{ "updated": "2026-11-10", "what": "One row per company on the map. `cat` is its one category, what its own headline sells; `ph` scores the map's stages 0 (not found on its site), 1 (partial) or 2 (core); `caps` lists the AI capabilities it sells today; `flags` marks whether it is built on Salesforce, from the vendor's own pages; `home` names the map a cross-listed row's name, site, category, scale and funding come from; `v` says where the row's facts come from: `primary` (the vendor's own release or changelog), `site` (the vendor's own site) or `reported` (trade press, where the vendor's site would not open); `src` lists every page we read for the row.", "categories": { "crm": { "n": "CRM platforms", "d": "The system of record for accounts, contacts and deals, now with AI that writes, updates records and runs sales agents." }, "rev_intel": { "n": "Revenue intelligence and forecasting", "d": "Inspect the pipeline, score deal risk and call the forecast, with AI that reads every deal, call and email." }, "conv_intel": { "n": "Conversation intelligence", "d": "Record, transcribe and analyze sales calls and meetings, with AI that writes notes, fills the CRM and coaches reps." }, "engagement": { "n": "Sales engagement", "d": "Run sequences of emails, calls and tasks for sellers, with AI that writes messages and picks who to contact next." }, "gtm_data": { "n": "Pipeline and CRM data", "d": "Enrich, clean, dedupe and route account, contact and lead records, with AI that finds data and keeps the CRM right." }, "cpq": { "n": "CPQ, pricing and deal desk", "d": "Configure, price and quote deals and run approvals, with AI that builds quotes and guides price and discount." }, "revops_ai": { "n": "RevOps AI agents", "d": "Standalone AI built for revenue operations work: CRM admin, deal updates, pipeline reviews and go-to-market workflows." }, "spm": { "n": "Sales planning, quotas and territories", "d": "Set sales capacity, quotas and territories, with AI that models coverage and fairness." }, "icm": { "n": "Sales compensation and commissions", "d": "Design incentive plans, calculate commissions and show reps what they will earn, with AI that reads plans and answers disputes." }, "bizplan": { "n": "Business planning platforms", "d": "Finance and connected-planning platforms that model headcount, quotas or supply alongside the budget, now with AI forecasts and agents." } }, "phases": [ { "k": "plan", "n": "Plan", "d": "Plan the go-to-market: capacity, territories, quotas and the account list." }, { "k": "data", "n": "Data", "d": "Keep the data right: enrich, dedupe, route and update account, contact and deal records." }, { "k": "engage", "n": "Engage", "d": "Reach buyers: emails, calls, meetings and sequences, and capture what was said." }, { "k": "deal", "n": "Deal", "d": "Run the deal: quotes, pricing, discount approvals and the deal desk." }, { "k": "forecast", "n": "Forecast", "d": "Inspect the pipeline, score deal risk, call the forecast and report revenue." }, { "k": "pay", "n": "Pay", "d": "Pay the team: incentive plans, commission calculations and rep statements." } ], "caps": [ { "k": "planning", "n": "Territory and quota modeling", "d": "AI that models capacity, carves territories, sets quotas or scores accounts for coverage." }, { "k": "enrichment", "n": "Data enrichment and hygiene", "d": "AI that finds, fills, dedupes or fixes account, contact and lead records." }, { "k": "routing", "n": "Scoring and routing", "d": "AI that scores leads or accounts, or routes and assigns them to the right seller." }, { "k": "capture", "n": "Activity capture and CRM updates", "d": "AI that logs emails, calls and meetings and fills or updates CRM fields." }, { "k": "conversation", "n": "Call and meeting analysis", "d": "AI that records, transcribes, summarizes or scores sales calls and meetings, or coaches reps from them." }, { "k": "outreach", "n": "AI outreach", "d": "AI that writes, personalizes or sequences emails and messages to buyers." }, { "k": "deal_risk", "n": "Deal inspection", "d": "AI that scores deals, flags risk or suggests the next step on a deal." }, { "k": "forecasting", "n": "AI forecasting", "d": "AI that predicts the forecast, the quarter's close or pipeline coverage." }, { "k": "quoting", "n": "Quoting and pricing", "d": "AI that builds quotes, guides price and discount, or checks approvals and contract terms." }, { "k": "commissions", "n": "Commissions", "d": "AI that reads plans, calculates or checks commissions, or explains pay to reps." }, { "k": "insights", "n": "Revenue analytics", "d": "AI that answers questions about pipeline and revenue, or writes the reports." }, { "k": "copilot", "n": "Assistant", "d": "A general AI assistant or chat over the product's data." }, { "k": "agent", "n": "Named agent", "d": "A named agent that completes multi-step work on its own." }, { "k": "mcp", "n": "MCP or agent API", "d": "An MCP server, agent API, or apps inside ChatGPT, Claude or Copilot." } ], "flags": [ { "k": "sf_native", "n": "Salesforce native", "d": "Built on the Salesforce platform: a native app that runs inside Salesforce." } ], "modes": { "assist": { "n": "Assistive", "d": "Drafts, scores, forecasts or suggests when a person asks. The person does each step." }, "agent": { "n": "Agent", "d": "Completes multi-step work on its own once a person sets it going, such as researching an account and drafting a sequence, or building a quote from a request." }, "always_on": { "n": "Always-on", "d": "Runs continuously without a prompt, such as updating CRM fields after every call or re-scoring deal risk every night." } }, "scale_tiers": { "1": "Enterprise incumbent: a public company or nine-figure revenue", "2": "Established: a public parent, or a disclosed customer base", "3": "Funded challenger: institutional funding disclosed", "4": "No disclosed scale" }, "companies": [ { "n": "Freshsales", "u": "https://www.freshworks.com/crm/sales/", "w": "Freshworks' sales CRM, described as an \"AI-powered sales CRM\" under the line \"Sell smarter and close deals faster.\" Sales teams get lead capture, scoring and routing, deal views and forecasting. Freddy AI scores intent, recommends deals to work and writes emails. A paid Freddy AI Agent add-on handles customer sessions.", "cat": "crm", "cat_src": { "quote": "Sell smarter and close deals faster", "url": "https://www.freshworks.com/crm/sales/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "copilot", "deal_risk", "forecasting", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 1, "basis": "Freshworks is a public company (NASDAQ: FRSH); Freshsales is trusted by 74,000+ businesses per its page." }, "founded": 2010, "hq": "San Mateo, USA", "price": { "note": "Growth $9, Pro $39, Enterprise $59 per user per month, billed annually; Freddy AI Agent add-on $49 per 100 sessions" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.freshworks.com/crm/sales/", "https://www.freshworks.com/crm/pricing/", "https://www.freshworks.com/company/newsroom/" ] }, { "n": "HubSpot Sales Hub", "u": "https://www.hubspot.com/products/sales", "w": "HubSpot's sales software, sold on its own or inside the HubSpot customer platform. The page is headed \"Sales Software.\" Sales and revenue operations teams get a CRM-backed sales workspace with the Breeze Prospecting Agent, Breeze Assistant and a Data Agent that writes research to CRM records. Agent work runs on HubSpot Credits. A free tier and three paid tiers are listed.", "cat": "crm", "cat_src": { "quote": "Sales Software", "url": "https://www.hubspot.com/products/sales" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "copilot", "deal_risk", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 1, "basis": "HubSpot is a public company (NYSE: HUBS)." }, "founded": 2006, "hq": "Cambridge, USA", "price": { "note": "Free tier; Starter from $10 (promotional, listed at $20), Professional from $100, Enterprise from $150 per seat per month" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.hubspot.com/products/sales", "https://www.hubspot.com/products/breeze/agents", "https://www.hubspot.com/company-news/spring-2026-spotlight" ] }, { "n": "Microsoft Dynamics 365 Sales", "u": "https://www.microsoft.com/en-us/dynamics-365/products/sales", "w": "Microsoft's CRM for sellers, pitched as \"a trusted agentic CRM solution.\" Sales and revenue operations teams get lead, opportunity and pipeline management with named sales agents that qualify leads, research deals and answer sales operations questions from raw data. A Sales Agent also runs inside Microsoft 365 Copilot. Custom agents are built in Copilot Studio.", "cat": "crm", "cat_src": { "quote": "Close deals faster and improve team productivity with a trusted agentic CRM solution.", "url": "https://www.microsoft.com/en-us/dynamics-365/products/sales" }, "ph": { "plan": 1, "data": 2, "engage": 2, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "copilot", "deal_risk", "enrichment", "insights", "mcp", "outreach", "quoting", "routing" ], "ai": "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.", "scale": { "tier": 1, "basis": "Microsoft is a public company (NASDAQ: MSFT)." }, "founded": 1975, "hq": "Redmond, USA", "price": { "note": "Professional $65, Enterprise $105, Premium $150 per user per month, billed yearly" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.microsoft.com/en-us/dynamics-365/products/sales", "https://learn.microsoft.com/dynamics365/sales/deprecations-sales" ] }, { "n": "monday CRM", "u": "https://monday.com/crm", "w": "monday.com's CRM, headed \"AI revenue execution, live in minutes.\" Sales teams build pipelines on monday's work platform with AI agents that call and qualify leads, find and enrich new leads, and brief reps before meetings. Each plan includes a package of AI credits. A free trial is offered.", "cat": "crm", "cat_src": { "quote": "AI revenue execution, live in minutes", "url": "https://monday.com/crm" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "enrichment", "outreach" ], "ai": "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.", "scale": { "tier": 1, "basis": "monday.com is a public company (NASDAQ: MNDY) with more than 250,000 customers across its products." }, "founded": 2012, "hq": "Tel Aviv, Israel", "price": { "note": "Basic $12, Standard $17 per seat per month, billed yearly (10-seat view); AI credits included" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://monday.com/crm", "https://monday.com/crm/pricing", "https://itbrief.co.uk/story/monday-com-rebuilds-platform-around-ai-work-agents" ] }, { "n": "Oracle Fusion Cloud Sales", "u": "https://www.oracle.com/cx/sales/", "w": "Oracle's CRM for B2B sales, also called Oracle Sales. Its page says it \"brings sales, quoting, buying, order management, billing, and renewals together on a single platform.\" Revenue operations teams get sales automation, forecasts and a Sales Command Center that watches pipeline risk, with named agents for contacts, territories and renewals. It sits inside the Oracle Fusion suite with ERP and order management.", "cat": "crm", "cat_src": { "quote": "Oracle Fusion Cloud Sales brings sales, quoting, buying, order management, billing, and renewals together on a single platform.", "url": "https://www.oracle.com/cx/sales/" }, "ph": { "plan": 1, "data": 1, "engage": 1, "deal": 2, "forecast": 2, "pay": 1 }, "caps": [ "agent", "deal_risk", "forecasting", "insights", "planning", "quoting" ], "ai": "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.", "scale": { "tier": 1, "basis": "Oracle is a public company (NYSE: ORCL)." }, "founded": 1977, "hq": "Austin, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.oracle.com/cx/sales/", "https://www.oracle.com/news/announcement/oracle-introduces-fusion-agentic-applications-for-cx-2026-04-09/" ] }, { "n": "Pega Sales Automation", "u": "https://www.pega.com/products/sales-automation", "w": "Pega's sales automation platform, headed \"Automate and simplify every sales process from end to end.\" Sales and revenue operations teams get lead management, opportunity forecasting and partner management with AI coaching agents. The page lists predicted win probability, close dates and stage progression, and email AI.", "cat": "crm", "cat_src": { "quote": "Automate and simplify every sales process from end to end", "url": "https://www.pega.com/products/sales-automation" }, "ph": { "plan": 0, "data": 1, "engage": 1, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "copilot", "deal_risk", "forecasting", "outreach" ], "ai": "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.", "scale": { "tier": 1, "basis": "Pega is a public company (NASDAQ: PEGA)." }, "founded": 1983, "hq": "Waltham, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.pega.com/products/sales-automation" ] }, { "n": "Salesforce Sales Cloud", "u": "https://www.salesforce.com/sales/", "w": "Salesforce's flagship CRM for sales teams. It carried the name Agentforce Sales from autumn 2025 until September 2026 and is called Sales Cloud again. The page says \"Grow revenue with the #1 CRM that works for you.\" Revenue operations teams run pipeline, accounts and forecasts in it, with AI sales agents that prospect, engage inbound leads, update deals and build quotes. Editions run from a free suite to a Max edition that bundles Agentforce.", "cat": "crm", "cat_src": { "quote": "Grow revenue with the #1 CRM that works for you", "url": "https://www.salesforce.com/sales/" }, "ph": { "plan": 1, "data": 2, "engage": 2, "deal": 2, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "mcp", "outreach", "quoting", "routing" ], "ai": "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.", "scale": { "tier": 1, "basis": "Salesforce is a public company (NYSE: CRM); Sales Cloud is its original product line." }, "founded": 1999, "hq": "San Francisco, USA", "price": { "note": "Starter Suite $25, Pro Suite $100, Core $195, Advanced $395, Max $550 per user per month; Core and above add AI" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.salesforce.com/sales/", "https://www.salesforce.com/sales/pricing/", "https://www.salesforce.com/sales/cloud/guide/", "https://www.salesforce.com/sales/headless/", "https://www.salesforce.com/sales/latest-release/", "https://thenextweb.com/news/salesforce-drops-agentforce-branding-product-names-dreamforce" ] }, { "n": "SAP Sales Cloud", "u": "https://www.sap.com/products/crm/sales-cloud.html", "w": "SAP's CRM for B2B sales, part of SAP Customer Experience. In its Q3 2026 release SAP says it \"is introducing the Deal Qualification Assistant, which automates lead qualification, enrichment, routing, and follow-up activities.\" Revenue operations teams get lead-to-opportunity automation and an agentic opportunity summary that shows deal health. SAP Incentive Management is a separate product.", "cat": "crm", "cat_src": { "quote": "SAP is introducing the Deal Qualification Assistant, which automates lead qualification, enrichment, routing, and follow-up activities.", "url": "https://news.sap.com/2026/10/new-sap-cx-q3-2026-autonomous-cx-arrives/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "deal_risk", "enrichment", "insights", "routing" ], "ai": "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.", "scale": { "tier": 1, "basis": "SAP is a public company (NYSE: SAP)." }, "founded": 1972, "hq": "Walldorf, Germany", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://news.sap.com/2026/10/new-sap-cx-q3-2026-autonomous-cx-arrives/", "https://news.sap.com/2026/07/new-in-sap-cx-q2-2026-when-insight-is-not-enough/", "https://news.sap.com/tags/sap-sales-cloud/" ] }, { "n": "Veeva Vault CRM", "u": "https://www.veeva.com/products/crm/", "w": "Veeva's CRM for life sciences companies, headed \"The Agentic CRM for Life Sciences.\" It \"connects sales, marketing, and medical teams on a single platform.\" The buyer is commercial operations at life sciences companies, whose field reps call on healthcare professionals. Built-in agentic features capture call notes as compliant free text, answer questions in conversation, find approved content and check insight quality.", "cat": "crm", "cat_src": { "quote": "The Agentic CRM for Life Sciences", "url": "https://www.veeva.com/products/crm/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "copilot" ], "ai": "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.", "scale": { "tier": 1, "basis": "Veeva Systems is a public company (NYSE: VEEV)." }, "founded": 2007, "hq": "Pleasanton, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.veeva.com/products/crm/", "https://www.veeva.com/eu/resources/veeva-ai-agents-now-available-to-increase-productivity-and-customer-centricity/" ] }, { "n": "Bitrix24", "u": "https://www.bitrix24.com/", "w": "\"Bitrix24. Your ultimate workspace.\" Bitrix24 is a flat-fee work platform whose CRM covers leads, deals and sales automation, alongside tasks, chat and marketing. CoPilot transcribes and summarizes calls, fills deal fields and writes text. An AI agent performs actions in the interface, and an MCP server connects outside AI tools.", "cat": "crm", "cat_src": { "quote": "Bitrix24. Your ultimate workspace.", "url": "https://www.bitrix24.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "Established: the vendor says 15 million organizations use it." }, "price": { "note": "Free plan; Basic $49, Standard $99, Professional $199 per organization per month billed annually (flat fee by user limit); Vibe+ plans add unlimited AI" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.bitrix24.com/", "https://www.bitrix24.com/prices/", "https://www.bitrix24.com/promo/spring-2026-release/", "https://www.bitrix24.com/promo/fall-2025-release/", "https://www.bitrix24.com/articles/bitrix24-vibe-code-business-apps-without-coding-ai-projects-check-in-2-0-open-sync-and-ai-agents.php", "https://www.iphones.ru/1377458" ] }, { "n": "Close", "u": "https://www.close.com/", "w": "\"The CRM that sells with you.\" Close is a CRM built around calling, email and SMS for small sales teams. Chloe is its AI sales agent: a voice agent that calls leads, qualifies them and books meetings, plus a chat assistant that answers pipeline questions and builds reports. An AI Notetaker logs calls. More agents are in beta.", "cat": "crm", "cat_src": { "quote": "The CRM that sells with you", "url": "https://www.close.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "enrichment", "insights", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Established: more than 11,500 sales teams on the vendor's own homepage." }, "price": { "note": "Solo $9, Essentials $35, Growth $99, Scale $139 per user per month (lower of the two published prices on the pricing page); AI runs on monthly AI credits" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.close.com/", "https://close.com/chloe", "https://www.close.com/pricing", "https://www.close.com/blog", "https://close.com/blog/introducing-chloe", "https://pr.hillsboronewstimes.com/article/Close-Launches-Chloe-an-AI-Sales-Agent-Built-Directly-Into-the-CRM/6a2885865f1a393667890f3a" ] }, { "n": "Copper", "u": "https://www.copper.com/", "w": "\"The CRM that helps you be there for your clients, every step of the way.\" Copper is a CRM for teams that work in Google Workspace. Its AI is light: AI flags and alerts on the pipeline, an AI email rewriter, an AI email template generator, and Copper GPT, a read-only app that lets ChatGPT answer questions from Copper data.", "cat": "crm", "cat_src": { "quote": "The CRM that helps you be there for your clients, every step of the way.", "url": "https://www.copper.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "deal_risk", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Established: the vendor says it is trusted by more than 30,000 companies." }, "price": { "note": "Basic $23, Professional $59, Business $99 per seat per month billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.copper.com/", "https://www.copper.com/pricing", "https://www.copper.com/resources/copper-gpt-chatgpt", "https://www.copper.com/resources/copper-wrapped-2025" ] }, { "n": "Creatio", "u": "https://www.creatio.com/", "w": "A CRM and workflow platform whose page reads \"AI CRM and Workflow Platform,\" where \"people and AI agents work together.\" Sales, marketing and service teams run CRM on it with AI agents for sales engagement, guided selling, forecasting and field voice agents. AI Studio manages the agent lifecycle, and AI Twin lets employees describe a personal agent in plain words.", "cat": "crm", "cat_src": { "quote": "AI CRM and Workflow Platform", "url": "https://www.creatio.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "copilot", "forecasting", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Creatio says it serves thousands of customers in over 100 countries." }, "funding": { "total_usd_m": null, "last": "$200M minority investment, 2024-06-26, at a $1.2B valuation", "investors": "Sapphire Ventures (lead), StepStone Group, Volition Capital, Horizon Capital", "src": "https://www.creatio.com/company/news/creatio-capital-raise-2024" }, "hq": "Boston, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.creatio.com/", "https://creatio.com/company/news/24866", "https://www.creatio.com/company/news/creatio-capital-raise-2024", "https://siliconangle.com/2026/07/15/creatio-expands-beyond-no-code-roots-conversational-development-tool-ai-studio/" ] }, { "n": "folk", "u": "https://www.folk.app/", "w": "\"The AI CRM for your entire sales motion.\" folk is a CRM for small teams that manage relationships and deals. Assistants find and score leads, write follow-ups and recap meetings. AI fields fill record data, a hosted MCP server connects Claude and ChatGPT, and calls can be recorded and transcribed.", "cat": "crm", "cat_src": { "quote": "The AI CRM for your entire sales motion", "url": "https://www.folk.app/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "enrichment", "insights", "mcp", "outreach", "routing" ], "ai": "folk Assistants (web search, lead scoring, follow-up, recap), AI fields, AI insight summaries, email sentiment workflows, call transcripts and a folk MCP server.", "scale": { "tier": 2, "basis": "Established: the vendor says it is trusted by more than 5,000 companies." }, "price": { "note": "Standard $24, Premium $48 per member per month billed annually; Enterprise from $80; credits for enrichment, messages, account sync and AI fields vary by plan" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.folk.app/", "https://www.folk.app/pricing", "https://www.folk.app/changelog" ] }, { "n": "Nutshell", "u": "https://www.nutshell.com/", "w": "\"Save time. Close deals.\" Nutshell is a CRM and email marketing platform for small businesses. AI sits on every plan: call and meeting summaries, a lead researcher and scorer, a one-click email campaign builder, timeline summaries, a sales chatbot and a voice notetaker. In January 2026 it added an AI Agent Marketplace.", "cat": "crm", "cat_src": { "quote": "Save time. Close deals.", "url": "https://www.nutshell.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "capture", "conversation", "enrichment", "insights", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Established: over 5,000 companies in 50 countries per the vendor." }, "founded": 2009, "price": { "note": "Five plans from $13 to $79 per user per month, billed annually for a discount" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.nutshell.com/", "https://www.nutshell.com/ai", "https://techintelpro.com/news/ai/enterprise-ai/nutshell-launches-ai-agent-marketplace-for-crm-sales-teams", "https://www.nutshell.com/blog/expanding-nutshells-conversational-ai-with-notetaker" ] }, { "n": "Pipedrive", "u": "https://www.pipedrive.com/en", "w": "A sales CRM for small and mid-sized teams, headed \"The easy and effective CRM for closing deals.\" Sales teams manage pipelines and activities in it. Its AI Sales Assistant predicts which deals are likely to be won or lost, and Nova records meetings and drafts CRM updates for the rep to approve. A built-in MCP server links the CRM to ChatGPT and Claude.", "cat": "crm", "cat_src": { "quote": "The easy and effective CRM for closing deals", "url": "https://www.pipedrive.com/en" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "More than 100,000 companies use Pipedrive; Vista Equity Partners is a named investor." }, "founded": 2010, "hq": "New York, USA", "price": { "note": "not shown on the product page; 14-day free trial" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.pipedrive.com/en", "https://www.pipedrive.com/en/about", "https://www.pipedrive.com/en/newsroom/pipedrive-launches-native-mcp-server-bringing-crm-workflows-directly-into-ai-assistants", "https://www.pipedrive.com/en/newsroom/pipedrive-launches-nova-to-turn-sales-meetings-into-crm-intelligence" ] }, { "n": "Salesflare", "u": "https://salesflare.com/", "w": "\"The CRM that keeps itself up to date.\" Salesflare is a CRM for B2B sales teams that works from Gmail and Outlook. Its AI summarizes a customer timeline, suggests next steps and answers questions, and it suggests contacts and follow-up reminders. An MCP server for ChatGPT and Claude is in its product updates.", "cat": "crm", "cat_src": { "quote": "The CRM that keeps itself up to date", "url": "https://salesflare.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "capture", "copilot", "enrichment", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "Established: more than 10,000 companies per the vendor." }, "price": { "note": "Growth $29, Pro $49, Enterprise $99 per user per month billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://salesflare.com/", "https://salesflare.com/pricing", "https://salesflare.com/sales-intelligence/ai-crm", "https://salesflare.storychief.io/more-ai-more-leads", "https://salesflare.storychief.io/fill-your-pipeline-faster" ] }, { "n": "Streak", "u": "https://www.streak.com/", "w": "\"The Gmail CRM for high-performing teams.\" Streak is a CRM that runs inside Gmail. AI fills deal fields from the email timeline and the web, summarizes deals, answers questions about them, writes meeting agendas and builds pipelines from a description. AI steps run inside automations. A Streak app in ChatGPT and an MCP server connect other AI tools.", "cat": "crm", "cat_src": { "quote": "The Gmail CRM for high-performing teams", "url": "https://www.streak.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "capture", "copilot", "deal_risk", "enrichment", "insights", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Established: the vendor says it is trusted by more than 4,000 companies and 750,000 professionals." }, "price": { "note": "Pro $49, Pro+ $69, Enterprise $129 per user per month billed annually; AI credits per plan" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.streak.com/", "https://www.streak.com/pricing", "https://streak.com/updates" ] }, { "n": "SugarAI", "u": "https://sugarai.com/", "w": "The B2B CRM formerly called SugarCRM, rebranded as SugarAI in April 2026 around what it calls precision selling. Its page says \"CRM that actually helps sellers sell.\" Sales teams get opportunity tracking and forecasting, with AI that surfaces opportunities and threats, prepares reps for meetings and shows managers where to coach. Sugar Predict reads ERP purchase data for cross-sell and churn signals.", "cat": "crm", "cat_src": { "quote": "CRM that actually helps sellers sell", "url": "https://sugarai.com/" }, "ph": { "plan": 0, "data": 1, "engage": 1, "deal": 2, "forecast": 2, "pay": 0 }, "caps": [ "conversation", "copilot", "deal_risk", "enrichment", "forecasting", "insights" ], "ai": "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.", "scale": { "tier": 2, "basis": "SugarAI lists 4,000+ customers, 1M+ users and 120+ countries." }, "founded": 2004, "hq": "Denver, USA", "price": { "note": "Sugar Sell Standard+ $68, Advanced+ $98, Premier+ $155 per user per month, billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://sugarai.com/", "https://sugarai.com/pricing", "https://sugarai.com/press-releases/sugarcrm-unveils-new-brand-identity-as-sugarai-declaring-the-next-generation-of-crm" ] }, { "n": "Zoho CRM", "u": "https://www.zoho.com/crm/", "w": "Zoho's CRM, headed \"The easiest AI CRM for growth.\" Sales teams of small and large companies run leads, deals and pipelines in it, with Zia, Zoho's AI assistant, and Zia Agents that can work as digital employees. The AI can use Zoho's own models or other LLMs. A free edition covers 3 users.", "cat": "crm", "cat_src": { "quote": "The easiest AI CRM for growth.", "url": "https://www.zoho.com/crm/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "copilot", "insights", "mcp", "outreach", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Zoho Corporation reports more than one million paying customers and 150 million users across its products. It is privately held." }, "founded": 1996, "hq": "Chennai, India", "price": { "note": "free edition for up to 3 users; paid editions are priced per user per month" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.zoho.com/crm/", "https://www.zoho.com/crm/zohocrm-pricing.html", "https://www.zoho.com/news/zoho-corporation-marks-30-years-now-supports-over-one-million-organisations.html", "https://cxtoday.com/crm/zoho-makes-5-major-moves-to-expand-its-ai-portfolio", "https://blog.zoho.com/index.php/crm/q1-2026-update.html", "https://prezohoweb.zoho.com/news/zoho-corporation-marks-30-years-now-supports-over-one-million-organisations.html" ] }, { "n": "Attio", "u": "https://attio.com/", "w": "\"Welcome to agentic revenue.\" Attio is a CRM that a revenue team shapes to its own data model. RevOps teams buy it to hold accounts, deals and calls in one workspace. Ask Attio answers questions and takes action in plain language. Workflows run AI agents on customer context, and a web research agent fills records. An MCP server and a ChatGPT app reach the same data.", "cat": "crm", "cat_src": { "quote": "Welcome to agentic revenue.", "url": "https://attio.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "enrichment", "insights", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $116M raised in total and 5,000 paying customers disclosed in its Series B post." }, "funding": { "total_usd_m": 116, "last": "Series B, $52M, 2025-08-26", "investors": "GV (lead), Redpoint, Balderton, Point Nine, 01 Advisors", "src": "https://tech.eu/2025/08/26/attio-raises-52m-series-b-to-scale-crm-platform/" }, "price": { "note": "Free plan; Plus from $40 per workspace per month (annual) with $35 per extra user; Pro from $100 per workspace per month (annual) with $79 per extra user; Ultra $1,000 per month (annual)" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://attio.com/", "https://attio.com/pricing", "https://attio.com/changelog", "https://attio.com/blog/attio-raises-52m-series-b", "https://tech.eu/2025/08/26/attio-raises-52m-series-b-to-scale-crm-platform/" ] }, { "n": "Aurasell", "u": "https://www.aurasell.ai/", "w": "\"Make Everyone An Elite Operator.\" Aurasell sells an AI-native CRM platform for startups and small businesses, and a GTM OS that adds agents on top of Salesforce or HubSpot for larger teams. It offers live call assist, deal coaching, a territory agent, an agent builder and a contact database.", "cat": "crm", "cat_src": { "quote": "AI-Native CRM Platform", "url": "https://www.aurasell.ai/" }, "ph": { "plan": 1, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "conversation", "copilot", "deal_risk", "outreach", "planning" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $30M seed disclosed." }, "funding": { "total_usd_m": 30, "last": "Seed, $30M, 2025-08-26", "investors": "N47, Menlo Ventures, Unusual Ventures", "src": "https://builtin.com/articles/aurasell-launches-ai-native-crm-platform-20250826" }, "hq": "San Francisco, USA", "price": { "note": "Startup $15,000 per year platform fee with 3 million AI credits and no user count; SMB and Mid-market and Enterprise custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.aurasell.ai/", "https://builtin.com/articles/aurasell-launches-ai-native-crm-platform-20250826", "https://pulse2.com/aurasell-30-million-seed-raised-to-launch-ai-native-crm-platform", "https://agilebrandguide.com/aurasell-launches-worlds-first-ai-native-os-to-run-intelligent-gtm-workflows-on-any-crm/" ] }, { "n": "Clarify", "u": "https://www.clarify.ai/", "w": "\"Full-Stack AI CRM.\" Clarify is an AI-native CRM for startup and growth teams. Rep is its sales agent: it briefs meetings, tracks deals, handles follow-ups, builds reports and answers questions. Lead Finder builds lead lists from a prospect database. Agents run custom automations on their own or with a human watching. Call intelligence updates deals after each call.", "cat": "crm", "cat_src": { "quote": "Full-Stack AI CRM", "url": "https://www.clarify.ai/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "deal_risk", "enrichment", "insights", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $22.5M raised in total; the vendor says 8,000+ GTM teams trust it." }, "funding": { "total_usd_m": 22.5, "last": "Series A, $22.5M total raised, 2025-06-25", "investors": "USVP, Gradient (leads), Madrona, Recall, Essence, Ascend, New Normal Fund, Fika", "src": "https://www.clarify.ai/blog/series-a" }, "hq": "Seattle, USA", "price": { "note": "Free; Starter $40 per month billed annually; Growth from $1,000 per month billed annually; Enterprise custom; unlimited seats, priced by credits" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.clarify.ai/", "https://www.clarify.ai/pricing", "https://www.clarify.ai/blog", "https://www.clarify.ai/blog/series-a", "https://www.clarify.ai/blog/rep-can-now-build-reports", "https://www.clarify.ai/blog/clarify-in-email-and-imessage", "https://www.clarify.ai/changelog", "https://industry-lens.com/reports/signal-spotlight-clarify" ] }, { "n": "Lightfield", "u": "https://lightfield.com/", "w": "\"CRM engineered for the future.\" Lightfield is an AI-native CRM from the founders of Tome. It builds the customer record from email, calendar, calls, Slack and LinkedIn. Agents run outbound, flag deals at risk and suggest focus. Ask Lightfield answers questions, and skills cover account research, call prep, deal review and forecast updates.", "cat": "crm", "cat_src": { "quote": "CRM engineered for the future", "url": "https://lightfield.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "enrichment", "forecasting", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $47M Series A led by a16z; more than 5,000 companies signed up since launch per the founders." }, "funding": { "total_usd_m": null, "last": "Series A, $47M, 2026-09-09", "investors": "Andreessen Horowitz (lead)", "src": "https://unite.ai/lightfield-raises-47m-series-a-led-by-a16z-to-accelerate-growth/" }, "price": { "note": "Starter $89 per user per month; Pro $999 and Growth $2,999 per workspace per month billed annually; Enterprise custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://lightfield.com/", "https://lightfield.com/pricing", "https://unite.ai/lightfield-raises-47m-series-a-led-by-a16z-to-accelerate-growth/" ] }, { "n": "Monaco", "u": "https://www.monaco.com/", "w": "\"The best startups run sales on Monaco.\" Monaco is an AI-native revenue platform that replaces the CRM and separate sales tools for startups. It builds a target account database, runs outbound sequences, records and summarizes meetings and tracks the pipeline. Agents research accounts, score buyers and update records, and Monaco's own salespeople watch the AI.", "cat": "crm", "cat_src": { "quote": "The best startups run sales on Monaco.", "url": "https://www.monaco.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "deal_risk", "enrichment", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $85M raised in total; hundreds of beta customers per its Series B coverage." }, "funding": { "total_usd_m": 85, "last": "Series B, $50M, 2026-05-12", "investors": "Benchmark (lead); Founders Fund led the earlier $35M seed and Series A", "src": "https://www.vcaonline.com/news/2026051211/monaco-secures-50-million-in-series-b-funding-to-grow-ai-powered-sales-platform-amid-strong-customer-demand/" }, "price": { "note": "$10,000 upfront for 1,000,000 credits, then pay as you go; no seat fees" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.monaco.com/", "https://www.monaco.com/pricing", "https://techcrunch.com/2026/02/11/former-founders-fund-vc-sam-blond-launches-ai-sales-startup-to-upend-salesforce/", "https://builtin.com/articles/monaco-raises-50m-series-b-20260518", "https://www.vcaonline.com/news/2026051211/monaco-secures-50-million-in-series-b-funding-to-grow-ai-powered-sales-platform-amid-strong-customer-demand/" ] }, { "n": "Octolane", "u": "https://octolane.com/", "w": "Octolane is an AI CRM that puts a dedicated agent on every account. The agent watches the account, proposes the next action and waits for a person to approve it. It researches accounts, updates fields, drafts follow-ups and preps meetings. A notetaker records calls, and the CRM enriches records and tracks site visitors. It works in Slack and ChatGPT and has an MCP server.", "cat": "crm", "cat_src": { "quote": "Every plan includes the AI CRM, meeting recording, enrichment, MCP, the API and webhooks.", "url": "https://octolane.com/pricing" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $2.6M seed disclosed (Apr 2025)." }, "funding": { "total_usd_m": 2.6, "last": "Seed, $2.6M, 2025-04-18", "investors": "Y Combinator, General Catalyst Apex, Basis Set Ventures, Pioneer Fund and angels", "src": "https://pulse2.com/octolane-2-6-million-seed-raised-for-self-driving-ai-crm-platform" }, "price": { "note": "Starter $79 per user per month billed annually ($99 monthly); Pro $750 and Team $1,200 per month billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://octolane.com/", "https://pulse2.com/octolane-2-6-million-seed-raised-for-self-driving-ai-crm-platform" ] }, { "n": "Reevo", "u": "https://reevo.ai/", "w": "\"Your sales tools are guessing. Reevo actually knows.\" Reevo is an AI-native sales platform with an AI-native CRM at its core. Ask Reevo answers questions with cited sources and works in Slack. It preps meetings, logs tasks, updates deals, forecasts and coaches. A mobile app records conversations without a meeting bot.", "cat": "crm", "cat_src": { "quote": "Your sales tools are guessing. Reevo actually knows.", "url": "https://reevo.ai/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 2, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "forecasting", "insights" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $80M raised at launch." }, "funding": { "total_usd_m": 80, "last": "Seed and Series A, $80M, 2025-11-05", "investors": "Khosla Ventures and Kleiner Perkins (co-leads)", "src": "https://pulse2.com/reevo-80-million-closed-to-launch-ai-native-go-to-market-platform-unifying-marketing-sales-and-customer-success" }, "founded": 2024, "hq": "Santa Clara, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://reevo.ai/", "https://www.kleinerperkins.com/perspectives/reevo-the-intelligent-revenue-operating-system/", "https://pulse2.com/reevo-80-million-closed-to-launch-ai-native-go-to-market-platform-unifying-marketing-sales-and-customer-success", "https://salestechstar.com/predictive-ai-artificial-intelligence/reevo-launches-mobile-ai-sales-app-to-keep-deals-moving-beyond-the-desk/" ] }, { "n": "Superleap", "u": "https://superleap.com/", "w": "\"The AI CRM for modern enterprises.\" Superleap is an AI-native CRM for enterprise revenue teams, with a unified data layer, a customer context graph and SuperAgents that enrich, qualify, monitor, coach, audit and nurture. Superleap AI answers CRM questions in plain language, voice AI agents handle calls, and an MCP connector reaches Claude, ChatGPT and Gemini.", "cat": "crm", "cat_src": { "quote": "The AI CRM for modern enterprises", "url": "https://superleap.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "conversation", "copilot", "deal_risk", "enrichment", "forecasting", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: INR 36 crore (about $4.2M) pre-Series A disclosed." }, "funding": { "total_usd_m": 4.2, "last": "Pre-Series A, INR 36 crore, 2026-08-04", "investors": "Peak XV Partners' Surge (lead)", "src": "https://inc42.com/buzz/ai-native-crm-startup-superleap-bags-₹36-cr-led-by-peak-xvs-surge/" }, "founded": 2024, "hq": "Bengaluru, India", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://superleap.com/", "https://superleap.com/mcp", "https://inc42.com/buzz/ai-native-crm-startup-superleap-bags-₹36-cr-led-by-peak-xvs-surge/" ] }, { "n": "Twenty", "u": "https://twenty.com/", "w": "\"Build your Enterprise CRM at AI Speed.\" Twenty is an open-source CRM that a team can host itself or run in the cloud. Its AI chat reads and edits CRM data. Agents run inside workflows to draft emails and enrich records. A native MCP server connects Claude, ChatGPT and Cursor.", "cat": "crm", "cat_src": { "quote": "Build your Enterprise CRM at AI Speed", "url": "https://twenty.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $5M seed disclosed (Nov 2024); the vendor cites more than 10,000 other organizations." }, "funding": { "total_usd_m": 5, "last": "Seed, $5M, 2024-11-19", "investors": "Runa Capital (lead)", "src": "https://tech.eu/2024/11/19/twenty-secures-5m-to-challenge-crm-giants-with-open-source/" }, "price": { "note": "Cloud Pro $9, Organization $39 per user per month billed yearly; self-hosting the open-source core is free" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://twenty.com/", "https://twenty.com/releases", "https://tech.eu/2024/11/19/twenty-secures-5m-to-challenge-crm-giants-with-open-source/" ] }, { "n": "Zero", "u": "https://zero.inc/", "w": "\"Make CRM history.\" Zero is an AI CRM that aims to replace Salesforce- and HubSpot-style systems plus separate prospecting and customer success tools. Agents find leads from buying signals, keep deals current, prepare meetings and monitor customers after the sale. Teams can build their own agents. Ask Zero works in Slack and an MCP server is open.", "cat": "crm", "cat_src": { "quote": "Make CRM history", "url": "https://zero.inc/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "copilot", "deal_risk", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $10.3M seed disclosed; the vendor cites hundreds of AI-native startups as users." }, "funding": { "total_usd_m": 10.3, "last": "Seed, $10.3M, 2026-09-15", "investors": "Primary Venture Partners (lead), Inception Fund, Defiant, Greens", "src": "https://tech.eu/2026/09/15/crm-challenger-zero-gets-backing-from-lovable-and-langdock-founders-in-10m-raise/" }, "hq": "Finland", "price": { "note": "Pro $77 per seat per month billed annually ($96 monthly); Scale custom, minimum 10 seats; credits cover enrichment and agent work" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://zero.inc/", "https://tech.eu/2026/09/15/crm-challenger-zero-gets-backing-from-lovable-and-langdock-founders-in-10m-raise/" ] }, { "n": "Capsule", "u": "https://capsulecrm.com/", "w": "\"Simple to start. Built for growth.\" Capsule is a CRM for small and growing teams. Capsule AI adds summaries of recent activity, meeting prep briefs, email drafts, a pipeline generator and contact and business enrichment. Capsule MCP, in beta, connects ChatGPT and other AI tools to the data.", "cat": "crm", "cat_src": { "quote": "Simple to start. Built for growth.", "url": "https://capsulecrm.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "capture", "copilot", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 4, "basis": "No disclosed customer count or funding." }, "price": { "note": "Free plan; Starter $18, Growth $36, Advanced $54, Ultimate $72 per user per month billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://capsulecrm.com/", "https://capsulecrm.com/ai/", "https://capsulecrm.com/pricing/", "https://capsulecrm.com/blog/what-if-you-could-just-ask-your-crm-introducing-capsule-mcp/", "https://capsulecrm.com/blog/capsule-uncapped-march-2026/" ] }, { "n": "Insightly", "u": "https://www.insightly.com/", "w": "\"Choose the flexible CRM for fast-growing companies.\" Insightly is a CRM with project, marketing and service modules for mid-market teams. Copilot is a conversational assistant that creates and updates records, finds duplicates, drafts emails and suggests follow-ups. A CRM MCP server connects Claude and ChatGPT to the data.", "cat": "crm", "cat_src": { "quote": "Choose the flexible CRM for fast-growing companies", "url": "https://www.insightly.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "capture", "copilot", "deal_risk", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 4, "basis": "No disclosed scale beyond 'thousands' of companies on its homepage." }, "owner": "Unbounce", "price": { "note": "CRM Plus $29, Professional $49 (includes AI Copilot), Enterprise $99 per user per month billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.insightly.com/", "https://www.insightly.com/pricing/", "https://www.insightly.com/blog/insightly-crm-conversational-ai-copilot/", "https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Insightly-Launches-CRM-MCP-177108.aspx" ] }, { "n": "Nimble", "u": "https://www.nimble.com/", "w": "\"The relationship CRM for your whole team. AI does the busywork.\" Nimble is a relationship CRM for small teams that works inside Microsoft 365 and Google Workspace. AI Sequences builds an outreach sequence from one sentence. AI email creation tools and AI prospecting come on the one plan. Nimble MCP lets Claude and ChatGPT manage the CRM in conversation.", "cat": "crm", "cat_src": { "quote": "The relationship CRM for your whole team.", "url": "https://www.nimble.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "capture", "copilot", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 4, "basis": "No disclosed customer count beyond 'thousands of teams'." }, "price": { "note": "One plan at $24.90 per seat per month billed annually ($29.90 monthly)" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.nimble.com/", "https://www.nimble.com/pricing", "https://www.nimble.com/blog/claude-chatgpt-crm-mcp/", "https://www.nimble.com/blog/ai-sequences/", "https://borncity.com/news/nimble-mcp-claude-und-chatgpt-greifen-direkt-auf-crm-daten-zu/" ] }, { "n": "Clari", "u": "https://www.clari.com/", "w": "Clari sells revenue forecasting for enterprise teams: \"Sales Forecasting Software Built to Act On.\" Its AI Forecast Agent reads historical deal data and live rep activity, and Forecast AI predicts outcomes from deal size, stage and velocity. Revenue operations and sales leaders use it for forecast calls and pipeline inspection. Since the 2025 merger, Clari runs inside the combined Clari + Salesloft platform and exposes forecast and deal data through an MCP server.", "cat": "rev_intel", "cat_src": { "quote": "Sales Forecasting Software Built to Act On.", "url": "https://www.salesloft.com/platform/sales-forecasting-software" }, "ph": { "plan": 0, "data": 1, "engage": 1, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "agent", "conversation", "copilot", "deal_risk", "forecasting", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 1, "basis": "Forrester puts the combined Clari and Salesloft business at more than 5,000 customers and about $450 million in annual recurring revenue." }, "hq": "Sunnyvale, CA, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.clari.com/", "https://www.salesloft.com/", "https://www.salesloft.com/platform/sales-forecasting-software", "https://www.salesloft.com/company/newsroom/clari-and-salesloft-announce-merger-agreement", "https://salesloft.com/company/newsroom/clari-salesloft-merger", "https://www.salesloft.com/company/newsroom/salesloft-mcp-server-revenue-data-ai-ecosystem", "https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Clari---Salesloft-Connect-Forecasting-to-Execution-and-Launch-MCP-Server-174375.aspx", "https://integration.clari.com/press/clari-unveils-ai-agents-powered-by-revenue-context/", "https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/" ] }, { "n": "Gong", "u": "https://www.gong.io/", "w": "Gong sells what it calls the \"#1 AI OS for Revenue Teams\". It captures calls, emails and deal activity, then scores deals, calls the forecast and runs agents on the result. Revenue operations teams use Gong Forecast and Deal Boards to inspect pipeline, Gong Agents and Agent Builder to automate work, and an MCP server to feed other AI tools. More than 5,000 companies use it.", "cat": "rev_intel", "cat_src": { "quote": "#1 AI OS for Revenue Teams", "url": "https://www.gong.io/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "enrichment", "forecasting", "insights", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 1, "basis": "Gong reported annual recurring revenue above $500 million at the end of April 2026 (Globes) and more than 5,000 customers (its own press release)." }, "funding": { "total_usd_m": null, "last": "Series E, $250M, 2021 (valuation $7.25B)", "investors": "Franklin Templeton led; Coatue, Salesforce Ventures, Sequoia Capital, Thrive Capital, Tiger Global", "src": "https://techcrunch.com/2025/03/05/revenue-prediction-startup-gong-surpasses-300m-arr-indicating-potential-ipo-path/" }, "founded": 2015, "hq": "San Francisco, CA, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.gong.io/", "https://www.gong.io/press", "https://www.gong.io/press/gong-launches-mission-big-dipper-revenue-harness", "https://www.gong.io/press/gong-mission-callisto-sales-enrichment-layer", "https://www.gong.io/press/new-revenue-ai-innovation-celebrate-26", "https://www.gong.io/blog/announcing-gong-agents-for-revenue-teams", "https://gong.io/press/gong-launches-mission-andromeda-expanding-its-revenue-ai-os-to-enablement-and-account-management", "https://gong.io/press/gong-unveils-new-ai-innovations-to-help-revenue-teams-drive-growth-at-scale", "https://techcrunch.com/2025/03/05/revenue-prediction-startup-gong-surpasses-300m-arr-indicating-potential-ipo-path/", "https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789" ] }, { "n": "Aviso", "u": "https://www.aviso.com/", "w": "Aviso sells \"One Agentic AI Platform for Modern GTM Teams to Predict, Guide, and Simplify Every Revenue Action.\" It forecasts revenue, scores pipeline health and deals, and runs a library of more than 50 task agents and role-based AI Avatars. Revenue operations teams build custom agents in a no-code studio. MIKI is its AI chief of staff for revenue leaders. More than 450 revenue teams use it.", "cat": "rev_intel", "cat_src": { "quote": "One Agentic AI Platform for Modern GTM Teams to Predict, Guide, and Simplify Every Revenue Action", "url": "https://www.aviso.com/" }, "ph": { "plan": 0, "data": 1, "engage": 1, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "forecasting", "insights" ], "ai": "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.", "scale": { "tier": 2, "basis": "Aviso says more than 450 revenue teams use the platform. No funding total is disclosed on its pages." }, "hq": "Redwood City, CA, USA", "price": { "note": "not published; custom proposal after a form" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.aviso.com/", "https://www.aviso.com/press", "https://www.aviso.com/pricing", "https://www.aviso.com/blog/aviso-agentic-ai", "https://www.aviso.com/press/aviso-redefines-revenue-execution-with-halo-and-autonomous-ai-avatars-the-unfair-advantage-of-gtm-teams", "https://www.aviso.com/blog/aviso-spring-2026-product-updates", "https://www.aviso.com/press/aviso-newcom-partnership" ] }, { "n": "Backstory", "u": "https://www.backstory.ai/", "w": "Backstory, formerly People.ai, sells \"a direct answer on every deal, surfaced where you work.\" It reads every call, email and CRM record, then gives revenue teams deal summaries, risk headlines, forecast waterfalls, automated account plans and an AI sales coach. An MCP server brings the same answers into Claude, ChatGPT and Copilot. It prices by connected people and answers used, not by login.", "cat": "rev_intel", "cat_src": { "quote": "Backstory gives you a direct answer on every deal, surfaced where you work.", "url": "https://www.backstory.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 1, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "forecasting", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "Backstory says its platform serves more than 100,000 sellers. People.ai raised a $100M Series D in 2021." }, "funding": { "total_usd_m": null, "last": "Series D, $100M, 2021-08-11", "investors": "Akkadian Ventures (Mike Dinsdale) and Mubadala Capital co-led", "src": "https://www.gunder.com/en/news-insights/client-news/people-ai-raises-100m-series-d-financing" }, "hq": "San Francisco, CA, USA", "price": { "note": "not published; usage-based by connected people and answers used, sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.people.ai/", "https://www.backstory.ai/", "https://www.backstory.ai/pricing", "https://www.backstory.ai/newsroom", "https://www.backstory.ai/newsroom/people-ai-brings-complete-revenue-intelligence-to-ai-workflows-through-model-context-protocol-mcp-integration", "https://www.cmswire.com/the-wire/peopleai-becomes-backstory-redefining-how-revenue-teams-get-answers-about-their-deals/", "https://www.backstory.ai/newsroom/backstory-launches-situation-search", "https://www.gunder.com/en/news-insights/client-news/people-ai-raises-100m-series-d-financing" ] }, { "n": "Ebsta", "u": "https://www.ebsta.com/", "w": "Ebsta sells revenue intelligence in three modules: Conversation Intelligence, Relationship Intelligence and Revenue Intelligence for deal, pipeline and forecast management. Its pricing page names the Ebsta AI Bot, which uses generative AI to write follow-ups, investigate calls and make recommendations. It guarantees better quota attainment and forecast accuracy. More than 750 customers use it. Fullcast bought Ebsta in August 2025.", "cat": "rev_intel", "cat_src": { "quote": "Ebsta is the only revenue platform that guarantees to improve seller quota attainment in the first 6 months, and improve the accuracy of sales forecasts to within 10% of your number.", "url": "https://www.ebsta.com/" }, "ph": { "plan": 0, "data": 1, "engage": 1, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "forecasting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Ebsta says more than 750 customers use it, and Fullcast acquired it in August 2025." }, "hq": "London, UK", "owner": "Fullcast", "price": { "note": "not published; quote on request, modules priced separately" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.ebsta.com/", "https://www.ebsta.com/pricing/", "https://www.ebsta.com/product/conversation-intelligence/", "https://www.ebsta.com/news-updates/fullcast-acquires-ebsta/" ] }, { "n": "Kluster", "u": "https://www.kluster.com/", "w": "Kluster sells \"Agentic Revenue Forecasting for the Enterprise\": revenue reporting, forecasting and agentic workflows for CFOs, CROs and revenue operations at large and private-equity-backed companies. Its platform covers forecast, plan, monitor, revenue recognition and board reports, with a team of forecasting experts. A Claude data layer lets Claude answer questions about pipeline, forecast and reps.", "cat": "rev_intel", "cat_src": { "quote": "Agentic Revenue Forecasting for the Enterprise.", "url": "https://www.kluster.com/" }, "ph": { "plan": 1, "data": 0, "engage": 0, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "agent", "forecasting", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "Kluster raised a $5M Series A in April 2023, led by Foresight Group, with $6M raised since 2020." }, "funding": { "total_usd_m": 6, "last": "Series A, $5M, 2023-04-25", "investors": "Foresight Group led; SuperSeed", "src": "https://tech.eu/2023/04/25/revenue-analytics-and-forecasting-platform-kluster-bunches-5-million" }, "hq": "London, UK", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.kluster.com/", "https://www.kluster.com/claude-revenue-data-layer", "https://www.kluster.com/blog/claude-revenue-ai-use-cases", "https://tech.eu/2023/04/25/revenue-analytics-and-forecasting-platform-kluster-bunches-5-million" ] }, { "n": "Nektar.ai", "u": "https://www.nektar.ai/", "w": "\"Trusted Customer Context for GTM AI.\" Nektar sells to RevOps and GTM systems teams. It captures activity and meetings into the CRM, maps them to accounts and opportunities, and adds enrichment and buyer group detection. DAISY, its AI agent layer, scores deal health, churn risk and forecast. Nektar MCP gives AI assistants read-only access to the captured customer context.", "cat": "rev_intel", "cat_src": { "quote": "Trusted Customer Context for GTM AI", "url": "https://www.nektar.ai/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "deal_risk", "enrichment", "forecasting", "mcp" ], "ai": "DAISY AI agents on top of Revenue Telemetry (buying group detection, deal health, churn risk, forecast prediction) and a read-only Nektar MCP server.", "scale": { "tier": 3, "basis": "$8.1M seed funding disclosed in 2021, led by B Capital Group and Nexus Venture Partners; Nektar founded 2020." }, "funding": { "total_usd_m": 8.1, "last": "Seed extension, $6M, 2021-08-02", "investors": "B Capital Group (lead), 3one4 Capital, Nexus Venture Partners", "src": "https://techcrunch.com/2021/08/02/singapore-based-nektar-ai-gets-6m-to-help-b2b-sales-team-collaborate-more-effectively" }, "founded": 2020, "hq": "Singapore", "price": { "note": "per user per month, quote required (Bloom and Harvest plans); Data Backfill add-on $8 per user" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.nektar.ai/", "https://www.nektar.ai/pricing", "https://www.nektar.ai/blog", "https://nektar.ai/nektar-mcp-server/", "https://techcrunch.com/2021/08/02/singapore-based-nektar-ai-gets-6m-to-help-b2b-sales-team-collaborate-more-effectively" ] }, { "n": "Revenue Grid", "u": "https://revenuegrid.com/", "w": "Revenue Grid sells \"Revenue Grid Relationship OS\": build trust, engage smarter and drive growth with AI grounded in client context. It captures every client interaction from email and calendar and syncs it to the CRM. Kora AI answers questions from that context, and an MCP server feeds the same context to outside AI tools. Sales and revenue operations teams that run Salesforce buy it.", "cat": "rev_intel", "cat_src": { "quote": "Build trust, engage smarter, and drive growth with AI grounded in client context", "url": "https://revenuegrid.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "capture", "copilot", "deal_risk", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "Revenue Grid lists a $20M Series A raised and says more than 800,000 Salesforce users trust it." }, "funding": { "total_usd_m": 20, "last": "Series A, $20M", "investors": "not listed on its page", "src": "https://revenuegrid.com/news/" }, "hq": "Atlanta, GA, USA", "price": { "note": "not published; quote on request" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://revenuegrid.com/", "https://revenuegrid.com/pricing/", "https://revenuegrid.com/news/", "https://revenuegrid.com/news/revenue-grid-launches-ai-powered-mentor/", "https://revenuegrid.com/?p=66293" ] }, { "n": "Weflow", "u": "https://www.weflow.ai/", "w": "Weflow sells a modular Revenue AI platform for Salesforce teams, titled \"Revenue AI Orchestration Platform for RevOps\". Modules capture activity and contacts, record and analyze calls, and manage deal and forecast health with AI. Ask Weflow AI answers questions across Salesforce data and Agent Builder runs agents on records. Revenue operations buys modules one at a time at published per-user prices.", "cat": "rev_intel", "cat_src": { "quote": "Revenue AI Orchestration Platform for RevOps", "url": "https://www.weflow.ai/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "forecasting", "insights" ], "ai": "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.", "scale": { "tier": 3, "basis": "Weflow raised a $3.2M seed round led by Gradient Ventures and says 300+ companies use it." }, "funding": { "total_usd_m": null, "last": "Seed, $3.2M, 2023-07-07", "investors": "Gradient Ventures led; Cherry Ventures, Hello World VC", "src": "https://www.weflow.ai/blog/weflow-raises-seed-to-scale-its-revenue-platform" }, "hq": "Berlin, Germany", "price": { "note": "from $19 per user per month billed annually (activity capture); bundles $49 to $79; Agent Builder free to 25 actions, then from $299 per month; 10-user minimum" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.getweflow.com/", "https://www.weflow.ai/", "https://www.weflow.ai/pricing", "https://www.weflow.ai/blog/weflow-raises-seed-to-scale-its-revenue-platform", "https://www.weflow.ai/blog/weflow-agent-builder-explained" ] }, { "n": "Altify", "u": "https://altify.com/", "w": "Altify sells account planning and deal execution software that runs inside Salesforce, under the heading \"Revenue Execution for Salesforce Sales Teams.\" MaxAI is its AI coach: it reads live Altify and Salesforce data and gives risk, next-action and stakeholder guidance inside Claude, Copilot, ChatGPT and Agentforce. Sales operations and enablement leaders buy it for complex B2B deals.", "cat": "rev_intel", "cat_src": { "quote": "Revenue Execution for Salesforce Sales Teams", "url": "https://altify.com/" }, "ph": { "plan": 1, "data": 1, "engage": 0, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "copilot", "deal_risk", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding is disclosed on its pages. Gallant Capital acquired Altify in March 2025." }, "hq": "Los Angeles, CA, USA", "owner": "Gallant Capital", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": true, "note": "Altify's own page says its AI-enhanced solutions work natively in Salesforce." }, "v": "primary", "src": [ "https://uplandsoftware.com/altify/", "https://altify.com/", "https://altify.com/maxai/", "https://altify.com/news/", "https://altify.com/news/altify-launches-maxai/" ] }, { "n": "Forecastio", "u": "https://forecastio.ai/", "w": "Forecastio sells \"Sales Forecasting. Pipeline Health Analysis. Deal Reviews & Guidance.\" for HubSpot teams: AI sales forecasting, forecast categories and submissions, a forecast audit trail and accuracy tracking. Its AI agents review the forecast, check forecast accuracy and review deals. Revenue operations leaders can start with a free one-month pilot.", "cat": "rev_intel", "cat_src": { "quote": "Sales Forecasting. Pipeline Health Analysis. Deal Reviews & Guidance.", "url": "https://forecastio.ai/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "agent", "deal_risk", "forecasting", "insights" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding is disclosed on its pages." }, "price": { "note": "from $249 per month billed annually, includes 2 seats; extra seats $49 per month; free one-month pilot" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://forecastio.ai/", "https://forecastio.ai/pricing" ] }, { "n": "Spotlight.ai", "u": "https://www.spotlight.ai/", "w": "Spotlight.ai sells an \"Enterprise Revenue World Model\" that plugs into Salesforce, Claude and Gong through MCP. Its agents run MEDDPICC and deal inspections, trace the forecast from the top line down to every deal and activity, and write business cases. Revenue operations teams use it for inspected, evidence-backed forecasts. Deal Intelligence costs $40 per user per month.", "cat": "rev_intel", "cat_src": { "quote": "ENTERPRISE REVENUE WORLD MODEL", "url": "https://www.spotlight.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 1, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "deal_risk", "forecasting", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding is disclosed on its pages." }, "price": { "note": "Deal Intelligence $40 per user per month, billed annually; other tiers on its pricing page" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.spotlight.ai/", "https://www.spotlight.ai/agents", "https://www.spotlight.ai/pricing", "https://www.spotlight.ai/news-room" ] }, { "n": "Terret", "u": "https://terret.ai/", "w": "Terret, formerly BoostUp, sells Terret Nexus: \"Terret answers the revenue questions no other AI can handle, then turns those answers into wins.\" Nexus links analysis to action across the CRM and daily workflows. Terret also sells Terret Forecast for pipeline forecasting and Terret Conversation Intelligence. Revenue operations and sales leaders buy it, and it offers a free 48-hour proof of concept.", "cat": "rev_intel", "cat_src": { "quote": "Terret answers the revenue questions no other AI can handle, then turns those answers into wins.", "url": "https://terret.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 1, "deal": 0, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "forecasting", "insights" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding amount is disclosed on its own pages or release." }, "hq": "Santa Clara, CA, USA", "price": { "note": "not published; free 48-hour proof of concept, sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.boostup.ai/", "https://terret.ai/", "https://www.prnewswire.com/news-releases/boostup-rebrands-as-terret-launches-new-fleet-of-ai-revenue-agents-to-supercharge-gtm-teams-302550934.html", "https://salestechstar.com/price-optimization-revenue-management/terret-launches-nexus-the-first-revenue-platform-to-autonomously-diagnose-and-fix-broken-sales-pipelines/", "https://www.marketscale.com/industries/marketing-tech/terret-nexus-collapses-the-ai-to-revenue-gap-from-12-months-to-48-hours" ] }, { "n": "Chorus by ZoomInfo", "u": "https://www.zoominfo.com/products/chorus", "w": "\"Make Every Interaction Count\" is the headline on the Chorus page. Chorus records and transcribes sales calls and meetings and finds moments such as next steps, competitor mentions and feature requests. Its Deal Intelligence module flags deal risk and sends recommendations. Sales teams, enablement and revenue operations buy it, and it sits inside the ZoomInfo go-to-market platform.", "cat": "conv_intel", "cat_src": { "quote": "Make Every Interaction Count", "url": "https://www.zoominfo.com/products/chorus" }, "ph": { "plan": 0, "data": 0, "engage": 2, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "conversation", "deal_risk" ], "ai": "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.", "scale": { "tier": 1, "basis": "Product line of ZoomInfo, a public company that trades on Nasdaq as GTM" }, "founded": 2015, "hq": "Vancouver, Washington, USA", "owner": "ZoomInfo", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.zoominfo.com/products/chorus", "https://www.chorus.ai", "https://www.zoominfo.com/products/chorus/call-recording", "https://www.zoominfo.com/products/chorus/revenue-intelligence", "https://www.zoominfo.com/newsroom/press-releases/zoominfo-chorus", "https://gtm.ai/docs/mcp/tools/conversation-intelligence", "https://www.zoominfo.com/newsroom/press-releases" ] }, { "n": "Zoom Revenue Accelerator", "u": "https://www.zoom.com/en/products/zoom-revenue-accelerator/", "w": "\"Conversation intelligence software that accelerates revenue.\" Zoom Revenue Accelerator records and analyzes sales calls across Zoom, Teams, Google Meet and in-person meetings. It adds an AI sales coach, AI Playbooks, deal health scoring, ZRA Forecast, email sequencing and automatic CRM updates. Revenue leaders, sales managers and reps buy it, from small teams to large enterprises.", "cat": "conv_intel", "cat_src": { "quote": "Conversation intelligence software that accelerates revenue", "url": "https://www.zoom.com/en/products/zoom-revenue-accelerator/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "forecasting", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 1, "basis": "Product of Zoom Communications, Inc., a public company that issues its own investor releases" }, "owner": "Zoom Communications, Inc.", "price": { "note": "Essentials from $66 and Premium from $99.99 per user per month, billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.zoom.com/en/products/zoom-revenue-accelerator/", "https://www.zoom.com/en/products/conversation-intelligence/features/revenue-intelligence/", "https://newshub.medianet.com.au/2026/07/zoom-revenue-accelerator-unveils-ai-that-drives-revenue-action-not-just-insights/162926/", "https://www.zoom.com/en/blog/how-the-best-revenue-teams-will-win-in-2027/", "https://www.zoom.com/en/blog/zoom-to-acquire-common-room/", "https://www.marketscale.com/industries/marketing-tech/zoom-revenue-accelerator-now-delivers-ai-guidance-before-during-and-after-every-sales-call" ] }, { "n": "Avoma", "u": "https://www.avoma.com/", "w": "\"An all-in-won AI to automate note-taking, scheduling, coaching, forecasting, and more\" is the headline on Avoma's home page. Avoma records and transcribes meetings, writes notes and follow-up emails, scores calls, and adds deal risk alerts, deal health scores and roll-up forecasts. Sales teams and revenue operations buy the base plan, then add Conversation Intelligence or Revenue Intelligence.", "cat": "conv_intel", "cat_src": { "quote": "An all-in-won AI to automate note-taking, scheduling, coaching, forecasting, and more", "url": "https://www.avoma.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "forecasting", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "The company says more than 1,000 organizations use Avoma; it also announced a $12M Series A led by Headline" }, "funding": { "total_usd_m": null, "last": "Series A, $12M", "investors": "Headline (lead), Storm Ventures, Global Founder Capital, Zoom Apps Fund, Operator Partners, Industry Ventures", "src": "https://www.avoma.com/blog/avoma-raises-12m" }, "founded": 2017, "hq": "Palo Alto, California, USA", "price": { "note": "from $19 per user per month for the AI Meeting Assistant, plus $29 per user per month for Conversation Intelligence, billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.avoma.com/", "https://www.avoma.com/pricing", "https://www.avoma.com/company", "https://www.avoma.com/blog", "https://www.avoma.com/blog/avoma-home", "https://www.avoma.com/blog/avoma-insider-october-2026", "https://www.avoma.com/blog/avoma-insider-august-2026", "https://www.avoma.com/blog/avoma-insider-july-2026", "https://www.avoma.com/blog/growth-acceleration-platform", "https://www.avoma.com/blog/avoma-raises-12m" ] }, { "n": "Claap", "u": "https://www.claap.io/", "w": "\"AI that fills your CRM and de-risks every deal.\" Claap records sales calls, meetings and emails, with or without a bot, for reps, sales leaders and RevOps. Its AI writes values into standard and custom HubSpot and Salesforce fields after each call, scores calls against MEDDPICC, BANT and SPICED, and adds risks and next steps to the deal record.", "cat": "conv_intel", "cat_src": { "quote": "AI that fills your CRM and de-risks every deal.", "url": "https://www.claap.io/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "Claap's own October 2025 post cites 700 customers; its site cites more than 10,000 sales reps." }, "owner": "lemlist", "price": { "note": "from $32 per license per month (Pro); Business $60 per license per month; Basic free; Enterprise custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.claap.io/", "https://www.claap.io/product/revenue-agents", "https://www.claap.io/product/crm-auto-complete", "https://www.claap.io/pricing", "https://www.claap.io/whats-new", "https://www.claap.io/blog/claap-is-joining-lemlist-to-build-the-next-generation-platform-for-sales", "https://www.claap.io/our-mission" ] }, { "n": "Demodesk", "u": "https://demodesk.com/", "w": "\"AI sales coaching and meeting intelligence for revenue teams.\" Demodesk records online, desktop, in-person and phone sales conversations, transcribes and summarizes them, scores calls against a playbook, writes notes and deal fields into the CRM and drafts follow-up emails. Revenue leaders and sales managers buy it. AI Crew lets a team build its own sales agents without code.", "cat": "conv_intel", "cat_src": { "quote": "AI sales coaching and meeting intelligence for revenue teams.", "url": "https://demodesk.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "Own site cites more than 300 companies and 20,000 users; Series A disclosed in 2020" }, "funding": { "total_usd_m": null, "last": "Series A, 2020", "investors": "not stated", "src": "https://demodesk.ai/about" }, "founded": 2018, "hq": "Munich, Germany", "price": { "note": "from EUR 25 per user per month, billed annually (Capture); EUR 49 per user per month with Coaching & AI" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://demodesk.ai/", "https://demodesk.ai/about", "https://demodesk.ai/blog", "https://demodesk.ai/blog/introducing-demodesk-ai-crew", "https://demodesk.ai/blog/introducing-the-demodesk-mcp", "https://demodesk.ai/blog/introducing-demodesk-recorder", "https://demodesk.ai/blog/record-sales-meetings-on-the-go-mobile-app" ] }, { "n": "Dialpad Sell", "u": "https://www.dialpad.com/features/revenue-intelligence/", "w": "\"Sales call intelligence software for revenue teams.\" Dialpad Sell is a sales dialer and call platform with Dialpad AI: real-time transcription, call summaries, live coaching cards, AI Playbooks and AI Scorecards. Call notes sync to Salesforce, HubSpot and Zoho CRM, and sentiment and objection trends show deal health. Sales reps, managers, RevOps and enablement teams buy it.", "cat": "conv_intel", "cat_src": { "quote": "Sales call intelligence software for revenue teams", "url": "https://www.dialpad.com/features/revenue-intelligence/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk" ], "ai": "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.", "scale": { "tier": 2, "basis": "Own site cites 30k+ customers worldwide" }, "hq": "San Ramon, United States", "price": { "note": "Dialpad Sell from $39 per user per month (Essentials); $59 Advanced with Live Coach; $79 Premium with Scorecards and Playbooks" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.dialpad.com/features/revenue-intelligence/", "https://www.dialpad.com/pricing/", "https://www.dialpad.com/about/", "https://www.dialpad.com/press/dialpad-launches-real-time-ai-in-japan/", "https://www.dialpad.com/blog/whats-new-at-dialpad-october-2026/", "https://www.dialpad.com/blog/ai-sales-launch" ] }, { "n": "Fathom", "u": "https://fathom.ai/", "w": "\"Fathom is the AI meeting partner that turns every sales call into deal momentum.\" Fathom records and summarizes sales calls, scores them with AI Scorecards, tracks pricing and competitor mentions, and on the Business plan syncs deal details to HubSpot, Salesforce and Close. Ask Fathom answers questions across past calls. Sales teams of all sizes use it, and it has a free plan.", "cat": "conv_intel", "cat_src": { "quote": "Fathom is the AI meeting partner that turns every sales call into deal momentum.", "url": "https://fathom.ai/solutions/sales" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "More than 400,000 monthly active users reported; acquired by Superhuman in 2026" }, "funding": { "total_usd_m": 30, "last": "Over $30M raised in total, valued at $94M in 2024 per PitchBook (TechCrunch, 2026-09-14)", "investors": "Zoom Apps Fund, Telescope Partners, BoxOne Ventures, Character Capital, Maven Ventures", "src": "https://techcrunch.com/?p=3163060" }, "founded": 2020, "owner": "Superhuman", "price": { "note": "free plan; Business plan with CRM sync and Deal View from $25 per user per month, billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://fathom.ai/", "https://fathom.ai/solutions/sales", "https://fathom.ai/pricing", "https://www.fathom.ai/whats-new", "https://martechseries.com/mts-insights/fathom-unveils-major-platform-update-adding-bot-free-capture-account-wide-meeting-insights-and-widely-expanded-llm-integrations/", "https://blog.superhuman.com/superhuman-acquires-fathom/", "https://techcrunch.com/?p=3163060", "https://www.producthunt.com/products/fathom/launches" ] }, { "n": "Fireflies.ai", "u": "https://fireflies.ai/", "w": "\"Spend Your Day Closing Deals.\" Fireflies for Sales preps reps before meetings, updates the CRM, drafts follow-ups and flags deal risk. It scores calls against BANT, MEDDIC and SPICED, autofills Salesforce, HubSpot and other CRMs, and surfaces battle cards during live calls. Sales is one use case of a general AI meeting assistant with a free plan.", "cat": "conv_intel", "cat_src": { "quote": "Fireflies for Sales preps you before meetings, updates your CRM, drafts follow-ups and flags deal risk", "url": "https://fireflies.ai/sales" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk" ], "ai": "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.", "scale": { "tier": 2, "basis": "Vendor reports more than 500,000 organizations and 20 million users; valuation above $1 billion after a 2025 tender offer" }, "funding": { "total_usd_m": null, "last": "Tender offer at a valuation above $1B, 2025-06-12; no primary capital raised since 2021", "investors": "Khosla Ventures, Canaan Partners", "src": "https://fireflies.ai/blog/fireflies-1-billion-valuation/" }, "hq": "San Francisco, United States", "price": { "note": "free plan; Pro $10, Business $19 (adds Deal Intelligence and CRM autofill), Enterprise $39 per seat per month, billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://fireflies.ai/", "https://fireflies.ai/sales", "https://fireflies.ai/blog", "https://fireflies.ai/blog/fireflies-1-billion-valuation/", "https://fireflies.ai/blog/fireflies-launches-live-assist-and-desktop-app/", "https://thenextweb.com/news/fireflies-voice-agents-job-screening-eu-ai-act-annex-iii-high-risk", "https://guide.fireflies.ai/articles/2790601073-fireflies-for-sales-your-ai-platform-for-everything-after-the-call" ] }, { "n": "Modjo", "u": "https://www.modjo.ai/", "w": "\"AI powering top-performing revenue team.\" Modjo records and transcribes sales calls and meetings for B2B revenue teams. Its AI fills CRM fields after each call, scores calls, writes follow-up emails and answers questions about accounts and deals through Ask Modjo AI. Revenue teams can build custom agents and connect Modjo to Claude, ChatGPT, Gemini and other AI tools through an MCP server. More than 600 B2B revenue teams use it.", "cat": "conv_intel", "cat_src": { "quote": "AI powering top-performing revenue team", "url": "https://www.modjo.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "Its own pages report more than 600 B2B revenue teams and more than EUR 14M raised since 2020; the only round it names is EUR 7M in 2021" }, "funding": { "total_usd_m": null, "last": "Round of EUR 7M (about $8.2M), 2021-08-31", "investors": "Daphni, Aglae Ventures", "src": "https://nordic9.com/news/modjo-raises-7-million-from-daphni-and-aglae-ventures/" }, "founded": 2019, "hq": "Paris, France", "price": { "note": "not published; priced by number of recording licenses, sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.modjo.ai/", "https://www.modjo.ai/en/pricing", "https://www.modjo.ai/en/press", "https://www.modjo.ai/en/blog", "https://help.modjo.ai/en/articles/11598941-what-s-new-in-modjo", "https://nordic9.com/news/modjo-raises-7-million-from-daphni-and-aglae-ventures/" ] }, { "n": "Otter.ai", "u": "https://otter.ai/", "w": "\"Turn sales calls into closed deals.\" Otter's sales page promises to \"capture every conversation and automatically generate insights, follow-ups, and CRM-ready notes.\" It briefs reps before calls, transcribes and coaches live, writes summaries with next steps and objections, and pushes deal details to Salesforce and HubSpot. Sales is one of its main use cases beside education and media.", "cat": "conv_intel", "cat_src": { "quote": "Turn sales calls into closed deals", "url": "https://otter.ai/sales-agent" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "More than 35 million users and over one billion meetings reported by the vendor" }, "hq": "Mountain View, United States", "price": { "note": "free plan; Business from $19.99 per user per month; Enterprise by quote" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://otter.ai/", "https://otter.ai/sales-agent", "https://otter.ai/blog", "https://www.uctoday.com/unified-communications/otter-ai-goes-full-enterprise-new-ai-suite-wants-to-turn-meetings-into-living-knowledge-base/", "https://techintelpro.com/news/ai/agentic-ai/otterai-evolves-to-100b-conversational-knowledge-engine-category" ] }, { "n": "Rafiki AI", "u": "https://getrafiki.ai/", "w": "\"Rafiki AI helps you know every deal, coach every rep, and close more revenue.\" It records, transcribes and analyzes sales calls on Zoom, Google Meet and Microsoft Teams, for small and mid-size revenue teams. Five named agents write summaries and follow-up emails, sync CRM fields, score calls against MEDDIC, BANT or custom scorecards, and answer pipeline questions. AI Role Play lets reps practice with AI buyers.", "cat": "conv_intel", "cat_src": { "quote": "Rafiki AI helps you know every deal, coach every rep, and close more revenue.", "url": "https://getrafiki.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "insights", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Its own pages report more than 500 revenue teams and a 4.8 G2 rating; no funding disclosed" }, "founded": 2021, "hq": "Covina, California, United States", "price": { "note": "from $19 per user per month, billed annually (Starter); $49 per user per month (Premium); Enterprise custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://getrafiki.ai/", "https://getrafiki.ai/pricing", "https://getrafiki.ai/company/about-us", "https://getrafiki.ai/capabilities/ai-sales-agents", "https://getrafiki.ai/llms.txt", "https://docs.getrafiki.ai/en/articles/5104155-welcome" ] }, { "n": "Salesken", "u": "https://www.salesken.ai/", "w": "\"Salesken’s AI predicts deal outcomes for leaders, enables coaching at scale for managers and helps reps close deals faster.\" Salesken sells real-time AI prompts during sales calls, a notetaker, automated call quality assurance and revenue intelligence that forecasts deals from conversations. It enriches the CRM from calls and drafts follow-up emails. Pages name sales teams and contact centers as users.", "cat": "conv_intel", "cat_src": { "quote": "Salesken’s AI predicts deal outcomes for leaders, enables coaching at scale for managers and helps reps close deals faster.", "url": "https://www.salesken.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "forecasting", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Its own pages report more than 200 businesses; a $22M Series B was reported in 2022" }, "funding": { "total_usd_m": null, "last": "Series B, $22M, 2022-02-11", "investors": "M12 (Microsoft's venture fund), Sequoia India", "src": "https://martechseries.com/predictive-ai/ai-platforms-machine-learning/salesken-raises-22-million-funding-from-microsoft-and-sequoia-to-expand-in-us-market/" }, "hq": "Bengaluru, India", "price": { "note": "not published; sales-led, licenses priced per recorded user plus a platform fee" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.salesken.ai/", "https://www.salesken.ai/pricing", "https://www.salesken.ai/product/revenue-intelligence", "https://www.salesken.ai/product/ai-sales-assistant", "https://www.salesken.ai/product/quality-assurance", "https://www.salesken.ai/blog", "https://www.salesken.ai/legal/terms-conditions", "https://martechseries.com/predictive-ai/ai-platforms-machine-learning/salesken-raises-22-million-funding-from-microsoft-and-sequoia-to-expand-in-us-market/", "https://analyticsindiamag.com/ai-news-updates/conversational-ai-startup-salesken-raises-usd-22-mn-in-series-b" ] }, { "n": "Sybill", "u": "https://www.sybill.ai/", "w": "\"Run deals without busywork. Win deals without guesswork.\" is the headline on Sybill's home page. Sybill records calls and writes summaries, pre-meeting briefs, follow-up emails and CRM updates. Ask Sybill answers questions about deals, buyers and pipeline with cited answers. Sales reps, sales leaders and revenue operations teams use it.", "cat": "conv_intel", "cat_src": { "quote": "Run deals without busywork. Win deals without guesswork.", "url": "https://www.sybill.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "The home page says over 850 sales teams use Sybill every day; a TechCrunch report lists an $11M Series A led by Greycroft" }, "funding": { "total_usd_m": 14.5, "last": "Series A, $11M", "investors": "Greycroft (lead)", "src": "https://techcrunch.com/2024/07/31/sybill-raises-11m-for-its-ai-assistant-that-helps-salespeople-reduce-administrative-burden/" }, "founded": 2020, "price": { "note": "from $30 per user per month (Pro), $90 per user per month (Business); Free and Enterprise tiers" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.sybill.ai/", "https://www.sybill.ai/pricing", "https://www.sybill.ai/press", "https://www.sybill.ai/blogs", "https://www.sybill.ai/blogs?76170ce8_page=2", "https://www.sybill.ai/blogs/sybill-fundraising-announcement", "https://www.sybill.ai/blogs/sybill-ai-sales-dashboards", "https://www.sybill.ai/blogs/claude-still-needs-context", "https://help.sybill.ai/en/articles/10006616-what-s-new-in-sybill", "https://techcrunch.com/2024/07/31/sybill-raises-11m-for-its-ai-assistant-that-helps-salespeople-reduce-administrative-burden/" ] }, { "n": "Attention", "u": "https://attention.com/", "w": "\"AI agents that work your pipeline while you sell.\" is the headline on Attention's home page. Attention captures sales calls, updates the CRM and scores calls with AI coaching scorecards. Super Agent answers pipeline questions and drafts follow-up work in Slack and the CRM, and Agent Builder makes custom agents. Revenue teams and sales operations buy it.", "cat": "conv_intel", "cat_src": { "quote": "AI agents that work your pipeline while you sell.", "url": "https://attention.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "Announced a $30M Series B led by RTP Global; the company reports more than 20 million agent actions per month" }, "funding": { "total_usd_m": null, "last": "Series B, $30M, 2026-06-23", "investors": "RTP Global (lead), Aglae Ventures, Eniac, Alven, Linea Ventures", "src": "https://attention.com/blog-posts/attention-raises-30-million-series-b-ai-for-revenue-gtm-teams" }, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://attention.tech/", "https://attention.com/", "https://attention.com/blog", "https://attention.com/blog-posts/attention-raises-30-million-series-b-ai-for-revenue-gtm-teams", "https://attention.com/blog-posts/introducing-super-agent-your-ai-teammate-for-revenue-execution", "https://attention.com/blog-posts/super-agent-web-search-real-time-research", "https://attention.com/blog-posts/attention-joins-anthropics-claude-startup-stack", "https://attention.com/blog-posts/gong-vs-attention-mcp-server-comparison" ] }, { "n": "Jiminny", "u": "https://www.jiminny.com/", "w": "\"Turn Conversations Into Revenue with AI\" is the headline on Jiminny's home page. Jiminny records and transcribes sales calls, scores them, and answers questions about calls and deals. AI CRM Filling writes call details into the CRM. Revenue leaders, sales managers and revenue operations teams buy it to coach reps and keep deal data right.", "cat": "conv_intel", "cat_src": { "quote": "Turn Conversations Into Revenue with AI", "url": "https://www.jiminny.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "Announced a $16.5M Series A led by Kennet Partners; the home page says it is trusted by hundreds of revenue teams" }, "funding": { "total_usd_m": 18.5, "last": "Series A, $16.5M, 2022-08-11", "investors": "Kennet Partners (lead)", "src": "https://www.uktech.news/ai/jiminny-series-a-funding-20220811" }, "founded": 2016, "hq": "London, United Kingdom", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.jiminny.com/", "https://www.jiminny.com/ask-jiminny", "https://www.jiminny.com/mcp", "https://www.jiminny.com/pricing", "https://www.jiminny.com/blog", "https://help.jiminny.com/en/articles/9529043-what-s-new-in-jiminny", "https://www.uktech.news/ai/jiminny-series-a-funding-20220811" ] }, { "n": "Revenue.io", "u": "https://www.revenue.io/", "w": "\"The revenue platform for better decisions.\" Revenue.io (formerly ringDNA) sells a Salesforce-native platform that joins dialing, sales engagement, real-time coaching, conversation intelligence and forecasting for revenue teams. AI Sales Agents score calls and deals, summarize calls, write follow-ups, fill Salesforce fields from conversations and produce forecasts. Revenue AI answers questions about any call, deal or account.", "cat": "conv_intel", "cat_src": { "quote": "Revenue.io is the Salesforce-native revenue orchestration platform that brings dialing, sales engagement, real-time coaching, conversation intelligence, and AI together.", "url": "https://www.revenue.io/what-is-revenueio" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "forecasting", "insights", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: a $30M growth round led by Goldman Sachs reported in 2018; its own pages report a single deployment of 1,400 sellers" }, "funding": { "total_usd_m": 36.3, "last": "Growth round, $30M, 2018-11-01", "investors": "Goldman Sachs Growth Equity (lead), Palisades Growth Capital, Bryant Stibel", "src": "https://labusinessjournal.com/news/2018/nov/09/ringdna-raises-30-million-venture-round" }, "founded": 2012, "hq": "Los Angeles, California, United States", "price": { "note": "not published; sales-led, for Salesforce teams of 15 or more seats, in three plans (Activate, Engage, Orchestrate)" }, "flags": { "sf_native": true, "note": "The vendor's own pages call it \"Built natively on Salesforce\" and \"the Salesforce-native revenue orchestration platform\"." }, "v": "primary", "src": [ "https://www.revenue.io/", "https://www.revenue.io/what-is-revenueio", "https://www.revenue.io/about-revenueio", "https://www.revenue.io/pricing", "https://www.revenue.io/salesforce", "https://www.revenue.io/ai-agents", "https://www.revenue.io/news", "https://labusinessjournal.com/news/2018/nov/09/ringdna-raises-30-million-venture-round", "https://tracxn.com/d/companies/revenueio/__fYFatRA-YAFQRmjcA5AQ-M_9cRMa8NAIpdFGTEg35vs" ] }, { "n": "Siro", "u": "https://www.siro.ai/", "w": "\"AI for in-person sellers.\" Sellers record customer conversations on a phone or tablet, even without signal. Siro transcribes them, scores them against the sales process, labels outcomes, drafts follow-ups and coaches sellers before, during and after the conversation. It syncs details to the CRM with two-way sync and autofill. Sales leaders at field, dealership and in-home sales teams buy it.", "cat": "conv_intel", "cat_src": { "quote": "AI for in-person sellers.", "url": "https://www.siro.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "capture", "conversation", "copilot" ], "ai": "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.", "scale": { "tier": 3, "basis": "$75M raised from institutional investors; sellers have recorded more than 10 million conversations" }, "funding": { "total_usd_m": 75, "last": "Series B, $50M, 2025-05-21", "investors": "SignalFire (lead), 01A, StepStone, CRV, Fika Ventures, Index Ventures", "src": "https://www.siro.ai/blog/series-b" }, "founded": 2020, "price": { "note": "not published; sales-led, annual license quoted after a demo" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.siro.ai/", "https://www.siro.ai/about", "https://www.siro.ai/pricing", "https://www.siro.ai/blog", "https://www.siro.ai/blog/series-b", "https://siro.ai/insights/realtime-ai-sales-coaching", "https://siro.ai/insights/instant-follow-ups", "https://pulse2.com/siro-50-million-series-b-raised-for-bringing-ai-to-in-person-sales" ] }, { "n": "tl;dv", "u": "https://tldv.io/", "w": "\"AI Agents for Sales\" and \"AI Sales Coaching Platform for Sales Teams\" are its sales pages. tl;dv records Zoom, Google Meet and Microsoft Teams calls and writes AI notes. Its named agents include a CRM Update Agent that sends meeting insights to specific HubSpot, Salesforce and Pipedrive fields. Coaching tracks playbook adherence and objections against MEDDIC, SPICED and BANT.", "cat": "conv_intel", "cat_src": { "quote": "AI Agents for Sales", "url": "https://tldv.io/ai-agents-for-sales" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "Seed round of 4.3 million euros reported by TechCrunch in June 2022." }, "funding": { "total_usd_m": null, "last": "Seed, 4.3 million euros, 2022-06-16", "investors": "K Fund (lead), Seedcamp, Mustard Seed Maze, another.vc", "src": "https://techcrunch.com/2022/06/16/online-meeting-productivity-tldv-seed/" }, "founded": 2020, "hq": "Aachen, Germany", "price": { "note": "Free plan; Pro from 18 euros per user per month, billed annually; Business from 29 euros per user per month, billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://tldv.io/", "https://tldv.io/ai-agents-for-sales", "https://tldv.io/features/coaching/", "https://tldv.io/app/pricing/", "https://tldv.io/press-and-media/", "https://tldv.io/blog/tldv-mcp-elevating-meeting-intelligence-with-ai-driven-contextualization/", "https://techcrunch.com/2022/06/16/online-meeting-productivity-tldv-seed/" ] }, { "n": "WINN.AI", "u": "https://winn.ai/", "w": "\"Real-time AI guidance that knows your deal better than anyone in the room, on every sales call.\" WINN.AI joins live sales calls to answer questions, reinforce the team's playbook and coach each rep. It also writes call summaries, follow-ups and CRM fields, including custom objects on the Enterprise plan. Sales leaders, reps, RevOps and go-to-market teams buy it.", "cat": "conv_intel", "cat_src": { "quote": "Real-time AI guidance that knows your deal better than anyone in the room, on every sales call.", "url": "https://www.winn.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "deal_risk", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "Institutional funding disclosed: $18M Series A in February 2026 and $35M raised in total, per Crunchbase News." }, "funding": { "total_usd_m": 35, "last": "Series A, $18M, 2026-02-11", "investors": "Insight Partners, Mangusta Capital, S Capital (leads)", "src": "https://news.crunchbase.com/venture/startup-winn-ai-seriesa-real-time-assistant/" }, "founded": 2022, "hq": "Tel Aviv, Israel", "price": { "note": "not published; sales-led (Pro and Enterprise plans, Enterprise from 20 seats)" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.winn.ai/", "https://www.winn.ai/pricing", "https://www.winn.ai/enterprise", "https://winn.ai/?p=3468", "https://www.insightpartners.com/ideas/winn-ai-raises-18-million-series-a-to-close-the-gap-between-sales-strategy-and-real-time-execution/", "https://news.crunchbase.com/venture/startup-winn-ai-seriesa-real-time-assistant/", "https://www.forcemanagement.com/newsroom-press/force-management-launches-xcelerator-an-ai-sales-assistant" ] }, { "n": "ExecVision", "u": "https://execvision.io/", "w": "\"ExecVision is a conversation intelligence platform designed to make every organization’s most valuable asset, their people, wildly successful.\" It records and transcribes customer calls and web conferences for sales, success and support teams. Its AI engine powers Smart Alerts on keywords, trends and account activity, and its artificial intelligence recommends skills to coach from conversation analysis. Mediafly owns it, and its own site still sells it with a demo.", "cat": "conv_intel", "cat_src": { "quote": "ExecVision is a conversation intelligence platform designed to make every organization’s most valuable asset, their people, wildly successful in their contributions to business outcomes.", "url": "https://execvision.io/about/" }, "ph": { "plan": 0, "data": 0, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "conversation", "insights" ], "ai": "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.", "scale": { "tier": 4, "basis": "Owned by Mediafly, a private company; no customer count or revenue on its own pages" }, "founded": 2015, "hq": "Arlington, Virginia, United States", "owner": "Mediafly", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://execvision.io/", "https://execvision.io/about/", "https://execvision.io/announcement/", "https://execvision.io/product/conversation-intelligence/", "https://execvision.io/product/smart-alerts/", "https://execvision.io/product/coaching/", "https://execvision.io/blog/", "https://www.privsource.com/acquisitions/deal/mediafly-acquires-execvision-ane_8WSAOL" ] }, { "n": "Apollo.io", "u": "https://www.apollo.io/", "w": "\"Grow revenue with one connected GTM system.\" Apollo sells a B2B contact and company database together with sequences, a dialer, inbound routing, conversation intelligence and an AI Assistant to sales and revenue teams. It also sells Builder Studio and an Intelligence Layer, and runs inside Claude, ChatGPT and Perplexity through its MCP server. A free plan exists.", "cat": "engagement", "cat_src": { "quote": "Grow revenue with one connected GTM system", "url": "https://www.apollo.io/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "enrichment", "mcp", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Its homepage says \"over 600,000 companies\" use Apollo; its newsroom cites 100K+ paying customers. Series D of $100M at a $1.6B valuation in 2023." }, "funding": { "total_usd_m": 250, "last": "Series D, $100M, 2023-08-29", "investors": "Bain Capital Ventures (lead), Sequoia Capital, Tribe Capital, Nexus Venture Partners", "src": "https://www.cmswire.com/the-wire/apolloio-secures-100-million-series-d-at-16b-valuation-to-make-world-class-go-to-market-accessible-to-all/" }, "founded": 2015, "hq": "San Francisco, United States", "price": { "note": "free plan; Basic, Professional and Custom plans named, per-seat prices not shown on the pricing page text" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.apollo.io/", "https://www.apollo.io/pricing", "https://www.apollo.io/newsroom", "https://www.apollo.io/newsroom/announcements", "https://www.cmswire.com/the-wire/apolloio-secures-100-million-series-d-at-16b-valuation-to-make-world-class-go-to-market-accessible-to-all/" ] }, { "n": "ConnectAndSell", "u": "https://connectandsell.com/", "w": "\"Human + AI Sales Acceleration Platform for More Conversations, Pipeline Growth, and Market Dominance.\" ConnectAndSell connects reps to the first live voice or to named decision-makers on a target list, sold per seat with coaching and training. Its AI agent CASSi finds and ranks better phone numbers, transcribes and summarizes calls, adds notes to the CRM, and scores conversations for coaching.", "cat": "engagement", "cat_src": { "quote": "Human + AI Sales Acceleration Platform", "url": "https://connectandsell.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "capture", "conversation", "copilot", "enrichment", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Bought by public company Banzai International in July 2026; the buyer reports about 250 B2B customers and $14.7M of fiscal 2025 revenue." }, "owner": "Banzai International, Inc. (bought substantially all assets, effective 2026-07-02)", "price": { "note": "seat-based, not published; sales-led; free one-day test drive" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://connectandsell.com/", "https://connectandsell.com/pricing/", "https://connectandsell.com/introducing-cassi/", "https://salestechstar.com/partner-management-channel-enablement/banzai-completes-acquisition-of-connectandsell-doubling-annual-revenue-at-86-gross-margin/" ] }, { "n": "Instantly", "u": "https://instantly.ai/", "w": "Instantly calls itself a \"Sales Engagement and Lead Intelligence\" platform. Agencies, founders and outbound sales teams run cold email campaigns on unlimited sending accounts with built-in warmup, a B2B lead database and a shared inbox. AI agents find leads, write outreach, reply to prospects and watch deliverability. Instantly AI also builds campaigns from a chat.", "cat": "engagement", "cat_src": { "quote": "Sales Engagement and Lead Intelligence", "url": "https://instantly.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Company fact sheet reports 35,000 or more customers; bootstrapped with no institutional funding listed" }, "founded": 2021, "hq": "Sheridan, Wyoming, USA", "price": { "note": "Outreach plan from $47 per month; Starter bundle $94 per month" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://instantly.ai/", "https://instantly.ai/pricing", "https://instantly.ai/llms.txt", "https://feedback.instantly.ai/changelog" ] }, { "n": "Kixie", "u": "https://www.kixie.com/", "w": "\"Kixie, the AI revenue communication platform for modern sales teams.\" Sales development, account executive and inside sales teams call with a multi-line PowerDialer, text through Business SMS and route inbound calls, with two-way CRM logging. AI detects live humans on calls, summarizes and scores calls, and builds reports through Kixie AI Insights.", "cat": "engagement", "cat_src": { "quote": "Kixie, the AI revenue communication platform for modern sales teams.", "url": "https://www.kixie.com/llm-info/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "capture", "conversation", "insights" ], "ai": "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.", "scale": { "tier": 2, "basis": "Company reports more than 5,000 sales teams; no funding disclosed" }, "hq": "Santa Monica, California, USA", "price": { "note": "per-seat prices not published; plans listed on its pricing page; 7-day free trial" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.kixie.com/", "https://www.kixie.com/llm-info/", "https://www.kixie.com/llms.txt" ] }, { "n": "La Growth Machine", "u": "https://lagrowthmachine.com/", "w": "\"The Multichannel Outreach Platform for B2B.\" La Growth Machine runs LinkedIn, email and call sequences, with a 27M+ company database, waterfall enrichment of emails and phones, intent signals and a shared inbox synced to the CRM. Teams pay per sending identity and the whole team joins free. AI writes messages, follows up on replies and runs campaigns from Claude or ChatGPT.", "cat": "engagement", "cat_src": { "quote": "The Multichannel Outreach Platform for B2B", "url": "https://lagrowthmachine.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "enrichment", "insights", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "The site says 10,000+ GTM teams run outreach on La Growth Machine; no funding disclosed by the vendor" }, "founded": 2019, "price": { "note": "from EUR 50 per month per identity, billed yearly (Basic); Pro EUR 100 and Ultimate EUR 150 per identity" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://lagrowthmachine.com/", "https://lagrowthmachine.com/pricing", "https://lagrowthmachine.com/mcp", "https://lagrowthmachine.com/features/ai/", "https://lagrowthmachine.com/about" ] }, { "n": "lemlist", "u": "https://www.lemlist.com/", "w": "\"The only platform you need for outbound.\" lemlist sells outbound software to B2B sales teams, agencies and founders. It finds and enriches leads from a 600M+ database, runs sequences across email, LinkedIn, calls, WhatsApp and SMS, and handles deliverability. AI agents research leads, watch intent signals and build campaigns, and the product runs from Claude, ChatGPT or Cursor through an MCP server.", "cat": "engagement", "cat_src": { "quote": "The only platform you need for outbound", "url": "https://www.lemlist.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "20,000+ sales teams run outbound on lemlist, per its own site; a founder interview reports $40M ARR and no outside funding" }, "hq": "Paris, France", "price": { "note": "Email plan $55 per month and Multichannel $87 per month, billed yearly; Enterprise custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.lemlist.com/", "https://www.lemlist.com/pricing", "https://www.lemlist.com/product/lemagent", "https://help.lemlist.com/en/articles/15382535", "https://www.lemlist.com/blog/ai-agentic-enrichment", "https://www.lemlist.com/blog/lemlist-claude-integration", "https://lemlist.com/product/lemlist-mcp", "https://www.lemlist.com/privacy-policy", "https://www.demandgenreport.com/industry-news/news-brief/sales-engagement-platform-lemlist-acquires-ai-platform-claap/50632/", "https://founderpath.com/blog/lemlist-claap-ceo-interview" ] }, { "n": "Mailshake", "u": "https://mailshake.com/", "w": "\"AI Powered Sales Engagement & B2B Lead Platform.\" Mailshake sells cold email, phone and social sequences to sales reps, sales leaders, agencies and marketers, with a Data Finder for prospect emails, Lead Catcher for engaged leads, a dialer and built-in deliverability tools. It runs on the customer's own email provider.", "cat": "engagement", "cat_src": { "quote": "AI Powered Sales Engagement & B2B Lead Platform", "url": "https://mailshake.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "conversation", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "The site says sales teams at 100,000+ companies trust Mailshake; no funding disclosed by the vendor" }, "founded": 2015, "hq": "Austin, United States", "price": { "note": "Starter $29, Email Outreach $49 and Sales Engagement $99 per month billed monthly; lower with yearly billing; Agency plan sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://mailshake.com/", "https://mailshake.com/pricing/", "https://mailshake.com/ai-email-writer", "https://mailshake.com/ai-sales-coach", "https://mailshake.com/privacy", "https://www.cbinsights.com/company/mailshake/" ] }, { "n": "Saleshandy", "u": "https://www.saleshandy.com/", "w": "\"Your Complete Multichannel Outbound Platform to Book Meetings Everyday.\" Sales teams, agencies and recruiters run email, call and WhatsApp sequences, find leads in a B2B database, and manage deliverability and mailboxes in one product. AI writes sequences, enriches prospects with personalization and connects to assistants through an MCP server.", "cat": "engagement", "cat_src": { "quote": "Your Complete Multichannel Outbound Platform to Book Meetings Everyday", "url": "https://www.saleshandy.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Homepage reports use by 25,000 or more businesses, agencies and sales teams; no funding disclosed" }, "price": { "note": "from $34 per month, billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.saleshandy.com/", "https://www.saleshandy.com/pricing/", "https://www.saleshandy.com/llms.txt", "https://news.saleshandy.com/" ] }, { "n": "Salesloft", "u": "https://www.salesloft.com/", "w": "\"The Predictive Revenue System.\" Salesloft sells sales engagement (cadences, email, calls) with conversation intelligence, deal inspection and AI agents, and since its merger with Clari its own pages also sell Clari Forecast and Clari Copilot on the same platform. Revenue operations teams buy it to prioritize seller actions, inspect deals and forecast.", "cat": "engagement", "cat_src": { "quote": "The Predictive Revenue System", "url": "https://www.salesloft.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "enrichment", "forecasting", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Its homepage cites 4,000+ sales teams as customers; merged with Clari in December 2025." }, "founded": 2011, "hq": "Atlanta, United States", "owner": "Clari + Salesloft (merged company). Salesloft's own newsroom page dated 2025-12-03 says Clari and Salesloft have merged and names Steve Cox CEO of the combined organization; its pages now show a Clari Forecast log-in beside Salesloft.", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.salesloft.com/", "https://www.salesloft.com/pricing", "https://www.salesloft.com/platform/ai-agents", "https://salesloft.com/company/newsroom/clari-salesloft-merger", "https://en.wikipedia.org/wiki/Salesloft" ] }, { "n": "Smartlead", "u": "https://www.smartlead.ai/", "w": "\"Cold Email Software for Sales Teams That Run Outbound at Scale.\" Smartlead runs email, LinkedIn and call sequences with unlimited mailboxes, warmup, a built-in B2B lead finder and a master inbox. SmartAgents run campaign, mailbox, prospect and inbox work inside the product, and SmartAssistant answers questions with account data.", "cat": "engagement", "cat_src": { "quote": "Cold Email Software for Sales Teams That Run Outbound at Scale", "url": "https://www.smartlead.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "mcp", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Company reports use by 100,000 or more businesses; no funding disclosed" }, "price": { "note": "from $39 per month (Base); annual billing saves 17%" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.smartlead.ai/", "https://www.smartlead.ai/llms.txt", "https://www.smartlead.ai/pricing", "https://updates.smartlead.ai/changelog" ] }, { "n": "SmartReach", "u": "https://smartreach.io/", "w": "\"Cold Email Software for Multichannel Outreach.\" SmartReach runs cold email, LinkedIn and calling in one campaign, with unlimited inboxes, warmup, a B2B lead finder, a prospect CRM and a team inbox. The company also describes it as a sales engagement platform. An AI campaign writer drafts a whole campaign from a pitch and the Smart Email AI Agent personalizes each email.", "cat": "engagement", "cat_src": { "quote": "Cold Email Software for Multichannel Outreach", "url": "https://smartreach.io/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Company fact sheet reports use by more than 5,000 small businesses; no funding disclosed" }, "price": { "note": "from $29 per month; most plans include unlimited users" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://smartreach.io/", "https://smartreach.io/llms.txt", "https://smartreach.io/pricing" ] }, { "n": "Amplemarket", "u": "https://www.amplemarket.com/", "w": "\"Agents build your pipeline. Your team closes it.\" Amplemarket sells an all-in-one sales platform to B2B sales teams: AI agents, 200M+ verified B2B contacts, buying signals, multichannel sequences, a parallel dialer and deliverability tools. Duo Accounts researches target accounts, and reps review and send the prepared outreach. Its MCP server runs outbound from Claude and ChatGPT.", "cat": "engagement", "cat_src": { "quote": "Agents build your pipeline. Your team closes it.", "url": "https://www.amplemarket.com/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "conversation", "copilot", "enrichment", "mcp", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "$12M in seed and Series A funding reported by TechCrunch in 2022; its site cites 200M+ verified contacts." }, "funding": { "total_usd_m": 12, "last": "Series A (with seed), $12M, 2022-04-06", "investors": "Comcast Ventures, Armilar Venture Partners (co-leads); Flexport, Caixa Capital", "src": "https://techcrunch.com/2022/04/06/amplemarket-nabs-12m-to-ramp-up-sales-enablement-using-ai" }, "founded": 2019, "hq": "San Francisco, USA and Portugal", "price": { "note": "from $600 per month on an annual term (Startup plan, 2 users); higher plans sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.amplemarket.com/", "https://www.amplemarket.com/pricing", "https://www.amplemarket.com/blog/mcp", "https://www.amplemarket.com/blog/meet-the-agentic-amplemarket", "https://www.amplemarket.com/blog/what-is-an-account-research-agent", "https://techcrunch.com/2022/04/06/amplemarket-nabs-12m-to-ramp-up-sales-enablement-using-ai" ] }, { "n": "Mixmax", "u": "https://www.mixmax.com/", "w": "\"Mixmax runs every conversation you’ve started. Inside your Gmail.\" Mixmax sells sequences, per-person tracking, tasks, meeting booking and AI meeting recaps to teams that work in Gmail. Its MCP server connects Claude and ChatGPT to Mixmax data, and in beta lets that AI build sequences, add recipients and send tracked email.", "cat": "engagement", "cat_src": { "quote": "Mixmax runs every conversation you’ve started. Inside your Gmail.", "url": "https://mixmax.com/" }, "ph": { "plan": 0, "data": 0, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series A of $10.35M reported by TechCrunch in 2018; its site says it is trusted by thousands of teams." }, "funding": { "total_usd_m": null, "last": "Series A, $10.35M, 2018-02-06", "investors": "Creandum, SaaStr; earlier investors Michael Dearing, Harrison Metal, Floodgate", "src": "https://techcrunch.com/2018/02/06/mixmax-raises-10-35m-to-improve-email/" }, "price": { "note": "from $29 per user per month, billed annually (100 recipients a month); free plan with 50 recipients a month" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://mixmax.com/", "https://www.mixmax.com/pricing", "https://www.mixmax.com/mcp", "https://www.mixmax.com/blog/introducing-the-mixmax-mcp-server-your-sales-data-inside-your-ai", "https://www.mixmax.com/blog/build-and-send-outreach-with-the-mixmax-mcp", "https://techcrunch.com/2018/02/06/mixmax-raises-10-35m-to-improve-email/" ] }, { "n": "Nooks", "u": "https://www.nooks.ai/", "w": "\"Revenue infrastructure for reps and agents.\" Nooks sells a revenue agent platform for outbound, inbound, deal management, expansion and coaching: an AI dialer, AI sequencing across calls, email, SMS and social, signals and enrichment, and coaching. Node, an AI personal assistant that works open deals in the background, was announced in November 2026 with a waitlist. The company says more than 2,000 companies run on Nooks. Sales development and revenue teams buy it.", "cat": "engagement", "cat_src": { "quote": "Revenue infrastructure for reps and agents", "url": "https://www.nooks.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "enrichment", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series B of $43M led by Kleiner Perkins and $500M of growth capital from General Catalyst's Customer Value Fund; the company says more than 2,000 companies run on Nooks." }, "funding": { "total_usd_m": null, "last": "Growth capital, $500M from General Catalyst's Customer Value Fund, 2026-11-04; earlier Series B, $43M, 2024-10-24", "investors": "General Catalyst Customer Value Fund, Kleiner Perkins", "src": "https://www.nooks.ai/blog-posts/introducing-node-revenue-agent-platform" }, "founded": 2020, "hq": "San Francisco, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.nooks.ai/", "https://www.nooks.ai/pricing", "https://www.nooks.ai/about", "https://www.nooks.ai/careers", "https://www.nooks.ai/blog", "https://www.nooks.ai/blog-posts/introducing-node-revenue-agent-platform", "https://www.nooks.ai/blog-posts/series-b" ] }, { "n": "Orum", "u": "https://www.orum.com/", "w": "\"AI Sales Dialer With a Crew of Agents Behind Every Rep.\" Orum sells a parallel dialer and calling platform to SDR and BDR teams. Three named agents sit behind it: Scout finds the phone number most likely to answer, Operator handles screeners and phone trees so a rep joins only when a person is on the line, and Coach scores calls and runs practice sessions. It works with Salesforce, HubSpot, Outreach, Salesloft and Gong.", "cat": "engagement", "cat_src": { "quote": "AI Sales Dialer With a Crew of Agents Behind Every Rep", "url": "https://www.orum.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "enrichment", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series B of $22M led by Tribe Capital; the company says total funding is $50+ million and its site says thousands of SDR and BDR teams use it." }, "funding": { "total_usd_m": 50, "last": "Series B, $22M, 2022-11-02", "investors": "Tribe Capital, Craft Ventures, Unusual Ventures", "src": "https://www.orum.com/blog/orum-series-b-funding" }, "founded": 2019, "price": { "note": "not published; sales-led, minimum 9 seats" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.orum.com/", "https://www.orum.com/pricing", "https://www.orum.com/about", "https://www.orum.com/blog", "https://www.orum.com/blog/orum-series-b-funding", "https://www.orum.com/blog/why-we-acquired-scout-ai", "https://www.orum.com/blog/what-s-new-live-transfer-screener-detection-custom-ai-scorecards-more" ] }, { "n": "Outplay", "u": "https://www.outplayhq.com/", "w": "\"Outplay: Sales Engagement & Sales Automation Platform.\" SDRs, account executives and managers run multichannel sequences across email, phone, SMS, LinkedIn and WhatsApp with a built-in dialer and lead sourcing. AI writes emails and sequences, a custom sales agent automates account research, and built-in revenue intelligence flags deal risk and coaches reps.", "cat": "engagement", "cat_src": { "quote": "Sales Engagement & Sales Automation Platform", "url": "https://www.outplayhq.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "conversation", "copilot", "deal_risk", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series A of $7.2M disclosed in its company fact sheet; acquired by JungleWorks in 2025" }, "funding": { "total_usd_m": null, "last": "Series A, $7.2M, 2021-07-21", "investors": null, "src": "https://outplay.ai/llms.txt" }, "founded": 2019, "hq": "Cedar Park, Texas, USA", "owner": "JungleWorks (acquired 2025-03-28)", "price": { "note": "free plan; paid per-seat plans published on its pricing page" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.outplayhq.com/", "https://outplay.ai/llms.txt", "https://outplay.ai/pricing", "https://outplay.ai/blog/agentic-ai-outbound-sales-architecture" ] }, { "n": "Outreach", "u": "https://www.outreach.ai/", "w": "\"Outreach AI agents act as teammates that take on real work across the full revenue lifecycle.\" Sales engagement is the base of the platform, joined by conversation intelligence, deal management and forecasting. Revenue operations teams set it up with Agent Studio, and sellers use Omni, a conversational agent, in the app, Slack and mobile. Pricing combines seats with consumption-based AI credits.", "cat": "engagement", "cat_src": { "quote": "Outreach AI agents act as teammates that take on real work across the full revenue lifecycle", "url": "https://www.outreach.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "enrichment", "forecasting", "insights", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series G of $200M at a valuation above $4.4B, total funding $489M (company release, 2021). Its pages say sellers close over 2 million opportunities every month." }, "funding": { "total_usd_m": 489, "last": "Series G, $200M, 2021-06-03", "investors": "Premji Invest and STEADFAST Capital Ventures (co-leads)", "src": "https://salestechstar.com/proactive-sales-engagement/outreach-closes-200-million-round-4-4-billion-valuation-for-sales-engagement-category-leader/" }, "founded": 2014, "hq": "Seattle, United States", "price": { "note": "seat plus consumption-based AI credits; amounts not published, contact sales" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.outreach.ai/", "https://www.outreach.ai/ai-agents", "https://www.outreach.ai/pricing", "https://www.outreach.ai/company/newsroom/category/press-releases", "https://salestechstar.com/proactive-sales-engagement/outreach-closes-200-million-round-4-4-billion-valuation-for-sales-engagement-category-leader/" ] }, { "n": "Regie.ai", "u": "https://www.regie.ai/", "w": "\"AI prospecting platform for sales reps and teams.\" Its RegieGO product reads a company's website to suggest target accounts and roles, finds emails and phone numbers through waterfall enrichment, researches each buyer, and prepares emails and call scripts in the seller's voice. It includes a parallel dialer that calls up to five lines at once and a built-in CRM that can sync with HubSpot or Salesforce. Founders, SDR and AE teams, and enterprise sales teams buy it.", "cat": "engagement", "cat_src": { "quote": "AI prospecting platform for sales reps and teams", "url": "https://www.regie.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series B of $30M co-led by Scale Venture Partners and Foundation Capital; the company says total investment is over $50 million." }, "funding": { "total_usd_m": 50, "last": "Series B, $30M, raised in 2024 (stated in the RegieOne post dated 2025-02-10)", "investors": "Scale Venture Partners, Foundation Capital, Khosla Ventures, StepStone Group, TriplePoint Capital, South Park Commons", "src": "https://www.regie.ai/blog/introducing-regie-one" }, "founded": 2020, "price": { "note": "free plan; Pro $41 per month billed annually ($49 monthly); Team $125 per seat per month billed annually ($150 monthly); Enterprise priced to your team" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.regie.ai/", "https://www.regie.ai/pricing", "https://www.regie.ai/about", "https://www.regie.ai/blog", "https://www.regie.ai/blog/why-we-built-regiego", "https://www.regie.ai/blog/introducing-regie-one" ] }, { "n": "Reply.io", "u": "https://reply.io/", "w": "\"Supercharge your sales team with AI.\" Reply.io sells a multichannel sales engagement platform to B2B sales teams and agencies: email, LinkedIn, WhatsApp, SMS and call steps in one sequence, with a B2B contact database of more than 1 billion contacts. Its Jason AI SDR finds, scores and researches leads and writes the outreach. Agentic Chat lets a rep run the platform in plain English.", "cat": "engagement", "cat_src": { "quote": "Supercharge your sales team with AI", "url": "https://reply.io/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "mcp", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "Seed investment of $400K reported from Digital Future and WannaBiz; its about page lists 100+ professionals and offices in the US, Canada and Ukraine." }, "funding": { "total_usd_m": 0.4, "last": "Seed, $400K, 2016-03-17", "investors": "Digital Future, WannaBiz", "src": "https://www.newswire.com/news/digital-future-and-wannabiz-invest-400k-in-replyapp-io-with-digital-9344430" }, "founded": 2014, "price": { "note": "Email Volume plans from $49 per month billed annually ($59 monthly); Multichannel from $89 per user per month billed annually ($99 monthly); Jason AI SDR from $500 per month" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://reply.io/", "https://reply.io/pricing/", "https://reply.io/about-us/", "https://reply.io/blog/", "https://www.newswire.com/news/digital-future-and-wannabiz-invest-400k-in-replyapp-io-with-digital-9344430" ] }, { "n": "Unify", "u": "https://www.unifygtm.com/", "w": "\"Outbound agents for every rep.\" Account executives and SDRs build lists from more than 40 data sources, run AI research on accounts, trigger plays from buying signals, sequence email, social and calls, and use a built-in dialer in one platform. From a single prompt, the product builds a campaign and drafts one-to-one messages for the rep to review.", "cat": "engagement", "cat_src": { "quote": "Outbound agents for every rep", "url": "https://www.unifygtm.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series B of $40M led by Battery Ventures; $52M or more raised in total per its company fact sheet" }, "funding": { "total_usd_m": 52, "last": "Series B, $40M, 2025-07", "investors": "Battery Ventures, OpenAI Startup Fund, Thrive Capital, Emergence Capital", "src": "https://www.unifygtm.com/llms.txt" }, "founded": 2023, "hq": "San Francisco Bay Area, USA", "price": { "note": "free plan; Base $20 per seat per month, Pro $60 per seat per month; Business custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.unifygtm.com/", "https://www.unifygtm.com/llms.txt", "https://www.unifygtm.com/changelog", "https://www.unifygtm.com/blog/announcing-unifys-next-chapter", "https://unifygtm.com/blog/series-b", "https://pulse2.com/unify-40-million-series-b-raised-for-transforming-go-to-market-strategies/" ] }, { "n": "Klenty", "u": "https://www.klenty.com/", "w": "\"The Sales Engagement Platform Built For Phone-First SDR Teams.\" Klenty sells email, call, SMS and LinkedIn cadences plus power and parallel dialers to SDR teams. Its AI researches accounts, writes one-to-one emails, detects voicemail, takes call notes, runs next steps and coaches reps. The dialer layer manages local numbers and number health.", "cat": "engagement", "cat_src": { "quote": "The Sales Engagement Platform Built For Phone-First SDR Teams", "url": "https://www.klenty.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 4, "basis": "No funding disclosed on its pages; its site says it is trusted by thousands of SDR teams and shows a 4.6 G2 rating." }, "price": { "note": "Starter from $50 per month billed annually (unlimited users, 15,000 contacts); Growth $70 per user per month billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.klenty.com/", "https://www.klenty.com/klenty-ai/", "https://www.klenty.com/sales-engagement-platform/pricing/", "https://www.klenty.com/feature/agentic-cadences/", "https://www.klenty.com/about-us/" ] }, { "n": "Koncert", "u": "https://koncert.com/", "w": "\"B2B Sales Engagement Automation Platform.\" Koncert sells five dialers (AI Parallel Dialer, AI Flow Dialer, agent-assisted, workflow and click to call), a multi-channel sequencer for phone, email, video, text and social, waterfall data enrichment, a cloud business phone and an AI Voice Agent. Sales and revenue teams buy it to run outbound calling and cadences.", "cat": "engagement", "cat_src": { "quote": "B2B Sales Engagement Automation Platform", "url": "https://koncert.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "conversation", "enrichment", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 4, "basis": "No funding, revenue or customer count on its own pages." }, "hq": "Windham, NH, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://koncert.com/", "https://www.koncert.com/company/", "https://www.koncert.com/koncert-ai-voice-agent", "https://www.koncert.com/koncert-press-releases", "https://www.koncert.com/koncert-press-releases/koncert-launches-koncert-phone-and-ai-voice-agent", "https://www.koncert.com/pricing", "https://www.koncert.com/product-updates" ] }, { "n": "Woodpecker", "u": "https://woodpecker.co/", "w": "\"Woodpecker.co is a cold email and LinkedIn outreach tool for businesses that do outbound.\" It brings a 1B+ contact finder with email validation, cold email campaigns, LinkedIn steps, follow-ups and deliverability tools into one outbound workflow. Agencies run client campaigns from an Agency Panel. AI features cover copy, reply sorting and agent access through MCP and a CLI.", "cat": "engagement", "cat_src": { "quote": "Woodpecker.co is a cold email and LinkedIn outreach tool for businesses that do outbound.", "url": "https://woodpecker.co/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "mcp", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding found on the vendor's pages; the site shows a 4.5 out of 5 G2 rating and a 2015 start" }, "founded": 2015, "hq": "Wroclaw, Poland", "price": { "note": "Email, Multichannel and LinkedIn plans billed monthly or yearly (yearly saves 33%); Scale plan sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://woodpecker.co/", "https://woodpecker.co/pricing/", "https://developers.woodpecker.co/docs/mcp/", "https://woodpecker.co/help-center/en/articles/14816922-woodpecker-cli" ] }, { "n": "D&B Hoovers", "u": "https://www.dnb.com/products/marketing-sales/dnb-hoovers.html", "w": "\"Power AI with Verified Business Context.\" D&B Hoovers is Dun & Bradstreet's sales intelligence product. It gives sales and RevOps teams company and contact data, buying signals and prioritized prospect lists, with AI-driven workflows and an MCP connection that brings the data into AI tools and agent workflows. The parent's D&B.AI suite adds ChatD&B and a Match Agent that supplies D-U-N-S Numbers.", "cat": "gtm_data", "cat_src": { "quote": "Power AI with Verified Business Context", "url": "https://www.dnb.com/products/marketing-sales/dnb-hoovers.html" }, "ph": { "plan": 1, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "enrichment", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 1, "basis": "Dun & Bradstreet, taken private by Clearlake Capital in an acquisition completed 26 Aug 2025 at $9.15 per share in cash" }, "founded": 1841, "hq": "Jacksonville, Florida, USA", "owner": "Dun & Bradstreet (Clearlake Capital)", "price": { "note": "not published; sales-led, free trial offered" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.dnb.com/products/marketing-sales/dnb-hoovers.html", "https://www.dnb.com/", "https://www.dnb.com/en-us/newsroom/press-releases.html" ] }, { "n": "LinkedIn Sales Navigator", "u": "https://business.linkedin.com/sales-solutions/sales-navigator", "w": "\"Find the right buyers, build stronger relationships, and grow your pipeline with an AI-powered sales tool built on LinkedIn’s B2B network.\" Sales Navigator is LinkedIn's prospecting product for sellers. It searches the LinkedIn network for accounts and leads, with AI that summarizes accounts and leads, helps write messages and, in beta, surfaces daily leads. Sales teams buy it by license and connect it to the CRM. LinkedIn says 1.5M+ sellers trust it.", "cat": "gtm_data", "cat_src": { "quote": "Find the right buyers, build stronger relationships, and grow your pipeline with an AI-powered sales tool built on LinkedIn’s B2B network", "url": "https://business.linkedin.com/sales-solutions/sales-navigator" }, "ph": { "plan": 1, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 1, "basis": "LinkedIn is a Microsoft company; Sales Navigator is used by 1.5M+ sellers per its page" }, "founded": 2002, "hq": "Sunnyvale, California, USA", "owner": "Microsoft (LinkedIn)", "price": { "note": "Core from US$119.99 per month per license and Advanced from US$159.99 per month per license; Advanced Plus custom; free trial offered" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://business.linkedin.com/sales-solutions/sales-navigator", "https://business.linkedin.com/sales-solutions/deep-sales", "https://business.linkedin.com/sales-solutions/compare-plans", "https://scommunity.linkedin.com/new-sales-navigator-features-64/introducing-sales-assistant-your-best-leads-delivered-daily-7653" ] }, { "n": "ZoomInfo", "u": "https://www.zoominfo.com/", "w": "\"The AI platform for go-to-market teams.\" ZoomInfo sells B2B contact and company data, plus GTM Studio for waterfall enrichment and plays, GTM Workspace for sellers, and Agent Teams that run plays across the CRM. Buyers are RevOps, sales, marketing and customer success teams. Data covers 500M+ contacts and 100M+ companies. Its GTM.AI layer serves the same data to AI agents by API and MCP.", "cat": "gtm_data", "cat_src": { "quote": "The AI platform for go-to-market teams", "url": "https://www.zoominfo.com/" }, "ph": { "plan": 1, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "copilot", "enrichment", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 1, "basis": "Public company (Nasdaq: GTM); Q3 2026 revenue of $308.8 million; 1,851 customers with $100,000 or more in annual contract value" }, "founded": 2007, "hq": "Vancouver, Washington, USA", "price": { "note": "not published; sales-led, with a free ZoomInfo Lite plan and usage-based credits" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.zoominfo.com/", "https://www.zoominfo.com/ai-information", "https://www.zoominfo.com/pricing", "https://www.sec.gov/Archives/edgar/data/0001794515/000179451526000066/gtm-8kex991x20261104.htm" ] }, { "n": "Cognism", "u": "https://www.cognism.com/", "w": "\"Europe's most trusted B2B data for growing pipeline.\" Cognism sells B2B contact and company data, including verified European mobile numbers, to sales and RevOps teams. It enriches CRM records in Salesforce and HubSpot, finds net new contacts at existing accounts, and cleans duplicates and stale profiles. An MCP connector brings the data into Claude and ChatGPT.", "cat": "gtm_data", "cat_src": { "quote": "Europe's most trusted B2B data for growing pipeline", "url": "https://www.cognism.com/" }, "ph": { "plan": 1, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "enrichment", "mcp" ], "ai": "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.", "scale": { "tier": 2, "basis": "Says 4,000+ revenue teams use it" }, "founded": 2015, "hq": "London, UK", "price": { "note": "not published; sales-led, on Standard and Pro plans with credits" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.cognism.com/", "https://www.cognism.com/newsroom/product-marketing-update-q3-26" ] }, { "n": "Common Room", "u": "https://www.commonroom.io/", "w": "\"Complete Buyer Intelligence That Turns Intent Into Pipeline.\" Common Room unifies signals from CRM, product, marketing and web into one buyer record, with AI waterfall enrichment, buying committee mapping and Prospector. DataAgent finds duplicate and out-of-date CRM records. Sales, SDR and RevOps teams are its main audience. Zoom bought the company in July 2026.", "cat": "gtm_data", "cat_src": { "quote": "Complete Buyer Intelligence That Turns Intent Into Pipeline", "url": "https://www.commonroom.io/" }, "ph": { "plan": 1, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Acquired by Zoom (public company) in July 2026" }, "owner": "Zoom", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.commonroom.io/", "https://www.commonroom.io/blog/", "https://www.commonroom.io/blog/roomieai-gtm-ai-copilot/", "https://www.commonroom.io/blog/dataagent/", "https://www.commonroom.io/blog/common-room-and-open-ai-dots/", "https://www.zoom.com/en/blog/zoom-to-acquire-common-room/" ] }, { "n": "LeanData", "u": "https://www.leandata.com/", "w": "\"AI-Powered GTM That Works.\" LeanData routes leads, contacts and accounts to the right seller, matches them to accounts, and books meetings with BookIt. RevOps teams build routing in a visual FlowBuilder. LeanData AI Assistant helps build and troubleshoot flows, and AI Inference Nodes call an LLM inside a flow to interpret unstructured record data. LeanData says 1,000+ companies use it.", "cat": "gtm_data", "cat_src": { "quote": "AI-Powered GTM That Works", "url": "https://www.leandata.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "enrichment", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Says it is trusted by 1,000+ companies" }, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.leandata.com/", "https://www.leandata.com/blog/leandata-q1-2026-release-ai-nodes-account-hierarchies-agentic-scheduling/", "https://www.leandata.com/blog/leandata-q2-2026-release-audit-logs-best-fit-assignment-bookit-mcp/", "https://www.leandata.com/blog/leandata-q3-2026-release-ai-assistant-bookit-tradeshows-journeys/", "https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/LeanData-Updates-Its-GTM-Platform-176651.aspx" ] }, { "n": "Lusha", "u": "https://www.lusha.com/", "w": "\"Data you can build on.\" Lusha sells B2B contact and company data to sales and RevOps teams, with 515M+ contacts and 29M+ companies. Deep Intelligence ranks accounts and contacts each day with a reason, scores fit against a Target Profile, and predicts who will become an opportunity. The Lusha MCP server brings the data into Claude and ChatGPT.", "cat": "gtm_data", "cat_src": { "quote": "Data you can build on", "url": "https://www.lusha.com/" }, "ph": { "plan": 1, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "enrichment", "insights", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Says it is trusted by 280,000+ GTM teams" }, "price": { "note": "Free plan with 40 credits a month; Starter $49.90, Pro $69.90, Premium $399.90 per month on monthly billing; Scale custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.lusha.com/", "https://www.lusha.com/pricing/", "https://www.lusha.com/blog/deep-intelligence-who-to-call-today/", "https://docs.lusha.com/user-guide/mcp/lusha-model-context-protocol-mcp-server" ] }, { "n": "Seamless.AI", "u": "https://www.seamless.ai/", "w": "\"AI for sales prospecting: Every deal starts here.\" Seamless sells a B2B contact data engine with 1.8B+ verified business emails, plus an AI Assistant, AI Fields, AI Campaigns and Autopilot workflows. Sales and RevOps teams use it to find and enrich contacts and run sequences. It says 1M+ sales leaders use it.", "cat": "gtm_data", "cat_src": { "quote": "AI for sales prospecting: Every deal starts here", "url": "https://www.seamless.ai/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "outreach" ], "ai": "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.", "scale": { "tier": 2, "basis": "Says 1M+ sales leaders use it; its AI Campaigns release says 2M+ sales and marketing professionals" }, "hq": "Columbus, Ohio, USA", "price": { "note": "free for up to 50 credits; paid plans not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.seamless.ai/", "https://www.seamless.ai/pricing", "https://www.prweb.com/releases/seamless-launches-ai-campaigns-putting-an-ai-personalization-engine-inside-every-sales-sequence-302802098.html", "https://seamless.ai/news/releases/seamless-turns-n8n-into-an-autonomous-ai-sales-representative" ] }, { "n": "Traction Complete", "u": "https://www.tractioncomplete.com/", "w": "\"Rebuild trust in your data layer.\" Traction Complete sells a suite for Salesforce that cleanses, links, enriches and routes lead, contact and account records. RevOps teams buy it. Its Data Agents each do one job, act when a record enters the CRM, and give each output a confidence score, sources and reasoning. The company says 3,500+ RevOps leaders trust it.", "cat": "gtm_data", "cat_src": { "quote": "Rebuild trust in your data layer", "url": "https://www.tractioncomplete.com/" }, "ph": { "plan": 1, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "enrichment", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "Says 3,500+ RevOps leaders trust it; founded by Traction on Demand, a Salesforce consulting firm" }, "hq": "Vancouver, Canada", "price": { "note": "not published; sales-led, demo offered" }, "flags": { "sf_native": true, "note": "Its pages say \"Use our suite directly in Salesforce\" and show \"Salesforce native\" at 100%, with the products \"all housed securely within Salesforce\"" }, "v": "primary", "src": [ "https://www.tractioncomplete.com/", "https://tractioncomplete.com/why-traction-complete/", "https://tractioncomplete.com/articles/traction-complete-launches-data-agents/", "https://tractioncomplete.com/articles/traction-complete-launches-complete-discover/" ] }, { "n": "Chili Piper", "u": "https://www.chilipiper.com/", "w": "\"Agents that turn your traffic into pipeline.\" Chili Piper qualifies inbound leads, routes them to the right rep and books the meeting. Distro routes any Salesforce object with SLAs, Concierge handles forms, and Chat AI answers visitor questions on the site. Chili AI builds routing rules from plain-English descriptions. RevOps and demand teams buy it by seat and AI credit.", "cat": "gtm_data", "cat_src": { "quote": "Agents that turn your traffic into pipeline", "url": "https://www.chilipiper.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "capture", "copilot", "mcp", "routing" ], "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.", "scale": { "tier": 3, "basis": "Series B of $33M led by Tiger Global (April 2021), $54M total financing; page cites 45K+ users" }, "funding": { "total_usd_m": 54, "last": "Series B, $33M, 2021-04-15", "investors": "Tiger Global (lead), Base10 Partners, Gradient Ventures", "src": "https://techcrunch.com/2021/04/15/sales-scheduling-platform-chili-piper-raises-33m-series-b-funding-led-by-tiger-global" }, "founded": 2016, "price": { "note": "Growth from $1,250 per month and Scale from $3,500 per month, billed annually; Enterprise for 250+ seats" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.chilipiper.com/", "https://www.chilipiper.com/ai", "https://www.chilipiper.com/products/chili-assist", "https://www.chilipiper.com/llms.txt", "https://www.chilipiper.com/pricing", "https://techcrunch.com/2021/04/15/sales-scheduling-platform-chili-piper-raises-33m-series-b-funding-led-by-tiger-global", "https://www.intercom.com/changes/en/152101-fin-for-sales-now-books-meetings-with-chili-piper", "https://salestools.io/es/report/chili-piper-raises-54m-series-b" ] }, { "n": "Clay", "u": "https://www.clay.com/", "w": "\"Build systems to grow revenue.\" Clay pulls B2B data from 200+ providers into one table, enriches records with the Claygent research agent, and runs plays from signals. GTM engineers and RevOps teams build the workflows. Sculptor builds Claygents, search filters and AI columns from plain-language requests. Clay also runs inside Claude, ChatGPT and Codex.", "cat": "gtm_data", "cat_src": { "quote": "Build systems to grow revenue", "url": "https://www.clay.com/" }, "ph": { "plan": 1, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "mcp", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "$115M Series D at a $7.1B valuation (Sep 2026); more than 17,000 customers per its Series D post; $100M ARR reached Dec 2025 per its Jan 2026 tender offer post" }, "funding": { "total_usd_m": null, "last": "Series D, $115M, 2026-09-09", "investors": "Wellington (lead), Sequoia, Stepstone, a16z perennial, Meritech, DST, CapitalG, BoxGroup, Boldstart, Bloomberg Beta, Evolution", "src": "https://www.clay.com/blog/series-d" }, "founded": 2017, "hq": "New York, USA", "price": { "note": "free plan; Launch from $167 per month billed annually ($185 monthly); Growth from $446 per month billed annually ($495 monthly); Enterprise custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.clay.com/", "https://www.clay.com/pricing", "https://www.clay.com/changelog", "https://www.clay.com/blog/sculpt-2026-recap", "https://clay.com/blog/tender-offer-2026", "https://www.clay.com/blog/series-d", "https://business.sherbrookerecord.com/sherbrookerecord/article/bizwire-2025-8-5-ai-gtm-leader-clay-raises-100m-series-c-to-fuel-gtm-engineering-roles-industrywide" ] }, { "n": "Default", "u": "https://www.default.com/", "w": "\"Build demand engines for revenue growth.\" Default is a go-to-market platform with a real-time data layer, waterfall enrichment, lead and account routing, meeting scheduling and workflow orchestration. RevOps and growth teams run inbound and outbound plays on it. Its Qualification Agent scores inbound leads against an ICP, and Default MCP lets people query the CRM and manage routing from AI assistants.", "cat": "gtm_data", "cat_src": { "quote": "Build demand engines for revenue growth", "url": "https://www.default.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series A led by 8VC, $20M total funding (June 2026)" }, "funding": { "total_usd_m": 20, "last": "Series A, amount not stated, 2026-06-16", "investors": "8VC (lead), Craft Ventures, Jack Altman", "src": "https://www.contentgrip.com/default-agentic-gtm-platform/" }, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.default.com/", "https://default.com/post/agent-launch", "https://www.default.com/post/introducing-default-2-0", "https://www.contentgrip.com/default-agentic-gtm-platform/" ] }, { "n": "FullEnrich", "u": "https://fullenrich.com/", "w": "\"Find Emails & Phone Numbers for your prospects. More than any other provider.\" FullEnrich is a waterfall enrichment service that queries 20+ data vendors for a contact's email and mobile number and verifies each result. Sales, marketing, RevOps and recruiting teams use it, and GTM engineers call it by API. It offers an MCP server and CLI for AI agents, and verification agents run its email checks.", "cat": "gtm_data", "cat_src": { "quote": "Find Emails & Phone Numbers for your prospects", "url": "https://fullenrich.com/" }, "ph": { "plan": 0, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "enrichment", "mcp" ], "ai": "Verification agents power its triple email verification, catch-all resolution and deliverability scoring. An MCP server and CLI let AI agents call it.", "scale": { "tier": 3, "basis": "$2M seed round led by Flex Capital, M-Fund, Kima Ventures and others (Feb 2025)" }, "funding": { "total_usd_m": 2, "last": "Seed, $2M, 2025-02-18", "investors": "Flex Capital, M-Fund, Kima Ventures, First Degree, Offord Ventures, Duro Ventures", "src": "https://tech.eu/2025/02/18/fullenrich-raises-2m-seed-for-customer-data-aggregation/" }, "hq": "California, USA", "price": { "note": "50 free credits; paid plan prices on a separate page; you pay only for mobile numbers, landlines found are free" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://fullenrich.com/", "https://tech.eu/2025/02/18/fullenrich-raises-2m-seed-for-customer-data-aggregation/" ] }, { "n": "Openprise", "u": "https://www.openprisetech.com/", "w": "\"Make your GTM data smarter.\" Openprise is a RevOps data and AI automation platform that cleans, dedupes, enriches, matches and routes lead, contact and account data across connected systems. RevOps teams build the automations. Its AI-Agent Factory has prebuilt agent templates for tasks such as standardizing job titles and context-aware fuzzy matching, with models hosted inside the platform.", "cat": "gtm_data", "cat_src": { "quote": "Make your GTM data smarter", "url": "https://www.openprisetech.com/" }, "ph": { "plan": 1, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "enrichment", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "$25M Series B led by Morgan Stanley Expansion Capital, announced 5 Mar 2024; its June 2026 release says Fortune 500 companies and high-growth enterprises use it" }, "funding": { "total_usd_m": null, "last": "Series B, $25M, 2024-03-05", "investors": "Morgan Stanley Expansion Capital (lead)", "src": "https://www.openprisetech.com/press-releases/openprise-secures-25-million-in-series-b-funding" }, "hq": "San Mateo, California, USA", "price": { "note": "Professional plan starts at $35K annually; Enterprise plan by custom quote" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.openprisetech.com/", "https://www.openprisetech.com/news/", "https://www.openprisetech.com/blog/build-custom-ai-agents-to-automate-your-unique-gtm-processes", "https://www.openprisetech.com/press-releases/openprise-cuts-enterprise-ai-token-costs-by-up-to-80-for-go-to-market-workflows", "https://www.openprisetech.com/press-releases/openprise-secures-25-million-in-series-b-funding", "https://www.openprisetech.com/pricing" ] }, { "n": "UserGems", "u": "https://www.usergems.com/", "w": "\"The AI Command Center for outbound and ABM.\" UserGems tracks buyer job changes and 30+ native signals, finds and enriches accounts and contacts, scores them on sales history, and writes outreach. SDRs, AEs, ABM marketers and RevOps use it. Gem-E learns from open opportunities and closed-won deals. UserGems MCP builds audiences, workflows and campaigns from Claude or ChatGPT.", "cat": "gtm_data", "cat_src": { "quote": "The AI Command Center for outbound and ABM", "url": "https://www.usergems.com/" }, "ph": { "plan": 1, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "enrichment", "mcp", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "$20M Series A led by Craft Ventures, announced 26 Oct 2021, after a $2.4M seed" }, "funding": { "total_usd_m": 22.4, "last": "Series A, $20M, 2021-10-26", "investors": "Craft Ventures (lead), Battery Ventures, Tiger Global, Uncork Capital", "src": "https://techcrunch.com/2021/10/26/usergems-raises-20m-to-take-on-zoominfo-to-help-with-prospecting-and-sales-intelligence/" }, "hq": "San Francisco, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.usergems.com/", "https://www.usergems.com/news", "https://www.usergems.com/news/usergems-launches-mcp", "https://www.usergems.com/news/usergems-mcp-research-agent-writing-agent-launch", "https://www.usergems.com/news/usergems-snags-2-4m-seed", "https://techcrunch.com/2021/10/26/usergems-raises-20m-to-take-on-zoominfo-to-help-with-prospecting-and-sales-intelligence/", "https://usergems.com/news/usergems-snags-2-4m-seed" ] }, { "n": "BetterContact", "u": "https://bettercontact.rocks/", "w": "\"Convert leads you couldn't reach before.\" BetterContact is a waterfall enrichment tool that cascades through 20+ data providers to find verified emails and phone numbers, and charges only for valid data. Sales and growth teams, outbound agencies and SaaS builders use it. BetterAI picks the provider order for each contact. Connect Intelligence scores each phone number by its likelihood to connect.", "cat": "gtm_data", "cat_src": { "quote": "Convert leads you couldn't reach before", "url": "https://bettercontact.rocks/" }, "ph": { "plan": 0, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "enrichment", "routing" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding disclosed; page cites 20+ data providers and a benchmark of 4,200 outbound teams" }, "price": { "note": "50 free credits; pay only for valid data; tiers on a separate pricing page" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://bettercontact.rocks/" ] }, { "n": "Plauti", "u": "https://www.plauti.com/", "w": "\"Diagnose your CRM data. Then clean it.\" Plauti sells data quality for Salesforce (and Dynamics 365): deduplication, a data quality score and health check, verification and prevention rules. It runs inside the Salesforce org under existing permissions. Salesforce admins and CRM teams buy it. Its pages offer headless deduplication from an AI chat over MCP and say prevention rules cover what AI agents write back.", "cat": "gtm_data", "cat_src": { "quote": "Diagnose your CRM data. Then clean it.", "url": "https://www.plauti.com/" }, "ph": { "plan": 0, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "enrichment", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding disclosed; page cites a 4.6 out of 5 AppExchange rating" }, "price": { "note": "not published; pricing page linked" }, "flags": { "sf_native": true, "note": "Its pages say \"Native AppExchange solutions for Salesforce CRM\" and \"Native, in-org, governed\", installed from the Salesforce marketplace using existing permissions" }, "v": "primary", "src": [ "https://www.plauti.com/", "https://www.plauti.com/platform/salesforce/context" ] }, { "n": "SalesIntel", "u": "https://salesintel.io/", "w": "\"Pipeline Growth, Decoded.\" SalesIntel is a pipeline generation platform for GTM teams. It sells verified B2B contact data (200M+ contacts, 54M+ mobiles) re-checked by human researchers, plus buying signals. GTMCanvas is a no-code builder for AI agents and signal-triggered workflows. ICP Intelligence models lookalike accounts from closed-won data and gives each account an ICP Fit Score.", "cat": "gtm_data", "cat_src": { "quote": "SalesIntel is a pipeline generation platform for GTM teams", "url": "https://www.salesintel.io/" }, "ph": { "plan": 1, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "enrichment", "outreach", "routing" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding disclosed; page cites 2,000+ human researchers and 200M+ verified contacts" }, "price": { "note": "not published; one fee with unlimited data, no credit counting or seat limits" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.salesintel.io/", "https://salesintel.io/platform/" ] }, { "n": "Oracle CPQ", "u": "https://www.oracle.com/cx/sales/cpq/", "w": "Oracle's quoting application inside Oracle Fusion Cloud CX, sold to sales and revenue operations. Oracle says it \"helps sellers configure the right mix of products or services and create accurate, professional quotes.\" AI agents assemble quotes from emails and drawings, answer quoting questions, and extract products from documents. AI-powered insights cover margin, discount and win probability, and approvals route automatically.", "cat": "cpq", "cat_src": { "quote": "Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.", "url": "https://www.oracle.com/cx/sales/cpq/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "deal_risk", "quoting" ], "ai": "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.", "scale": { "tier": 1, "basis": "Part of Oracle, a public company; Oracle says it has been named a Leader in the Gartner Magic Quadrant for CPQ Applications for nine years in a row" }, "founded": 1977, "hq": "Austin, Texas, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.oracle.com/cx/sales/cpq/", "https://www.oracle.com/cx/sales/", "https://www.oracle.com/news/announcement/oracle-named-leader-gartner-mq-cpq-2026-03-17/", "https://www.oracle.com/news/announcement/oracle-ai-agents-help-marketing-sales-and-service-leaders-enhance-cx-2026-02-10/", "https://docs.oracle.com/en/cloud/saas/readiness/sales/25c/scpq-25c/25C-cpq-wn-f39330.htm", "https://docs.oracle.com/en/cloud/saas/readiness/sales/26b/scpq-26b/26B-cpq-wn-f44061.htm" ] }, { "n": "Salesforce Revenue Cloud", "u": "https://www.salesforce.com/sales/revenue-lifecycle-management/", "w": "Salesforce's quote-to-cash suite for sales and revenue operations: product catalog, pricing, quoting, contracting, orders and renewals. The page says \"Agents embedded in revenue workflows enforce the rules behind every deal.\" Agentforce builds quotes from a plain-language request, and automated approvals and pricing rules keep each quote inside policy. Sold per user. Revenue Cloud Advanced replaces Salesforce CPQ, which is no longer sold to new customers.", "cat": "cpq", "cat_src": { "quote": "Agents embedded in revenue workflows enforce the rules behind every deal - so what you sell is exactly what you invoice.", "url": "https://www.salesforce.com/sales/revenue-lifecycle-management/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "insights", "quoting" ], "ai": "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.", "scale": { "tier": 1, "basis": "Part of Salesforce, a public company; Revenue Cloud is one of its core product lines" }, "founded": 1999, "hq": "San Francisco, USA", "price": { "note": "from $150 per user per month, billed annually (Revenue Cloud Growth); $200 per user per month for Revenue Cloud Advanced" }, "flags": { "sf_native": true, "note": "Salesforce describes Revenue Cloud as \"a complete revenue lifecycle management software platform built natively on Salesforce\" and on the Agentforce 360 Platform." }, "v": "primary", "src": [ "https://www.salesforce.com/sales/revenue-lifecycle-management/", "https://salesforce.com/sales/revenue-lifecycle-management/revenue-cloud", "https://www.salesforce.com/sales/revenue-lifecycle-management/pricing/", "https://www.salesforce.com/sales/cpq/end-of-life/", "https://www.salesforce.com/news/stories/agentforce-for-revenue-announcement/", "https://salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-m3ter/" ] }, { "n": "Conga CPQ", "u": "https://conga.com/products/cpq", "w": "Conga sells CPQ, price optimization and contract tools to sales, deal desk and revenue operations. The CPQ page says \"Power Profitable Growth with Conga CPQ Tools\" and claims more than 46 million quotes a year for 10,000 customers. AiMe, Conga's AI layer, builds quotes from a rep's request, and AI pricing guidance checks quotes against margin and policy. Conga now also sells the CPQ and pricing lines it bought from PROS.", "cat": "cpq", "cat_src": { "quote": "Power Profitable Growth with Conga CPQ Tools", "url": "https://conga.com/products/cpq" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "mcp", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Private; Conga says more than 10,000 customers, including over 50% of the Fortune 100" }, "founded": 2006, "hq": "Broomfield, Colorado, USA", "owner": "Thoma Bravo", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://conga.com/products/cpq", "https://conga.com/", "https://conga.com/node/11653", "https://conga.com/about", "https://itbrief.co.uk/story/conga-expands-aime-ai-tools-across-commercial-software", "https://itbrief.co.uk/story/conga-launches-aime-ai-agents-for-end-to-end-deal-flows", "https://www.cityam.com/conga-completes-acquisition-of-pros-b2b-business/", "https://www.digitalcommerce360.com/2025/10/01/conga-to-acquire-pros-b2b-software-business/", "https://en.wikipedia.org/wiki/Conga_Corporation", "https://www.thomabravo.com/portfolio/conga" ] }, { "n": "Experlogix CPQ", "u": "https://www.experlogix.com/", "w": "CPQ and document automation for manufacturers and other sellers of complex products, sold to sales and operations teams. Its site says \"Productivity that Outscales Your Business Complexity.\" The CPQ pages list a rules engine, pricing and discounts, approvals and governance, and a BOM and ERP handoff, with Experlogix AI described as \"Expert AI insight and interaction. Grounded by trusted logic.\"", "cat": "cpq", "cat_src": { "quote": "Productivity that Outscales Your Business Complexity", "url": "https://www.experlogix.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Private; says thousands of customers and partners worldwide and 1.5 million users in 41 countries; named a CPQ Leader in an IDC assessment in October 2025" }, "founded": 2002, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.experlogix.com/", "https://www.experlogix.com/about-us", "https://experlogix.com/cpq/ai-driven-productivity/", "https://experlogix.com/experlogix-has-been-named-a-cpq-leader-by-idc/", "https://experlogix.com/experlogix-and-znode-partner-to-connect-complex-cpq-and-b2b-ecommerce/" ] }, { "n": "Infor CPQ", "u": "https://www.infor.com/en/solutions/service-sales/configure-price-quote", "w": "Configure, price, quote software for manufacturers and distributors, sold to sales and order teams, with 3D visual configuration and automated approvals. The 2026.10 release adds embedded AI: AI-Assisted Product Modeling, AI-Assisted Quoting where reps describe the customer's needs in conversation, and an AI Document Driven Transactions Agent that turns RFQs and purchase orders into CPQ quotes or ERP-ready orders.", "cat": "cpq", "cat_src": { "quote": "Configure price quote (CPQ) software for manufacturers and distributors", "url": "https://www.infor.com/en/solutions/service-sales/configure-price-quote" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "A product of Infor, an established enterprise software vendor; no CPQ customer count disclosed on its pages" }, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.infor.com/en/solutions/service-sales/configure-price-quote", "https://www.infor.com/blog/infor-cpq-2026-10-release-embedded-ai" ] }, { "n": "Pricefx", "u": "https://www.pricefx.com/", "w": "\"Smarter pricing. Higher margin. AI built in.\" Pricefx unifies pricing and quoting for complex B2B companies, sold to pricing teams and to sellers through quoting, negotiation guidance and agreements. A library of 125 pricing agents scans pricing, quoting and transaction data to flag margin leaks and discount problems, and AI optimization recommends list prices and deal prices.", "cat": "cpq", "cat_src": { "quote": "Smarter pricing. Higher margin. AI built in.", "url": "https://www.pricefx.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "insights", "mcp", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Private; Pricefx says hundreds of top enterprises use it, and IDC and Gartner both rate it a leader" }, "founded": 2011, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.pricefx.com/", "https://www.silicon.co.uk/press-release/pricefx-unveils-125-agents-to-help-leaders-protect-margins-and-drive-growth", "https://www.pricefx.com/content/news/pricefx-works-with-ai-assistants-pricefx", "https://itbrief.news/story/pricefx-adds-bring-your-own-ai-to-pricing-platform" ] }, { "n": "Tacton CPQ", "u": "https://www.tacton.com/", "w": "CPQ for manufacturers of highly configurable products, sold to sales, sales engineering and operations teams. Tacton says it \"connects CPQ software, AI, and configuration intelligence.\" Generative AI and constraint-based configuration work together so quotes stay valid and buildable. An AI Product Modeling Assistant drafts the product model that sellers then quote from.", "cat": "cpq", "cat_src": { "quote": "Tacton connects CPQ software, AI, and configuration intelligence to help manufacturers define, sell, and deliver highly configurable products with greater predictability.", "url": "https://www.tacton.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Private; says hundreds of global manufacturers use it and has been named a Gartner Magic Quadrant Leader for CPQ for four years in a row" }, "founded": 1998, "hq": "Stockholm, Sweden and Chicago, Illinois, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.tacton.com/", "https://www.tacton.com/about-us/", "https://www.tacton.com/about-us/news/?type=press", "https://www.tacton.com/press-release/tacton-award-winning-innovation-leader-launches-ai-product-modeling-assistant-to-accelerate-cpq-implementation-and-eliminate-bottlenecks/", "https://www.tacton.com/press-release/tacton-acquires-variantum-and-serenytics-to-deliver-the-most-complete-end-to-end-platform-for-complex-manufacturers/", "https://itbrief.co.uk/story/tacton-launches-ai-assistant-to-cut-cpq-modelling-work" ] }, { "n": "Threekit", "u": "https://www.threekit.com/", "w": "\"The AI-Native CPQ Built for Manufacturers.\" Threekit turns customer requirements into valid configurations, applies pricing rules and builds a quote for sales teams, dealers or website visitors. Users start from a description, photo, voice note or spec sheet, and an agent asks for missing details. The catalog and pricing rules govern the result. Threekit says it comes from the team behind Oracle CPQ and Salesforce CPQ.", "cat": "cpq", "cat_src": { "quote": "The AI-Native CPQ Built for Manufacturers", "url": "https://www.threekit.com/" }, "ph": { "plan": 0, "data": 0, "engage": 1, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Private; Threekit says more than 150 manufacturers use it and cites over 1,000 enterprise implementations by its team" }, "hq": "Chicago, Illinois, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.threekit.com/", "https://www.webull.com/news/15672330239165440" ] }, { "n": "Vendavo", "u": "https://www.vendavo.com/", "w": "Pricing, quoting and rebate software for manufacturers and distributors, sold to pricing, sales and deal desk teams. Vendavo says it can help you \"Capture 1 to 3 % of incremental gross margin\" through pricing, quoting and rebates on one platform. Vendavo AI adds four embedded agents, including an AI Deal Desk that guides approvals and pricing, and a Deal Desk Assistant inside Vendavo Quoting.", "cat": "cpq", "cat_src": { "quote": "Capture 1 to 3 % of incremental gross margin by mastering complex B2B pricing, quoting and rebates through our unified commercial platform.", "url": "https://www.vendavo.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "insights", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Private; Vendavo says more than 200 global companies use it and Gartner named it a Leader for B2B pricing and rebate software in April 2026" }, "hq": "Denver, Colorado, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.vendavo.com/", "https://www.vendavo.com/press-news-categories/press-release/", "https://www.vendavo.com/in-media/vendavo-announces-vendavo-ai", "https://www.vendavo.com/company/press/vendavo-advances-ai-with-pricing-assistant-innovations-introduces-ml-driven-price-rules-generator/", "https://www.vendavo.com/company/press/vendavo-announces-high-tech-revenue-management/", "https://www.vendavo.com/company/press/vendavo-to-acquire-model-n-high-tech-business-to-expand-semiconductor-software-platform/", "https://www.vendavo.com/insights/blog/high-tech-revenue-management-acquisition/", "https://techintelpro.com/news/ai/enterprise-ai/vendavo-launches-ai-deal-desk-assistant-bringing-intelligence-quoting" ] }, { "n": "Zuora CPQ", "u": "https://www.zuora.com/products/cpq/", "w": "Zuora's quoting software for subscription and usage deals, sold to sales and deal desk teams alongside Zuora's billing. Zuora says it is \"the only quoting software purpose built for quoting any combination of subscriptions, products, and services.\" Zuora AI adds a Quote Context Agent that answers questions about the customer's billing account inside the quote, and agents that write quote rules and configure CPQ.", "cat": "cpq", "cat_src": { "quote": "From sign-ups to renewals to upgrades, Zuora CPQ is the only quoting software purpose built for quoting any combination of subscriptions, products, and services for the entire subscriber lifecycle.", "url": "https://www.zuora.com/products/cpq/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "quoting" ], "ai": "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.", "scale": { "tier": 2, "basis": "Zuora says it serves more than 1,000 companies worldwide; Zuora CPQ is one of its quote-to-cash products" }, "hq": "Foster City, California, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.zuora.com/products/cpq/", "https://www.zuora.com/resource/faster-quoting-and-financial-controls-with-zuora-ai/", "https://www.zuora.com/press-release/zuora-ai/", "https://www.zuora.com/", "https://www.cpapracticeadvisor.com/2026/06/23/zuora-expands-zuora-ai-with-new-agents-for-finance-teams/185552/" ] }, { "n": "DealHub", "u": "https://www.dealhub.io/", "w": "\"Welcome to Agentic Quote-to-Revenue.\" DealHub AI connects CPQ, contracts, subscriptions and billing in one platform for sales, deal desk and revenue operations. Agents turn buyer needs into pricing and ready-to-send quotes within the company's pricing and approval rules, and a shared deal room surfaces risk and recommends next steps.", "cat": "cpq", "cat_src": { "quote": "DealHub AI turns customer needs into tailored offers and carries each deal from quote through billing, with agents working within your business rules.", "url": "https://www.dealhub.io/" }, "ph": { "plan": 0, "data": 0, "engage": 1, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "deal_risk", "insights", "mcp", "quoting" ], "ai": "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.", "scale": { "tier": 3, "basis": "$100M growth round led by Riverwood Capital in January 2026; the company says thousands of enterprises use it" }, "funding": { "total_usd_m": null, "last": "Growth round, $100M, 2026-01-20", "investors": "Riverwood Capital led the 2026 growth round", "src": "https://dealhub.io/blog/company/dealhub-io-amplifies-massive-growth-with-100m-new-funding/" }, "founded": 2014, "hq": "Austin, Texas, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.dealhub.io/", "https://dealhub.io/blog/company/dealhub-io-amplifies-massive-growth-with-100m-new-funding/", "https://dealhub.io/blog/company/", "https://techcrunch.com/press-release/dealhub-mcp-brings-agentic-control-to-quote-to-revenue/", "https://dealhub.io/blog/cio/the-new-ai-buying-agenda-which-revenue-workflows-should-agents-actually-own/", "https://en.wikipedia.org/wiki/DealHub" ] }, { "n": "Nue", "u": "https://www.nue.io/", "w": "\"Agentic Quote-to-Cash.\" Nue sells CPQ, self-service quoting, usage metering and billing on one platform for sales, deal desk and finance teams. Price Builder AI turns a pricing rule written in plain language into a governed rule, and the agentic CPQ builds quotes inside finance guardrails. MCP servers extend the pricing rules to other AI agents. The CPQ page calls it Salesforce-native.", "cat": "cpq", "cat_src": { "quote": "AI-driven configuration, pricing, and guided selling for better and faster deals, with guardrails for Finance control.", "url": "https://www.nue.io/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "mcp", "quoting" ], "ai": "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.", "scale": { "tier": 3, "basis": "$40M raised in total, including a $20M Series A in January 2025" }, "funding": { "total_usd_m": 40, "last": "Series A, $20M, 2025-01-28", "investors": "Inovia Capital led; Information Venture Partners, Bluefish Capital, NextWorld Capital, NJP Ventures, Operator Stack Fund", "src": "https://www.silicon.co.uk/press-release/nue-raises-20m-to-drive-the-next-evolution-in-revenue-lifecycle-management" }, "hq": "San Francisco, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": true, "note": "Nue's CPQ page calls the product \"Salesforce-native, finance-approved\"; its homepage also lists self-service and partner channels beyond Salesforce." }, "v": "primary", "src": [ "https://www.nue.io/", "https://nue.io/cpq/", "https://www.nue.io/company/press/nue-ai-announcement/", "https://www.nue.io/company/press/agentic-revenue-architecture/", "https://www.silicon.co.uk/press-release/nue-raises-20m-to-drive-the-next-evolution-in-revenue-lifecycle-management" ] }, { "n": "Roadrunner", "u": "https://www.roadrunner.ai/", "w": "\"AI-native CPQ that builds quotes, applies your product and pricing rules, and routes approvals.\" Sellers describe a deal in natural language and Roadrunner configures and prices it. An admin agent updates pricing and approval rules, checks conflicts and generates test quotes for revenue operations and deal desk. Finance reviews each deal with pricing and approval history.", "cat": "cpq", "cat_src": { "quote": "AI-native CPQ that builds quotes, applies your product and pricing rules, and routes approvals.", "url": "https://www.roadrunner.ai/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "quoting" ], "ai": "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.", "scale": { "tier": 3, "basis": "$27M in seed and Series A funding announced May 2026" }, "funding": { "total_usd_m": 27, "last": "Seed and Series A, $27M, 2026-05-12", "investors": "Kleiner Perkins led the seed; Founders Fund led the Series A", "src": "https://www.kleinerperkins.com/perspectives/roadrunner-the-new-revenue-infrastructure/" }, "founded": 2025, "hq": "San Francisco, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.roadrunner.ai/", "https://fortune.com/2026/05/12/exclusive-roadrunner-kleiner-founders/", "https://www.kleinerperkins.com/perspectives/roadrunner-the-new-revenue-infrastructure/", "https://www.techdogs.com/tech-news/globe-newswire/roadrunner-raises-27m-to-rebuild-quote-to-cash-from-the-ground-up" ] }, { "n": "Subskribe", "u": "https://www.subskribe.com/", "w": "\"The Adaptive Quote-to-Revenue Platform\": CPQ, subscription billing and revenue recognition for SaaS companies, now part of DealHub. DealDesk AI lets reps describe a deal in plain language, including in Slack, and builds the quote, with guided selling, summaries of quotes and invoices, and a deal assistant for pricing policy and approval questions.", "cat": "cpq", "cat_src": { "quote": "Supercharge your revenue operations with Subskribe's DealDesk AI", "url": "https://www.subskribe.com/" }, "ph": { "plan": 0, "data": 0, "engage": 1, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "quoting" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded startup, acquired by DealHub in November 2025; $18.4M raised at launch per press coverage on its newsroom" }, "funding": { "total_usd_m": 18.4, "last": "Seed and Series A, $18.4M combined, announced 2022-02-17", "investors": "8VC led the Series A; Slow Ventures led the seed", "src": "https://siliconangle.com/?p=572198" }, "hq": "San Ramon, California, USA", "owner": "DealHub", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.subskribe.com/", "https://www.subskribe.com/product/dealdesk-ai", "https://www.subskribe.com/pricing", "https://www.subskribe.com/press", "https://www.subskribe.com/blog/dealhub-acquires-subskribe-to-redefine-the-future-of-agentic-quote-to-revenue", "https://dealhub.io/blog/company/dealhub-acquires-subskribe-your-questions-answered-and-whats-to-come/", "https://siliconangle.com/?p=572198" ] }, { "n": "Cincom CPQ", "u": "https://www.cincom.com/cpq/", "w": "CPQ for manufacturers of complex products, sold to sales, engineering and operations teams. Cincom says the platform brings \"configuration, pricing, commercial logic, and operational requirements together.\" AI Assisted Product Configuration and what Cincom calls Human-Controlled AI give transparent recommendations that the team reviews and approves before use.", "cat": "cpq", "cat_src": { "quote": "Orchestrate Complexity: Effortless Configuration. Faster Quoting. Accelerated Revenue.", "url": "https://www.cincom.com/cpq/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "quoting" ], "ai": "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.", "scale": { "tier": 4, "basis": "Private; says it has more than 50 years of enterprise software experience; no customer count or funding disclosed on its pages" }, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.cincom.com/cpq/", "https://www.cincom.com/", "https://www.cincom.com/glossary/ai-powered-cpq-solution/" ] }, { "n": "Hive CPQ", "u": "https://www.hivecpq.com/", "w": "Configure price quote software for manufacturers and dealer networks. The site says \"Simplify the way you sell complex products with our AI-driven Configure Price Quote software.\" Hive AI works from inside the CPQ to process incoming RFQs, guide buyers through complex configurations and help teams build and maintain configurators faster.", "cat": "cpq", "cat_src": { "quote": "Simplify the way you sell complex products with our AI-driven Configure Price Quote software.", "url": "https://www.hivecpq.com/" }, "ph": { "plan": 0, "data": 0, "engage": 1, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "quoting" ], "ai": "Hive AI, an assistant inside the CPQ that processes RFQs, guides buyers through configurations and helps admins build configurators, working within the product logic.", "scale": { "tier": 4, "basis": "No customer count or funding disclosed on its pages" }, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.hivecpq.com/" ] }, { "n": "PandaDoc", "u": "https://www.pandadoc.com/", "w": "Document and agreement software that also sells CPQ, aimed at sales teams. PandaDoc says \"PandaDoc CPQ makes it easy to generate quotes that help close more deals,\" with CPQ for Salesforce, HubSpot and Pipedrive. AI is an editor assistant for drafting copy and a native MCP server with Claude and ChatGPT connectors that creates and routes agreements from a prompt.", "cat": "cpq", "cat_src": { "quote": "PandaDoc CPQ makes it easy to generate quotes that help close more deals.", "url": "https://www.pandadoc.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 1, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "mcp" ], "ai": "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.", "scale": { "tier": 4, "basis": "Private; no customer count or funding disclosed on its pages" }, "price": { "note": "from $19 per seat per month (Starter, billed annually); Business $49; Enterprise is quoted by contact and CPQ is an optional add-on there" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.pandadoc.com/", "https://www.pandadoc.com/cpq/", "https://www.pandadoc.com/ai-information", "https://www.pandadoc.com/pricing/", "https://markets.financialcontent.com/wral/article/bizwire-2025-9-16-pandadoc-takes-aim-at-docusign-with-ai-native-mcp-release-enterprise-grade-trust-and-outcome-based-pricing" ] }, { "n": "Zilliant", "u": "https://zilliant.com/", "w": "Pricing software for manufacturers and distributors that reaches sellers through CPQ, deal management and sales insights. Zilliant says it \"helps enterprises execute pricing consistently, confidently, and at scale.\" Three AI agents handle pricing approvals, sales agreement updates and insights, and an MCP server lets other AI tools use Zilliant's pricing intelligence.", "cat": "cpq", "cat_src": { "quote": "Zilliant helps enterprises execute pricing consistently, confidently, and at scale.", "url": "https://zilliant.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 0 }, "caps": [ "agent", "insights", "mcp", "quoting" ], "ai": "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.", "scale": { "tier": 4, "basis": "Private; no customer count or funding disclosed on its pages; named a Leader in the 2025 QKS Group SPARK Matrix for B2B price optimization" }, "hq": "Austin, Texas, USA", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://zilliant.com/", "https://zilliant.com/press-releases/zilliant-launches-agentic-ai-with-industry-first-mcp-server-to-end-spreadsheet-pricing", "https://zilliant.com/press-releases/zilliant-closes-2025-with-strategic-product-innovation-and-major-customer-win-with-julius-hoesch-gmbh-co-kg", "https://zilliant.com/press-releases/zilliant-launches-pricing-plus-to-help-companies-move-beyond-spreadsheets-and-prevent-margin-leakage" ] }, { "n": "Coefficient", "u": "https://coefficient.io/", "w": "\"Agentic analytics in your spreadsheet.\" Coefficient connects Google Sheets and Excel to Salesforce, HubSpot, Snowflake and other systems for GTM teams, with RevOps, finance, marketing and data teams named as users. Agents import and sync data, build integrations, scrape sites, build live dashboards and send alerts, and a Sheets Assistant cleans data and builds pivots. It also ships an MCP server for Sheets.", "cat": "revops_ai", "cat_src": { "quote": "Agentic analytics in your spreadsheet", "url": "https://www.coefficient.io/" }, "ph": { "plan": 0, "data": 1, "engage": 0, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "agent", "copilot", "insights", "mcp" ], "ai": "Import Agent, API Agent, Browser Agent, Dashboard Agent, Monitoring Agent, Sheets Assistant, and an MCP server for Google Sheets.", "scale": { "tier": 2, "basis": "Coefficient says more than 700,000 GTM teams use it." }, "price": { "note": "Starter from $49 per month, Pro $99 per user per month; free plan; annual billing saves 17%" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.coefficient.io/", "https://www.coefficient.io/pricing", "https://www.producthunt.com/products/coefficient/launches/coefficient-for-excel", "https://www.producthunt.com/posts/ai-sheets-assistant-by-coefficient" ] }, { "n": "Copy.ai", "u": "https://www.copy.ai/", "w": "\"The First AI-Native GTM Platform.\" Copy.ai sells workflows, agents, tables and chat that run prospecting, inbound lead processing, account research, content and deal coaching for go-to-market teams. It is model agnostic and connects to Salesforce and HubSpot. Fullcast acquired Copy.ai in October 2025 to add an AI execution layer to its RevOps platform. The Copy.ai site and plans are still sold.", "cat": "revops_ai", "cat_src": { "quote": "The First AI-Native GTM Platform", "url": "https://www.copy.ai/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "copilot", "deal_risk", "outreach" ], "ai": "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).", "scale": { "tier": 2, "basis": "Copy.ai says it is trusted by 17 million users; owned by Fullcast since October 2025." }, "owner": "Fullcast", "price": { "note": "Chat from $24 per month billed annually (5 seats); Growth $1,000 per month, Expansion $2,000, Scale $3,000; Enterprise custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.copy.ai/", "https://www.copy.ai/prices", "https://www.copy.ai/fullcast-acquires-copy-ai", "https://www.fullcast.ai/content/fullcast-announces-the-acquisition-of-copy-ai/" ] }, { "n": "Momentum", "u": "https://www.momentum.io/", "w": "\"Your Revenue Engine Supercharged. First Call to Renewals.\" Momentum captures what buyers say on calls and turns it into structured CRM data, with fields such as text and dropdowns updated in real time. It routes deal risks and key moments to Slack, builds deal channels, and runs GTM workflows such as rep nudges and stage changes against exit criteria the team defines. Salesforce acquired Momentum in March 2026.", "cat": "revops_ai", "cat_src": { "quote": "Your Revenue Engine Supercharged. First Call to Renewals.", "url": "https://www.momentum.io/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk" ], "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.", "scale": { "tier": 2, "basis": "Owned by Salesforce, a public company; Salesforce completed the acquisition on 2026-03-02." }, "owner": "Salesforce", "price": { "note": "Business $69 per user per month, Transformation $99 per user per month; Enterprise custom" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.momentum.io/", "https://www.momentum.io/pricing", "https://www.momentum.io/about", "https://www.momentum.io/blog", "https://www.momentum.io/blog/salesforce-signs-definitive-agreement-to-acquire-momentum", "https://www.momentum.io/blog/momentum-just-killed-the-recording-bot-heres-what-that-means-for-your-revenue-org", "https://www.salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-momentum/" ] }, { "n": "Oliv.ai", "u": "https://oliv.ai/", "w": "\"Your Revenue Org, Powered by Autonomous Agents.\" Oliv sells a set of named agents for sales, customer success and RevOps. Its CRM Manager updates core, custom and qualification fields, and in review mode each proposed update arrives with the moment in the conversation that triggered it. Deal Driver tracks deals and flags risk. Forecaster builds the forecast from deal movement. Olivia orchestrates the agents and defaults to asking before acting.", "cat": "revops_ai", "cat_src": { "quote": "Your Revenue Org, Powered by Autonomous Agents", "url": "https://oliv.ai/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "capture", "conversation", "copilot", "deal_risk", "forecasting", "insights" ], "ai": "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.", "scale": { "tier": 2, "basis": "Oliv says it is trusted by more than 100 organisations." }, "price": { "note": "from $19 per user per month (Converse), $49 Sell, $79 Grow; agent actions $0.01 per credit" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://oliv.ai/", "https://oliv.ai/pricing", "https://oliv.ai/blog", "https://oliv.ai/blog/revenue-operations-ai" ] }, { "n": "Von", "u": "https://www.vonlabs.ai/", "w": "\"Your GTM brain, always learning.\" Von, the successor to Rattle, connects to CRM, call recordings, warehouse, documents and email, learns how the company defines its stages and teams, and takes plain-language tasks: pipeline analysis, forecast prep, Salesforce administration, rep coaching and data cleanup. Its Forecasting Agent builds each rep's number before anyone opens a spreadsheet, and the team confirms.", "cat": "revops_ai", "cat_src": { "quote": "Your GTM brain, always learning", "url": "https://www.vonlabs.ai/" }, "ph": { "plan": 1, "data": 2, "engage": 0, "deal": 1, "forecast": 2, "pay": 0 }, "caps": [ "agent", "copilot", "deal_risk", "enrichment", "forecasting", "insights" ], "ai": "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.", "scale": { "tier": 2, "basis": "Von says Rattle served over 200 companies before the rebuild." }, "price": { "note": "not published; sales-led, with a free trial offered" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.vonlabs.ai/", "https://www.vonlabs.ai/blog", "https://vonlabs.ai/blog/rattle-to-von", "https://vonlabs.ai/blog/von-forecasting-agent" ] }, { "n": "Cargo", "u": "https://www.getcargo.ai/", "w": "Cargo sells \"go-to-market infrastructure for coding agents.\" GTM engineering and RevOps teams define data models, agents, workflows and plays as code. Cargo runs them on triggers and schedules, traces every run, and ships changes through pull requests. Coding agents such as Claude Code, Codex and Cursor drive it through a CLI, skills and an MCP server. It syncs enriched records to Salesforce, HubSpot and Pipedrive.", "cat": "revops_ai", "cat_src": { "quote": "go-to-market infrastructure for coding agents", "url": "https://www.getcargo.ai/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "enrichment", "mcp", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "Backed by Y Combinator per its own about page; amounts not disclosed on its pages." }, "price": { "note": "credit based with no seats: 100 credits from $0, 1.5K credits from $165 per month, 17K from $1,190" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.getcargo.ai/", "https://www.getcargo.ai/about", "https://www.getcargo.ai/blog", "https://www.getcargo.ai/blog/building-a-self-driving-gtm-engine", "https://www.getcargo.ai/blog/run-go-to-market-from-claude-code" ] }, { "n": "Clientell AI", "u": "https://www.getclientell.com/", "w": "\"AI Admin for Salesforce.\" Salesforce admins, RevOps teams and partners describe a task in plain English, and Clientell builds and deploys it inside the org, with a sandbox test and approval before production. It sells agents for admin, RevOps, data hygiene, pipeline and forecast, and CPQ and quote work, plus an MCP server that connects Claude Code, Cursor and VS Code to the org's context.", "cat": "revops_ai", "cat_src": { "quote": "AI Admin for Salesforce", "url": "https://www.getclientell.com/" }, "ph": { "plan": 0, "data": 2, "engage": 0, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "mcp" ], "ai": "Ten agent types in two families (inside Salesforce and across the revenue stack) and Clientell MCP, backed by a context graph of the org.", "scale": { "tier": 3, "basis": "Company press page states $3.2M raised from investors; founded 2021." }, "funding": { "total_usd_m": 3.2, "last": "Total $3.2M raised from investors per company press page; round not stated", "investors": null, "src": "https://www.getclientell.com/press" }, "founded": 2021, "hq": "Wilmington, Delaware, United States", "price": { "note": "Clientell MCP $249 per month, Platform $500 per month, 14-day free trial; managed services from $3,500 per month" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.getclientell.com/", "https://www.getclientell.com/about", "https://www.getclientell.com/press" ] }, { "n": "Day AI", "u": "https://day.ai/", "w": "\"Scale your company brain.\" Day AI sells a context graph and an agent control plane for go-to-market teams, shipped as the AI-native CRM it calls CRMx. Named agents run the pipeline, build customer lists, draft campaign sequences, triage the inbox and flag stale deals. It captures email, calendar and meetings, and it can replace a CRM or sit beside one.", "cat": "revops_ai", "cat_src": { "quote": "Day AI provides the context graph and agent control plane to quickly and securely upgrade your go-to-market harness.", "url": "https://day.ai/" }, "ph": { "plan": 0, "data": 2, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "copilot", "deal_risk", "enrichment", "insights", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "Funded challenger: $20M Series A led by Sequoia; the vendor lists 400+ other companies as users." }, "funding": { "total_usd_m": null, "last": "Series A, $20M, 2026-02-02", "investors": "Sequoia Capital (lead)", "src": "https://pulse2.com/day-ai-20-million-series-a/" }, "price": { "note": "Free; paid agent plans from $24 to $800 per month; Professional agent with pipeline and opportunity management $60 per month" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://day.ai/", "https://day.ai/pricing", "https://pulse2.com/day-ai-20-million-series-a/", "https://www.contentgrip.com/day-ai-raises-20m-autonomous-crm/" ] }, { "n": "Ergo", "u": "https://www.joinergo.com/", "w": "\"A Pipeline You Can Actually Trust.\" Ergo pulls conversations, email and revenue signals into one layer and runs CRM agents and follow-up agents on it. Its pages list revenue leaders, account executives and RevOps as users. The platform covers CRM accuracy, follow-up, deal risk, forecasting and coaching, and teams can build their own agents on the same data.", "cat": "revops_ai", "cat_src": { "quote": "A Pipeline You Can Actually Trust", "url": "https://www.joinergo.com/" }, "ph": { "plan": 0, "data": 2, "engage": 1, "deal": 1, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "deal_risk", "forecasting", "insights" ], "ai": "CRM Agents and Follow-Up Agents, a Seller Productivity Hub, and agents customers build on Ergo's data layer.", "scale": { "tier": 3, "basis": "$2.8M seed led by FCVC, announced 2026-06-16." }, "funding": { "total_usd_m": 2.8, "last": "Seed, $2.8M, 2026-06-16", "investors": "FCVC (lead), Y Combinator, Coughdrop Capital, Kulveer Taggar", "src": "https://www.einpresswire.com/article/919985708/ergo-raises-2-8m-for-revenue-infrastructure-for-the-ai-native-era" }, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.joinergo.com/", "https://www.einpresswire.com/article/919985708/ergo-raises-2-8m-for-revenue-infrastructure-for-the-ai-native-era" ] }, { "n": "Rox", "u": "https://www.rox.com/", "w": "\"The Revenue Agent for the Global 2000.\" Rox runs an agent layer over account data that researches accounts, qualifies leads, manages deals and expands accounts. Command is its chat interface that splits a request into steps for specialist agents, and Rox writes back to the CRM. Each step runs under guardrail approvals and required-approval policies. Rox also sells inside Microsoft 365 Copilot and on Databricks.", "cat": "revops_ai", "cat_src": { "quote": "The Revenue Agent for the Global 2000", "url": "https://www.rox.com/" }, "ph": { "plan": 0, "data": 1, "engage": 2, "deal": 2, "forecast": 1, "pay": 0 }, "caps": [ "agent", "capture", "copilot", "deal_risk", "enrichment", "mcp", "outreach" ], "ai": "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.", "scale": { "tier": 3, "basis": "At least $50M raised through a Series A (announced November 2024) plus a later round reported at a $1.2B valuation." }, "funding": { "total_usd_m": 50, "last": "New round at a reported $1.2B valuation, reported 2026-03-12; amount not disclosed", "investors": "General Catalyst (lead of latest round, reported), Sequoia, GV", "src": "https://techcrunch.com/?p=3101784" }, "founded": 2024, "hq": "San Francisco, United States", "price": { "note": "from $100 per month (Individual); Teams from $255 per month for the whole team; Enterprise contact sales" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.rox.com/", "https://www.rox.com/pricing", "https://www.rox.com/articles/databricks-built-on", "https://www.rox.com/articles/rox-microsoft-copilot", "https://aws.amazon.com/blogs/machine-learning/rox-accelerates-sales-productivity-with-ai-agents-powered-by-amazon-bedrock", "https://techcrunch.com/?p=3101784" ] }, { "n": "Sweep", "u": "https://www.sweep.io/", "w": "\"Clean data. Faster revenue execution.\" Sweep is an agentic workspace for the systems behind the revenue engine. It indexes Salesforce metadata into a graph, maps dependencies, writes documentation and runs metadata, permission and monitoring agents. RevOps teams also use its lead routing, dedupe and alert tools. Sweep says its agents help teams plan, change and govern Salesforce, Snowflake and Data 360 with approval before changes run.", "cat": "revops_ai", "cat_src": { "quote": "Clean data. Faster revenue execution.", "url": "https://www.sweep.io/revops" }, "ph": { "plan": 0, "data": 2, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "$22.5M Series B led by Insight Partners in May 2025; Sweep says it was founded in 2021." }, "funding": { "total_usd_m": null, "last": "Series B, $22.5M, 2025-05-20", "investors": "Insight Partners (lead), Bessemer Venture Partners", "src": "https://www.insightpartners.com/ideas/sweep-raises-22-5m-in-series-b-funding-led-by-insight-partners-to-help-businesses-stay-ahead-with-an-agentic-workspace-for-gtm-systems/" }, "founded": 2021, "price": { "note": "Agentic Starter from $2,500 per month, Foundation $5,000, Platform $7,000, billed annually; Enterprise custom" }, "flags": { "sf_native": true, "note": "Sweep's FAQ says it executes routing, dedupe and automation natively within Salesforce." }, "v": "primary", "src": [ "https://www.sweep.io/", "https://www.sweep.io/revops", "https://www.sweep.io/pricing", "https://www.sweep.io/about", "https://www.sweep.io/blog", "https://www.sweep.io/cross-platform-announcement", "https://www.sweep.io/deduplication-and-matching", "https://www.insightpartners.com/ideas/sweep-raises-22-5m-in-series-b-funding-led-by-insight-partners-to-help-businesses-stay-ahead-with-an-agentic-workspace-for-gtm-systems/" ] }, { "n": "eSpatial", "u": "https://www.espatial.com/", "w": "\"Modern Territory Management Software: Design, Realign, And Optimize Sales Territories.\" eSpatial sells Territory Manager plans that let sales leadership and operations teams build, balance and realign geographic territories by ZIP code or account, balance them by workload, revenue or opportunity, and test what-if alignment changes. The AI is MapAssist and TerritoryAssist.", "cat": "spm", "cat_src": { "quote": "Modern Territory Management Software: Design, Realign, And Optimize Sales Territories", "url": "https://www.espatial.com/eterritory" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "copilot", "planning" ], "ai": "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.", "scale": { "tier": 2, "basis": "The company says it serves \"over 5,000 customers globally\" and started in 1997." }, "founded": 1997, "price": { "note": "from $2,665 per user per year, minimum 3 users" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.espatial.com/", "https://www.espatial.com/eterritory", "https://www.espatial.com/company/about", "https://www.espatial.com/company", "https://www.espatial.com/blog/best-sales-territory-management-software-tools" ] }, { "n": "Fullcast", "home": "compensation-software", "u": "https://www.fullcast.ai/", "w": "\"One Connected System, from Plan to Pay.\" Fullcast sells territory, quota and capacity planning, lead and account routing, data hygiene, an AI forecast, and commissions to revenue operations teams. Revenue Intelligence reads live deal signals, validates the pipeline and flags risk, with call and relationship intelligence, and guarantees forecasts within 10 percent. An MCP server lets Claude, OpenAI and Gemini query and change planning and pay data.", "cat": "spm", "cat_src": { "quote": "Set targets, design territories, route leads, forecast revenue, and pay commissions, in one continuously adapting GTM cycle.", "url": "https://www.fullcast.ai/" }, "ph": { "plan": 2, "data": 2, "engage": 1, "deal": 1, "forecast": 2, "pay": 2 }, "caps": [ "agent", "capture", "commissions", "conversation", "deal_risk", "enrichment", "forecasting", "mcp", "planning", "routing" ], "ai": "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.", "scale": { "tier": 2, "basis": "The vendor's site carries testimonials from executives at Degreed, Sprout Social, Copado and Diligent; no revenue or round sizes are disclosed." }, "hq": "Salt Lake City, Utah, United States", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.fullcast.ai/", "https://www.fullcast.ai/product/fullcast-revenue-intelligence/", "https://www.fullcast.ai/product/fullcast-plan/", "https://www.fullcast.ai/product/get-fullcast-pay/", "https://www.fullcast.ai/plans-and-pricing-2/", "https://www.fullcast.ai/territory-management/" ] }, { "n": "Territory Planner by Ascent Cloud", "u": "https://www.ascentcloud.io/territory-planner", "w": "\"A spreadsheet is no place for territory planning.\" Territory Planner by Ascent Cloud models and optimizes territories and plans quotas. Revenue operations and sales operations teams usually own it, and sales leaders approve. The Insights add-on brings Generative AI Model Comparisons and Territory Analytics, so teams compare territory models and see which changes improved results.", "cat": "spm", "cat_src": { "quote": "A spreadsheet is no place for territory planning", "url": "https://www.ascentcloud.io/territory-planner" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "insights", "planning" ], "ai": "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\".", "scale": { "tier": 2, "basis": "The suite is \"installed by 1,000+ sales teams\" and lists more than 5,000 reviews." }, "hq": "Detroit, Michigan, USA", "price": { "note": "not published; quote form on the pricing page" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.ascentcloud.io/territory-planner", "https://ascentcloud.io", "https://ascentcloud.io/insights/", "https://ascentcloud.io/compare/territory-planner-vs-salesforce-sales-planning", "https://www.ascentcloud.io/pricing" ] }, { "n": "Gradient Works", "home": "compensation-software", "u": "https://www.gradient.works/", "w": "\"The territory planning platform for commercial sales.\" Gradient Works sells territory planning, account scoring and book management to RevOps teams on Salesforce and HubSpot. Market Map scores accounts against the best customers. Carve is run by an AI agent that designs scenarios, collects leader feedback and deploys account ownership to the CRM. Bookbuilder keeps books current inside Salesforce, and Routing assigns leads. An MCP server lets Claude, ChatGPT or Cursor run the work.", "cat": "spm", "cat_src": { "quote": "Gradient Works replaces spreadsheet territory planning with AI-built plans that hold up all year.", "url": "https://www.gradient.works/" }, "ph": { "plan": 2, "data": 1, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "enrichment", "mcp", "planning", "routing" ], "ai": "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.", "scale": { "tier": 3, "basis": "$2M seed round in October 2021 led by Integr8d Capital; no later round or customer count found." }, "funding": { "total_usd_m": 2, "last": "Seed, $2M, 2021-10-20", "investors": "Integr8d Capital (lead), Valley Oak Investments, New York Technology Capital Partners", "src": "https://salestechstar.com/?p=158688" }, "price": { "note": "Free plan; Growth $799 per month paid annually; Enterprise priced on request. Credits meter AI features." }, "flags": { "sf_native": true, "note": "The vendor's Bookbuilder page calls it \"a native Salesforce package\" that \"runs as a Salesforce managed package\". Carve also works with HubSpot." }, "v": "site", "src": [ "https://www.gradient.works/", "https://www.gradient.works/pricing", "https://www.gradient.works/features/bookbuilder", "https://www.gradient.works/blog/the-gradient-works-mcp-is-now-available-to-all-customers" ] }, { "n": "Lative", "u": "https://lative.ai/", "w": "\"Sales Planning Done Right.\" Lative sells quota planning, capacity planning and productivity insights on one platform that \"continuously plans, monitors and optimises your revenue engine.\" CROs, revenue operations and finance teams buy it. The page does not mention territory planning. The AI is Lative's AI Planning Agents, Ask Lative and an AI GTM Analyst that writes executive narratives.", "cat": "spm", "cat_src": { "quote": "Sales Planning Done Right", "url": "https://lative.ai/" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "agent", "copilot", "insights", "planning" ], "ai": "\"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.", "scale": { "tier": 3, "basis": "Funding of $7.5 million disclosed in November 2025, co-led by Act Venture Capital and Senovo VC." }, "funding": { "total_usd_m": null, "last": "$7.5M round, 2025-11-14", "investors": "Act Venture Capital and Senovo VC (co-leads); Elkstone, Enterprise Ireland, WestWave Capital, Handshake Ventures, Shuttle", "src": "https://www.irishtimes.com/business/2025/11/14/lative-raises-75m-in-funding-to-grow-ai-sales-planning-platform" }, "founded": 2022, "hq": "Dublin, Ireland, with a US office in San Francisco", "price": { "note": "from $5,000 per year for up to 20 quota-bearing reps" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://lative.ai/", "https://lative.ai/pricing", "https://lative.ai/agentic-ai/", "https://www.irishtimes.com/business/2025/11/14/lative-raises-75m-in-funding-to-grow-ai-sales-planning-platform", "https://pulse2.com/lative-7-5-million-raised-to-advance-ai-driven-sales-planning-expansion" ] }, { "n": "EasyTerritory", "home": "compensation-software", "u": "https://www.easyterritory.com/", "w": "\"Territory Intelligence Made Easy.\" Territory design for sales operations teams on Microsoft Dynamics 365 and Power BI. Its MCP Server, in early access, lets an AI agent in Claude or Copilot build, balance, realign and analyze territories, plan routes and schedules and compare scenarios, and it \"asks before it guesses\". A planner approves changes in Territory Designer before they become the record.", "cat": "spm", "cat_src": { "quote": "MCP Server (early access) brings EasyTerritory capability to your AI agent.", "url": "https://www.easyterritory.com/ezt-mcp/" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 0 }, "caps": [ "mcp", "planning" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customers, revenue or funding published." }, "price": { "note": "from $2,400 per year (Standard); Enterprise $7,450 per year and includes one MCP Server seat" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.easyterritory.com/", "https://www.easyterritory.com/ezt-mcp/", "https://www.easyterritory.com/pricing/" ] }, { "n": "Vulki by Akeron", "u": "https://www.akeron.com/vulki/en/", "w": "\"Built for Humans and AI Agents.\" Vulki is Akeron's sales performance management platform: territory and quota planning, incentive compensation, and loyalty programs for partners and dealers. The vendor lists chief revenue officers, heads of sales excellence, CFOs and sales compensation admins as buyers. The page does not mention capacity planning. Akyba, its agent center, runs AI agents on the platform's data.", "cat": "spm", "cat_src": { "quote": "Built for Humans and AI Agents.", "url": "https://www.akeron.com/vulki/en/sales-performance-management/" }, "ph": { "plan": 1, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "agent", "commissions", "copilot", "insights", "planning" ], "ai": "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.", "scale": { "tier": 4, "basis": "Positioned as a Niche Player in the 2026 Gartner Magic Quadrant for Sales Performance Management (Akeron release, 2026-07-10); no customer count or funding is published." }, "hq": "Lucca, Italy", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.akeron.com/vulki/en/sales-performance-management/", "https://www.akeron.com/vulki/en/", "https://www.akeron.com/en/about-us/", "https://www.akeron.com/en/?p=101279", "https://www.akeron.com/en/2026/04/22/akeron-lancia-akyba-agenti-ai-specializzati-che-agiscono-su-dati-certificati-non-un-altro-chatbot/", "https://www.akeron.com/en/?p=103415", "https://www.akeron.com/vulki/en/?p=131554" ] }, { "n": "Oracle Incentive Compensation", "home": "compensation-software", "u": "https://docs.oracle.com/en/cloud/saas/incentive-compensation/setup-and-user-content.html", "w": "Oracle's commissions module for sales compensation administrators, switched on under Oracle's Sales offering. Generative AI writes a plain-language summary of each performance measure and each plan component, so administrators and analysts can read a plan they did not build. It sells pay only. Oracle's pages on it show no territory, quota, pipeline or forecast tool.", "cat": "icm", "cat_src": { "quote": "Generative AI analyzes incentive compensation performance measures and provides an easy to understand functional summary for plan administrators.", "url": "https://docs.oracle.com/en/cloud/saas/readiness/sales/25b/salm-25b/25B-spm-wn-f36941.htm" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "commissions" ], "ai": "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.", "scale": { "tier": 1, "basis": "Product of Oracle Corporation, a public company." }, "hq": "Austin, Texas, United States", "owner": "Oracle Corporation", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://docs.oracle.com/en/cloud/saas/incentive-compensation/setup-and-user-content.html", "https://docs.oracle.com/en/cloud/saas/readiness/sales/25b/salm-25b/25B-spm-wn-f36941.htm", "https://docs.oracle.com/en/cloud/saas/readiness/sales/25b/salm-25b/25B-spm-wn-f36942.htm" ] }, { "n": "Salesforce Spiff", "home": "compensation-software", "u": "https://www.salesforce.com/sales/incentive-compensation-management/", "w": "Salesforce's commissions product, sold on its own or with Sales Cloud. Sales leaders and sellers get live attainment, a commission estimator, dispute handling and an audit trail on Salesforce data. The product page names Agentforce for turning strategy into plan changes and for manager views of trends, outliers and forecast pacing. Salesforce sells territory and quota planning as a separate Sales Planning product.", "cat": "icm", "cat_src": { "quote": "Make it simple for sales leaders to adapt incentive plans as the business evolves, with Agentforce turning strategy into automation in minutes.", "url": "https://www.salesforce.com/sales/incentive-compensation-management/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 1, "pay": 2 }, "caps": [ "commissions", "insights" ], "ai": "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.", "scale": { "tier": 1, "basis": "Sold by Salesforce, a public company." }, "hq": "San Francisco, United States", "owner": "Salesforce", "price": { "note": "$75 per user per month, billed annually" }, "flags": { "sf_native": true, "note": "Salesforce's own pages call Spiff \"the only incentive compensation management platform built natively on the Salesforce platform\"." }, "v": "site", "src": [ "https://www.salesforce.com/sales/incentive-compensation-management/", "https://www.salesforce.com/sales/incentive-compensation-management/pricing/", "https://www.salesforce.com/blog/agentic-incentive-compensation-management-vs-diy-ai-icm/" ] }, { "n": "SAP Incentive Management", "home": "compensation-software", "u": "https://www.sap.com/products/hcm/joule-with-sap-successfactors-incentive-management.html", "w": "SAP's commissions and incentive product. Payees ask questions about their pay in natural language through Joule, SAP's AI copilot, an optional add-on that appears on the payee's incentive dashboard. SAP's training pages cover calculation, disputes and dashboards. They show no AI for territory, quota or pipeline planning.", "cat": "icm", "cat_src": { "quote": "SAP Artificial Intelligence (AI) capabilities allow payees and other stakeholders to ask questions about their compensation results using natural language.", "url": "https://learning.sap.com/courses/implementing-and-administering-sap-incentive-management/using-ai-capabilities-in-sap-incentive-management_b4691589-f7b2-4885-8199-63c8ecd7302d" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "commissions", "copilot" ], "ai": "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.", "scale": { "tier": 1, "basis": "Product of SAP SE, a public company." }, "hq": "Walldorf, Germany", "owner": "SAP SE", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://learning.sap.com/courses/implementing-and-administering-sap-incentive-management/using-ai-capabilities-in-sap-incentive-management_b4691589-f7b2-4885-8199-63c8ecd7302d" ] }, { "n": "Kennect", "home": "compensation-software", "u": "https://kennect.io/", "w": "\"Empowering enterprises to Compound growth with Agentic sales performance management.\" Kennect sells commissions to enterprise sales, distributor and field teams, with territory, target and quota planning and a what-if simulator for schemes. KennectAI answers payout questions in an Ask Kai chat, shows which scheme moved sales, and sends next-best-action nudges to reps. Its pages name pharma, FMCG, insurance, and banking and NBFC enterprises as customers.", "cat": "icm", "cat_src": { "quote": "Empowering enterprises to Compound growth with Agentic sales performance management", "url": "https://www.kennect.io/" }, "ph": { "plan": 1, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "commissions", "copilot", "insights", "planning" ], "ai": "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.", "scale": { "tier": 2, "basis": "About page: 3L+ monthly users in 9+ countries, 10%+ of India's pharma field force, 4.7/5 from 21 G2 reviews; investors named, amounts not disclosed." }, "founded": 2017, "hq": "Mumbai, India", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.kennect.io/", "https://kennect.io/ai-powered-nudges" ] }, { "n": "Varicent", "home": "compensation-software", "u": "https://www.varicent.com/", "w": "\"The Only AI-Native SPM Platform on the Market.\" Varicent sells territory, quota and capacity planning, incentive compensation and seller insights to large enterprise sales, finance and revenue operations teams. Its Sales Planning Assistant models territory and quota scenarios and balances capacity. The Algorithm Library adds machine learning for anomaly detection, prediction and forecasting. Other assistants build plans and answer seller disputes.", "cat": "icm", "cat_src": { "quote": "The Only AI-Native SPM Platform on the Market", "url": "https://www.varicent.com/products/ai-for-sales" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 1, "pay": 2 }, "caps": [ "commissions", "copilot", "forecasting", "insights", "planning" ], "ai": "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.", "scale": { "tier": 2, "basis": "Varicent's company page says it has \"helped thousands of companies improve their revenue performance\" and dates its start to 2005; bought back from IBM by Great Hill Partners and Spectrum Equity in 2019" }, "funding": { "total_usd_m": null, "last": "Strategic investment, amount undisclosed, 2024-07-16", "investors": "Warburg Pincus (lead), Great Hill Partners, Spectrum Equity", "src": "https://www.paulweiss.com/insights/client-news/warburg-pincus-leads-investment-in-varicent" }, "founded": 2004, "hq": "Toronto, Canada", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.varicent.com/", "https://www.varicent.com/products/ai-for-sales", "https://www.varicent.com/products/sales-planning-software", "https://www.varicent.com/products/seller-insights" ] }, { "n": "Xactly", "home": "compensation-software", "u": "https://www.xactlycorp.com/", "w": "An \"Intelligent Revenue Platform\" for revenue operations, sales operations and finance teams that joins territory and quota planning, a pipeline forecast, and commissions. Xactly Forecast adds AI to the CRM pipeline and flags deal slip and risk, using 21 years of rep behavior data. A Fleet of Agents and an MCP server (Intelligence Connect) run planning and pay work, and customers can build their own agents.", "cat": "icm", "cat_src": { "quote": "Xactly's AI-driven Sales Performance Orchestration platform is the next era of SPM, enabling you to drive action and deliver revenue on one intelligent platform.", "url": "https://www.xactlycorp.com/" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 2, "pay": 2 }, "caps": [ "agent", "commissions", "copilot", "deal_risk", "forecasting", "insights", "mcp", "planning" ], "ai": "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.", "scale": { "tier": 2, "basis": "Owned by Vista Equity Partners since 2017 (Xactly about page); 21+ years of proprietary pay data; boilerplate says \"Trusted by enterprises worldwide\"; no customer count stated" }, "founded": 2005, "hq": "Los Gatos, United States", "owner": "Vista Equity Partners", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.xactlycorp.com/", "https://www.xactlycorp.com/products/xactly-forecast", "https://www.xactlycorp.com/products/xactly-intelligence", "https://www.xactlycorp.com/company/press-room" ] }, { "n": "CaptivateIQ", "home": "compensation-software", "u": "https://www.captivateiq.com/", "w": "\"Planning and incentives agents that simply work.\" CaptivateIQ sells sales capacity, quota and territory planning and commissions on one data set to sales operations, finance and RevOps teams. The Rev Planning Agent builds, changes and explains the sales plan and recommends fixes. Catalyst, its machine learning layer, forecasts payouts, attainment and ARR. A person approves each change an agent makes.", "cat": "icm", "cat_src": { "quote": "Planning and incentives agents that simply work.", "url": "https://www.captivateiq.com/ai-agents" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 1, "pay": 2 }, "caps": [ "agent", "commissions", "copilot", "forecasting", "insights", "planning" ], "ai": "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.", "scale": { "tier": 3, "basis": "$164.6M disclosed funding and a $1.25B valuation at the 2022 Series C; the vendor's about page claims 1,000+ customers" }, "funding": { "total_usd_m": 164.6, "last": "Series C, $100M, 2022-01-26", "investors": "ICONIQ, Sequoia, Accel, Sapphire Ventures", "src": "https://venturebeat.com/business/captivateiq-which-is-developing-software-to-automate-sales-commission-payments-raises-100m" }, "founded": 2017, "hq": "San Francisco, United States", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.captivateiq.com/", "https://www.captivateiq.com/ai-agents", "https://www.captivateiq.com/pricing" ] }, { "n": "Dolfin", "home": "compensation-software", "u": "https://www.heydolfin.com/", "w": "\"Loved by sales reps. Trusted by Finance. Easy for RevOps.\" Dolfin is an AI-native commissions platform for mid-market B2B teams. RevOps gets Flipper, an agent that builds and changes plans from a document or a request, runs scenarios and helps settle disputes. Finance and sales leaders ask it about payout budgets and reps at risk of missing a threshold.", "cat": "icm", "cat_src": { "quote": "Loved by sales reps. Trusted by Finance. Easy for RevOps.", "url": "https://www.heydolfin.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "agent", "commissions", "copilot", "insights" ], "ai": "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.", "scale": { "tier": 3, "basis": "EUR 2.1M ($2.5M) seed round in May 2026 led by Swanlaab, reported by Inforcapital." }, "funding": { "total_usd_m": 2.5, "last": "Seed, EUR 2.1M ($2.5M), 2026-05-13", "investors": "Swanlaab (lead), Archipelago Next, Inveready, Dozen", "src": "https://inforcapital.com/news/barcelonas-dolfin-raises-21-million-seed-round-to-scale-its-ai-native-platform-for-sales-compensation/" }, "founded": 2023, "hq": "Barcelona, Spain", "price": { "note": "from €29 per user per month (Starter, up to 100 users)" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.heydolfin.com/", "https://www.heydolfin.com/pricing" ] }, { "n": "Everstage", "home": "compensation-software", "u": "https://www.everstage.com/", "w": "Sells commissions, sales planning and quoting on one platform to RevOps, comp and finance teams. Everstage Planning covers territory, quota and capacity. Everstage CPQ has a Deal Agent that drafts the quote from CRM, call and email data and shows the commission impact. Eva, its assistant, drafts plans, checks payout runs and works inside Claude, ChatGPT and Copilot through an MCP server.", "cat": "icm", "cat_src": { "quote": "the Agentic Revenue Execution Platform for incentives, CPQ, and planning", "url": "https://www.everstage.com/press/everstage-launches-eva-for-incentive-compensation" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 2, "forecast": 0, "pay": 2 }, "caps": [ "agent", "commissions", "copilot", "insights", "mcp", "planning", "quoting" ], "ai": "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.", "scale": { "tier": 3, "basis": "$45M total funding after a $30M Series B led by Eight Roads Ventures; the vendor's funding release names GrayTV, Wiley, Diligent, Trimble and Paychex as customers" }, "funding": { "total_usd_m": 45, "last": "Series B, $30M, led by Eight Roads Ventures (date not published)", "investors": "Eight Roads Ventures, Elevation Capital, 3one4 Capital", "src": "https://www.everstage.com/press/everstage-raises-30-million-to-scale-its-commission-tracking-platform" }, "founded": 2020, "hq": "New York, United States", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.everstage.com/", "https://www.everstage.com/everstage-agent-core", "https://www.everstage.com/press/everstage-launches-eva-for-incentive-compensation", "https://www.everstage.com/press" ] }, { "n": "Forma.ai", "home": "compensation-software", "u": "https://www.forma.ai/", "w": "\"AI-powered sales compensation software for true GTM agility.\" Forma.ai sells territory and quota planning (Architect), commissions (Operator) and an advisory service (Prophet) on one data platform to sales operations, compensation and finance teams. AI turns plain-language plan logic into reusable plan components. Machine learning models improve forecasts, sales coverage and the effect of comp plans. Its pages name no agent or MCP server.", "cat": "icm", "cat_src": { "quote": "AI-powered sales compensation software for true GTM agility", "url": "https://www.forma.ai/" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 1, "pay": 2 }, "caps": [ "commissions", "forecasting", "insights", "planning" ], "ai": "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.", "scale": { "tier": 3, "basis": "$45M Series B led by ACME Capital in 2022; the vendor names Autodesk as a customer" }, "funding": { "total_usd_m": null, "last": "Series B, $45M, 2022-05-17", "investors": "ACME Capital (lead)", "src": "https://www.privateequityinternational.com/forma-ai-grabs-45m-series-b" }, "hq": "Toronto, Canada", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.forma.ai/", "https://www.forma.ai/pricing" ] }, { "n": "Performio", "home": "compensation-software", "u": "https://www.performio.co/", "w": "\"We calculate commissions and incentives better than anyone else.\" Performio sells commissions to comp, finance and revenue operations teams. Davo, its AI Admin Assistant, traces a payout to its transactions and plan rules. Implementation Agents build and test configuration. An MCP Server lets admins run calculations from Claude or Copilot. App Builder can add custom apps, including territory and quota planning.", "cat": "icm", "cat_src": { "quote": "We calculate commissions and incentives better than anyone else.", "url": "https://www.performio.co/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "agent", "commissions", "copilot", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "$75M growth investment led by JMI Equity in 2022; the vendor says its platform serves large global enterprises" }, "funding": { "total_usd_m": 75, "last": "Growth investment, $75M, 2022-06-14", "investors": "JMI Equity (lead)", "src": "https://www.performio.co/news/performio-raises-75-million-growth-investment-led-by-jmi-equity" }, "founded": 2006, "hq": "Santa Monica, United States", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.performio.co/", "https://www.performio.co/capabilities/ai", "https://www.performio.co/news" ] }, { "n": "Qobra", "home": "compensation-software", "u": "https://www.qobra.co/", "w": "\"The sales compensation platform for finance and RevOps teams.\" Qobra sells commission plans, payouts, rep statements and cost tracking with budget forecasts. Three named agents help: The Architect builds, edits and simulates plans, The Analyst catches commission errors before payroll, and The Sales Coach answers reps' questions. An MCP server lets Claude, ChatGPT and other assistants work with Qobra data.", "cat": "icm", "cat_src": { "quote": "The sales compensation platform for finance and RevOps teams", "url": "https://www.qobra.co/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "agent", "commissions", "copilot", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 3, "basis": "About page: 350+ companies, 30K+ users, $15M raised (seed and Series A) from Breega, Singular and Revenue Syndicate." }, "funding": { "total_usd_m": 15, "last": "Series A, $10M, 2023-09", "investors": "Breega, Singular, Revenue Syndicate", "src": "https://www.qobra.co/about-us" }, "founded": 2020, "hq": "Paris, France", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.qobra.co/", "https://www.qobra.co/ai-agents-sales-compensation" ] }, { "n": "QuotaPath", "home": "compensation-software", "u": "https://www.quotapath.com/", "w": "\"Commissions handled. Outcomes delivered.\" QuotaPath sells commission tracking and plan design to RevOps, finance and sales teams. Atlas, its AI Revenue Strategist, checks plans against market benchmarks, models scenarios, and plans seller capacity, hiring and territory coverage from quota, ramp and performance data. A QuotaPath MCP lets users manage plans from their own LLM.", "cat": "icm", "cat_src": { "quote": "Commissions handled. Outcomes delivered.", "url": "https://www.quotapath.com/" }, "ph": { "plan": 1, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "commissions", "copilot", "insights", "mcp", "planning" ], "ai": "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.", "scale": { "tier": 3, "basis": "$21.3M Series A (2021) and $41M Series B (2022), $67.3M total funding per Built In" }, "funding": { "total_usd_m": 67.3, "last": "Series B, $41M, 2022-04-26", "investors": "Tribe Capital (lead), Insight Partners, ATX Venture Partners, Stage 2 Capital, Integr8d Capital", "src": "https://builtin.com/articles/sales-commission-quotapath-raises-41m-series-b" }, "founded": 2018, "hq": "Austin, United States", "price": { "note": "from $35 per user per month plus a $525 monthly platform fee, billed annually" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.quotapath.com/", "https://www.quotapath.com/pricing", "https://www.quotapath.com/sales-capacity-planning-software/" ] }, { "n": "Driven", "home": "compensation-software", "u": "https://www.driven.work/", "w": "\"The AI-native way to run commissions.\" Driven sells commissions to RevOps, finance and operations teams, with a free starter plan. An agent designs or updates comp plans and reviews disputes. A Performance Agent shows which behaviors drive revenue. Reps get 24/7 answers and nudges. It connects to HubSpot and Salesforce.", "cat": "icm", "cat_src": { "quote": "The AI-native way to run commissions.", "url": "https://www.driven.work/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "agent", "commissions", "copilot", "insights" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customers, revenue or funding published." }, "hq": "Antwerp, Belgium", "price": { "note": "Starter free (3 seats, 1 plan); Pro and Enterprise priced on request" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.driven.work/", "https://www.driven.work/pricing" ] }, { "n": "Optymyze", "home": "compensation-software", "u": "https://optymyze.com/", "w": "\"Optymyze provides a unified, no-code platform for enterprise sales performance management\": commissions, quota, territory and objective management for large sales organizations. The AI is in-app help in plain language for building and changing no-code flows, change roadmaps drawn from system metadata, and a read-only MCP server so a buyer's own agents can query attainment data.", "cat": "icm", "cat_src": { "quote": "Optymyze provides a unified, no-code platform for enterprise sales performance management.", "url": "https://www.optymyze.com/" }, "ph": { "plan": 1, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "commissions", "copilot", "mcp" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count, revenue or funding published." }, "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.optymyze.com/", "https://optymyze.com/why-optymyze/ai-powered/" ] }, { "n": "Sales Cookie", "home": "compensation-software", "u": "https://salescookie.com/", "w": "\"Sales Commissions Solved\": cloud commission software for small and mid-size sales teams, with a free trial. An AI wizard builds incentive plans and checks them for problems. An assistant for admins analyzes plan logic, builds reports and finds anomalies. A payee assistant answers rep questions around the clock. It sells commissions only.", "cat": "icm", "cat_src": { "quote": "Sales Commissions Solved", "url": "https://www.salescookie.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "commissions", "copilot", "insights" ], "ai": "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.", "scale": { "tier": 4, "basis": "Vendor claims \"Trusted by thousands\" and 95% retention on its pricing page, no customers named and no funding disclosed." }, "hq": "Spokane, Washington, United States", "price": { "note": "$40 per user per month (Business) or $60 (Business+), 14-day free trial" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.salescookie.com/", "https://salescookie.com/Home/AI", "https://salescookie.com/Home/Pricing" ] }, { "n": "Visdum", "home": "compensation-software", "u": "https://www.visdum.com/", "w": "\"Rated #1 Easiest To Use Sales Compensation Software.\" Visdum sells commission calculation and reporting to finance and RevOps teams in mid-market and enterprise companies, priced per payee. Its AI Copilot explains commissions and traces errors, and an AI Nudge Generator drafts coaching emails that a manager approves. An AI Report Builder writes reports in plain English. An MCP server connects Claude.", "cat": "icm", "cat_src": { "quote": "Rated #1 Easiest To Use Sales Compensation Software", "url": "https://www.visdum.com/" }, "ph": { "plan": 0, "data": 0, "engage": 0, "deal": 0, "forecast": 0, "pay": 2 }, "caps": [ "commissions", "copilot", "insights", "mcp" ], "ai": "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.", "scale": { "tier": 4, "basis": "No customer count or funding published; the homepage shows six named customer case studies" }, "price": { "note": "per-payee annual subscription plus setup; first year typically in the low five figures" }, "flags": { "sf_native": false, "note": "" }, "v": "site", "src": [ "https://www.visdum.com/", "https://www.visdum.com/pricing" ] }, { "n": "Anaplan", "home": "workforce-planning-software", "u": "https://www.anaplan.com/", "w": "\"Revenue performance management\" is the headline on Anaplan's sales planning page. Anaplan sells Territory and Quota Planning, Go-to-Market Capacity Planning and Sales Forecasting applications. Sales operations and revenue operations teams at large companies use them to design territories, set quotas, size capacity and roll up forecasts on the same model as finance and HR. Anaplan Sales Analyst is the AI agent.", "cat": "bizplan", "cat_src": { "quote": "Revenue performance management", "url": "https://www.anaplan.com/solutions/sales-performance-management/" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "agent", "forecasting", "insights", "planning" ], "ai": "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.", "scale": { "tier": 1, "basis": "Revenue of US$592.2 million in 2022 and more than 2,200 employees in January 2022 (Wikipedia); taken private by Thoma Bravo in 2022." }, "founded": 2006, "hq": "Miami, Florida, USA", "owner": "Thoma Bravo (acquisition completed 2022-06-22, about US$10.4 billion)", "price": { "note": "not published; sales-led" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.anaplan.com/solutions/sales-performance-management/", "https://www.anaplan.com/platform/intelligent-role-based-agents/", "https://anaplan.com/applications/territory-and-quota-planning-app/", "https://www.anaplan.com/applications/go-to-market-capacity-planning-app/", "https://www.anaplan.com/applications/sales-forecasting-app/", "https://anaplan.com/blog/product-innovations-sales-planning-chart-path-revenue", "https://www.anaplan.com/news/anaplan-introduces-new-suite-role-based-ai-agents/", "https://www.anaplan.com/news/anaplan-announces-latest-ai-driven-innovations-applications-to-advance-enterprise-decision-making/", "https://anaplan.com/news/anaplan-introduces-the-agentic-enterprise/", "https://anaplan.com/news/" ] }, { "n": "Pigment", "home": "workforce-planning-software", "u": "https://www.pigment.com/", "w": "\"Smarter Territory & Quota Planning\" is the headline on Pigment's sales planning page. Pigment sells sales planning for revenue operations and finance teams: territory hierarchies, quotas allocated down to the rep, capacity plans built from CRM and HRIS data, and forecasts on the same numbers as the finance plan. The Modeler Agent and Analyst Agent do the AI work.", "cat": "bizplan", "cat_src": { "quote": "Smarter Territory & Quota Planning", "url": "https://www.pigment.com/use-case/territory-and-quota-planning" }, "ph": { "plan": 2, "data": 0, "engage": 0, "deal": 0, "forecast": 1, "pay": 0 }, "caps": [ "agent", "forecasting", "insights", "mcp", "planning" ], "ai": "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.", "scale": { "tier": 3, "basis": "Series E of $250 million at a $2.3 billion valuation reported 2026-10-21 (PYMNTS)." }, "funding": { "total_usd_m": null, "last": "Series E, $250M at $2.3B valuation, 2026-10-21 (reported)", "investors": "not confirmed from a page opened", "src": "https://www.pymnts.com/?p=4328721" }, "price": { "note": "not published; sales-led; 14-day free trial offered" }, "flags": { "sf_native": false, "note": "" }, "v": "primary", "src": [ "https://www.pigment.com/use-case/territory-and-quota-planning", "https://www.pigment.com/use-case/revops", "https://www.pigment.com/blog/using-ai-for-sales-teams", "https://www.pigment.com/blog/what-a-modern-ai-enabled-approach-to-spm-looks-like", "https://www.pigment.com/webinars/deliver-spm-planning-models-in-minutes-with-ai-agents", "https://www.pigment.com/newsroom", "https://www.pigment.com/newsroom/analyst-agent-launch", "https://www.pigment.com/newsroom/modeler-agent-launch", "https://www.pymnts.com/?p=4328721" ] } ] }