Account sourcing and prioritization
Agents can build prospect lists from a target description or a company's own site, then rank accounts and contacts using reported buying signals such as funding, new leadership, or hiring.
An AI sales prospecting workspace for sourcing, enriching, and engaging prospects.
Regie.ai is an AI sales prospecting workspace that brings account research, contact enrichment, message drafting, email, dialing, and prospecting workflows together. Sellers can describe a target or provide a list, then use agents to identify and rank prospects, prepare outreach, and organize follow-up from one workspace. Messages can be sent through a connected Gmail or Outlook account, while teams can use a built-in CRM or connect one supported CRM to sync records.
Agents can build prospect lists from a target description or a company's own site, then rank accounts and contacts using reported buying signals such as funding, new leadership, or hiring.
Enrich contacts from a CSV or CRM sync. Enrichment is billed only when data is found, and contacts are verified before email outreach.
Regie learns a seller's voice and company pitch, researches a reason to contact each account, and drafts messages with a source behind each claim.
Users can send through their connected Gmail or Outlook account and use the power dialer with local numbers they select on the Pro plan.
Coordinate email, phone, and LinkedIn tasks in prospecting plays, with an activity timeline for planned touches.
The built-in CRM can be used on its own, or a workspace can connect HubSpot, Salesforce, or Monday CRM for record sync and optional write-back. Team plans share a credit pool.
Describe an ideal account or start from a company website to find prospects, prioritize them by relevant signals, and prepare sourced outreach.
When a prospect shows interest, enrich the contact, draft a follow-up, and queue a call as part of the response workflow.
Find and verify decision-makers at selected accounts, then advance outreach toward a meeting.
Generate a ranked task list across channels, based on overnight research and updated account information.
Fill in contact data for an uploaded list or synced CRM records, with enrichment charges applying only when data is found.
Yes. The Free plan starts with 250 one-time credits per person, which do not expire. A work email is sufficient to start; a card is required only when upgrading to a paid plan.
Email can be sent through a connected Gmail or Outlook account. The listed CRM integrations are HubSpot, Salesforce, and Monday CRM. Each workspace connects one CRM, and syncing can include write-back when enabled.
Research, drafting, enrichment, and dialing pause until credits refresh, unless the workspace owner has enabled overage billing with a limit. Free users need to upgrade to continue. Unused paid-plan credits do not roll over.
Yes. Free supports up to 10 people with one shared credit pool. Pro is intended for one person; Team is priced per seat, requires at least two seats, and shares credits across the team.
No. RegieGO includes a built-in CRM, and it can also run alongside a connected CRM. Existing records can sync into the workspace, with optional write-back.
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