AI-Powered SDR Outreach for Any CRM
Most sales automation treats every lead the same. One template, one level of research, one cost per email — whether the prospect is a cold name on a purchased list or a strategic account you have been chasing for a year.
That creates two expensive problems at once.
You overspend on low-value prospects
Deep AI research burns time and budget on cold, commodity leads that were never going to justify it.
You under-serve high-value prospects
Your best opportunities receive the same generic copy as everyone else, ignoring CRM history and obvious business context.
The AI SDR Email Drafting Agent solves both by letting you choose how much intelligence each campaign deserves. Three personalization levels, one agent, priced by the volume you actually send.
Choose How Much Your AI Should Know
Basic AI Personalization
High-volume personalization
1,000 emails included
Lead + company + campaign context
What the AI knows
- Lead name
- Company name
- Industry
- Location
- Campaign information
- Approved email template and messaging framework
What it personalizes
- Rewrites the subject line
- Personalizes the opening
- Personalizes the call to action
- Adjusts tone
- Varies copy by industry and company type
- Avoids repetitive language across campaigns
- Maintains the approved offer, compliance language and messaging constraints
Best for: high-volume campaigns where cost and speed matter most.
Fast AI personalization without unnecessary research costs.
CRM-Personalized AI
Relationship-aware personalization
1,000 emails included
Everything in Basic + CRM history
What the AI knows
- Prior calls and CRM notes
- Deal history and application status
- Prior funding relationship
- Account owner and sales rep notes
- Last contact date and lead source
- Company size and lifecycle stage
- Previous objections and engagement history
What it personalizes
- Refers appropriately to previous interactions
- Adjusts messaging based on lifecycle stage
- Recognizes whether the company is a prior customer
- Uses previous objections to sharpen the message
- Adjusts the CTA based on account history
- Re-engages dormant leads and follows up on prior conversations
- Tailors outreach to application or deal status
The agent only uses CRM information you have authorized it to access.
Best for: warm leads, reactivation campaigns, renewals, repeat funding opportunities, abandoned applications and previously contacted prospects.
Turn CRM history into better outreach.
AI Research & Opportunity Intelligence
Deep account intelligence
1,000 researched prospects included
Everything in CRM-Personalized + external and public company research
What the AI researches
- Company website and public business information
- Publicly available company signals
- Relevant market and industry context
- Business growth signals, expansion and new locations
- Hiring activity
- Seasonal business needs, equipment and fleet requirements
- Industry-specific challenges and company initiatives
What it produces
- A likely business pain point and a potential trigger event
- A credible reason for outreach: why contact this company now?
- The most relevant value proposition and case study
- An opening built around current business context
- A CTA tailored to the opportunity
- Source URLs and supporting evidence
- An AI prospect brief alongside the drafted email
External research draws only on public and authorized data sources. The agent does not access confidential information belonging to other companies.
Best for: higher-value prospects where stronger relevance justifies additional research cost.
Research the account before writing the email.
Not Sure Every Lead Needs the Same Tier?
Hybrid AI SDR — Intelligent Routing
Most prospect lists are mixed. Instead of choosing one level for everything, the Hybrid agent assesses each lead and routes it to the cheapest level of AI that will still do the job — basic personalization for cold commodity leads, CRM history for known contacts, and full research for high-value opportunities.
2,500 Basic + 1,000 CRM-Personalized + 500 AI-Researched — 4,000 emails per month
Tier Comparison
| Capability | Basic AI | CRM-Personalized | AI Research |
|---|---|---|---|
| Contact data | ✓ | ✓ | ✓ |
| Company data | ✓ | ✓ | ✓ |
| Industry / location | ✓ | ✓ | ✓ |
| Campaign context | ✓ | ✓ | ✓ |
| CRM notes / history | — | ✓ | ✓ |
| Prior calls / deals | — | ✓ | ✓ |
| Previous objections | — | ✓ | ✓ |
| Engagement history | — | ✓ | ✓ |
| Company website research | — | — | ✓ |
| Public business research | — | — | ✓ |
| Growth signals | — | — | ✓ |
| Hiring / expansion signals | — | — | ✓ |
| Business pain-point research | — | — | ✓ |
| Relevant case-study selection | — | — | ✓ |
| Opportunity / reason-for-outreach intelligence | — | — | ✓ |
Volume Pricing
Every tier scales with the volume you send. Basic and CRM-Personalized lower your effective cost per email as volume grows. AI Research is priced closer to linear, because each prospect is researched individually — select your monthly volume above to see the exact price.
| Tier | 1,000 | 2,500 | 5,000 | 10,000 |
|---|---|---|---|---|
| Basic AI Personalization | $299/mo | $499/mo | $799/mo | $1,299/mo |
| CRM-Personalized AI | $499/mo | $899/mo | $1,499/mo | $2,499/mo |
| AI Research & Opportunity Intelligence | $999/mo | $2,249/mo | $3,999/mo | $6,999/mo |
Need more than 10,000 emails per month, or a blended mix across tiers? Request a custom volume quote.
How It Works
-
Connect your CRM or lead source
The agent works from lead and account information in the systems you have approved, fitting into existing CRM-driven workflows.
-
Select the intelligence level
Choose Basic, CRM-Personalized or AI Research depending on the campaign and the value of the prospect.
-
The AI builds the context
The agent gathers only the information permitted at that tier — campaign data, authorized CRM history, or public company research.
-
The AI drafts the outreach
It generates a subject line, a personalized opening, the email body, a call to action, and Day 3 and Day 7 follow-up copy where configured.
-
Human review or automated workflow
Drafting and personalization are AI-assisted while human review and approval stay in your control before outreach is sent. The agent writes outreach activity back to your CRM, and final sending behavior depends on your implementation.
Use Cases
High-volume cold outreach
Economically personalize a large prospect list using industry, location and campaign context, without paying research costs on leads that have not earned them.
Warm lead reactivation
Use prior communication, objections, deal history and engagement to re-engage dormant leads with an email that continues the relationship instead of restarting it.
Strategic account outreach
Research the company, identify a relevant business development or pain point, and establish why the timing matters before a single line is drafted.
What the Agent Does
- Works with CRM-driven outreach workflows
- Reads lead and company profile data automatically
- Enriches contact information and context
- Drafts personalized cold outreach emails
- Generates Day 3 and Day 7 follow-up drafts
- Personalizes messaging using profile and company data
- Updates CRM records with generated outreach activity
- Keeps human review in the workflow before sending
Who It Is For
- B2B sales teams
- SDR and AE teams
- Agencies managing outbound campaigns
- CRM-based sales organizations
- Teams scaling personalized outreach
Key Benefits
- Faster outbound execution
- Reduced manual copywriting
- More personalized outreach at scale
- Consistent messaging quality
- CRM activity automatically updated
- Research spend matched to opportunity value
- Less admin work for sales reps
Human-Controlled Workflow
The AI agent assists with drafting and personalization while keeping human review and approval fully in control before outreach is sent.
Need More Than 10,000 Emails a Month?
Custom Volume & Blended Tiers
The published tiers run from 1,000 to 10,000 emails a month at a single personalization level. Above that — or when your list needs its own split across Basic, CRM-Personalized and AI Research — we set the allowances to your list instead of fitting you into one tier.
10,000+ emails + your own split across levels + custom routing rules





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