Features

Every feature.
One login.

Four suites, all included in every plan. Set your Sales Playbook once and the whole platform works from it.

Put Sam to work FREESee pricing →
Your PlaybookWho you serve, what you offer
Sam runs it 71%
  1. 1Finds decision-makers
  2. 2Drafts personalized outreach
  3. 3You approve every send
  4. 4Follows up & asks to meet
MultichannelEmailLinkedInPhone you call
You run it
  1. 1You pick who to reach
  2. 2AI drafts, you approve
  3. 3Sequences follow up
  4. 4Dialer + CRM keep it moving
Your channelsEmail sequencesDialer
You take the call
Sam hands you a call-ready list. You build the relationship and close.
Every reply lands in your pipeline. You build the relationship and close.
Call-ready
From our eBook: Influencing Decision Makers

What the research says works, and how Sam.ai addresses it.

The statistics below are published findings from Salesforce, Gartner, LinkedIn, McKinsey, ITSMA, and others, not Sam.ai results. They are why we built an agentic platform: an AI agent that does the non-selling work, on one record, so you can sell. Under each finding are the Sam.ai features that put it into practice.

Research finding · agentic AI in sales

Sellers spend most of their week not selling. Agentic AI gives it back.

Salesforce’s State of Sales research found that salespeople spend 71% of their time on non-selling tasks such as admin and manual data entry, and that reps use an average of 8 tools to close a deal. Gartner’s sales surveys found that sellers who partner effectively with AI are 3.7× more likely to meet quota, and that by 2027, 95% of seller research workflows will begin with AI.

Sources: Salesforce, State of Sales; Gartner Sales Survey, 2025; Gartner, 2026
Sam.ai addresses this withAI Outreach AgentYour Sales PlaybookCall-ready ListDialer + TranscriptsCRM & Pipeline
71%of a seller’s time goes to non-selling tasks
8tools used to close one deal
3.7×more likely to hit quota with AI as a partner
95%of seller research will start with AI by 2027
Research finding
70%

higher conversion from warm introductions than cold outreach

Source: LinkedIn B2B Institute, 2024

Warm introductions & referrals

82% of B2B executives rely on peer recommendations when choosing a partner (McKinsey, 2024). Sam maps real connection strength and recommends the introduction.

Sam.ai addresses this withIntro Generator135M+ Verified ContactsDeep Research
Research finding
+32%

reply rate when the message references a company milestone

Source: LinkedIn, 2024

Personalized outreach at scale

Personalized subject lines lift open rates 26%. Sam writes every message from research on the person, in your voice.

Sam.ai addresses this withContextual ContentCompany Signals & NewsEmail + LinkedIn Outreach
Research finding
30%

higher close rate for teams using intent data

Source: Gartner, 2024

High-intent timing

Funding, expansion, leadership changes, and hiring are buying signals. Sam watches them and times outreach to the moment.

Sam.ai addresses this withCompany Signals & NewsCall-ready ListEnrichment & Lookups
Research finding
62%

more likely to reply after seeing you on their feed several times

Source: LinkedIn B2B Trends, 2024

LinkedIn before the ask

Familiarity earns the reply. Sam coordinates LinkedIn touches with email in one sequence, so the first message is never a stranger’s.

Sam.ai addresses this withEmail + LinkedIn OutreachFollow-up AutomationInbox-placed Deliverability
Research finding
4×

higher success for calls placed right after an executive engages

Source: Gartner, 2024

Intelligent call timing

Sam flags who just opened, clicked, or replied, so you dial while the moment is warm, with notes and transcript filed for you.

Sam.ai addresses this withCall-ready ListDialer + TranscriptsCall Intelligence
Research finding
68%

of executives are more likely to engage with companies that host thought-leadership events

Source: ITSMA ABM Benchmark, 2024

Roundtables & events

Invites, reminders, and follow-ups run from the same record as your outreach, so every attendee becomes a warm conversation.

Sam.ai addresses this withEmail MarketingCalendar & SchedulingCRM & Pipeline
Research finding
90%

of your total addressable contacts identified with precision filters

Source: Sam.ai ICP Builder

Ideal client persona

Define who you serve once. Sam builds the list, enriches it, and verifies it before a single message goes out.

Sam.ai addresses this withYour Sales Playbook135M+ Verified ContactsEnrichment & Lookups

Read the full eBook →

1
Layer 1

Agent Suite

Your AI SDR. It finds, researches, drafts, follows up, and hands you the conversation.

AI Outreach AgentRuns on your Playbook · Nothing sends without you · Books the meetingYour Sales PlaybookSet once, used everywhere · Your voice, not a template · Specialty and subspecialty awareCall-ready ListWho to call next · Why they are ready · Notes attachedFollow-up Automation8+ touches, handled · Adapts to engagement · Stops when they replyIntro GeneratorShared connections · Contextual openers · Higher reply rates

AI Outreach Agent

Sam runs 71% of your prospecting from your Playbook: finds the right people, researches them, drafts contextual outreach, follows up, and books the meeting.

You approve every send.

  • Runs on your Playbook
  • Nothing sends without you
  • Books the meeting
Agent · Jordan Alvarezlive
Found + researchedExpansion in Newark · hiring ops
Day 1
Email + LinkedIn drafted“Congrats on the Newark expansion…”
Day 1
You approvedOne tap
Day 1
Follow-ups 2, 3, 4Opened 3× · connected
Days 2–6
Meeting bookedTue 10:30 · notes attached
Day 7

Your Sales Playbook

Tell Sam who you serve, what you offer, and how you talk.

Set it once and every list, message, and follow-up is shaped by it. No prompts, no technical setup.

  • Set once, used everywhere
  • Your voice, not a template
  • Specialty and subspecialty aware
Your Sales Playbook
CFOs and heads of real estate at 200 to 2,000-person companies in the NY metro
Tenant representation for office and industrial leases
DirectWarmNo jargonShort sentences
Saved. Every list, message, and follow-up now uses this.

Call-ready List

Every morning, a short list of the prospects who are warmed up and ready to talk, with context on why.

You spend your time on conversations, not on figuring out who to call.

  • Who to call next
  • Why they are ready
  • Notes attached
Call-ready list · today4 ready
Ranked by reply intent. Jordan first: replied asking for options.
JA
Jordan AlvarezReplied · wants options
Ready
DK
Dana KimOpened 4× · clicked link
Warm
MP
Marcus PatelBooked Thu 2:00
Ready
SR
Sofia ReyesConnected on LinkedIn
Warm

Follow-up Automation

Most deals need eight or more touches.

Sam keeps following up across email and LinkedIn on a cadence that adapts to how each prospect responds, until they reply or opt out.

  • 8+ touches, handled
  • Adapts to engagement
  • Stops when they reply
Follow-up cadence
Day 1Emailsent
Day 2LinkedIn noteaccepted
Day 4Email 2opened
Day 6LinkedIn messageseen
Day 8Email 3replied
Sam moved touch 3 up a day: Jordan opened twice on Tuesday.

Intro Generator

Find the warm path in.

Sam surfaces shared connections and context so your first message reads like an introduction, not a cold pitch.

  • Shared connections
  • Contextual openers
  • Higher reply rates
Warm path to Jordan
YouYou
worked with
EKElena Kaur
reports to
JAJordan Alvarez
“Elena mentioned you’re leading the Newark move. I helped her team with the same problem last year…”
2
Layer 2

Prospecting Suite

The right people, with the right context, from 135M+ verified contacts.

135M+ Verified ContactsVerified email + LinkedIn · Decision-maker filters · Built into every planCompany Signals & NewsExpansion and hiring · Leadership changes · Right message, right weekDeep ResearchPerson and company · LinkedIn activity · Pain points surfacedEnrichment & LookupsOne-click enrichment · Works on your lists · Always currentImport your CRMSalesforce, HubSpot, more · No re-entry · Yours or ours

135M+ Verified Contacts

A US B2B database with verified email and LinkedIn for the decision-makers you actually want, filtered by your Playbook.

No more buying lists that bounce.

  • Verified email + LinkedIn
  • Decision-maker filters
  • Built into every plan
135M+ verified contactsfiltered by Playbook
Filtered to your Playbook: 1,140 decision-makers, 98% verified.
NameTitleCompanyEmailLinkedIn
Jordan AlvarezCFOHarbor Logistics
Dana KimVP OperationsMeridian Foods
Marcus PatelHead of Real EstateNorthgate
Sofia ReyesCOOBluewater Health

Company Signals & News

Know when to reach out.

Sam watches funding, expansion, hiring, leadership changes, and news for the companies in your pipeline, and times outreach to the moment.

  • Expansion and hiring
  • Leadership changes
  • Right message, right week
Signals · this week
4 of 38 accounts changed this week. Sam drafted outreach for each.
Harbor LogisticsExpanding to Newark, 120 new roles
Reach out
Meridian FoodsNew CFO announced
Reach out
NorthgateSeries B, $40M
Reach out
Bluewater HealthLease expiring Q2 (public filing)
Reach out

Deep Research

Before Sam writes a word, it researches the person and the company: recent posts, priorities, pain points, and what they care about right now.

That research shows up in the message.

  • Person and company
  • LinkedIn activity
  • Pain points surfaced
Research · Jordan Alvarez
JA
Jordan AlvarezCFO · Harbor Logistics
RecentPosted about consolidating three warehouses
PriorityCost per square foot, flexibility on term
PainCurrent lease ends before the new site is ready
HookCongratulate the Newark expansion, offer a bridge plan

Enrichment & Lookups

Fill in what is missing on any contact or company in one click: email, phone, title, LinkedIn, firmographics.

Works on your own lists as well as ours.

  • One-click enrichment
  • Works on your lists
  • Always current
Enrich · 1 click
Before
Emailmissing
Phonemissing
TitleFinance
LinkedInmissing
→
After
Emailj.alvarez@harbor…
Phone(212) 555-0148
TitleChief Financial Officer
LinkedIn/in/jordanalvarez

Import your CRM

Keep the CRM you love or move to ours.

Sam imports from Salesforce, HubSpot, Pipedrive, Dynamics, and Zoho so your history comes with you and nothing is retyped.

  • Salesforce, HubSpot, more
  • No re-entry
  • Yours or ours
Import your CRM
Sam.ai12,480 contacts · 3,210 deals · full history Nothing retyped
3
Layer 3

Outreach Suite

Contextual, multichannel outreach that lands in the inbox and sounds like you.

Contextual ContentPersonalized to each person · In your voice · Never roboticEmail + LinkedIn OutreachOne sequence, two channels · Consistent story · Human cadenceInbox-placed DeliverabilityWarm-up included · Sending domain managed · Protects your reputationEmail MarketingNewsletters and broadcasts · Same contacts, same record · Design-ready templatesCalendar & SchedulingBooked to your calendar · Reminders handled · Research attached

Contextual Content

Every message is written for one person, from the research Sam did on them, in your voice.

It references what matters to them, not a merge field.

  • Personalized to each person
  • In your voice
  • Never robotic
Draft · to Jordanin your voice
Pulled from research, not a merge field

Email + LinkedIn Outreach

Email and LinkedIn in one coordinated sequence.

Each channel reinforces the other, so the prospect sees a consistent, human conversation instead of two disconnected pitches.

  • One sequence, two channels
  • Consistent story
  • Human cadence
One sequence · two channels
EmailIntroFollow-upBridge plan
LinkedInConnectCommentMessage
Day 1Day 5Day 10

Inbox-placed Deliverability

Warm-up, sending domains, and volume controls are handled for you, so your messages reach the inbox and your reputation stays clean.

  • Warm-up included
  • Sending domain managed
  • Protects your reputation
Deliverability
Volume paced to 42/day per mailbox to protect reputation.
Inbox placement98%
Warm-up Active
Sending domain Verified
Daily volumeAuto-paced
Reputation Healthy

Email Marketing

Newsletters, announcements, and broadcasts to your whole book, from the same place as your one-to-one outreach, on the same contact record.

  • Newsletters and broadcasts
  • Same contacts, same record
  • Design-ready templates
Newsletter · Q3 market updateAI drafted
SubjectQ3 in the NY industrial market: 3 things every CFO should know Sam wrote 3 subject lines, this one tested best

Hi Jordan, with your Newark move on the horizon, here’s what changed in Q3…

AudienceCFOs · NY metro · 200–2,000 employees1,140 contacts, personalized per person
41%opened
12%replied
9meetings
Best send time: Tue 7:40 AM, learned from your list
Sent2,140
Opened41%
Replies38

Calendar & Scheduling

When a prospect is ready, the meeting lands on your calendar.

Booking links, reminders, and confirmations are handled, and the call shows up with research attached.

  • Booked to your calendar
  • Reminders handled
  • Research attached
This week2 booked by Sam
Mon
Tue10:30 Jordan · Harbor
WedSam is holding 2 slots
Thu2:00 Marcus · Northgate
Fri
Jordan picked Tue 10:30 from the 3 times Sam offered.Invite sent, reminder scheduled, research and last call notes attached to the event.
4
Layer 4

Calls & CRM Suite

Dialer, transcripts, scheduling, and a CRM with zero data entry.

CRM & PipelineSingle source of truth · Updates itself · Every deal in viewDialer + TranscriptsOne-click calls · Auto-transcription · Zero data entryCall IntelligenceCall summaries · Next steps captured · Follow-up suggestedVoice-conversational CRMAsk, do not search · Log by voice · Daily briefTeam ReportingEngagement and bookings · Where deals stall · Territories and routing

CRM & Pipeline

Every contact, touch, reply, and call in one record, so the next step is always informed by the last.

Your pipeline updates itself as Sam works.

  • Single source of truth
  • Updates itself
  • Every deal in view
Pipelineupdates itself
Vantage Group has gone quiet for 9 days. Suggested nudge is ready.
New 2Bluewater HealthRidgeline Co.
Engaged 3Meridian FoodsNorthgateApex Storage
Meeting 1Harbor Logistics
Proposal 1Vantage Group

Dialer + Transcripts

Jordan We’d need to be in by March, that’s the constraint.

  • One-click calls
  • Auto-transcription
  • Zero data entry
Call · Jordan Alvarezrecording
JA
Jordan Alvarez04:12 · Harbor Logistics

Jordan We’d need to be in by March, that’s the constraint.

You Understood. I can have two options over by Friday.

Jordan That works. Send them to me and Elena…

Transcribed and filed to the record. Nothing to type.

Call Intelligence

Sam summarizes what was said, pulls out next steps and objections, and suggests the follow-up, so nothing said on a call is forgotten.

  • Call summaries
  • Next steps captured
  • Follow-up suggested
Call summary
SummaryNeeds occupancy by March. Open to two options. Elena to be cc’d.
ObjectionWorried about term length flexibility.
Next stepSend two options by Friday.
Suggested follow-up“Jordan, as promised, two options that both work for a March move…” Draft ready

Voice-conversational CRM

Talk to your CRM like a colleague.

Ask what happened with an account, log a note by voice, or get your day briefed, without clicking through screens.

  • Ask, do not search
  • Log by voice
  • Daily brief
Talk to your CRM
What happened with Harbor Logistics?
Call with Jordan yesterday. Needs occupancy by March, wants two options by Friday. Meeting Tue 10:30 is confirmed.
Log that Elena should be cc’d.
Done. Added to the record.

Team Reporting

See who is engaged, who is booked, and where deals are stuck, across the team, without building a report.

Territories and routing included on team plans.

  • Engagement and bookings
  • Where deals stall
  • Territories and routing
Team · this month
Cho is booking 2× the team average. Sam suggests sharing her sequence.
Engaged412
Booked37
Stuck9
Ana
Ben
Cho
Dev
Eli

Three ways to put it to work.

Run prospecting yourself, let the agent run it, or bring in our team. Same platform. Different execution.

Copilot

Your team drives

You own the strategy and every send. Sam handles research, drafting, sequences, the dialer, and the CRM.

  • Founders who want hands-on control
  • Teams replacing five point tools with one
  • Anyone who wants AI help, not AI in charge
Copilot from $59/mo
Agent

Sam runs it

Set your Playbook and Sam finds, researches, drafts, follows up, and books, with your approval on every send.

  • Lean teams that want results without hiring SDRs
  • Producers who would rather be on calls
  • Anyone who wants 71% of prospecting handled
Put Sam to work
Team plan

We build it with you

Custom seats, volume, territories, and routing, set up with a Sam.ai expert who knows your vertical.

  • Brokerages and agencies with multiple producers
  • Teams migrating from Salesforce or HubSpot
  • Leaders who want it live this week
Build your team plan

Why one platform instead of five tools?

Every Sam.ai feature speaks the same language and shares the same record. You do not need Sales Ops, Zapier, or a spreadsheet to keep it running.

Everything connects automatically

Research flows into the draft, the draft into the sequence, the reply into the CRM, the call into the record. Nothing is exported, imported, or retyped.

One login, one support team

No vendor ping-pong when something breaks. One place to log in, one team that knows your whole setup.

Built to remove manual work, not add it

List building, research, personalization, follow-ups, call notes, and scheduling run in the background. You approve and take the calls.

Ten years of sales AI, not a repurposed chatbot

Our models are trained on relationship-driven selling: what to say, when to say it, and when to stop. Since 2016.

Frequently asked questions.

Do I have to use every feature?

No. Every plan includes all four suites, but you can start with the dialer and CRM, or just outreach, and turn on the rest when you are ready. Nothing is sold piecemeal, so there is nothing to add later.

Will it work with my CRM?

Yes. Sam.ai imports from Salesforce, HubSpot, Pipedrive, Dynamics, and Zoho, and keeps working alongside them. Many customers keep their existing CRM as the system of record and let Sam do the prospecting.

Does the agent send anything without me?

No. Every message the agent drafts waits for your approval before it goes out. You can approve one at a time or in batches.

How long does setup take?

Under ten minutes. You set your Sales Playbook (who you serve, what you offer, how you talk), connect your email and LinkedIn, and Sam starts building your first list.

Is there a contract?

Month to month, cancel anytime, no setup fee. The 14-day trial is free and does not need a credit card.

Humans and AI, working the same pipeline.

Set your Playbook once. Sam.ai runs the prospecting. You build the relationships.

Start your 14-day free trialOr book a 15-minute walkthrough