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Assistant

CRM and revenue operations · by Actively

Conversational interface to Per-Account Agents' knowledge and next-best-actions; drafts emails, preps meeting briefs, and guides reps on deal progression.

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Where it ranks

Current edition · updated Oct 20, 2026

What it does

Conversational interface to Per-Account Agents' knowledge and next-best-actions; drafts emails, preps meeting briefs, and guides reps on deal progression.

  • per-account agent-driven revenue progression
  • sales intelligence and pipeline risk monitoring
  • automated account research and outreach drafting
Category
CRM and revenue operations
Users
enterprise GTM teams, CROs, Account Executives, Sales Development and 1 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • EnterpriseCustom
    • Quoted by their sales team

Prices as published by Actively, checked Oct 2026.

Security and compliance

As reported by Actively. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • ISO/IEC 27001Compliant
  • HITRUST CSFCompliant
  • AES-256
  • TLS
  • Secure subprocessors behind-the-scenes
  • Fault tolerant infrastructure
  • Clustered databases
  • Security event logging
  • Google Cloud hosting

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