www.amplemarket.com/blog/mcp> |
| 2026-03-04 | Pigment | Product launch | Pigment launches AI Intent Modeling with the Modeler Agent: Teams "describe the outcome they want" and the patent-pending Modeler Agent builds governed, production-ready models and applications. Pigment's sales planning page says it builds a sales planning model from a plain-language description after the user approves the plan. | <https://www.pigment.com/newsroom/modeler-agent-launch> |
| 2026-03-04 | Apollo.io | Product launch | Apollo AI Assistant leaves beta as a GTM operating system: Apollo launched its AI Assistant, which runs prospecting, research, outreach and deal workflows from plain-language goals. It reports nearly 20,000 weekly active users and beta users booking 2.3x more meetings. | <https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform> |
| 2026-03 | Modjo | Product launch | Modjo in Gmail writes follow-ups and outreach: Modjo generates follow-up emails, intros and outreach from inside the Gmail inbox. Teams can also test a custom agent against a real account, deal or call before publishing it. | <https://help.modjo.ai/en/articles/11598941-what-s-new-in-modjo> |
| 2026-02-27 | Sweep | Product launch | Sweep launches Multi-Org Agent for Salesforce: The agent maps links, automations and rules across several Salesforce orgs, compares configurations, flags conflicting automation and assesses consolidation and Agentforce readiness. | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Sweep-Launches-Multi-Org-Agent-for-Salesforce-173694.aspx> |
| 2026-02-26 | Streak | Product launch | AI Summary, Autofill and Q&A out of beta: Streak's AI deal summaries, autofill and Q&A left beta and went to all paid plans with a monthly pool of AI credits. | <https://streak.com/updates> |
| 2026-02-25 | Momentum | Product launch | Momentum adds native Google Meet recording and Autopilot for Contacts: Native Google Meet recording runs without a recording bot (beta). Autopilot for Contacts reads relationship details from sales calls and writes them to the Salesforce Contact object as structured data. | <https://www.momentum.io/blog/momentum-just-killed-the-recording-bot-heres-what-that-means-for-your-revenue-org> |
| 2026-02-25 | Gong | Product launch | Gong adds built-in MCP client and server: Gong added Model Context Protocol support, both client and server, so organizations can connect Gong to other AI systems with controls over data access, usage and provenance. | <https://gong.io/press/gong-launches-mission-andromeda-expanding-its-revenue-ai-os-to-enablement-and-account-management> |
| 2026-02-25 | Gong | Product launch | Mission Andromeda adds Gong Enable and Gong Assistant: Gong launched Gong Enable (AI Call Reviewer, AI Trainer, Initiative Tracking), Gong Assistant for questions over customer calls, and Account Console and Account Boards that show risk signals and next steps. | <https://gong.io/press/gong-launches-mission-andromeda-expanding-its-revenue-ai-os-to-enablement-and-account-management> |
| 2026-02-24 | Outreach | Product launch | Outreach MCP Server reaches general availability, listed for Claude: Outreach announced the general availability of its Model Context Protocol server, which shares Outreach revenue context with external AI agents such as Claude. It is listed in Claude Connectors and the Outreach MCP Marketplace. | <https://www.outreach.ai/company/newsroom/outreach-joins-anthropics-model-context-protocol-ecosystem-to-connect-ai-agents-across-revenue-workflows> |
| 2026-02-24 | Nooks | Product launch | Nooks launches AI Sequencing: AI Sequencing extends the Nooks dialer's automation to list building, account research and writing emails, so teams run coordinated multi-channel outbound from one workspace on full account context. | <https://www.nooks.ai/blog-posts/introducing-ai-sequencing-the-evolution-of-intelligent-outbound> |
| 2026-02-24 | Apollo.io | Product launch | Apollo launches a beta native connector for Claude: Apollo's native connector and MCP server let Claude users find leads, enrich them and add them to sequences without leaving a Claude conversation. Apollo also released a Claude Code and Cowork plugin. | <https://www.apollo.io/newsroom/announcements/apollo-delivers-gtm-outbound-execution-to-claude> |
| 2026-02-23 | LeanData | Product launch | AI Inference Nodes put an LLM inside routing flows: The Q1 2026 release adds AI Inference Nodes, which place LLM prompts in the routing graph where unstructured data needs interpretation, using the customer's own API key. Title clustering moves to a proprietary LLM. | <https://www.leandata.com/blog/leandata-q1-2026-release-ai-nodes-account-hierarchies-agentic-scheduling/> |
| 2026-02-19 | Attio | Product launch | Attio MCP server: Attio released an MCP server to connect the CRM to AI tools. | <https://attio.com/changelog> |
| 2026-02-18 | Momentum | Acquisition | Salesforce signs agreement to acquire Momentum: Salesforce said it would buy Momentum to bring conversation data from third-party video apps into Agentforce 360 and Slackbot. Salesforce's editor note says the acquisition closed on 2026-03-02. | <https://www.salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-momentum/> |
| 2026-02-18 | Backstory | Product launch | Backstory launches an MCP integration: Backstory launched an MCP integration that connects Claude, Microsoft Copilot, ChatGPT and custom agents to its structured CRM data and unstructured call, email and meeting data. | <https://www.backstory.ai/newsroom/people-ai-brings-complete-revenue-intelligence-to-ai-workflows-through-model-context-protocol-mcp-integration> |
| 2026-02-12 | Aurasell | Product launch | Aurasell GTM OS on top of existing CRMs: Aurasell released its GTM OS, which runs AI workflows on top of Salesforce or HubSpot without replacing them. A custom agent builder and agentic enterprise search were due that month. | <https://agilebrandguide.com/aurasell-launches-worlds-first-ai-native-os-to-run-intelligent-gtm-workflows-on-any-crm/> |
| 2026-02-11 | WINN.AI | Funding | WINN.AI raises $18M Series A: Series A of $18 million led by Insight Partners, Mangusta Capital and S Capital, with Moneta, Highsage, Alumni Ventures, Sarona Ventures and OurCrowd. Funds go to US expansion and product development. | <https://www.insightpartners.com/ideas/winn-ai-raises-18-million-series-a-to-close-the-gap-between-sales-strategy-and-real-time-execution/> |
| 2026-02-11 | Monaco | Product launch | Monaco emerges from stealth with an AI-native CRM: Monaco opened a public beta of an AI-native CRM with a built-in prospect database. Agents build prospect lists, sequence outreach, run campaigns and schedule meetings. Monaco's own salespeople watch the AI and hold the customer meetings. | <https://techcrunch.com/2026/02/11/former-founders-fund-vc-sam-blond-launches-ai-sales-startup-to-upend-salesforce/> |
| 2026-02-11 | Monaco | Funding | Monaco raises $35M seed and Series A: Monaco raised $35M across a $10M seed and a $25M Series A, both led by Founders Fund. | <https://techcrunch.com/2026/02/11/former-founders-fund-vc-sam-blond-launches-ai-sales-startup-to-upend-salesforce/> |
| 2026-02-10 | Twenty | Product launch | Twenty 1.17 improves AI Chat: Twenty 1.17 gave AI Chat a cleaner experience and clearer model choices. | <https://twenty.com/releases> |
| 2026-02-10 | Oracle CPQ | Product launch | Oracle adds a Quote Generation Agent to Fusion Sales: Oracle announced role-based AI agents built with AI Agent Studio and embedded in Fusion Applications at no extra cost. The sales agents include a Quote Generation Agent that analyzes emails, drawings and other inputs, selects product configurations and applies the correct pricing template. | <https://www.oracle.com/news/announcement/oracle-ai-agents-help-marketing-sales-and-service-leaders-enhance-cx-2026-02-10/> |
| 2026-02-09 | Smartlead | Product launch | Smartlead launches SmartAgents: SmartAgents execute outbound workflows inside Smartlead, sync actions across CRM, LinkedIn and sheets, monitor mailbox health and campaign performance, and take action automatically while looping a person in only when needed. | <https://updates.smartlead.ai/changelog/meet-smartagents-ai-operators-built-to-execute-and-scale-gtm-3> |
| 2026-02-04 | Attio | Product launch | Ask Attio launches: Ask Attio lets users search, update and create across the CRM by asking, surface call insights and draft follow-ups. | <https://attio.com/changelog> |
| 2026-02-02 | Day AI | Product launch | CRMx generally available: Day AI made CRMx generally available. Long-running agents turn natural-language requests into actions on a context graph of customer data. It can replace a CRM for startups or sit beside an incumbent one. | <https://pulse2.com/day-ai-20-million-series-a/> |
| 2026-02-02 | Day AI | Funding | Day AI raises $20M Series A led by Sequoia: Day AI raised a $20M Series A led by Sequoia Capital and launched its AI-native customer relationship platform, CRMx, to general availability. | <https://pulse2.com/day-ai-20-million-series-a/> |
| 2026-02 | Modjo | Product launch | Modjo Agents ship for plans, follow-up emails and deal briefings: Modjo released its first Agents, which build plans, follow-up emails, deal briefings and other workflows in one click. Admins and managers can pin agents as favorites for specific teams. Ask Modjo AI also came to Salesforce. | <https://help.modjo.ai/en/articles/11598941-what-s-new-in-modjo> |
| 2026-01-28 | Clay | Funding | Employee tender offer at $5B valuation: A tender offer led by DST Global lets employees sell up to $55M of shares at a $5B valuation. Clay reported $100M ARR and 14,000 customers. | <https://clay.com/blog/tender-offer-2026> |
| 2026-01-27 | Common Room | Product launch | DataAgent flags duplicate and stale CRM records: DataAgent is an always-on AI tool that continuously surfaces outdated contacts, duplicate contacts and duplicate accounts in the CRM, powered by Person360. It is in limited beta for Salesforce, and CRM write-back and HubSpot are planned. | <https://www.commonroom.io/blog/dataagent/> |
| 2026-01-26 | Clay | Product launch | Clay in Claude: Clay's contact data, enrichment providers and AI research agents become available inside Claude as a connector. | <https://www.clay.com/changelog/clay-in-claude> |
| 2026-01-20 | Traction Complete | Product launch | Complete Discover tests AI enrichment before it touches Salesforce: Complete Discover turns Google Sheets into an account data workspace for testing AI enrichment prompts. Validated prompts deploy into Salesforce through Complete AI. | <https://tractioncomplete.com/articles/traction-complete-launches-complete-discover/> |
| 2026-01-20 | DealHub | Funding | DealHub raises $100M growth round led by Riverwood Capital: DealHub announced a $100 million growth round led by Riverwood Capital to expand globally and build its Agentic Revenue Hub, which joins CPQ, subscriptions, contracts, billing, revenue recognition and DealRoom. | <https://dealhub.io/blog/company/dealhub-io-amplifies-massive-growth-with-100m-new-funding/> |
| 2026-01-15 | Nutshell | Product launch | Nutshell launches AI Agent Marketplace: Nutshell launched a marketplace of task-specific agents in its CRM, covering call transcription, email drafting, lead research and reporting. It is open to all users. | <https://techintelpro.com/news/ai/enterprise-ai/nutshell-launches-ai-agent-marketplace-for-crm-sales-teams> |
| 2026-01-15 | Dialpad Sell | Product launch | Dialpad brings real-time AI to Japan, including Sell licenses: Real-time Japanese transcription, AI Recaps with action items, and real-time coaching for Support and Sell licenses with AI Playbooks and AI Live Coach Cards. AI Scorecards are coming soon. Free through April 2026. | <https://www.dialpad.com/press/dialpad-launches-real-time-ai-in-japan/> |
| 2026-01-13 | Saleshandy | Product launch | Saleshandy launches an MCP server: The Model Context Protocol server lets AI tools build email sequences, manage prospects, monitor sender health and read campaign performance in plain English. | <https://news.saleshandy.com/125456-new-launch-saleshandy-mcp-model-context-protocol> |
| 2025-12-16 | Insightly | Product launch | Insightly launches AI Copilot: Insightly introduced Copilot, a conversational assistant that creates and updates records, finds duplicate and incomplete records, drafts emails and suggests follow-ups. | <https://www.insightly.com/blog/insightly-crm-conversational-ai-copilot/> |
| 2025-12-10 | Claap | Product launch | Claap AI 2.0 and Gong integration: Claap rebuilt Claap AI to be faster and more precise, and added an integration that brings Gong recordings into Claap. | <https://www.claap.io/whats-new> |
| 2025-12-09 | Xactly | Product launch | Xactly unveils Incent AI Agents in early access: Two agents on the Xactly Intelligent Revenue Platform. For practitioners, they model and deploy incentive plans from natural language prompts and show how well plans work. For sellers, they explain performance and commissions, answer plan questions, estimate commissions and let sellers start disputes. The release calls it an early access preview. | <https://www.xactlycorp.com/company/press-room/xactly-unveils-new-ai-agents-transform-incentive-compensation-management> |
| 2025-12-09 | CaptivateIQ | Product launch | CaptivateIQ opens AI Payee Agents to a waitlist: The December 2025 product newsletter introduced a Plan Doc Explainer that answers questions about the full compensation plan and a Statement Explainer that checks payout statements. Both are available by waitlist only. | <https://www.captivateiq.com/blog/whats-new-at-ciq-december-2025> |
| 2025-12-09 | Anaplan | Product launch | Anaplan launches role-based agents, including Sales Analyst: Anaplan introduced four role-based agents for finance, supply chain, sales and workforce. Sales Analyst "alerts teams to risks, runs impact scenarios and enables decisive action to optimize revenue performance management". The release says the agents are now available to customers. | <https://www.anaplan.com/news/anaplan-introduces-new-suite-role-based-ai-agents/> |
| 2025-12-05 | Territory Planner by Ascent Cloud | Product launch | Ascent Cloud adds Integration Engine for Insights in the Winter 2026 release: The Winter 2026 release adds Integration Engine data connections across Territory Planner, Geopointe and LevelEleven. Insights users can connect warehouses such as Snowflake. The article says Insights was free until December 31, 2025. | <https://www.martechcube.com/?p=279894> |
| 2025-12-04 | Varicent | Product launch | Varicent shows AI-native updates for planning, incentive logic, data work and inquiries: At its Unlock Innovation Forum, Varicent showed how to model scenarios and adjust territories on demand, automate the building and testing of incentive logic, process data with AI and cut compensation inquiries to minutes. The page gives no availability dates. | <https://www.varicent.com/news/varicent-ai-native-architecture-unlock-innovation-forum> |
| 2025-12-03 | Veeva Vault CRM | Product launch | Veeva AI Agents become available for Vault CRM: Veeva made AI Agents available for Vault CRM and PromoMats: a Free Text Agent that flags issues in call notes, a Voice Agent for voice entry and a Pre-call Agent with insights and suggested actions. Agents work within existing permissions and audit trails. | <https://www.veeva.com/eu/resources/veeva-ai-agents-now-available-to-increase-productivity-and-customer-centricity/> |
| 2025-12-03 | Orum | Product launch | Orum ships custom AI scorecards, iOS screener detection and live transfer: Orum's monthly release made custom AI scorecards available on the AI Coaching Suite plan, added detection of iOS call screeners with an automatic opener drop during parallel dialing, and made live transfer from SDR to AE available to all customers. | <https://www.orum.com/blog/what-s-new-live-transfer-screener-detection-custom-ai-scorecards-more> |
| 2025-12-03 | Clari | Acquisition | Clari and Salesloft complete their merger: Clari and Salesloft merged into one company, with Steve Cox as CEO, after announcing the deal on 2025-08-07. The combined company says it ingests more than 10 billion revenue interactions and doubles R&D investment. No price was disclosed. | <https://salesloft.com/company/newsroom/clari-salesloft-merger> |
| 2025-12-02 | WINN.AI | Partnership | Force Management launches XCELERATOR built with WINN.AI: Force Management launched an AI sales assistant that pairs WINN.AI's real-time assistant with its sales methodologies. It takes notes, updates CRM fields, creates follow-up tasks and guides reps live in 15 languages. | <https://www.forcemanagement.com/newsroom-press/force-management-launches-xcelerator-an-ai-sales-assistant> |
| 2025-11-20 | Performio | Partnership | Performio and LINEN Cloud partner on sales planning and incentive pay: LINEN Cloud, an AI and no-code sales planning platform, and Performio announced a partnership to unify territory and quota planning with incentive compensation management. | <https://www.performio.co/news/linen-cloud-performio-sales-planning-icm-partnership> |
| 2025-11-19 | Subskribe | Acquisition | DealHub acquires Subskribe: DealHub announced the acquisition of Subskribe, adding subscription management, usage-based billing and revenue recognition to its agentic CPQ. DealHub said Subskribe will be fully integrated into the DealHub platform and existing customers see no immediate change. | <https://dealhub.io/blog/company/dealhub-acquires-subskribe-your-questions-answered-and-whats-to-come/> |
| 2025-11-14 | Saleshandy | Product launch | Saleshandy releases AI Prospect Enrichment: AI and web search add icebreakers, company summaries and talking points to prospects using ready-made or custom prompts and current GPT, Claude and Gemini models, for up to 100,000 prospects at once. | <https://news.saleshandy.com/117491-hyper-personalize-cold-emails-like-never-before> |
| 2025-11-14 | Lative | Funding | Lative raises $7.5 million for AI sales planning: Lative raised $7.5 million, co-led by Act Venture Capital and Senovo VC, to develop its AI sales planning platform and expand go-to-market. | <https://www.irishtimes.com/business/2025/11/14/lative-raises-75m-in-funding-to-grow-ai-sales-planning-platform> |
| 2025-11-13 | Fireflies.ai | Product launch | Fireflies launches Live Assist and Desktop App: The Desktop App records from a Mac or Windows computer with no bot in the call, with the same transcripts, summaries and AskFred search. It also brings Live Assist, a real-time panel that surfaces answers during meetings, and Sales Assist, the same for sales calls. | <https://fireflies.ai/blog/fireflies-launches-live-assist-and-desktop-app/> |
| 2025-11-12 | Salesloft | Product launch | Salesloft releases the Sales Strategist Agent and Influence Graph: The Fall 2025 release added the Sales Strategist Agent (in-workflow coaching from calls, emails, meetings and deals), the Influence Graph (maps account stakeholders by sentiment and influence), an enhanced AI Email Assistant and Key Moments. The release says the features are available immediately. | <https://www.salesloft.com/company/newsroom/fall-2025-product-launch-salesloft-unveils-ai-closing-power-suite> |
| 2025-11-07 | Copper | Product launch | Copper GPT brings CRM data into ChatGPT: Copper released Copper GPT, a read-only integration that lets ChatGPT explore contacts, deals and activities and suggest next steps. It is open to Professional and Business customers. | <https://www.copper.com/resources/copper-gpt-chatgpt> |
| 2025-11-05 | Reevo | Funding | Reevo launches with $80M: Reevo launched its AI-native go-to-market platform with $80M co-led by Khosla Ventures and Kleiner Perkins. | <https://reevo.ai/blog/redefining-how-companies-go-to-market> |
| 2025-11 | Modjo | Product launch | Ask Modjo AI comes to HubSpot and every call page: Modjo embedded Ask Modjo AI inside HubSpot and made it the central conversational entry point from any call page. It also added auto-generated prompts per field type for CRM Filling agents. | <https://help.modjo.ai/en/articles/11598941-what-s-new-in-modjo> |
| 2025-11 | Lightfield | Product launch | Lightfield launches its AI-native CRM: The Tome founders launched Lightfield, a CRM that builds customer records from email, calendar and calls. More than 5,000 companies have signed up since launch. | <https://unite.ai/lightfield-raises-47m-series-a-led-by-a16z-to-accelerate-growth/> |
| 2025-11 | Jiminny | Product launch | Jiminny adds Ask Jiminny Panorama: Ask Jiminny Panorama answers questions across many calls, with insights for a rep or a deal stage. | <https://help.jiminny.com/en/articles/9529043-what-s-new-in-jiminny> |
| 2025-10-27 | Nue | Product launch | Nue launches Nue AI on its MCP server: Nue announced Nue AI, a context-aware AI for revenue operations built on Nue's MCP server and powered by ChatGPT, Claude and Gemini. The first release is in Lifecycle Manager. Nue said AI-guided selling in CPQ, an AI pricing engine and agentic chat would follow across 2025 and 2026. | <https://www.nue.io/company/press/nue-ai-announcement/> |
| 2025-10-23 | Visdum | Product launch | Visdum introduces an AI Copilot for commissions: A chat assistant over live compensation data answers questions about plans, quotas, deal credits and payouts and traces a commission back through each step to find where it broke. It is read-only. | <https://visdum.com/blog/ai-copilot> |
| 2025-10-23 | Performio | Product launch | Performio launches an AI Admin Assistant and an MCP Server: The AI Admin Assistant lets comp admins use natural language to find issues, get plan explanations and learn the app. The MCP Server lets users run calculations, inspect plans and data flows and chain workflows from tools like Claude Desktop or Salesforce Agentforce. | <https://www.performio.co/news/performio-launches-ai-icm> |
| 2025-10-21 | Microsoft Dynamics 365 Sales | Product launch | Sales Close Agent and Sales Research Agent enter public preview: Constellation Research reports that Microsoft added a Sales Close Agent to help reps win deals and a Sales Research Agent for pipeline management, territory planning and sales operations, both in public preview, beside the generally available Sales Qualification Agent. | <https://www.constellationr.com/insights/news/microsoft-dynamics-365-expands-sales-ai-agent-roster> |
| 2025-10-21 | Gong | Product launch | Gong Orchestrate and new agents announced at Celebrate: Gong announced Gong Orchestrate for defining and launching sales plays, plus the AI Deep Researcher and AI Data Extractor agents, configurable Forecast Boards and Account Boards. The release says the capabilities will reach customers over the coming months. | <https://gong.io/press/gong-unveils-new-ai-innovations-to-help-revenue-teams-drive-growth-at-scale> |
| 2025-10-20 | Claap | Acquisition | Claap joins lemlist: Claap announced it is joining lemlist to combine meeting intelligence with outreach follow-ups. Accounts, data and pricing stay the same. No deal value was given. | <https://www.claap.io/blog/claap-is-joining-lemlist-to-build-the-next-generation-platform-for-sales> |
| 2025-10-16 | D&B Hoovers | Product launch | D&B.AI suite launches with ChatD&B and MCP servers: D&B.AI includes ChatD&B, purpose-built agents for credit risk, compliance, sales and marketing, MCP servers for Agent Ready Data, and a Match Agent that supplies D-U-N-S Numbers. | <https://www.dnb.com/en-us/newsroom/press-releases/dnb-launches-enterprise-ai-capabilities.html> |
| 2025-10-15 | Copy.ai | Acquisition | Fullcast acquires Copy.ai: Fullcast announced it acquired Copy.ai to add an AI execution layer to its RevOps platform. Copy.ai workflows are sold with Fullcast as Fullcast Propel (powered by Copy.ai). | <https://www.fullcast.ai/content/fullcast-announces-the-acquisition-of-copy-ai/> |
| 2025-10-13 | Salesforce Sales Cloud | Product launch | Agentforce 360 reaches general availability with Agentforce Sales: Salesforce made Agentforce 360 generally available worldwide. Agentforce Sales "automates prospecting, qualification, and quoting with next-best actions" and runs inside Slack. | <https://www.salesforce.com/news/press-releases/2025/10/13/agentic-enterprise-announcement/> |
| 2025-10-13 | Aviso | Product launch | Aviso launches Halo and autonomous AI Avatars: Aviso launched Halo, an AI layer that sees what GTM team members see and gives guidance, and autonomous AI Avatars (SDR, Sales Coach, CSM) that the release says handle the revenue lifecycle from qualifying leads to coaching reps and onboarding customers. The platform includes a library of 50+ task agents and a No-Code Agent Studio. | <https://www.aviso.com/press/aviso-redefines-revenue-execution-with-halo-and-autonomous-ai-avatars-the-unfair-advantage-of-gtm-teams> |
| 2025-10-10 | folk | Product launch | Introducing folk Assistants: folk introduced Assistants, a built-in, always-on team that finds follow-up opportunities in conversations and enriches companies with tailored research notes. A library of assistants followed on 2026-01-15. | <https://www.folk.app/changelog> |
| 2025-10-09 | Zilliant | Product launch | Zilliant launches three AI agents and a pricing MCP server: Zilliant introduced Agentic AI with an Approvals Agent, a Sales Agreement Agent and an Insights Agent, and what it calls the pricing industry's first Model Context Protocol server, announced at its MindShare Europe conference. | <https://zilliant.com/press-releases/zilliant-launches-agentic-ai-with-industry-first-mcp-server-to-end-spreadsheet-pricing> |
| 2025-10-09 | Everstage | Product launch | Everstage launches an AI-first CPQ with a quote-to-commission link: Everstage CPQ adds AI-driven deal configuration and DealRooms, shows sellers the commission impact of a quote in real time, and flags only deals outside set guardrails for approval. | <https://www.everstage.com/press/everstage-launches-cpq-completing-the-quote-to-commission-connection-for-revenue-transformation> |
| 2025-10-09 | Apollo.io | Product launch | Apollo launches its Agentic End-to-End GTM Platform at ApolloNEXT: Apollo launched a platform that unifies outbound, inbound, deals and data enrichment under AI agents. It includes AI Assistant and AI Projects, Agentic Outbound (Parallel Dialer, AI Call Prep, Deliverability Suite), Agentic Inbound, Agentic Deals and Agentic Data Enrichment with Waterfall Enrichment. | <https://www.apollo.io/newsroom/announcements/apolloio-unveils-industrys-first-fully-agentic-end-to-end-gtm-platform-redefining-how-companies-drive-revenue-in-the-ai-era> |
| 2025-10-08 | Otter.ai | Product launch | Otter.ai ships an enterprise AI suite with an MCP server: Six enterprise features: an MCP server that shares meeting data with outside AI tools such as Claude, an agentic AI chat that pulls CRM data from Salesforce and HubSpot, tailored summaries (sales teams get pipeline updates and next steps), a public API, security controls and a bot-free desktop app. | <https://www.uctoday.com/unified-communications/otter-ai-goes-full-enterprise-new-ai-suite-wants-to-turn-meetings-into-living-knowledge-base/> |
| 2025-10-07 | ZoomInfo | Product launch | Copilot Workspace launches for sellers: ZoomInfo Copilot Workspace pulls CRM and engagement data into one view. Its AI agents research accounts, draft outreach, update CRM fields and suggest next steps. | <https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/ZoomInfo-Launches-Copilot-Workspace-171800.aspx> |
| 2025-10-07 | Tacton CPQ | Acquisition | Tacton buys Variantum and Serenytics: Tacton announced the acquisition of Variantum, a Finnish configuration lifecycle and order fulfillment software company, and Serenytics, a French analytics provider, to extend its platform beyond CPQ into engineering, fulfillment, service and analytics. | <https://www.tacton.com/press-release/tacton-acquires-variantum-and-serenytics-to-deliver-the-most-complete-end-to-end-platform-for-complex-manufacturers/> |
| 2025-10-01 | Rox | Product launch | Rox introduces Command, a chat interface that runs agent swarms: Command breaks one request into steps and routes them to specialist agents working in parallel on research, outreach, opportunity management and proposals. Each step is subject to guardrail approvals. | <https://aws.amazon.com/blogs/machine-learning/rox-accelerates-sales-productivity-with-ai-agents-powered-by-amazon-bedrock> |
| 2025-10-01 | Conga CPQ | Acquisition | Conga agrees to buy the PROS B2B business: Conga announced it would acquire the B2B software business of PROS Holdings from Thoma Bravo, adding PROS's AI pricing optimization and quoting to Conga's CPQ, contract and document automation products. The companies expected to close in the first quarter of 2026 and did not disclose terms. | <https://www.digitalcommerce360.com/2025/10/01/conga-to-acquire-pros-b2b-software-business/> |
| 2025-10 | eSpatial | Product launch | eSpatial launches MapAssist, a generative AI agent for its mapping platform: eSpatial's company page says it launched MapAssist in October 2025, "a generative AI agent built directly into the mapping platform" that speeds data preparation, spatial analysis and visualization. | <https://www.espatial.com/company/about> |
| 2025-10 | Jiminny | Product launch | Jiminny launches AI CRM Filling: Jiminny updates CRM fields automatically with information from a call or a deal. | <https://help.jiminny.com/en/articles/9529043-what-s-new-in-jiminny> |
| 2025-09-25 | Microsoft Dynamics 365 Sales | Product launch | Sales Qualification Agent reaches general availability: Microsoft announced general availability of the Sales Qualification Agent. It researches leads from CRM and web data, scores them against set criteria, drafts and sends emails, follows up and "hands off to sellers only those that have demonstrated purchase intent." | <https://mc.merill.net/message/MC1159615> |
| 2025-09-22 | Vendavo | Product launch | Vendavo launches Vendavo AI with four embedded agents: Vendavo launched Vendavo AI: AI Price Manager, AI Price Optimizer, AI Deal Desk (guides approvals, pricing and cross-sell and upsell recommendations) and AI Incentives Optimizer, built into pricing, quoting and incentives workflows. | <https://www.vendavo.com/in-media/vendavo-announces-vendavo-ai> |
| 2025-09-17 | monday CRM | Product launch | monday.com announces monday agents and an SDR agent for monday CRM: monday.com announced customizable agents that "execute multi-step workflows autonomously," including an SDR agent for monday CRM that qualifies leads with enrichment and first outreach and hands prospects to sales. Agents were set to roll out in the first half of 2026. | <https://uctoday.com/collaboration/elevate-2025-monday-com-announce-ai-products-monday-agents-and-campaigns> |
| 2025-09-16 | PandaDoc | Product launch | PandaDoc launches a native MCP server for AI agents: PandaDoc announced a native MCP server that lets AI agents run complete agreement flows from natural-language instructions, such as creating a sales proposal and sending it for signature. The release paired it with outcome-based pricing. | <https://markets.financialcontent.com/wral/article/bizwire-2025-9-16-pandadoc-takes-aim-at-docusign-with-ai-native-mcp-release-enterprise-grade-trust-and-outcome-based-pricing> |
| 2025-09-11 | folk | Product launch | folk integrates with ChatGPT: folk's changelog lists an integration with ChatGPT. | <https://www.folk.app/changelog> |
| 2025-09-10 | Pigment | Product launch | Pigment makes the Analyst Agent available to all customers: Pigment expanded access to the Analyst Agent, which "continuously analyzes data, detects anomalies, and generates deep, contextual insights" and suggests next steps. Pigment's sales planning pages name the Analyst Agent for capacity gap reports. | <https://www.pigment.com/newsroom/analyst-agent-launch> |
| 2025-09-09 | Terret | Rebrand | BoostUp rebrands as Terret: BoostUp reintroduced itself as Terret, moving from a forecasting tool to what it calls a full-stack AI system for sales, success and revenue operations. Justin Shriber is CEO. | <https://www.prnewswire.com/news-releases/boostup-rebrands-as-terret-launches-new-fleet-of-ai-revenue-agents-to-supercharge-gtm-teams-302550934.html> |
| 2025-09-09 | Terret | Product launch | Terret launches the AI Revenue Fleet: Terret unveiled its AI Revenue Fleet, a suite of interconnected agents that automate go-to-market work from pipeline generation to forecast, on a platform developed in collaboration with MongoDB, Cloudflare and Mistral. | <https://www.prnewswire.com/news-releases/boostup-rebrands-as-terret-launches-new-fleet-of-ai-revenue-agents-to-supercharge-gtm-teams-302550934.html> |
| 2025-09-04 | Driven | Funding | Driven raises EUR 1.5M to build its AI commission platform: Driven secured EUR 1.5 million in a round led by Pitchdrive, with backing from figures in the Ghent tech scene, to build out its AI sales commission platform. | <https://tech.eu/2025/09/04/driven-lands-eur15m-to-transform-sales-commissions-management/> |
| 2025-09-03 | HubSpot Sales Hub | Product launch | HubSpot unveils 18 new Breeze Agents at INBOUND 2025 and spotlights Prospecting and Data agents: HubSpot announced 18 new Breeze Agents in beta, joining 15 already generally available, with a Prospecting Agent that monitors buying signals, researches accounts and sends outreach, and a Data Agent that researches custom questions from CRM data, files and the web. Breeze Studio entered public beta. | <https://cxtoday.com/event-news/hubspot-inbound-2025-the-top-10-announcements/> |
| 2025-09 | Jiminny | Product launch | Jiminny adds AI Exec Reports: AI Exec Reports give regular reports on calls, tailored to the team. | <https://help.jiminny.com/en/articles/9529043-what-s-new-in-jiminny> |
| 2025-08-28 | Ebsta | Acquisition | Fullcast acquires Ebsta: Fullcast announced it acquired Ebsta, the revenue intelligence platform, to pair go-to-market planning with execution. The release says Ebsta's AI-powered insights on deal health, pipeline risk and forecast accuracy become part of Fullcast's offer. | <https://www.ebsta.com/news-updates/fullcast-acquires-ebsta/> |
| 2025-08-27 | Fullcast | Acquisition | Fullcast acquires Atrium: Fullcast acquired Atrium, a sales performance management software company, to build an AI-powered suite across the revenue lifecycle. | <https://www.fullcast.ai/content/fullcast-acquires-atrium/> |
| 2025-08-26 | Fullcast | Product launch | Fullcast releases an MCP server for revenue operations: The server gives AI platforms such as Claude, OpenAI and Gemini two-way access to territory and quota management, incentive and commissions management and analytics. Fullcast calls it the first MCP-enabled revenue operations platform. | <https://www.fullcast.ai/content/fullcast-announces-the-release-of-its-model-context-protocol-mcp-server/> |
| 2025-08-26 | D&B Hoovers | Acquisition | Clearlake completes acquisition of Dun & Bradstreet: Clearlake Capital completed its purchase of Dun & Bradstreet. Stockholders received $9.15 in cash per share. | <https://www.dnb.com/en-us/newsroom/press-releases/clearlake-completes-acquisition-of-dnb.html> |
| 2025-08-26 | Clay | Product launch | Claygent Navigator browses sites by vision: Claygent Navigator uses vision to navigate websites with replay, and AI columns start with a metaprompter. | <https://www.clay.com/changelog> |
| 2025-08-26 | Aurasell | Funding | Aurasell launches its AI-native CRM with $30M seed: Aurasell launched what it calls the world's first AI-native CRM platform and announced a $30M seed from N47, Menlo Ventures and Unusual Ventures. | <https://builtin.com/articles/aurasell-launches-ai-native-crm-platform-20250826> |
| 2025-08-26 | Attio | Funding | Attio raises $52M Series B led by GV: Attio raised $52M in a Series B led by GV, with Redpoint, Balderton, Point Nine and 01 Advisors. Total funding reached $116M. | <https://tech.eu/2025/08/26/attio-raises-52m-series-b-to-scale-crm-platform/> |
| 2025-08-13 | CaptivateIQ | Product launch | CaptivateIQ joins sales planning and incentive pay in one AI platform with Catalyst: CaptivateIQ released a platform that puts capacity planning, quota management and predictive modeling next to incentive compensation. Catalyst, a new AI and machine learning layer, powers custom forecasting models and anomaly detection, and AI-guided plan building lets teams change plans without IT. | <https://salestechstar.com/?p=250361> |
| 2025-08-07 | Unify | Product launch | Unify adds AI research reports powered by GPT-5: A Run AI Research button on any company or person record generates a report of the insights most relevant to the customer's business. | <https://www.unifygtm.com/changelog> |
| 2025-08-07 | Everstage | Product launch | Everstage launches Agent Core, an agentic layer for incentives: Agent Core holds an account's rules, workflows and business logic so agents answer in context. It launches with four incentive agents: a Databook Assistant that readies Salesforce data for commission processing, a Commission Assistant that explains commissions and statement breakdowns to reps, an Onboarding Assistant that assigns new hires to plans and an Admin Assistant that routes support queries. Everstage says planning agents follow. | <https://www.everstage.com/press/everstage-launches-agent-core-the-agentic-intelligence-layer> |
| 2025-08-06 | Xactly | Product launch | Xactly launches Intelligence AI Agents that build planning and pay apps from a description: Xactly Intelligence AI Agents let practitioners describe a business process and have agents design and build the application in Xactly Extend, in prompt, sketch, collaboration or build modes. The release calls them generally available. | <https://www.xactlycorp.com/company/press-room/xactly-launches-industry-first-ai-agents-revolutionize-sales-performance> |
| 2025-08-06 | Aviso | Product launch | Aviso introduces Aviso Agentic AI: Aviso introduced its agentic AI for sales execution: an AI Brain with persistent memory that orchestrates AI Revenue Avatars, role-specific workflows and background task agents across prospecting, pipeline, forecasting and renewals. | <https://www.aviso.com/blog/aviso-agentic-ai> |
| 2025-08-05 | Clay | Funding | Clay raises $100M Series C at $3.1B: CapitalG led a $100M Series C. Clay said it had raised $204M in total and served more than 10,000 customers. | <https://business.sherbrookerecord.com/sherbrookerecord/article/bizwire-2025-8-5-ai-gtm-leader-clay-raises-100m-series-c-to-fuel-gtm-engineering-roles-industrywide> |
| 2025-08-04 | Outreach | Product launch | Outreach ships Deal Agent and Research Agent in its quarterly release: The release made the Deal Agent (suggests updates to deal methodology fields from customer conversations) and the Research Agent (builds an account view from public data and past interactions) available, and added AI personalization for LinkedIn messages and call talking points. | <https://www.outreach.ai/company/newsroom/outreach-launches-new-ai-agents-to-power-gtm-teams> |
| 2025-08-01 | Claap | Product launch | Claap adds Ask Claap AI and Claap MCP: Ask Claap AI answers questions over meeting recordings. Claap MCP connects the recordings to AI tools. | <https://www.claap.io/whats-new> |
| 2025-07-17 | Zoho CRM | Product launch | Zoho launches Zia LLM, Zia Agents, Agent Studio and an MCP server: Zoho launched its in-house Zia LLM, 25+ Zia Agents and an Agent Marketplace. Zia Agent Studio now has 700+ prebuilt actions, and agents can run as digital employees in Zoho CRM under roles and permissions. An MCP server exposes Zoho data to outside AI tools. | <https://cxtoday.com/crm/zoho-makes-5-major-moves-to-expand-its-ai-portfolio> |
| 2025-07-16 | Unify | Funding | Unify raises a $40M Series B: Battery Ventures led the round, with the OpenAI Startup Fund, Thrive Capital, Emergence Capital, Abstract Ventures, The Cannon Project and Capital49. The round came nine months after a $12M Series A. | <https://pulse2.com/unify-40-million-series-b-raised-for-transforming-go-to-market-strategies/> |
| 2025-07-16 | Salesforce Revenue Cloud | Product launch | Agentforce for Revenue builds quotes from a plain-language request: Salesforce launched Agentforce for Revenue inside Revenue Cloud. Sellers describe a deal, such as "Quote 25 licenses with a 10% discount", and the agent generates the quote with the right products, pricing and terms. Part of the Summer '25 release, all available at launch. | <https://www.salesforce.com/news/stories/agentforce-for-revenue-announcement/> |
| 2025-07-15 | Pricefx | Product launch | Pricefx unveils 125 pricing agents: Pricefx launched 125 prebuilt agents, plus a no-code way to build custom agents in under 10 minutes. The agents scan pricing, quoting, customer, product and transaction data continuously and recommend targeted actions on margin leakage, discounts, upside and accounts. | <https://www.silicon.co.uk/press-release/pricefx-unveils-125-agents-to-help-leaders-protect-margins-and-drive-growth> |
| 2025-07-15 | Coefficient | Product launch | Coefficient launches MCP for Google Sheets: An MCP server connects Google Sheets to Salesforce and HubSpot using native formulas, listed on Product Hunt on 2025-07-15. | <https://www.producthunt.com/products/coefficient/launches/coefficient-for-excel> |
| 2025-07-08 | Varicent | Partnership | Varicent and ServiceNow partner to bring sales planning and incentives into ServiceNow CRM: Varicent announced a collaboration to bring its Sales Planning and Incentive Compensation products into the ServiceNow Customer Workflows ecosystem. The release says the joint solution reaches the ServiceNow Store by Q4 2025, with early access for select customers. | <https://www.varicent.com/news/varicent-and-servicenow-collaboration> |
| 2025-07-08 | Attention | Product launch | Attention introduces Super Agent: Super Agent analyzes CRM data, call transcripts and pipeline trends, suggests next steps and carries out actions in Slack or CRM workflows once approved. Agent Builder lets teams make custom agents. | <https://attention.com/blog-posts/introducing-super-agent-your-ai-teammate-for-revenue-execution> |
| 2025-06-25 | Clarify | Funding | Clarify raises $22.5M and is generally available: Clarify announced $22.5M in total funding led by USVP and Gradient and made its AI-native CRM generally available. Hundreds of teams use it weekly. | <https://www.clarify.ai/blog/series-a> |
| 2025-06-19 | Reply.io | Product launch | Jason AI writes in 49 languages with triple verification: Reply says Jason AI now writes in 49 native languages and checks each message through a triple-verification process that includes a quality check called Jason AI Shield. | <https://reply.io/blog/new-in-reply-trusted-emails-tagged-workflows-global-push/> |
| 2025-06-12 | Saleshandy | Product launch | Saleshandy introduces AI Sequence Copilot in beta: The copilot researches a company website and industry and writes a full, personalized email sequence. | <https://news.saleshandy.com/94160-introducing-ai-sequence-copilot-beta> |
| 2025-06-12 | Fireflies.ai | Funding | Fireflies passes $1 billion valuation after first tender offer: Fireflies reported a valuation above $1 billion after its first tender offer, which gave liquidity to long-tenured early staff. It reports profitability since 2023 and no primary capital raised since 2021. | <https://fireflies.ai/blog/fireflies-1-billion-valuation/> |
| 2025-06-10 | Outreach | Product launch | Outreach unveils its AI Revenue Workflow Platform and new agents: Outreach introduced the AI Revenue Workflow Platform with a Research Agent, Conversation Agent, Deal Agent and Reply Agent, plus Smart Forecast Assist and Smart Analytics Assist. | <https://www.outreach.ai/company/newsroom/outreach-unveils-new-ai-revenue-workflow-platform-at-unleash-2025> |
| 2025-06-05 | Revenue Grid | Product launch | Revenue Grid launches Mentor: Revenue Grid announced Mentor, a context-aware conversational sales capability built into the tools sales teams already use. Reps and managers ask plain-language questions about at-risk deals, coaching needs and pipeline changes. | <https://revenuegrid.com/news/revenue-grid-launches-ai-powered-mentor/> |
| 2025-06-03 | Everstage | Product launch | Everstage launches Everstage Planning for territory, quota and capacity: Everstage Planning lets enterprises manage territory, quota and capacity, and sets achievable quotas using AI-driven historical analysis. It extends Everstage beyond commissions into sales performance management. | <https://www.everstage.com/press/everstage-launches-modern-sales-planning-product> |
| 2025-05-29 | Coefficient | Product launch | Coefficient launches AI Sheets Assistant: An AI assistant for Google Sheets from Coefficient, listed on Product Hunt on 2025-05-29. | <https://www.producthunt.com/products/coefficient/launches/coefficient-for-excel> |
| 2025-05-21 | Siro | Funding | Siro raises $50M Series B: Series B of $50 million led by SignalFire, with participation from 01 Advisors, StepStone Group and existing investors CRV, Fika Ventures and Index Ventures, to bring AI to in-person sales. | <https://www.siro.ai/blog/series-b> |
| 2025-05-21 | LinkedIn Sales Navigator | Product launch | Sales Assistant enters private beta: Sales Assistant is an AI prospecting partner. It gives a daily feed of pre-screened leads based on intent signals, mutual connections and shared experiences, with warm-intro paths and drafted messages. | <https://scommunity.linkedin.com/new-sales-navigator-features-64/introducing-sales-assistant-your-best-leads-delivered-daily-7653> |
| 2025-05-20 | Sweep | Funding | Sweep raises $22.5M Series B: Insight Partners led a $22.5M Series B with participation from Bessemer Venture Partners. Sweep's agent suite then included Process, Monitoring, Documentation and User Support agents. | <https://www.insightpartners.com/ideas/sweep-raises-22-5m-in-series-b-funding-led-by-insight-partners-to-help-businesses-stay-ahead-with-an-agentic-workspace-for-gtm-systems/> |
| 2025-05-19 | Clari | Product launch | Clari unveils Revenue Context and AI agents: Clari announced Revenue Context, platform capabilities meant to let AI agents and assistants work across the whole revenue process, and a set of configurable AI assistants and agents built on it. Early access opened for all new Clari AI agents and assistants. | <https://integration.clari.com/press/clari-unveils-ai-agents-powered-by-revenue-context/> |
| 2025-05-14 | Orum | Product launch | Orum launches AI coaching and enablement suite: Orum launched AI coaching features led by what it calls the industry's first context-aware AI enablement agent: live visibility with clips, AI roleplay and simulation built on real conversations, and AI scorecards with in-conversation feedback. | <https://salestechstar.com/?p=247526> |
| 2025-05-13 | Salesloft | Product launch | Salesloft announces 15 new AI agents in its Spring 2025 release: Salesloft added 15 agents, for a total of 26 available or in development. Named agents include the Account Research Agent, Buyer Identification Agent, Deal Summary Agent and the Ask Salesloft chat agent. | <https://www.salesloft.com/company/newsroom/spring-2025-ai-agents-launch> |
| 2025-05-07 | Xactly | Partnership | Xactly and ServiceNow join forces on sales order management and sales performance: Xactly and ServiceNow announced an integration of Xactly's sales performance management with ServiceNow Sales and Order Management, to line up quote to order with earnings and incentives and give sales leaders live performance metrics. | <https://www.xactlycorp.com/company/press-room/xactly-and-servicenow-join-forces-unify-sales-order-management-sales-performance> |

## Companies also on other Newsprint maps

These rows take their name, site, category, scale and funding from the other map, so one company has one set of facts. The description, stages, capabilities and events here are this map's.

- Fullcast: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-fullcast
- Gradient Works: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-gradient-works
- EasyTerritory: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-easyterritory
- Oracle Incentive Compensation: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-oracle-incentive-compensation
- Salesforce Spiff: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-salesforce-spiff
- SAP Incentive Management: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-sap-incentive-management
- Kennect: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-kennect
- Varicent: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-varicent
- Xactly: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-xactly
- CaptivateIQ: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-captivateiq
- Dolfin: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-dolfin
- Everstage: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-everstage
- Forma.ai: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-forma-ai
- Performio: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-performio
- Qobra: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-qobra
- QuotaPath: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-quotapath
- Driven: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-driven
- Optymyze: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-optymyze
- Sales Cookie: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-sales-cookie
- Visdum: The AI compensation software map, https://www.newsprint.com/research/compensation-software/#co-visdum
- Anaplan: The AI workforce planning software map, https://www.newsprint.com/research/workforce-planning-software/#co-anaplan
- Pigment: The AI workforce planning software map, https://www.newsprint.com/research/workforce-planning-software/#co-pigment

## The data

- Companies: https://www.newsprint.com/research/revenue-operations-software/revenue-operations-software.companies.json
- Events: https://www.newsprint.com/research/revenue-operations-software/revenue-operations-software.events.json
- Capabilities by company and category: https://www.newsprint.com/research/revenue-operations-software/revenue-operations-software.features.json

## Methodology and corrections

**Who is on the map.** A company earns a row if a revenue operations, sales operations or deal desk team can license its AI to plan, record, enrich, quote, forecast or pay the revenue team’s work. That includes CRM platforms sold for B2B sales, revenue intelligence and forecasting, conversation intelligence built for sales, sales engagement platforms, tools that enrich, route and clean CRM data, CPQ, pricing and deal desk tools, standalone AI agents for RevOps work, sales planning, and sales compensation. Sales compensation and most sales planning companies are on the map from their home rows on the [compensation map](/research/compensation-software/), and the business planning platforms from the [workforce planning map](/research/workforce-planning-software/); their rows here describe what they sell to RevOps. AI SDRs whose own pages sell a replacement for sellers, general meeting notetakers whose pages do not sell to sales teams, account-based marketing and intent data sold to marketing, marketing attribution, sales enablement and training, contract management sold to legal, billing sold to finance, and general workflow automation are left off, and so are agencies and consultancies. A name in a roundup is not a tool: every row rests on the vendor’s own site, or on dated trade press where that site would not open for us, and the data marks those rows as reported. The map covers companies we found, not every company that exists. Corrections and additions are welcome.

**One category per company.** Each company sits in the category its own headline sells. Many vendors sell a CRM, call recording, engagement and forecasting on one platform, so the six stage columns and the capability list carry the rest. A company owned by another keeps its own row while it still sells its own product, and names its owner. A product line is its own row when the vendor sells it under its own name, as Salesforce does with Sales Cloud, Revenue Cloud and Spiff.

**What counts as an event.** A product launch, a funding round, an acquisition, a partnership, a rebrand, a shutdown, or published research, dated between the window’s first and last day. Every event links to a page we opened that prints its date, preferably the vendor’s own release, blog or changelog, otherwise the trade press. No date is inferred. A date marks the first time we saw a capability launch in the window, not the first time the company ever offered it. Some launches were announced before they shipped; those carry a status (announced, preview or beta). An acquisition is logged once, on the company that changed owner when it has a row, otherwise on the buyer.

**How autonomous a launch is.** We label each AI launch from the vendor’s own description of it. Assistive AI drafts, scores or suggests when a person asks. An agent completes multi-step work on its own once a person sets it going, such as researching an account and drafting a sequence, or building a quote from a request. Always-on AI runs without a prompt, such as updating CRM fields after every call or flagging duplicate records. Vendors use the word agent loosely; we used it only when the vendor names a step the software completes without a person. Where the page says a company shipped an agent or always-on AI, a launch the vendor has only announced does not count. A launch in beta does.

**Who it is built for.** One flag, set only from the vendor’s own pages: Salesforce native, for a product built on the Salesforce platform that runs inside Salesforce. A product that only connects to Salesforce does not carry it.

**How it was made.** We worked through the market one part at a time from a written spec, and logged each company and each event with the pages it rests on. A second, independent read then checked every event against its source and every company row against the company’s own headline page. It fixed dates and claims that did not hold up, and dropped duplicates, launches with no AI in them, and companies with no AI on their own pages or outside the map’s scope. Where a vendor’s own site would not open, we cite a dated copy of its release in the trade press or on a wire service; tool directories and news aggregators do not count. Funding figures come only from the company’s own release or a named report. Nothing here is a ranking: the stage cells show what a company sells, not how well it sells it, and a launch count measures how much a company announces.