Overview
Summary: One AI agent that researches accounts, runs outbound and manages deals across the revenue cycle.
Built for: Account executives, SDRs and revenue operations teams.
Outcome: Customers cited on the page report reps saving 80% of their day and SAMs closing 2.5x more ARR.
Pricing
Free start, usage-basedWhat the AI does
- Outbound: Finds prospects and engages them automatically.
- Agent workflows: Runs scheduled jobs, such as building a weekly forecast every Monday and posting it in Slack.
- Knowledge graph: Combines records from CRM, email, calendar, Slack, call transcripts and documents into one view.
- Relationship mapping: Works out who talks to whom and links deals from mail, calls and CRM.
- Enrichment: Adds firmographics and signals from public data.
- Deal risk: CEO Mode shows leaders which deals need their help.
Data & privacy
FAQ
TopCloserR Perspective
Why it matters
Reps lose hours to research, data entry and switching between tools. An agent that works every account in the background frees time for conversations and catches deals that are slipping.
Who it's for
- In the role
- Gets account research, meeting prep and deal-risk flags without building them by hand.
- Aspiring
- SDRs moving into closing roles — Seeing contacts and signals per account builds the account-planning habit early.
- In the role
- Connects CRM, email, Slack and call data and sets up agent workflows like a weekly forecast.
- Aspiring
- Sales ops analysts learning automation — Building agent workflows is a practical way into AI-led revenue operations.
Works best for B2B teams that want research, outbound and deal management handled in one system.
What it helps you do
It helps a seller decide where to spend time: which accounts to work, who to contact and which deals are at risk. The agent handles research and outreach in the background.
How to put it to work
- Start free with your own accountsAccount Executive
Load your territory, let the agent research it, and check the activity log to see what each task costs.
- Automate the Monday forecastRevenue Operations Manager
Build a workflow that compiles the weekly forecast and posts it to Slack before the pipeline meeting.