The AI revenue operations software map

Freddy AI gives intent scores on leads, deal recommendations and email writing. Contact scoring and deal insights come on the Pro plan, forecasting insights on Enterprise. Freddy AI Agent is an add-on priced per 100 sessions.

AI capabilities: Named agent, Assistant, Deal inspection, AI forecasting, AI outreach, Scoring and routing

Breeze Prospecting Agent (labeled beta on the Sales Hub page) finds accounts, sources buying committees and drafts outreach. Breeze Data Agent surfaces accounts with buying signals and writes research to CRM records. Breeze Assistant answers from CRM context. Smart Deal Progression turns call transcripts into suggested CRM updates and follow-ups. Agents are managed in Agent Hub.

AI capabilities: Named agent, Activity capture and CRM updates, Assistant, Deal inspection, Data enrichment and hygiene, MCP or agent API, AI outreach

• 16 Sep 2026 Fall 2026 Spotlight: self-updating Smart CRM, one-click Deal Progression and quotes from Revenue Hub Always-on
  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.
• 16 Sep 2026 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.
• 30 Jun 2026 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.
• 14 Apr 2026 Breeze Prospecting Agent goes on sale at $1 per recommended lead Agent
  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.
• 14 Apr 2026 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.
• 3 Sep 2025 HubSpot unveils 18 new Breeze Agents at INBOUND 2025 and spotlights Prospecting and Data agents Agent beta
  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.

Sales Qualification Agent researches and qualifies leads on its own. Sales Opportunity Agent surfaces deal risks. Sales Research Agent answers pipeline and sales operations questions from raw data. Sales Development agent builds quotes and answers customer questions. Copilot drafts emails and call summaries, and a Sales Agent in Microsoft 365 Copilot updates CRM data.

AI capabilities: Named agent, Activity capture and CRM updates, Assistant, Deal inspection, Data enrichment and hygiene, Revenue analytics, MCP or agent API, AI outreach, Quoting and pricing, Scoring and routing

• 30 Sep 2026 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.
• 31 Aug 2026 Sales Development agent builds quotes and answers customer questions Agent
  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.
• 2 Jul 2026 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.
• 15 Jun 2026 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.
• 30 Apr 2026 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.
• 21 Oct 2025 Sales Close Agent and Sales Research Agent enter public preview 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.
• 25 Sep 2025 Sales Qualification Agent reaches general availability Agent
  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."

Outreach caller agent calls, qualifies and engages leads and logs call summaries to the CRM. Lead sourcer agent finds and enriches leads that match a target profile. Meeting prep agent briefs reps before each meeting. Users can build their own agents. Also an AI meeting notetaker, the Sidekick assistant and monday magic and vibe.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Data enrichment and hygiene, AI outreach

• 7 May 2026 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.
• 17 Sep 2025 monday.com announces monday agents and an SDR agent for monday CRM Agent announced
  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.

Fusion Agentic Applications for Oracle Sales: Sales Command Center, Contact Insights Agent, My Territory Agent and Renewal Agent. AI shows win probability and price optimization on quotes, summarizes activity and predicts renewals. Oracle AI Agent Studio builds custom agents.

AI capabilities: Named agent, Deal inspection, AI forecasting, Revenue analytics, Territory and quota modeling, Quoting and pricing

• 9 Apr 2026 Oracle launches Fusion Agentic Applications for customer experience, with a Sales Command Center Always-on
  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.

AI Coach Agents and AI-powered contextual coaching guide sellers. Opportunity AI Insights and Forecasting predict win probability, close dates and stage progression. Email AI adds gen AI automations and insights to email. AI-powered knowledge content serves sellers and customers.

AI capabilities: Named agent, Assistant, Deal inspection, AI forecasting, AI outreach

Agentforce sales agents: Prospecting, Engagement, Account Research and Meeting Prep, Pipeline Management, Quoting and Partner Success agents, plus Hunter for outbound pipeline and Piper for inbound leads. Pipeline Inspection adds AI deal summaries and risk alerts. Sales Cloud also runs inside Claude, ChatGPT and Gemini through an MCP connection.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, MCP or agent API, AI outreach, Quoting and pricing, Scoring and routing

• 14 Sep 2026 Hunter, an outbound sales agent, enters pilot Agent preview
  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."
• 14 Sep 2026 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.
• 26 Aug 2026 Salesforce in Claude brings 37 sales skills to Claude preview
  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.
• 16 Mar 2026 Agentforce Sales puts a team of AI agents beside every seller Agent
  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.
• 13 Oct 2025 Agentforce 360 reaches general availability with Agentforce Sales Agent
  Salesforce made Agentforce 360 generally available worldwide. Agentforce Sales "automates prospecting, qualification, and quoting with next-best actions" and runs inside Slack.

Deal Qualification Assistant with four agents: Deal Qualification Orchestration, Lead Enrichment, Lead Qualification and Lead Conversion. Agentic opportunity summary aggregates engagement signals, activity and progress into a real-time deal health view.

AI capabilities: Named agent, Deal inspection, Data enrichment and hygiene, Revenue analytics, Scoring and routing

• 21 Oct 2026 SAP adds a Deal Qualification Assistant with lead agents Agent preview
  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.
• 16 Jul 2026 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.

Agentic Call Report, Conversational AI, Agentic Media Search and Agentic Insight Quality. Veeva AI Agents for Vault CRM include a Free Text Agent that flags issues in call notes, a Voice Agent for voice entry and a Pre-call Agent that suggests actions before calls.

AI capabilities: Named agent, Activity capture and CRM updates, Assistant

• 3 Dec 2025 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.

CoPilot in CRM (call transcription, call summaries, field autocompletion in deals, AI sales scripts, AI email summaries), AI agents in Open Channels and Automation Studio, a CoPilot Agent, and an MCP server.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, MCP or agent API

• 26 Aug 2026 BitrixGPT 5.6 Agent Agent
  Bitrix24 added a built-in AI agent that performs actions in the interface and supports more than 120 business scenarios at launch.

Chloe, a voice agent, calls leads, qualifies them, books meetings and updates records. Chloe Chat answers questions about leads, pipeline and calls and takes action in Close. An AI Notetaker records calls. AI Agents (beta) include a Lead Follow-up Agent and a Closed-lost Re-engagement Agent.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Data enrichment and hygiene, Revenue analytics, AI outreach

• 20 Oct 2026 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.
• 9 Jun 2026 Chloe voice agent generally available Agent
  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.

AI-powered flags and alerts on sales pipelines, an AI email rewriter and template generator, and Copper GPT, which reads Copper data inside ChatGPT and cannot edit records.

AI capabilities: Assistant, Deal inspection, MCP or agent API, AI outreach

• 7 Nov 2025 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.

Creatio AI Studio designs, deploys and governs agents with a Prompt Agent Designer and a Workflow Agent Designer. AI Twin builds personal agents from a plain-language description. Sales agents cover engagement sequences, guided selling, forecasting and voice agents for field teams.

AI capabilities: Named agent, Assistant, AI forecasting, AI outreach

• 15 Jul 2026 Creatio unveils the 10x release with AI Studio, AI Twin and sales agents Agent announced
  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.

folk Assistants (web search, lead scoring, follow-up, recap), AI fields, AI insight summaries, email sentiment workflows, call transcripts and a folk MCP server.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Data enrichment and hygiene, Revenue analytics, MCP or agent API, AI outreach, Scoring and routing

• 29 Oct 2026 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.
• 9 Jul 2026 Meet folk MCP
  folk released a hosted MCP server that gives AI assistants read and write access to a workspace.
• 10 Oct 2025 Introducing folk Assistants Always-on
  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.
• 11 Sep 2025 folk integrates with ChatGPT
  folk's changelog lists an integration with ChatGPT.

AI Outcomes (meeting and call summaries, email campaign builder, lead researcher and scorer, timeline summaries) draw on a monthly usage pool. AI Assists (reply starters, smart reports, lead recaps, digests) are unlimited. Task agents sit in an AI Agent Marketplace.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Data enrichment and hygiene, Revenue analytics, AI outreach, Scoring and routing

• 15 Jan 2026 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.

AI Sales Assistant predicts which deals are most likely to be won or lost. Nova is meeting intelligence that records and transcribes calls and drafts deal stage, value and close date updates. A native MCP server lets AI assistants read and change CRM data under each user's permissions. Nova and the MCP server are in all plans.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, MCP or agent API

• 16 Sep 2026 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.
• 30 Jun 2026 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.
• 4 Jun 2026 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.

AI in timelines summarizes conversations, suggests next steps and answers questions. AI also suggests contacts and accounts and sets follow-up reminders. AI features are included on all CRM plans.

AI capabilities: Activity capture and CRM updates, Assistant, Data enrichment and hygiene, MCP or agent API

AI Autofill (timeline and web research), Deal Summaries, Deal Q&A with citations, AI meeting agendas, Pipeline Creator, AI action steps in automations, and an MCP server with a ChatGPT app and Claude connector. AI runs on pooled credits.

AI capabilities: Activity capture and CRM updates, Assistant, Deal inspection, Data enrichment and hygiene, Revenue analytics, MCP or agent API, Scoring and routing

• 8 Oct 2026 AI autofill templates for lead scoring
  Streak added prewritten AI columns for lead scoring and account research.
• 1 Jun 2026 MCP can create and update records
  LLMs connected through Streak's MCP server can now create boxes and contacts, not only read them.
• 18 Mar 2026 AI action steps in automations Always-on
  Automations can now include AI steps: custom prompts, Autofill, Ask AI and summaries.
• 11 Mar 2026 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.
• 26 Feb 2026 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.

SugarAI flags threats and opportunities across accounts and pipeline. Sugar Cube AI Assistant, AI Summaries, AI Analytics, Smart Prompts and meeting preparation come from the Advanced+ package. Smart Guides, data enrichment and Discover come in Premier+. Sugar Predict adds ERP-powered cross-sell, reorder and churn signals. Zoom and Teams transcripts can be ingested.

AI capabilities: Call and meeting analysis, Assistant, Deal inspection, Data enrichment and hygiene, AI forecasting, Revenue analytics

• 13 Apr 2026 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.

Zia and Zia Agents, with Zia Agent Studio to build agents on 700+ prebuilt actions. Smart Prompts summarize records and draft emails with Zia or another LLM. Zia suggests pricing rules from past quotes. Ask Zia answers data questions. An MCP server exposes Zoho data to outside AI tools.

AI capabilities: Named agent, Assistant, Revenue analytics, MCP or agent API, AI outreach, Quoting and pricing

• 9 Mar 2026 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.
• 17 Jul 2025 Zoho launches Zia LLM, Zia Agents, Agent Studio and an MCP server Agent
  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.

Ask Attio is a chat layer over the CRM that can also take action. Custom Agents and Workflows run AI agents on customer context. A Web Agent researches the web to fill records. Call Intelligence records and analyzes meetings. Attio ships an MCP server.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Data enrichment and hygiene, Revenue analytics, MCP or agent API, AI outreach

• 9 Jun 2026 New Workflows run AI agents on customer context Agent
  Attio rebuilt Workflows to put customer context to work with AI agents.
• 29 Apr 2026 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.
• 24 Mar 2026 Web research agent for AI attributes
  An upgraded AI attribute, the Web research agent, gathers richer and more reliable data across a workspace.
• 19 Feb 2026 Attio MCP server
  Attio released an MCP server to connect the CRM to AI tools.
• 4 Feb 2026 Ask Attio launches
  Ask Attio lets users search, update and create across the CRM by asking, surface call insights and draft follow-ups.
• 26 Aug 2025 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.

Live Assist prompts sellers during calls. Sales Copilot, Opportunity Copilot and Deals AI Coaching guide deals. A Territory Agent and an Agent Builder sit beside more than 250 prebuilt GTM agents. The GTM OS runs workflows on an existing CRM.

AI capabilities: Named agent, Call and meeting analysis, Assistant, Deal inspection, AI outreach, Territory and quota modeling

• 12 Feb 2026 Aurasell GTM OS on top of existing CRMs Agent
  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.
• 26 Aug 2025 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.

Rep (sales agent), Lead Finder, Campaigns, custom Agents, AI Fields and autofill, call intelligence, background enrichment, new-deal detection, an MCP server and a public API.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Deal inspection, Data enrichment and hygiene, Revenue analytics, MCP or agent API, AI outreach

• 23 Oct 2026 Clarify in email and iMessage Agent beta
  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.
• 2 Sep 2026 Rep builds reports and dashboards beta
  Rep now builds one-time reports and live dashboards from a plain-language request. It is in open beta for all users.
• 21 Jul 2026 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.
• 8 May 2026 AI Agents in early access Agent beta
  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.
• 25 Jun 2025 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.

Agents for outbound and deal risk, Ask Lightfield chat, skills (account research, call prep, deal review, forecast update, close plan), signal tracking, sequences, weekly lookalike discovery, and API, MCP and CLI access.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Data enrichment and hygiene, AI forecasting, MCP or agent API, AI outreach

• 9 Sep 2026 Lightfield raises $47M Series A led by a16z
  Lightfield raised a $47M Series A led by Andreessen Horowitz.
• Nov 2025 Lightfield launches its AI-native CRM Always-on
  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.

Demand Gen Agents write outbound sequences and follow-ups. Pipeline Agents take meeting notes, update opportunities, flag risk and draft follow-ups. Signals and enrichment build and score the target account list.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Deal inspection, Data enrichment and hygiene, AI outreach, Scoring and routing

• 12 May 2026 Monaco raises $50M Series B led by Benchmark
  Monaco raised a $50M Series B led by Benchmark. Total funding is above $85M.
• 11 Feb 2026 Monaco emerges from stealth with an AI-native CRM Agent beta
  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.
• 11 Feb 2026 Monaco raises $35M seed and Series A
  Monaco raised $35M across a $10M seed and a $25M Series A, both led by Founders Fund.

A dedicated agent on every account that proposes actions and learns from approvals and edits, meeting prep, field updates, follow-up drafts, an AI notetaker, enrichment, visitor tracking, agentic prospecting and intent signals on Pro and above, a Slack agent, an MCP server and a ChatGPT plugin.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Data enrichment and hygiene, MCP or agent API, AI outreach

Ask Reevo, Meeting prep, Smart task logging, Auto-deal update, Forecasting, Coaching insights and a Smart scheduler. Intent signals and lead scoring are marked as coming soon.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, Revenue analytics

• 9 Oct 2026 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.
• 5 Nov 2025 Reevo launches with $80M
  Reevo launched its AI-native go-to-market platform with $80M co-led by Khosla Ventures and Kleiner Perkins.

SuperAgents (Enrich, Qualify, Monitor, Coach, Audit, Advance, Nurture) with guardrails and human-in-loop, SuperSense conversation intelligence, Superleap AI chat, voice AI agents and Superleap MCP.

AI capabilities: Named agent, Call and meeting analysis, Assistant, Deal inspection, Data enrichment and hygiene, AI forecasting, Revenue analytics, MCP or agent API

• 4 Aug 2026 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.

AI chat in the product, AI agents and skills in the Apps framework and workflows, an AI-powered record classification step, and a native MCP server with every Cloud workspace.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, Revenue analytics, MCP or agent API

• 10 Jul 2026 Build dashboards with AI
  Twenty 2.20 lets users ask AI to build or reconfigure dashboards and views.
• 21 Apr 2026 Twenty 2.0: AI agents, chats and MCP Agent
  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.
• 10 Feb 2026 Twenty 1.17 improves AI Chat
  Twenty 1.17 gave AI Chat a cleaner experience and clearer model choices.

Agents for prospecting, deal updates and customer monitoring, a 'Create deals from call transcripts' agent, Ask Zero in Slack, an agent builder, the Zero API and MCP server, and two-way sync with HubSpot.

AI capabilities: Named agent, Activity capture and CRM updates, Assistant, Deal inspection, Data enrichment and hygiene, MCP or agent API, AI outreach

• 15 Sep 2026 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.

Capsule AI: AI Summaries, AI Meeting Prep, AI Email Assist, AI Pipeline Generator, AI Business and Contact Enrichment. Capsule MCP (beta) links the CRM to AI tools. AI can be switched off in account settings.

AI capabilities: Activity capture and CRM updates, Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach

• 26 Jun 2026 Capsule MCP for AI tools beta
  Capsule released an MCP server so AI tools can query contacts, pipeline, tasks and projects. It is free during the beta.
• 1 Apr 2026 Capsule AI summaries, pipeline generator and email assist beta
  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.

Copilot takes plain-language requests to create, update and retrieve records, spot duplicate and incomplete records, draft emails and suggest next steps. The CRM MCP server links Insightly data to Claude and ChatGPT.

AI capabilities: Activity capture and CRM updates, Assistant, Deal inspection, Data enrichment and hygiene, MCP or agent API, AI outreach

• 20 Oct 2026 Insightly CRM MCP Server
  Insightly launched an MCP server that connects its customer data to AI assistants such as Claude and ChatGPT.
• 16 Dec 2025 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.

AI Sequences drafts and times a full sequence from a described outcome. AI email creation tools and AI prospecting are in the plan. Nimble MCP (public beta) connects Claude, ChatGPT, Gemini or Grok to the CRM.

AI capabilities: Activity capture and CRM updates, Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach

• 13 Oct 2026 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.
• 13 Oct 2026 Nimble MCP connects Claude and ChatGPT beta
  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.

The AI Forecast Agent analyzes historical deal data and live rep activity, and Forecast AI predicts outcomes from deal size, stage and velocity. Clari AI agents and assistants run on Revenue Context, Clari's record of who did what and what resulted. An MCP server opens Clari and Salesloft data to Claude, ChatGPT, Microsoft Copilot, Gemini and Agentforce.

AI capabilities: Named agent, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, Revenue analytics, MCP or agent API

• 9 Jul 2026 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.
• 15 Apr 2026 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.
• 3 Dec 2025 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.
• 19 May 2025 Clari unveils Revenue Context and AI agents Always-on preview
  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.

Gong Assistant and Deep Mode answer questions over calls and deals. Named agents include AI Deal Monitor, AI Deal Predictor and AI Revenue Predictor for deal risk and forecasting, plus AI Data Extractor for CRM fields. Custom Agents and Agent Builder let teams build their own agents, and built-in MCP client and server support connects Gong to other AI systems.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Data enrichment and hygiene, AI forecasting, Revenue analytics, MCP or agent API, AI outreach

• 30 Sep 2026 Custom Agents can now run on events and conditions Always-on beta
  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.
• 30 Sep 2026 Gong Activate announced Always-on 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.
• 30 Sep 2026 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.
• 24 Jun 2026 Mission Big Dipper brings Custom Agents and the Revenue Harness Agent
  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.
• 25 Feb 2026 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.
• 25 Feb 2026 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.
• 21 Oct 2025 Gong Orchestrate and new agents announced at Celebrate Agent announced
  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.

MIKI, an agentic chief of staff on a Context Graph, answers revenue questions. Pentagon Score rates pipeline health. Halo handles conversation intelligence, and autonomous AI Avatars (SDR, Sales Coach, CSM) work as role-specific agents. A No-Code Agent Studio and more than 50 task agents run revenue workflows. Aviso says its AI Brain pairs Large Quantitative Models for predictions with LLMs for explanations.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, Revenue analytics

• 24 Apr 2026 Aviso Spring 2026 release: Pentagon Score, MIKI Context Graph, AI Cadences Agent
  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.
• 11 Mar 2026 Aviso signs NEWCOM as a channel partner
  NEWCOM, a technology solution provider and systems integrator, became an authorized channel partner of Aviso.
• 13 Oct 2025 Aviso launches Halo and autonomous AI Avatars Agent
  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.
• 6 Aug 2025 Aviso introduces Aviso Agentic AI Agent
  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.

Backstory Assistant answers questions about deals from calls, emails and CRM records. Deal Summaries, Risk Headlines, engagement scoring, AI forecasting and automated Account Plans cover inspection. Situation Search finds comparable past deals, an AI Sales Coach teaches from won deals, and an MCP server connects the data to Claude, Microsoft Copilot, ChatGPT and custom agents.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, Revenue analytics, MCP or agent API

• 21 Jul 2026 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.
• 21 Apr 2026 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.
• 18 Feb 2026 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.

The Ebsta AI Bot uses generative AI to write follow-ups, investigate calls and make recommendations. Conversation Intelligence uses AI to qualify deals, define next steps and write follow-up emails. Revenue Intelligence adds deal scoring and AI-powered insights on deal health and pipeline risk.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting

• 28 Aug 2025 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.

Kluster describes an AI-native suite and AI revenue infrastructure with agentic workflows for reporting and forecasting. Its Claude data layer turns Claude into a RevOps analyst over Kluster's forecast data.

AI capabilities: Named agent, AI forecasting, Revenue analytics, MCP or agent API

DAISY AI agents on top of Revenue Telemetry (buying group detection, deal health, churn risk, forecast prediction) and a read-only Nektar MCP server.

AI capabilities: Named agent, Activity capture and CRM updates, Deal inspection, Data enrichment and hygiene, AI forecasting, MCP or agent API

• 3 Nov 2026 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.

Kora AI is the assistant grounded in captured client context, and Kora AI Chat answers questions and gives guidance from it. Revenue IQ spots risks, priorities and next-best actions across the pipeline, Relationship IQ shows relationship strength, and Meetings IQ prepares meetings and follow-ups. An MCP server connects the relationship data to AI tools such as ChatGPT and Claude. Kora AI Chat and the MCP server come with the Kora AI and RelationshipOS plans.

AI capabilities: Activity capture and CRM updates, Assistant, Deal inspection, Revenue analytics, MCP or agent API

• 5 Jun 2025 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.

Ask Weflow AI answers questions about calls, deals, accounts and pipeline. Agent Builder orchestrates actions between humans and AI. Mobile Copilot records in-person meetings and auto-updates Salesforce. Conversation Intelligence and Deal Intelligence and Forecasting add AI summaries, deal risk and forecast insight.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, Revenue analytics

MaxAI is an always-on revenue coach. It coaches deals, flags risks such as single-threaded relationships, builds relationship and insight maps, scores account plans, and applies the team's chosen sales methodology. It reaches sellers through the Salesforce MCP server inside Claude, Copilot, ChatGPT and Agentforce, and through one-click generation inside Altify.

AI capabilities: Assistant, Deal inspection, Revenue analytics, MCP or agent API

Altify's own page says its AI-enhanced solutions work natively in Salesforce.

• 29 Jul 2026 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.

Forecast Accuracy Agent, Forecast Review Agent and Deal Review Agent are named agents. AI Sales Forecasting uses time series analysis and machine learning models, and Pipeline Intelligence and Deal Intelligence analyze pipeline health and flag at-risk deals. It connects to HubSpot through a native integration.

AI capabilities: Named agent, Deal inspection, AI forecasting, Revenue analytics

The page names Autonomous MEDDPICC, Autonomous Value and Autonomous Rev-Ops Analytics, plus Spotlight Agents (Discovery Agent, Value Consultants Agent, Sales Content Agent). A world model with an MCP connection acts on every deal and writes progress back to Salesforce.

AI capabilities: Named agent, Activity capture and CRM updates, Deal inspection, AI forecasting, Revenue analytics, MCP or agent API

Terret Nexus is an answer-to-action engine with a chat assistant. Machine Forecast gives pipeline forecasts, and self-configuring agents run revenue workflows, built as the Virtual Revenue Fleet. Terret says it developed the platform in collaboration with MongoDB, Cloudflare and Mistral.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, Revenue analytics

• 16 Jul 2026 Terret Nexus reaches general availability Agent
  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.
• 9 Sep 2025 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.
• 9 Sep 2025 Terret launches the AI Revenue Fleet Agent
  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.

The Chorus pages describe AI-driven transcription, real-time analysis of calls, Momentum Insights and a patented Deal Recommendation Engine that surfaces deal risk. ZoomInfo's MCP server also has a conversation intelligence tool that answers questions from connected call and meeting records, Chorus among them.

AI capabilities: Call and meeting analysis, Deal inspection

• 21 Jul 2026 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.

Ask ZRA for plain-language questions about calls and revenue, Sales Assist for live next-best actions and objection handling, Sales Roleplay for practice, AI Playbooks and scorecards, deal health scoring and ZRA Forecast, plus an MCP server for third-party AI platforms.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, MCP or agent API, AI outreach

• 22 Jul 2026 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.
• 22 Jul 2026 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.

Ask Avoma is an AI copilot that answers questions from conversations, accounts and deals. AI Call Scoring, AI Sales Methodology Scoring, AI Win-Loss Analysis, deal risk alerts and deal health scores run on top of it. Avoma Home adds a Morning Brief and Daily Manager Brief, and Avoma MCP connects Claude and ChatGPT.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, MCP or agent API

• 5 Nov 2026 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.
• 15 Oct 2026 Avoma adds Scheduled Prompts and Pre-Meeting Brief Always-on preview
  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.
• 1 Sep 2026 Avoma writes deal qualification scores back to the CRM Always-on
  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.
• 29 Jul 2026 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.

Claap AI answers questions across calls. Revenue agents named CRM Auto-complete, MEDDPICC Scorer and Deal Forecaster run after every call, and ClaapAgent works inside HubSpot and Salesforce. A Claap MCP connector gives Claude and ChatGPT access to call data.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, MCP or agent API

• 27 Oct 2026 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.
• 23 Jul 2026 AI Fields turn calls into structured data Always-on
  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.
• 3 Jun 2026 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.
• 10 Dec 2025 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.
• 20 Oct 2025 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.
• 1 Aug 2025 Claap adds Ask Claap AI and Claap MCP
  Ask Claap AI answers questions over meeting recordings. Claap MCP connects the recordings to AI tools.

AI summaries, playbook scoring and drafted follow-ups for every recorded conversation, an "Ask anything" analyst for deal questions, a CRM Concierge that maps what was said to deal fields, and AI Crew, a no-code builder and marketplace of sales agents that route outputs through human approval before sending.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, MCP or agent API

• 9 Nov 2026 Demodesk announces the Recorder device for phone calls announced
  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.
• 16 Jun 2026 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.
• 19 May 2026 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.
• 15 May 2026 Demodesk launches AI Crew Agent
  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.

Dialpad AI: real-time transcription, AI Recaps, AI Live Coach with Real-time Assist cards, AI Playbooks that track adherence to a sales methodology, AI Scorecards, and deal-health signals from sentiment, objections and follow-up gaps.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection

• Oct 2026 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.
• 15 Jan 2026 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.

Instant AI summaries, customizable summaries, Ask Fathom for questions across calls, AI Scorecards graded against a sales methodology, Trackers that alert on topics, Deal View, bot-free capture, and an MCP server so Claude and ChatGPT can query the meeting library.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, MCP or agent API

• 14 Sep 2026 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.
• 15 Apr 2026 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.

AskFred for questions across calls, AI Skills that score qualification and coach, Autofill that fills CRM fields from calls, Deal Intelligence on pipeline risk, Sales Assist with battle cards during live calls, and Voice Agents that run discovery and qualification calls.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection

• 2 Sep 2026 Fireflies launches Voice Agents for screening, sales and support calls Agent
  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.
• 13 Nov 2025 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.
• 12 Jun 2025 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.

Ask Modjo AI answers questions on calls, accounts and deals. AI CRM Filling updates CRM fields, AI Call Scoring grades calls, and prebuilt agents (Prep Your Day, Email Follow-up, Prep My Coaching, Deal Briefer, Churn Detector, Lost Deal Analyser) run in one click. Modjo MCP connects outside AI tools.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Revenue analytics, MCP or agent API

• Aug 2026 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.
• Jun 2026 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.
• Mar 2026 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.
• Feb 2026 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.
• Nov 2025 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.

Pre-call briefings from CRM data and past calls, live transcription with Live-Assist coaching tips from the team's playbook, post-call summaries and follow-up drafts, AI Chat across meetings and connected apps, and an MCP server for ChatGPT, Claude and other AI tools.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, MCP or agent API

• 29 Apr 2026 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.
• 8 Oct 2025 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.

Five agents (Notetaking, Follow Up, CRM Sync, Coaching, Revenue) run on every recorded call. Ask Rafiki answers questions across calls and CRM data, Gen AI Reports builds one-click reports, and AI Role Play scores practice calls. A Voice Agent for outbound calls is listed as coming soon.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Revenue analytics, AI outreach

Revenue Intelligence AI scores closure probability and forecasts from calls, the AI Sales Assistant gives live prompts on calls and drafts emails, Quality Assurance AI scores 100 percent of calls, and the Salesken Notetaker summarizes meetings. The home page also lists Agentic Automation for outbound prospecting.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, AI outreach

Ask Sybill is an assistant that answers questions in plain English from calls, emails and CRM data, and builds dashboards from a prompt. The home page also lists an AI sales agent, AI tasks, magic summaries, CRM autofill and an MCP offering.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Revenue analytics, MCP or agent API

• 1 Sep 2026 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.

Super Agent analyzes CRM data, call transcripts and pipeline trends, suggests next steps and carries out actions once a person approves them. Agent Builder sets triggers, tools and read or write guardrails for custom agents. Attention's MCP server lets Claude query call, email and deal data.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Revenue analytics, MCP or agent API

• 6 Oct 2026 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.
• 23 Jun 2026 Attention raises a $30M Series B
  Attention raised a $30M Series B led by RTP Global, with Aglae Ventures, Eniac, Alven and Linea Ventures.
• 30 Apr 2026 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.
• 8 Jul 2025 Attention introduces Super Agent 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.

Ask Jiminny answers questions about a recorded call or deal, and Ask Jiminny Panorama answers across many calls. AI CRM Filling updates CRM fields from calls. AI Call Scoring, AI Exec Reports and AI Activity Type are in the product, and Jiminny MCP connects Claude, ChatGPT and Cursor to call data.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Revenue analytics, MCP or agent API

• Oct 2026 Jiminny turns call action items into CRM tasks beta
  Jiminny can turn call action items into CRM Tasks in Salesforce and HubSpot. CRM Filling also gets a library of 31 templates.
• Apr 2026 Jiminny adds AI Call Scoring
  Managers see how each rep performs with AI Call Scoring. Panorama can also run reports on a schedule.
• Nov 2025 Jiminny adds Ask Jiminny Panorama
  Ask Jiminny Panorama answers questions across many calls, with insights for a rep or a deal stage.
• Oct 2025 Jiminny launches AI CRM Filling Always-on
  Jiminny updates CRM fields automatically with information from a call or a deal.
• Sep 2025 Jiminny adds AI Exec Reports Always-on
  AI Exec Reports give regular reports on calls, tailored to the team.

AI Sales Agents (AI Call Scorer, AI Call Summarizer, AI Deal Scorer, AI Deal Summarizer, AI Follow-Up Writer, AI Sales Methodology Coach, AI Forecast Analyzer and others), Ask Revenue AI, Conversation Agents that write findings to Salesforce fields, and Revenue Roleplay for practice calls.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, Revenue analytics, AI outreach

The vendor's own pages call it "Built natively on Salesforce" and "the Salesforce-native revenue orchestration platform".

• Sep 2026 Conversation Agents write call insights into Salesforce fields Agent
  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.
• Jun 2026 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.
• Jun 2026 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.

Transcription and scoring of every in-person conversation, Realtime coaching that shows one next step on the rep's screen during an appointment, Instant Follow Ups drafted for the rep to edit and send, Ask Siro for questions across conversations, and CRM autofill.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant

• 26 Oct 2026 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.
• 14 Oct 2026 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.
• 21 May 2025 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.

AI meeting notes, AI Reports across many meetings, and named agents such as the CRM Update Agent, Sales Call Analyst Agent and Follow-up Email Agent. An MCP server gives Claude and other MCP clients access to meeting data.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, MCP or agent API

A live assistant that learns the team's playbook and top-performer moves, answers technical and competitor questions from the knowledge base mid-call, fills CRM fields after the call, flags at-risk deals in Slack, and answers questions across a call or all calls on request. An MCP connector shares call data with other AI tools.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, MCP or agent API

• 11 Feb 2026 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.
• 2 Dec 2025 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.

A proprietary AI engine learns from each customer's conversations to power Smart Alerts. Artificial intelligence recommends skills and behaviors to coach in Coaching Plans, and models detect keywords, phrases and topics as calls are ingested.

AI capabilities: Call and meeting analysis, Revenue analytics

AI Assistant runs prospecting, research, outreach and deal workflows from plain-language goals. Other named pieces are AI Projects, AI Call Assistant, Apollo MCP, the AI Context Center, Builder Studio, the Intelligence Layer and Messaging OS.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach, Scoring and routing

• 30 Sep 2026 Apollo unveils Builder Studio, Intelligence Layer and Messaging OS Agent beta
  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.
• 15 Sep 2026 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.
• 29 Apr 2026 Apollo launches its app in ChatGPT beta
  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.
• 19 Mar 2026 Apollo acquires Pocus
  Apollo bought Pocus, an enterprise revenue intelligence platform that turns buying signals into prioritized action. Financial terms were not disclosed.
• 4 Mar 2026 Apollo AI Assistant leaves beta as a GTM operating system Agent
  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.
• 24 Feb 2026 Apollo launches a beta native connector for Claude beta
  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.
• 9 Oct 2025 Apollo launches its Agentic End-to-End GTM Platform at ApolloNEXT Agent beta
  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.

CASSi, which the vendor calls its "AI agent for smarter sales outreach", enriches contacts with better phone numbers, prioritizes numbers and leads by intent, transcribes calls in real time with notes sent to the CRM, and scores conversations against a skill rubric for coaching.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Assistant, Data enrichment and hygiene, Scoring and routing

• 6 Jul 2026 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.

AI Sales Agent, AI Reply Agent, Lead Finder Agent and AI Deliverability Agent, plus Instantly AI, a chat assistant that finds leads, creates campaigns and replies to prospects. The AI Sales Agent runs in a human-in-the-loop mode or on its own.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, AI outreach, Scoring and routing

• 27 Oct 2026 Instantly launches Lead Finder with autonomous outreach Agent
  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.
• 17 Jun 2026 Instantly introduces the AI Deliverability Agent Always-on
  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.
• 26 Mar 2026 Instantly releases the AI Sales Agent 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.

AI Human Voice Detection skips IVRs and voicemails on outbound calls. AI call analysis and coaching track keywords and sentiment and write call summaries. Kixie AI Insights turns call and text activity into reports and revenue signals.

AI capabilities: Activity capture and CRM updates, Call and meeting analysis, Revenue analytics

Reply Agent (beta) answers LinkedIn replies from an approved playbook, follows up at most twice and hands interested leads to a person. An open source MCP server lets Claude, ChatGPT, Cursor or Codex build audiences, write sequences and launch campaigns, and the LGM Analysis Agent answers questions about outreach results. AI Messages draft emails, invites and voice-note intros.

AI capabilities: Named agent, Data enrichment and hygiene, Revenue analytics, MCP or agent API, AI outreach

lemAgent is a chat assistant that finds buyers, enriches contacts, builds multichannel sequences and launches them in lemlist. Intent signal agents and data enrichment agents research leads from LinkedIn, websites, the CRM and Claap call recordings. Smart Messaging writes copy, and AI detects reply intent and out-of-office replies. An MCP server and CLI let outside AI tools run lemlist.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach

• 23 Apr 2026 lemlist adds AI Agentic Enrichment agents Agent
  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.

SHAKEspeare AI writes email copy from a few facts about the business and creates A/B variations and Spintax variants. Maximus is an AI sales coach that scores sales calls, gives each rep coaching and benchmarks reps.

AI capabilities: Call and meeting analysis, AI outreach

AI Sequence Copilot turns a company website into an email sequence. AI Prospect Enrichment adds icebreakers and talking points using GPT, Claude or Gemini models. An MCP server lets AI tools build sequences and read campaign results.

AI capabilities: Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach

• 13 Jan 2026 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.
• 14 Nov 2025 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.
• 12 Jun 2025 Saleshandy introduces AI Sequence Copilot in beta beta
  The copilot researches a company website and industry and writes a full, personalized email sequence.

Named agents include the Account Research Agent, Buyer Identification Agent, Person Research Agent, Deal Summary Agent, Ask Salesloft and the Sales Strategist Agent, plus an AI Email Assistant. An MCP Server opens live pipeline, deal and call data to Claude, ChatGPT and other AI tools.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Data enrichment and hygiene, AI forecasting, MCP or agent API, AI outreach

• 14 Jul 2026 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.
• 9 Jul 2026 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.
• 14 Apr 2026 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.
• 12 Nov 2025 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.
• 13 May 2025 Salesloft announces 15 new AI agents in its Spring 2025 release beta
  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.

SmartAgents are seven named agents (Campaign, Mailbox, Advisory, Prospect, Data, Inbox, Onboarding) that act inside the platform. SmartAssistant is a chat assistant on every page, AI Categorization sorts replies, and customers can pick the OpenAI model used.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach, Scoring and routing

• 14 May 2026 Smartlead adds SmartAssistant
  A chat assistant on every page answers with account data, sets up campaigns, finds leads, fixes issues and writes sequences.
• 9 Feb 2026 Smartlead launches SmartAgents Agent
  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.

AI campaign writer drafts a campaign for a person to approve. Smart Email AI Agent writes a unique email per prospect in Copilot or Autopilot mode.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, AI outreach

The Duo Intelligence suite includes Duo Copilot, Duo Accounts (an account research agent), Duo Copywriter, Duo Inbox and Duo Voice. Searcher finds leads from verified data. Amplemarket MCP lets Claude, ChatGPT, Cursor and Grok run searches, lists, sequences and tasks. AI Call Insights scores calls.

AI capabilities: Named agent, Call and meeting analysis, Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach, Scoring and routing

• 5 Nov 2026 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.
• 13 Aug 2026 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.
• 6 Mar 2026 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.

The Mixmax MCP server (April 2026) lets Claude, ChatGPT and other AI tools read meetings, sequences and engagement data. Since August 2026 it can also build sequences, add recipients, send tracked email and manage tasks, in beta, with each write action switched on by the user. AI meeting recaps draft the recap and queue the follow-up.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, MCP or agent API, AI outreach

• 28 Aug 2026 Mixmax MCP can build sequences and send tracked email Agent beta
  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.
• 13 Apr 2026 Mixmax MCP server launches
  Mixmax introduces an MCP server that connects meetings, sequences and engagement data to AI tools such as Claude and ChatGPT.

Nooks runs Deal, Outbound, Expansion and Coaching agents on shared account context, an AI Assistant that builds account strategy and writes sequences, and AI Sequencing for list building, research and multi-channel outreach. Node, an assistant that drafts follow-ups and flags quiet buyers, is announced with a waitlist. Reps approve every send.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Data enrichment and hygiene, AI outreach, Scoring and routing

• 4 Nov 2026 Nooks announces Node, an AI personal assistant for sales Always-on announced
  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.
• 4 Nov 2026 Nooks launches Revenue Agent Platform with Deal, Outbound, Expansion and Coaching agents Agent
  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.
• 4 Nov 2026 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.
• 25 Aug 2026 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.
• 20 May 2026 Nooks launches AI Assistant Agent
  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.
• 24 Feb 2026 Nooks launches AI Sequencing Agent
  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.

Scout ranks candidate phone numbers by how likely each is to reach a live person and writes the best number back to the CRM. Operator drops voicemails and clears phone trees. Coach adds AI call summaries, AI scorecards, objection detection and AI roleplay agents. The agents are built on over one billion sales calls.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Data enrichment and hygiene, Scoring and routing

• 15 Jul 2026 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.
• 15 Jul 2026 Orum launches Scout, a data agent for phone numbers Agent preview
  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.
• 3 Dec 2025 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.
• 14 May 2025 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.

AI mail writer and AI sequence writer, a custom sales agent for account research, and AI-powered conversation intelligence with call transcripts and insights. Its Agent Engine is described in a May 2026 company engineering post.

AI capabilities: Named agent, Call and meeting analysis, Assistant, Deal inspection, AI outreach

Named agents are Omni (conversational), Revenue, Research, Meeting Prep, Deal and Personalization, with Agent Studio to build and schedule custom agents. Outreach MCP works as both server and client. Reply Agent is listed as coming soon.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, Data enrichment and hygiene, AI forecasting, Revenue analytics, MCP or agent API, AI outreach

• 15 Sep 2026 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.
• 3 Jun 2026 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.
• 2 Jun 2026 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.
• 27 Apr 2026 Outreach launches Omni and Agent Studio in its Spring 2026 release Agent
  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.
• 24 Feb 2026 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.
• 4 Aug 2025 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.
• 10 Jun 2025 Outreach unveils its AI Revenue Workflow Platform and new agents Agent announced
  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.

RegieGO takes requests in chat: it builds a prospect list from the company's website, researches each account, drafts emails and call scripts in the company's pitch and voice, and runs scheduled agent tasks such as daily calls. The seller reviews each message before it is sent.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, AI outreach

Jason AI SDR (version 4.0) sources leads, scores them against an ICP, researches each contact and runs multichannel sequences, with a co-pilot mode where a person approves replies. AI Variables, AI Enrichment (beta) and Agentic Chat work across the platform. An MCP server and a REST API let other AI agents run Reply.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach, Scoring and routing

• 2 Nov 2026 AI Enrichment beta and Agentic Chat with external MCPs beta
  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.
• 7 May 2026 Jason 4.0 runs outbound end to end Agent
  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.
• 19 Jun 2025 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.

Unify Agents research accounts, qualify leads and personalize messages. Unify AI runs company research reports on GPT-5. Since June 2026 the product works from prompts, like a chat assistant for outbound sellers.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, AI outreach, Scoring and routing

• 24 Jun 2026 Unify relaunches as Claude for outbound sellers Agent
  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.
• 7 Aug 2025 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.
• 16 Jul 2025 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.

Agentic Cadences research accounts across 150+ data sources and write tailored emails. Connect AI is an AI agent that assigns, rotates and monitors call-from numbers. Action AI runs next steps after calls. The AI dialer skips voicemails and takes notes. Call IQ and an AI Call Coaching Suite score calls, with AI roleplays for reps.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, AI outreach, Scoring and routing

Koncert AI Voice Agent answers business calls, qualifies leads and books meetings. The AI Parallel Dialer and AI Flow Dialer connect reps to live answers. Data Researcher scores leads by phone propensity, DataGenie waterfall enrichment fills missing contact data, and AI PitchLab is a coaching add-on.

AI capabilities: Named agent, Call and meeting analysis, Data enrichment and hygiene, AI outreach, Scoring and routing

• 3 Aug 2026 Koncert launches Koncert Phone and AI Voice Agent 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.

An AI email writer drafts and refines copy, AI Interest level sorts replies by interest, and adaptive sending protects against sending limits. A hosted MCP server connects Claude, ChatGPT and Codex to campaigns, prospects and analytics, and a CLI lets AI tools such as Claude Code run Woodpecker.

AI capabilities: MCP or agent API, AI outreach, Scoring and routing

The Hoovers page names AI-powered insights, AI-driven workflows and an MCP connection to AI tools. D&B.AI adds ChatD&B and purpose-built agents whose first wave covers sales and marketing, plus MCP servers for Agent Ready Data.

AI capabilities: Assistant, Data enrichment and hygiene, MCP or agent API, Scoring and routing

• 16 Jun 2026 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.
• 16 Oct 2025 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.
• 26 Aug 2025 Clearlake completes acquisition of Dun & Bradstreet
  Clearlake Capital completed its purchase of Dun & Bradstreet. Stockholders received $9.15 in cash per share.

Account IQ gives AI summaries of an account and Lead IQ gives insights and engagement recommendations on a lead. Message Assist, in beta, turns account and lead insights into InMail messages. Sales Assistant is an agentic feature in beta that delivers a daily feed of leads, suggests warm introduction paths and drafts outreach for the seller to review.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, AI outreach, Scoring and routing

• 21 May 2025 Sales Assistant enters private beta 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.

GTM Workspace has native agents for account research, meeting prep and deal prioritization. Agent Teams are teams of specialized agents that run complete GTM plays, including inbound lead routing, inside GTM Studio. GTM.AI exposes the GTM Context Graph by API, CLI and an MCP server. Lead and account scoring use AI.

AI capabilities: Named agent, Activity capture and CRM updates, Assistant, Data enrichment and hygiene, MCP or agent API, Scoring and routing

• 2 Oct 2026 Agent Teams run full GTM plays in GTM Studio Agent
  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.
• 1 Oct 2026 ZoomInfo acquires DoubleO.ai
  ZoomInfo bought DoubleO.ai, a company that coordinates multiple AI agents so automated workflows run reliably. Terms were not disclosed.
• 13 Jul 2026 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.
• 2 Jun 2026 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.
• 7 Oct 2025 Copilot Workspace launches for sellers Agent
  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.

The Cognism MCP connects Cognism search and company data to AI assistants such as Claude and ChatGPT. The company says its AI stitches hundreds of pieces of data together per company.

AI capabilities: Data enrichment and hygiene, MCP or agent API

• 13 Oct 2026 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.

RoomieAI is the named AI layer, with agents for account research, contact research, message personalization and in-call guidance. AI Scoring prioritizes in-market accounts. DataAgent continuously flags duplicate and outdated CRM records, powered by the Person360 identity engine. MCP and CLI access is offered.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, MCP or agent API, Scoring and routing

• 27 Oct 2026 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.
• 2 Jul 2026 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.
• 27 Jan 2026 DataAgent flags duplicate and stale CRM records Always-on beta
  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.

AI Inference Nodes put an LLM prompt inside the routing graph, with bring-your-own-key for OpenAI, Gemini, Anthropic and Azure. LeanData AI Assistant answers routing questions from audit logs and helps build flows. BookIt MCP exposes scheduling to AI clients. Title clustering runs on a proprietary LLM.

AI capabilities: Assistant, Data enrichment and hygiene, MCP or agent API, Scoring and routing

• 24 Aug 2026 AI Inference Node reaches GA; AI Assistant comes to FlowBuilder in beta 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.
• 21 May 2026 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.
• 23 Feb 2026 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.

Deep Intelligence is the intelligence layer: a daily ranked list with reasons, an ICP Fit Score, Predictive Scoring that uses CRM history, Lookalikes, Signals and a Buying Group view in beta. The Lusha MCP server has tools for search, enrichment, scoring and lookalikes.

AI capabilities: Data enrichment and hygiene, Revenue analytics, MCP or agent API, Scoring and routing

• 19 Oct 2026 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.

AI Assistant researches and runs tasks in chat. AI Fields generate researched records. AI Campaigns write a message for each contact at every step of a sequence. AI Agents are named by role (Outbound, Inbound, Ops, Marketing, Customer Success, Recruiting). Autopilot runs workflows automatically.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, AI outreach

• 7 Jul 2026 Native n8n integration for prospecting workflows Agent
  Teams build workflows in n8n that find decision-makers, enrich records, research accounts, write outreach, route accounts, alert reps and sync to the CRM.
• 16 Jun 2026 AI Campaigns write each message in a sequence Agent
  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.

Data Agents are single-purpose agents that cleanse, link and enrich Salesforce records, with human-in-the-loop stewardship and a logged decision trail. Complete AI deploys no-code enrichment prompts into Salesforce. Complete Discover tests AI enrichment prompts on real accounts in Google Sheets.

AI capabilities: Named agent, Data enrichment and hygiene, Scoring and routing

Its pages say "Use our suite directly in Salesforce" and show "Salesforce native" at 100%, with the products "all housed securely within Salesforce"

• 25 Jun 2026 Data Agents launch for Salesforce Always-on
  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.
• 20 Jan 2026 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.

Chat AI answers visitor questions, qualifies them and books meetings 24/7. Chili AI builds and edits routing rules, teams and distributions from plain English and drafts changes as unpublished until a person publishes. Spam Checker filters bots, Meeting Prep sends reps a buyer brief, Orchestrator follows up on visitor signals, and an MCP server with AI Skills is available.

AI capabilities: Named agent, Activity capture and CRM updates, Assistant, MCP or agent API, Scoring and routing

• 22 Jul 2026 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.

Claygent is the AI research agent that finds data on the web per row, with auto-mode that picks the model. Sculptor builds enrichment from natural language. A global agent plans and runs plays from an outcome. An Inbound SDR Agent is in preview. Clay MCP works in Claude, ChatGPT and Codex.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, MCP or agent API, AI outreach, Scoring and routing

• 27 Oct 2026 Auto-mode picks the model for each Claygent row
  Auto-mode for Claygent chooses an AI model per row and optimizes cost.
• 8 Oct 2026 Clay unveils agent-first building, Workflows and Inbound SDR Agent Agent beta
  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.
• 9 Sep 2026 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.
• 28 Jan 2026 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.
• 26 Jan 2026 Clay in Claude
  Clay's contact data, enrichment providers and AI research agents become available inside Claude as a connector.
• 26 Aug 2025 Claygent Navigator browses sites by vision
  Claygent Navigator uses vision to navigate websites with replay, and AI columns start with a metaprompter.
• 5 Aug 2025 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.

Dot is the revenue agent that plans and runs GTM work across the connected CRM, marketing and enrichment systems. A Qualification Agent scores inbound leads against an ICP. Research Agents and Outbound Agents are listed as platform capabilities. Default MCP queries the CRM and manages routing from AI assistants.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, MCP or agent API, Scoring and routing

• 16 Jun 2026 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.
• 16 Jun 2026 Default launches agentic GTM platform with the Dot agent 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.

Verification agents power its triple email verification, catch-all resolution and deliverability scoring. An MCP server and CLI let AI agents call it.

AI capabilities: Data enrichment and hygiene, MCP or agent API

AI-Agent Factory provides agent templates for cleansing unstructured data, extracting fields, classifying engagement data, fuzzy matching with business context and lead segmentation. AI-driven data cleaning dedupes and enriches records. An AI readiness data assessment quiz helps teams check whether their data is ready for AI.

AI capabilities: Named agent, Data enrichment and hygiene, Scoring and routing

Gem-E is the AI agent that learns from opportunities and closed-won deals to feed scoring, targeting and messaging. Data agents cover Signals, Research and Account and Contact Discovery. Intelligence agents cover Scoring, Personalization (Writing Agent), Workflows and Advertising. UserGems MCP works from Claude and ChatGPT.

AI capabilities: Named agent, Data enrichment and hygiene, MCP or agent API, AI outreach, Scoring and routing

• 18 Sep 2026 UserGems MCP brings the AI Command Center into Claude and ChatGPT Agent
  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.

BetterAI chooses the provider sequence for each contact, reasons through validation results and explains its verdicts. Connect Intelligence scores phone numbers by likelihood to connect. The page says the models are Claude and OpenAI.

AI capabilities: Data enrichment and hygiene, Scoring and routing

Headless deduplication finds and merges duplicates from an AI chat, and the capability is MCP-ready. A data health check scores which fields are reliable, and Plauti ties data quality to AI readiness for models and agents. AI intent detection and AI case categorization support case routing.

AI capabilities: Data enrichment and hygiene, MCP or agent API, Scoring and routing

Its pages say "Native AppExchange solutions for Salesforce CRM" and "Native, in-org, governed", installed from the Salesforce marketplace using existing permissions

GTMCanvas builds AI agents and automation by drag and drop. Agentic Automation runs GTM workflows on verified data. ICP Intelligence scores accounts, PredictiveIntent scores account readiness with Bombora topics, and role-based messaging writes copy for each buying committee member. An AI Dialer is in beta.

AI capabilities: Named agent, Data enrichment and hygiene, AI outreach, Scoring and routing

Prebuilt agents built with Oracle AI Agent Studio: a Quote Generation Agent that reads emails and drawings and picks configurations and the pricing template, a Quote Assist agent that answers quoting questions in plain language, and an agent that turns supplier or customer documents into product entries. AI-driven suggestions, pricing recommendations and deal insights on margin, discount and win probability.

AI capabilities: Named agent, Assistant, Deal inspection, Quoting and pricing

• 10 Feb 2026 Oracle adds a Quote Generation Agent to Fusion Sales Agent
  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.

Agentforce is part of the platform: agents generate quotes from a plain-language request, manage product catalog changes and audit consumption. Salesforce also names autonomously created quotes, automated approvals and instant pricing calculations. Analytics run on Tableau Next.

AI capabilities: Named agent, Revenue analytics, Quoting and pricing

Salesforce describes Revenue Cloud as "a complete revenue lifecycle management software platform built natively on Salesforce" and on the Agentforce 360 Platform.

• 8 Jun 2026 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.
• 16 Jul 2025 Agentforce for Revenue builds quotes from a plain-language request Agent
  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.

AiMe is Conga's shared AI layer across CPQ, pricing, contracts and documents: more than 90 tools and 19 skills, agents that generate quotes, AI price optimization at the point of sale and deal-level pricing guidance. An MCP server lets Claude and Microsoft Copilot read live quote data.

AI capabilities: Named agent, Assistant, MCP or agent API, Quoting and pricing

• 14 Oct 2026 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.
• 11 Mar 2026 Conga unveils AiMe, a shared AI layer with new quoting agents Agent announced
  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.
• 1 Oct 2025 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.

Experlogix AI, offered as CPQ + AI and Document Automation + AI, automates document generation, quoting and ordering inside the customer's own business logic. With Microsoft Dynamics 365 and Copilot, AI gathers customer requirements from the CRM record and puts them into a quote.

AI capabilities: Assistant, Quoting and pricing

• 4 Sep 2026 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.

Infor CPQ 2026.10 embeds AI inside the governed product rules: AI-Assisted Product Modeling speeds ruleset creation, AI-Assisted Quoting gives reps a conversational way to configure products, and the AI Document Driven Transactions Agent converts unstructured documents into quotes or orders.

AI capabilities: Named agent, Assistant, Quoting and pricing

• 6 Nov 2026 Infor CPQ 2026.10 adds embedded AI for modeling, quoting and RFQs Agent
  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.

Pricefx Agents (125 prebuilt, plus no-code custom agents) that scan pricing, quoting, customer and transaction data and recommend actions, grouped as margin leakage, discount strategy, upside opportunity and account optimization. AI Optimization recommends list and deal prices. A bring-your-own-AI feature on the Model Context Protocol lets Copilot, Claude or ChatGPT query live pricing and quote data.

AI capabilities: Named agent, Revenue analytics, MCP or agent API, Quoting and pricing

• 19 Aug 2026 Pricefx opens its platform to customers' own AI assistants announced
  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.
• 15 Jul 2025 Pricefx unveils 125 pricing agents Always-on
  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.

Generative AI grounded in constraint-based configuration, so every recommendation stays valid and buildable. The AI Product Modeling Assistant turns spreadsheets, specifications and PDFs into a draft CPQ model that is typically 70 to 80 percent complete before a modeler reviews it.

AI capabilities: Assistant, Quoting and pricing

• 5 May 2026 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.
• 7 Oct 2025 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.

AI-Native CPQ (October 2026): an agent interprets a request, performs a needs analysis, recommends a solution and checks it against the manufacturer's products, pricing and business rules. It works for reps, dealers and website visitors.

AI capabilities: Named agent, Assistant, Quoting and pricing

• 1 Oct 2026 Threekit launches AI-Native CPQ for manufacturers Agent
  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.

Vendavo AI (September 2025): four agents, AI Price Manager, AI Price Optimizer, AI Deal Desk and AI Incentives Optimizer, with vertical-tuned LLMs. Spring 2026 adds an AI Pricing Assistant, an AI Documentation Assistant and an ML-driven price rules generator. The AI Deal Desk Assistant (October 2026) answers sellers' questions about agreements, commitments and pricing inside Vendavo Quoting.

AI capabilities: Named agent, Assistant, Revenue analytics, Quoting and pricing

• 20 Oct 2026 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.
• 6 Aug 2026 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.
• 1 Jul 2026 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.
• 1 Apr 2026 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.
• 22 Sep 2025 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.

Zuora AI in CPQ: a Quote Context Agent that pulls active subscriptions, products already owned, payment history and contract value into the quote when a seller asks. Trade coverage of Zuora's June 2026 release adds agents that generate quote rules, validate business logic and troubleshoot CPQ setups. Agents run inside Zuora's existing approvals and permissions.

AI capabilities: Named agent, Assistant, Quoting and pricing

• 23 Jun 2026 Zuora adds agents for CPQ setup and catalog management announced
  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.

DealHub AI includes named agents for each step of the revenue lifecycle: a Deal Agent that builds the quote from the opportunity, a Pricing Agent for price books and discount guardrails, and Approval, Negotiation and Contract agents before signature, then Usage, Renewal, Amendment and Collections agents after it. Agents work inside encoded pricing and approval rules, and an MCP server lets other AI tools act on the platform.

AI capabilities: Named agent, Deal inspection, Revenue analytics, MCP or agent API, Quoting and pricing

• 9 Sep 2026 MCP for Admin lets teams change pricing and approval rules by prompt Agent announced
  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.
• 20 Jan 2026 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.

Nue AI (October 2025) is built on Nue's MCP server and powered by ChatGPT, Claude and Gemini. Price Builder AI compiles plain-language pricing rules, the agentic CPQ builds and governs quotes, and MCP servers carry pricing logic and guardrails to any agent or channel.

AI capabilities: Named agent, Assistant, MCP or agent API, Quoting and pricing

Nue's CPQ page calls the product "Salesforce-native, finance-approved"; its homepage also lists self-service and partner channels beyond Salesforce.

• 12 May 2026 Nue introduces Agentic Revenue Architecture with a new agentic CPQ Agent
  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.
• 27 Oct 2025 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.

Prompt, Quote, Approve: a seller describes the deal in natural language and the AI configures and prices it under the company's rules and routes approvals. An admin agent edits pricing and approval rules and generates test quotes.

AI capabilities: Named agent, Quoting and pricing

• 12 May 2026 Roadrunner launches AI-native CPQ: prompt, quote, approve Agent
  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.
• 12 May 2026 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.

DealDesk AI: conversational quote creation, AI-powered guided selling, summaries of quotes and invoices, a deal assistant for product, pricing and approval questions, and intelligent sales rooms.

AI capabilities: Assistant, Quoting and pricing

• 19 Nov 2025 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.

Human-Controlled AI: recommendations that are transparent, explainable and reviewed by the customer's team, trained on the customer's own data. AI Assisted Product Configuration helps pick valid configurations.

AI capabilities: Assistant, Quoting and pricing

Hive AI, an assistant inside the CPQ that processes RFQs, guides buyers through configurations and helps admins build configurators, working within the product logic.

AI capabilities: Named agent, Quoting and pricing

An AI Document Assistant inside the document editor for drafting and refining copy, and a native MCP server (September 2025) with connectors for Claude and ChatGPT that lets AI agents create, route and send documents and agreements from natural language.

AI capabilities: Assistant, MCP or agent API

• 16 Sep 2025 PandaDoc launches a native MCP server for AI agents Agent
  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.

Agentic AI (October 2025): an Approvals Agent that guides users toward changes in line with company strategy, a Sales Agreement Agent that spots outdated agreements and suggests revisions with positioning guidance for sellers, and an Insights Agent that flags margin and demand alerts. A Model Context Protocol server brings pricing intelligence into other AI tools.

AI capabilities: Named agent, Revenue analytics, MCP or agent API, Quoting and pricing

• 9 Oct 2025 Zilliant launches three AI agents and a pricing MCP server announced
  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.

Import Agent, API Agent, Browser Agent, Dashboard Agent, Monitoring Agent, Sheets Assistant, and an MCP server for Google Sheets.

AI capabilities: Named agent, Assistant, Revenue analytics, MCP or agent API

• 15 Jul 2025 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.
• 29 May 2025 Coefficient launches AI Sheets Assistant
  An AI assistant for Google Sheets from Coefficient, listed on Product Hunt on 2025-05-29.

Workflows, Actions, Agents, Tables, Chat, Infobase and Brand Voice across OpenAI, Anthropic, Gemini and Perplexity models; sold with Fullcast as Fullcast Propel (powered by Copy.ai).

AI capabilities: Named agent, Assistant, Deal inspection, AI outreach

• 15 Oct 2025 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).

Named agents on its site: Deal Execution Agent, Customer Retention Agent, AI CRO Agent and Coaching Agent. Autopilot writes call details to Salesforce fields.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection

• 25 Feb 2026 Momentum adds native Google Meet recording and Autopilot for Contacts Always-on beta
  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.
• 18 Feb 2026 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.

Agents named on its pages: CRM Manager, Deal Driver, Forecaster, Pipeline Tracker, Analyst, Coach, Prospector, with Olivia as orchestrator and Oliver holding the process handbook.

AI capabilities: Named agent, Activity capture and CRM updates, Call and meeting analysis, Assistant, Deal inspection, AI forecasting, Revenue analytics

A superagent that works over a context graph of CRM, calls and email, plus a Forecasting Agent that sets each rep's Commit and Best Case numbers and drafts the note for each.

AI capabilities: Named agent, Assistant, Deal inspection, Data enrichment and hygiene, AI forecasting, Revenue analytics

• 6 Nov 2026 Von Forecasting Agent builds every rep's forecast Agent
  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.
• 29 May 2026 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.

Agents defined as code with a closed list of permitted tools, a Slack add-on where teams tag Cargo to do GTM work, a GitHub add-on that plans on every pull request and deploys on merge, and a public MCP server and CLI for coding agents.

AI capabilities: Named agent, Data enrichment and hygiene, MCP or agent API, Scoring and routing

Ten agent types in two families (inside Salesforce and across the revenue stack) and Clientell MCP, backed by a context graph of the org.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, MCP or agent API

A context graph (customer memory) built from email, calendar, meetings and Slack, plus an agent control plane. Example agents include a pipeline analyst, meeting prep, inbox triage and renewal radar. Skills include a deal risk flag and a stale deal nudge. MCP, API and SDK are available.

AI capabilities: Named agent, Activity capture and CRM updates, Assistant, Deal inspection, Data enrichment and hygiene, Revenue analytics, MCP or agent API, AI outreach

• 2 Feb 2026 CRMx generally available Agent
  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.
• 2 Feb 2026 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.

CRM Agents and Follow-Up Agents, a Seller Productivity Hub, and agents customers build on Ergo's data layer.

AI capabilities: Named agent, Activity capture and CRM updates, Deal inspection, AI forecasting, Revenue analytics

• 16 Jun 2026 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.

The Rox Agent and Command, with agent swarms that reason over a unified account graph, an Outbound Agent, and an agent inside Microsoft 365 Copilot.

AI capabilities: Named agent, Activity capture and CRM updates, Assistant, Deal inspection, Data enrichment and hygiene, MCP or agent API, AI outreach

• 31 Mar 2026 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.
• 30 Mar 2026 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.
• 12 Mar 2026 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.
• 1 Oct 2025 Rox introduces Command, a chat interface that runs agent swarms Agent
  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.

Documentation, Metadata, Permissions, Process, Monitoring and User Support agents, a Multi-Org Agent, a cross-platform agent across Salesforce, Snowflake and Data 360, and an MCP server.

AI capabilities: Named agent, Assistant, MCP or agent API

Sweep's FAQ says it executes routing, dedupe and automation natively within Salesforce.

• 4 Jun 2026 Sweep launches cross-platform agent across Salesforce, Snowflake and Data 360 Agent
  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.
• 27 Feb 2026 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.
• 20 May 2025 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.

MapAssist, launched in October 2025, is "a generative AI agent built directly into the mapping platform". TerritoryAssist, in beta since 1 September 2026, is "an AI-powered mapping assistant in eSpatial Territory Manager" that summarizes coverage, workload, balancing and workability and suggests next steps.

AI capabilities: Assistant, Territory and quota modeling

• 1 Sep 2026 eSpatial launches TerritoryAssist beta in Territory Manager beta
  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.
• Oct 2025 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.

SmartPlan AI for territories, Revenue Intelligence with deal intelligence, next best action and AI pipeline validation ("agentic orchestration"), call intelligence, automated CRM hygiene updates, and an MCP server for outside AI platforms.

AI capabilities: Named agent, Activity capture and CRM updates, Commissions, Call and meeting analysis, Deal inspection, Data enrichment and hygiene, AI forecasting, MCP or agent API, Territory and quota modeling, Scoring and routing

• 27 Aug 2025 Fullcast acquires Atrium
  Fullcast acquired Atrium, a sales performance management software company, to build an AI-powered suite across the revenue lifecycle.
• 26 Aug 2025 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.

Insights, an add-on, adds Generative AI Model Comparisons that "Instantly surface key differences between models" and Territory Analytics. The FAQ says "Insights leverages AI through Agentforce integrations".

AI capabilities: Revenue analytics, Territory and quota modeling

• 5 Dec 2025 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.

Carve agent ("Describe your territory plan in plain language, and Carve builds it"), Market Map account scoring, AI Researcher account enrichment, and an MCP that reads and writes routing, books, territories and scoring.

AI capabilities: Named agent, Assistant, Data enrichment and hygiene, MCP or agent API, Territory and quota modeling, Scoring and routing

The vendor's Bookbuilder page calls it "a native Salesforce package" that "runs as a Salesforce managed package". Carve also works with HubSpot.

• 16 Sep 2026 Gradient Works relaunches Carve for end-to-end territory planning Agent
  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.
• 12 Jun 2026 Gradient Works MCP is available to all customers Agent
  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.

"Lative's AI Planning Agents" and "Ask Lative", a conversational assistant, sit on the plan. The AI GTM Analyst generates executive narratives that explain performance, surface risks and recommend next steps, and writes weekly GTM standup briefings.

AI capabilities: Named agent, Assistant, Revenue analytics, Territory and quota modeling

• 14 Nov 2025 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.

MCP Server (early access) with 58 tools and an ExpertPack knowledge layer. The server runs hosted by EasyTerritory and deletes working data about an hour after last use.

AI capabilities: MCP or agent API, Territory and quota modeling

The Akyba agent center has a Compensation Admin Assistant that drafts plan proposals, a Dispute Manager that routes commission disputes, an Analyst that answers performance questions and a Coach that guides platform use. Customers can bring their own LLM and build custom agents.

AI capabilities: Named agent, Commissions, Assistant, Revenue analytics, Territory and quota modeling

• 22 Apr 2026 Akeron launches akyba, an agent center for Vulki Agent preview
  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.

Two opt-in generative AI features explain performance measures and plan components in plain language for compensation administrators, analysts and managers. An administrator turns them on with the Use Generative AI Features in Sales setting.

AI capabilities: Commissions

The product page names Agentforce for plan changes and for manager views of performance trends, outliers, rep performance and forecast pacing. A Salesforce post dated 26 August 2026 says a Spiff MCP and Agentforce inside Spiff arrive in the second half of 2026.

AI capabilities: Commissions, Revenue analytics

Salesforce's own pages call Spiff "the only incentive compensation management platform built natively on the Salesforce platform".

• 26 Aug 2026 Salesforce says Spiff gets an MCP and Agentforce this fall announced
  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.

Joule for Incentive Management answers questions on payments, deposits and credits, commissions, transaction and order details, measurement and incentive data, and adjustments, by position and by period. It is an optional add-on.

AI capabilities: Commissions, Assistant

KennectAI: an Ask Kai chat scoped to each role, KAI insights that rank schemes by return, KAI nudges with next-best action from a rep's gap to the next slab, and coaching prompts for managers.

AI capabilities: Commissions, Assistant, Revenue analytics, Territory and quota modeling

Named assistants: ELT Assistant (data pipelines), Sales Planning Assistant (territory and quota scenarios, capacity balancing), Designer Assistant (builds and tests incentive plans) and Research Assistant (explains calculations, drafts dispute answers for admins to review). Algorithm Library of machine learning and simulation techniques.

AI capabilities: Commissions, Assistant, AI forecasting, Revenue analytics, Territory and quota modeling

• 29 Sep 2026 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.
• 4 Dec 2025 Varicent shows AI-native updates for planning, incentive logic, data work and inquiries announced
  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.
• 8 Jul 2025 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.

Xactly Intelligence: builder, workflow, optimization and external agents (the last through MCP), Intelligence Studio for custom agents, chat assistants, and AI forecasting that removes sandbagging and over-optimism, flags risk and answers questions like what is at risk this quarter.

AI capabilities: Named agent, Commissions, Assistant, Deal inspection, AI forecasting, Revenue analytics, MCP or agent API, Territory and quota modeling

• 12 Aug 2026 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.
• 14 May 2026 Xactly launches a Fleet of Agents and Intelligence Studio Agent
  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.
• 21 Apr 2026 Xactly and ServiceNow launch a Dispute Management AI Agent 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.
• 9 Dec 2025 Xactly unveils Incent AI Agents in early access preview
  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.
• 6 Aug 2025 Xactly launches Intelligence AI Agents that build planning and pay apps from a description Agent
  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.
• 7 May 2025 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.

Rev Planning Agent (builds and changes plans, finds gaps and risks, recommends quota changes), Comp Builder Agent (generally available), Comp Ops Agent (coming soon), Catalyst machine learning forecasts, and Assist AI. An MCP Server is listed as coming soon, with general availability expected in 2027.

AI capabilities: Named agent, Commissions, Assistant, AI forecasting, Revenue analytics, Territory and quota modeling

• 21 Oct 2026 CaptivateIQ Comp Builder Agent is generally available and the Rev Planning Agent flags risks on its own Agent
  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.
• 9 Sep 2026 CaptivateIQ Revenue Planning Agent is generally available Agent
  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.
• 15 May 2026 CaptivateIQ launches CaptivateIQ Agents and an MCP Server in limited beta Agent 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.
• 9 Dec 2025 CaptivateIQ opens AI Payee Agents to a waitlist beta
  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.
• 13 Aug 2025 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.

Flipper, the vendor's AI agent for sales compensation: it creates and updates comp plans, simulates scenarios, explains each payout to reps in plain language and helps resolve commission disputes.

AI capabilities: Named agent, Commissions, Assistant, Revenue analytics

• 13 May 2026 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.

Eva (plan drafting, commission health checks, user lifecycle updates, AI-built dashboards), Agent Core with Assistant and Prescriptive agents, Deal Agent in CPQ, AI-driven quota analysis in Planning, and an MCP server. Eva queries set business definitions and does not do the payout math itself.

AI capabilities: Named agent, Commissions, Assistant, Revenue analytics, MCP or agent API, Territory and quota modeling, Quoting and pricing

• 9 Oct 2025 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.
• 7 Aug 2025 Everstage launches Agent Core, an agentic layer for incentives Agent
  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.
• 3 Jun 2025 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.

AI plan configuration from plain-language logic into reusable components, and machine learning models and analytics for forecasts, coverage and risk, delivered with Forma.ai data scientists through Prophet.

AI capabilities: Commissions, AI forecasting, Revenue analytics, Territory and quota modeling

Davo (Admin Assistant), AI Implementation Agents (Discovery, Configuration and UAT), Analytics Studio that uses AI to find trends and correlations, and an MCP Server that connects to Claude and Copilot.

AI capabilities: Named agent, Commissions, Assistant, Revenue analytics, MCP or agent API

• 18 Jun 2026 Performio AI Implementation Agents cut an ICM build from months to weeks Agent
  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.
• 20 Nov 2025 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.
• 23 Oct 2025 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.

The Architect (plans from a PDF or a prompt, simulation on past payouts), The Analyst (reconciliation, anomaly alerts, attainment tracking), The Sales Coach (answers rep questions and simulates earnings), and the Qobra MCP server.

AI capabilities: Named agent, Commissions, Assistant, Revenue analytics, MCP or agent API

• 12 Oct 2026 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.

AI-Powered Plan Builder (builds plans from a prompt or a document), Atlas (AI Revenue Strategist with plan validation, scenario modeling, capacity planning and anomaly detection, trained on tens of thousands of comp plans) and a QuotaPath MCP.

AI capabilities: Commissions, Assistant, Revenue analytics, MCP or agent API, Territory and quota modeling

• 1 Jun 2026 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.

Agentic Design (an agent designs or updates plans), Performance Agent (insights), Autopilot Reviews (deal comments and disputes), 24/7 rep support with explanations and flowcharts, and proactive nudges.

AI capabilities: Named agent, Commissions, Assistant, Revenue analytics

• 4 Sep 2025 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.

AI-enhanced, not AI-dependent: plain-language answers for building flows, metadata-based change recommendations, and an Optymyze MCP server for a customer's own agents, read-only and scoped to a governed data set.

AI capabilities: Commissions, Assistant, MCP or agent API

AI plan creation wizard, AI assistant for payees, AI assistant for admins (plan logic, reports, anomalies, transaction lookup) and AI commands that add or change commission logic. No named agents.

AI capabilities: Commissions, Assistant, Revenue analytics

AI Copilot (read-only chat over live compensation data that simulates payouts and traces errors), AI-assisted Plan Builder, AI Nudge Generator, AI Report Builder and an MCP server with OAuth 2.1.

AI capabilities: Commissions, Assistant, Revenue analytics, MCP or agent API

• 29 Jul 2026 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.
• 23 Oct 2025 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.

Anaplan Sales Analyst is an AI agent for revenue performance management: "Surface risks and opportunities, run scenarios, and orchestrate decisive action." Inside Territory and Quota Planning, users "Ask questions and get real-time insights to score accounts with predictive intent." CoModeler builds and extends planning models from plain language.

AI capabilities: Named agent, AI forecasting, Revenue analytics, Territory and quota modeling

• 30 Jun 2026 Anaplan introduces the Agentic Enterprise, with sales agents due by year end announced
  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.
• 25 Mar 2026 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".
• 9 Dec 2025 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.

The Modeler Agent "builds or adapts the model from a plain-language description, with a plan you approve first". The Analyst Agent tracks results against plan, and its report "details capacity gaps and recommends ways to fill them". Pigment's MCP Server lets ChatGPT answer capacity gap questions on the live plan.

AI capabilities: Named agent, AI forecasting, Revenue analytics, MCP or agent API, Territory and quota modeling

• 21 Oct 2026 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.
• 4 Mar 2026 Pigment launches AI Intent Modeling with the Modeler Agent 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.
• 10 Sep 2025 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.