Agents that fill your pipeline and work it

Prospecting turns a description of who you sell to into accounts and people already in your CRM. On Leads, Contacts, and Companies, describe the companies you want in everyday language: industry, size, region, and the roles that matter. YouEx finds matching companies and shows size, industry, location, and a short profile. Accounts already in your CRM are marked, so you add only the ones that fit. From Leads and Contacts, the next step finds people in those roles at the companies you kept. Choose who to add, and include a verified email when you need a way to reach them. They land as leads or contacts, ready to work. On a Company, Buying Committee search finds people at that account by title. Review their background before you save them, and add phone and email when you want a complete record. Those contacts stay on the company, with titles, deal roles, and reporting lines, so you can see the group that actually buys. Seller does not include this. Professional does.

Each CRM research brief YouEx.ai runs counts toward the monthly allowance. Allowances are per person and shared by everyone you pay for.

A phone lookup finds a phone number for a person. Seller is 20 / person, Prospector is 50 / person, and Professional is 100 / person. Enterprise is custom.

Website Agents is $25 a month per workspace on Seller and Prospector. Professional and Enterprise already include it. It turns on the knowledge library, agents, forms, and buy pages, and adds 250 CRM research briefs to that workspace. Seller and Prospector library sizes apply when Website Agents is on.

One person on Seller plus Website Agents is $49 a month. Prospector is also $49 a person, and it is the plan that finds new accounts and people. Describe who you sell to, add the companies that fit, then find contacts in those roles and build a buying committee on a company. Zapier and sending from your own domain are included too. Website Agents is still optional on Prospector.

Zapier is included on Prospector, Professional, and Enterprise. Seller does not include Zapier.

The REST API is included on Professional and Enterprise. Seller and Prospector do not include it. Your application signs in with OAuth and works CRM records, research, engagement, and email in one workspace. See the REST API.

Prospector finds companies and people from a description of who you sell to, including Buying Committee search, plus Zapier, your own sending domain, and 50 phone lookups / person. Website Agents is a $25 workspace add-on. Professional includes everything in Prospector, plus Website Agents, 100 phone lookups / person, the Salesforce AgentExchange App, the REST API, and a larger knowledge library.

CRM research briefs and phone lookups reset each month. The knowledge library is a standing collection, not a monthly allowance. Invited people who have not joined yet do not add to the shared pool.

Extra CRM research briefs are $0.10 each. Extra phone lookups are $1 each.