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Tagged: crm-integration
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Ai · Saas · Enterprise
Warmly,
Warmly, is a San Francisco-based AI revenue orchestration platform built for SMB sales teams. It identifies anonymous website visitors at the person level, aggregates real-time buyer intent signals from multiple sources, and deploys AI agents to orchestrate personalized outreach across email, LinkedIn, and ads - all within seconds of a prospect showing interest. Founded in 2020 by four ex-Google engineers and backed by Felicis, NFX, and RTP Global with $21.5M raised, Warmly, turns the classic problem of 'who is on my website?' into a fully automated pipeline generation engine.
sales-intelligence · revenue-orchestrationRead →
Founder · Executive · Operator
Mark Gilbert
Mark Gilbert is the Co-Founder & CEO of Zocks, a privacy-first AI platform that automates administrative work for financial advisors - capturing meeting notes, filling forms, and drafting client emails so advisors can reclaim 10+ hours weekly. Before founding Zocks, he held VP of Product Management at Twilio and CTO at Hearsay Systems. In January 2026, Zocks closed a $45M Series B co-led by Lightspeed Venture Partners and QED Investors, bringing total funding to $65M. The platform now serves 5,000+ financial firms.
ai · fintechRead →
Ai · Saas · Enterprise
Icertis
Icertis is the AI-native contract intelligence company that turns enterprise strategy into faster execution at scale. Founded in 2009 and headquartered in Bellevue, Washington, Icertis helps 1 in 5 Fortune Global 500 companies manage millions of commercial agreements across 90+ countries through its Icertis Contract Intelligence platform - powered by Vera AI, a proprietary model trained on 17+ million contracts. With $496M in total funding, a $5B valuation, and nearly $350M in annual recurring revenue, Icertis has redefined what contract lifecycle management can do: turning buried legal text into live business intelligence.
contract-lifecycle-management · clmRead →
Ai · Saas · Enterprise
Vivun
Vivun is an AI-powered presales platform that helps enterprise B2B companies scale their sales engineering teams through structured intelligence. Founded in 2019 by two married couples with 25+ years of combined presales experience, Vivun builds AI agents that reason through expert knowledge rather than simply generating language - grounding every deal recommendation, demo, and forecast in the structured expertise of elite practitioners. With $131M raised and customers like Snowflake, Okta, Zoom, and CrowdStrike, Vivun has become the operating system for technical sales.
presales · sales-engineeringRead →
Saas · Enterprise · Ai
WorkSpan
WorkSpan is the leading partner ecosystem management platform, built to eliminate the 'Partner Complexity Tax' that prevents enterprise sales teams from leveraging strategic partnerships. Founded in 2015 by three IIT Bombay alumni, the platform connects 15,000 companies, manages $542B in co-sell pipeline, and has emerged as the #1 co-sell solution partner for AWS and Microsoft. With the 2025 launch of WorkSpan AI - deploying intelligent agents directly inside sellers' CRMs - the company is betting that the next decade of enterprise revenue growth runs through ecosystem partnerships, not just direct sales.
partner-ecosystem · co-sellRead →