SalesIQ
LiveAI-powered sales intelligence & outreach generation
SalesIQ researches companies, scores each account against what the organization sells, identifies decision-makers, and generates relationship-aware outreach (LinkedIn pitches, InMail drafts, cold-call scripts, a one-page brief, and role-aware decks), all grounded in the organization's own battle cards.
01 · The problem
Sales teams spend most of the day on work other than selling
The before
A dozen tabs per account: contact databases refreshed quarterly, news from the last funding round, a chatbot answer with no source. Stale data and speculation, filed as “research.” Then the pitch goes out generic anyway.
The question everyone asks
“Why not just ask ChatGPT?”
A chat window gives one answer and forgets it. A sales platform remembers every account, every run, every rep.
The DIY chatbot way
- Prompt, copy, paste, every account, every time
- Forgets everything between chats
- Training-data answers, no live signals
- No source checks, so hallucination risk
- Different quality from every rep
- Nothing saved, nothing shared with the team
The SalesIQ way
- One run: research → fit score → outreach → deck
- Every run saved: full history per account, retrievable anytime
- Live web grounding at query time
- Identity guard + verified financials
- Battle cards keep every pitch on-message
- Shared workspace: team view, pipeline, attribution
02 · The product: how SalesIQ works
Know more. Pitch better. Close faster.
Three agents (Research, Pitch, and Pipeline), one motion from the first signal to the booked meeting.
Research agent
Live-grounded account intel (financials, signals, and decision-makers), plus a Solution Fit score for every account. Gathered from the live web, and any account can be re-run for the latest.
Pitch agent
Battle-card matched notes, emails, call scripts, role-aware decks, and an on-brand one-page brief, tuned to the relationship, whether the account is net-new, existing, or a win-back.
Pipeline agent
Every account touched and outreach sent, tracked per rep, with a qualified, context-rich handoff when a meeting books.
See the platform
One run, from signal to booked meeting
The three agents work as one motion. Switch between them to see what a single run actually produces, on sample data.
Live-grounded account intel: financials, signals, and decision-makers, fresh every run.
- → Opened a second plant in Guadalajara (14 days ago)
- → New VP of Digital Engineering hired from a Tier-1 OEM
- → Public RFP for a PLM modernization program
- 92% fitR. OkaforVP, Digital Engineering
- 88% fitL. TanDirector, Plant Systems
- 81% fitS. NovakHead of Procurement
1 · Battle cards from existing documents
It starts with what the organization sells: any uploaded PPT, Word, or PDF becomes a battle card, a structured one-pager of one capability: what it does, who it's for, and the proof points. Everything downstream is grounded in these.
2 · Industry Scout
Scout a market by industry, region, and revenue range. One search returns the market overview, tailwinds, and a list of companies matching the ideal customer profile.
3 · Target Company mode
Name a company; AI researches it live, finds real decision-makers, and prepares outreach for each.
4 · Solution Fit scoring
Every researched account is auto-rated High, Medium, or Low against the organization's own battle cards and value proposition, with a plain-language reason, so reps chase the accounts worth their time, not a flat list. Scores stay current in the background.
5 · Import List mode
An existing contact list, uploaded as CSV or Excel, gets personalized outreach for every row.
6 · Prospect & competitor study
Rich competitor cards per account (revenue, recent signals, and pitch angles), plus one-click deep research on any of them.
7 · Relationship-aware outreach
Per contact: a LinkedIn connection note, an InMail, an email, and a cold-call script, each grounded in the account's real challenges and matched to the battle cards, and tuned to the relationship: earn the first conversation with a net-new prospect, deepen an existing account, or win back a former one. Never a cold-stranger pitch to someone the rep already knows.
8 · One-page brief
A tailored, on-brand capability brief for any account or contact, grounded in the battle cards and the account's research, themed to the organization's logo and colors, ready to print to PDF or send. It never includes any confidential prospect information.
9 · Refresh Intel: chat with the research
Ask follow-up questions against the account's intelligence, add context the rep knows, and refine the pitch angle.
10 · Deck builder
Role-aware capability decks generated from the account's verified intel, with talking points and objection prep attached, instead of slides edited the night before.
11 · CRM Companion
A pre-pipeline system of record: every account touched and outreach sent, with a qualified handoff when a meeting books. Each rep can connect their own Salesforce login, and the account page then shows the owner in SalesIQ and in Salesforce side by side.
12 · Calling
A rep calls a contact straight from SalesIQ, in the browser or on their own phone. The call is recorded and transcribed onto that contact's record, and the follow-up email is drafted from what was actually said on the call. An admin decides who can call, one person at a time.
13 · Chrome extension
On a LinkedIn profile, the SalesIQ panel adds that person to the workspace and writes the connection request note. The message a rep sent is kept on the contact's timeline, and a Sales Navigator page of up to 25 people can be added in one click. Available from the Chrome Web Store.
14 · Assistant connectors
The workspace can be reached from Claude, ChatGPT, Perplexity and Gemini. The assistant can look up accounts, contacts, the timeline and calls, and save an outreach draft. It sees only what that rep can already see in SalesIQ, and nothing from the open web.
15 · Account ownership
Before a research run starts, SalesIQ names who owns the account in SalesIQ and in Salesforce. Ownership follows the corporate group, so a subsidiary of a colleague's account is flagged before anyone works it, and leaders can download a report of accounts whose parent belongs to someone else.
- AES-256 encryption at rest
- TLS in transit
- Postgres row-level security
- BYOK key vault (AES-256-GCM)
- No model training on customer data
Pricing
Tiers
Contributor
For delivery and project teams who read the research and build client decks
$29 /user/moor $290/user/yr billed annually, two months free
- ✓Account intelligence: read reports & briefs
- ✓Re-run research on a company already in the library
- ✓AI presentation builder
- ✓In-tool collaboration & notifications
Pro
Full prospecting for business development reps
$69 /user/moor $690/user/yr billed annually, two months free
- ✓Live grounded research: Target Company, Industry Scout, contact import
- ✓Refresh Intel: chat with the research
- ✓Solution Fit scoring, with team calibration
- ✓Relationship-aware outreach on every channel
- ✓Outreach Hub: plan the week, work today's list, track follow-ups
- ✓One-page brief builder
- ✓Configurable battle cards
- ✓CRM Companion & shared rolodex
- ✓Own pipeline view
Elite
For sales managers, pre-sales and heads of practice
$99 /user/moor $990/user/yr billed annually, two months free
- ✓Everything in Pro
- ✓AI presentation builder: role-aware decks with talking points & objection prep
- ✓Account assignment & coaching notes
- ✓Team pipeline & accountability dashboards
Enterprise
For sales leadership, with the organization-level engine
$179 /user/moor $1,790/user/yr billed annually, two months free
- ✓Everything in Elite
- ✓Org-wide pipeline & accountability dashboards
- ✓Org admin console & role-based access
- ✓Website intelligence connector
- ✓Priority support
- ○account planning (Gold Sheets) & competitor positioningIn development
- ○Territory IntelligenceIn development
- ○Self-Assessment against competitors & peersIn development
Online purchase is coming soon. For now, request a demo or start a free trial.
Fewer tools in the stack
Eight workflows. One platform.
Every job below takes two or three separate tools today. SalesIQ collapses all of it into one grounded workflow.
Today's reality
~20 tools & tabsEight jobs. A wall of tabs. An hour per account, before the first call.
One platform
1 loginSalesIQ
One grounded workflow, end to end.
- Industry Scout & ICP matching
- Live-grounded account research
- Decision-makers, researched per run
- Import a rolodex → intel & outreach
- Battle-card matched messaging
- Role-aware decks
- Pipeline, tracked per rep
See the whole motion, live
Click through the guided demo: research to outreach to deck, on sample data.
03 · The proof
What SalesIQ delivers
Built for the whole revenue team
Different seats. Different pains. One platform.
Cold calling & outbound teams
Walking into calls blind, with generic scripts prospects tune out.
- Call scripts with objection handling, per account
- Fresh signals caught before the call
- LinkedIn note + email, ready to send
Sales leaders
Freestyle reps, slow ramp, and a pipeline nobody can see.
- One playbook: battle cards matched per contact
- Team view: every run, grouped by rep
- New hires ramp on a system, not guesswork
Pre-sales & solution teams
The deck is never ready: generic slides edited the night before.
- Decks built from account research, in minutes
- Fact check and source attribution built in
- Refine any slide with AI, on the company's brand
CISO & IT leaders
Every new tool means another security review.
- Multi-tenant isolation with database-level RLS
- BYOK: the customer's AI keys, in an encrypted vault
- No model training on customer data, encrypted at rest and in transit
Executives
Paying for a stack of tools, yet outreach is still generic.
- One platform replaces a fragmented tool stack
- Research, outreach, decks, and pipeline in one
- More selling time per rep, fewer licenses
Strategy & RevOps leads
Market research and pipeline reviews done by hand in spreadsheets.
- Industry Scout: region-aware market & ICP research
- Pipeline visibility across every rep and run
- Per-run AI usage and cost tracking
What only SalesIQ does
The parts other tools leave out
Not another outreach generator. The differences that decide whether a message lands, and whether the company can stand behind it.
Fit-scored before anyone spends a minute
Every account is auto-rated High, Medium, or Low against what the organization actually sells, so reps work the accounts worth working, not a flat list.
Outreach that knows the relationship
Existing customer, win-back, or net-new: every message shifts tone to match. No cold-stranger pitch to an account the team already knows.
A one-page brief, on brand, in a click
A tailored capability brief for any account, grounded in the battle cards, themed to the organization's logo and colors, ready to print to PDF or send.
A pitch deck, generated, not glued together
Role-aware capability decks built from the account's verified research, with talking points and objection prep attached. Export-ready, no midnight slide edits.
Grounded live, with defenses built in
Researched from the live web at query time: identity checked, fabricated names stripped, and unverified numbers flagged before anything reaches a prospect.
Ownership across the whole team
Every account carries an owner, so two reps never approach the same company, and the history stays on the account when someone moves on.
A pipeline by reporting line
Reps, managers and leaders each see the scope that is theirs, enforced on the server, across the six stages that happen before a CRM has anything.
Groups resolved into operating companies
For US public companies, a corporate group resolves into the subsidiaries that actually buy.
A person sends every message
SalesIQ drafts; the rep reviews and sends from their own inbox. A person signs off before any prospect hears from the company.
Structure, not more effort
Effort only compounds when the process holds
The teams that consistently beat their number aren’t the busiest. They’ve built the structure that makes every hour of selling actually count, instead of working harder inside a process that quietly leaks.
Understand the account before the pitch
More volume can't fix reps pitching before they understand the account. SalesIQ makes the path from live research to the right message the default, so effort lands instead of multiplying the miss.
A pipeline leaders can actually see
Managing by feel is forecasting hope. A live, per-rep pipeline turns “looks good” into what's real, so leaders spend their time on the deals that will actually move.
The field informs the strategy
When fit scores, outcomes, and pipeline flow back, the same mistakes stop repeating across the quarter. Coaching gets specific instead of general.
Call it commercial intelligence: the difference between staying busy and knowing the next move will pay off.
Each organization's battle cards and verticals
Many verticals, one simple platform
Battle cards are authored per organization: its own capabilities and competitive angles. Admins add cards for any vertical; here are examples teams cover today.
FAQ
The questions buyers actually ask
How is this different from asking ChatGPT to write my pitch?
A chat window gives one answer and forgets it. SalesIQ runs a structured pipeline (live-grounded research, hallucination checks, battle-card matching, then outreach and decks) and saves every run so the team builds on it. No prompt engineering, and the same quality for every rep, every time.
Does SalesIQ remember my past research?
Yes, that's a core feature. Every run is saved: contacts, intel, outreach, and decks live in the workspace. Pick up an account a colleague worked months ago and see the full history. Refresh Intel flags research older than 30 days and re-grounds it before anyone acts on it.
Is the research actually current?
Research is fetched live from the web at query time, not from a stale database, with explicit recency rules that prefer the latest filings and news. Financials are verified against market-data sources where available.
What stops it from making things up?
Layered defenses: company identity is validated before research runs, generated content is cross-checked against sourced data, fabricated names and products are stripped, and unverified numbers are labeled for verification instead of presented as fact.
Does it replace my CRM?
No. It covers the pre-pipeline motion a CRM doesn't. Reps without CRM seats get a real system of record, and when a meeting books, a qualified, context-rich record is ready to hand off. Each rep can connect their own Salesforce, so the owner of an account in Salesforce shows up in SalesIQ before anyone works it, and records export to CSV.
Can SalesIQ be used from Claude or ChatGPT?
Yes. The workspace can be connected to Claude, ChatGPT, Perplexity and Gemini. The assistant can look up accounts, contacts, the timeline and calls, and save an outreach draft, and it sees only what that rep can already see in SalesIQ.
Is there a browser extension?
Yes, for Chrome. On a LinkedIn profile it adds the person to SalesIQ and writes the connection request note, and on a Sales Navigator search it can add a page of up to 25 people in one click. It is available from the Chrome Web Store.
How do I try it?
A one-month free trial starts with a work email. The interactive demo needs no signup, and a guided demo can be booked any time.