FAQ
Why Salesfinity
What is Salesfinity?
Salesfinity is a self-learning revenue platform for B2B sales teams: the whole outbound stack in one system. It finds the right people and their mobile numbers, calls them with an AI parallel dialer, follows up with the AI Sequencer, coaches every rep with AI Coaching and Live Assist, and puts Ari, your AI employee, on the work in between. Every call, email and list lives in one place, so the whole system learns from your team's own results. More than 400 B2B teams use Salesfinity to build pipeline at superhuman speed.
Why is Salesfinity the best all-in-one platform for outbound?
Because each part is best in class on its own, and all of it works as one system. The AI parallel dialer runs up to 5 lines with a 400 millisecond median connect. Call steps in the AI Sequencer go straight into that dialer. Mobile numbers come from an 8-provider waterfall ranked by real call outcomes. Coaching is built from your team's own scored calls and works live, during the call. Ari works across all of it, on one shared record. Across 1,315,034 dials in 30 days, Salesfinity teams averaged a 10.1% connect rate.
What does Salesfinity replace?
One Salesfinity Enterprise license covers what most outbound teams buy as separate tools: a parallel dialer, an email sequencing or sales engagement tool, a contact data tool for mobile numbers, a list-building tool with buying signals, call scoring and coaching software, AI practice calls and an AI assistant. That means one sign-in, one renewal date, one security review, and one place where every call and email is recorded. Your CRM and your mailboxes stay as they are.
Is an all-in-one platform as good as separate best-of-breed tools?
With Salesfinity, you don't trade quality for convenience. The dialer, the Sequencer, the data, the coaching and Ari are each built to lead their category, and because they share one system, they do things that are hard to get from separate tools. Sequence call steps flow straight into the parallel dialer. The data waterfall learns which numbers actually connect. Coaching and Live Assist learn from your own calls. Ari researches, builds the list, drafts the follow-up and logs it, without anyone copying data between tabs.
How is Salesfinity different from a parallel dialer?
A parallel dialer gets reps more conversations, and Salesfinity's is built to be the best one. But a dialer alone won't build a scalable, predictable pipeline. Salesfinity also finds who to call and their mobile numbers, keeps your phone numbers healthy, coaches the rep during and after every call, writes the follow-up, and runs sequences across calls and email. The conversation is where pipeline starts; Salesfinity runs everything around it.
How is Salesfinity different from a sales engagement platform?
Sales engagement platforms were built to send email at scale and are now adding AI. Salesfinity was built AI-first around the live conversation. The AI parallel dialer, verified mobile numbers, call scoring and practice calls are part of the platform, and the AI Sequencer runs calls, emails and tasks in one sequence, with call steps that go straight into the dialer. Ari, your AI employee, does the research, lists, drafts and CRM notes across all of it.
What is a self-learning revenue platform?
A self-learning revenue platform gets better the more your team uses it, and Salesfinity is built that way. Every call is scored. AI Coaching turns your team's real calls into practice. Live Assist answers objections from your own plays and battle cards. The data waterfall moves the providers whose numbers connect to the top. And you can set up an Ari job once to update your battle cards and playbooks from last week's calls. Your team keeps learning from its best calls without anyone building a report.
Who is Salesfinity for?
Salesfinity is built for B2B teams whose pipeline starts with outbound: SDRs, BDRs, account executives, and the managers and RevOps leaders who run them, from a five-person pod to sales floors with more than 100 reps. Teams in B2B SaaS, cybersecurity, recruiting and outbound agencies use Salesfinity to have more live conversations and book more meetings.
What results do teams get with Salesfinity?
Across 1,315,034 dials on Salesfinity in 30 days, the average connect rate was 10.1%, two to five times what most B2B teams see. Qodo booked 29 meetings in one week at about a 9% connect rate. AutoRaptor booked 80% more meetings, and IdealRev doubled its client conversations. Salesfinity is rated 4.8 out of 5 across more than 110 reviews.
Ari, your AI employee
What is Ari?
Ari is the AI employee built into Salesfinity. Ask in plain words, in the app, in Slack or from the Chrome extension, and Ari researches accounts, builds lists, drafts follow-ups and CRM notes, makes pages and decks for prospects, and reads the files you attach, like decks and call recordings. Because Ari works across every call, email and list in Salesfinity and your connected apps, reps direct the work instead of doing the clicking.
What are Ari's jobs?
In Salesfinity, a job is work you hand Ari once, and it keeps doing it: on a schedule, like "every weekday at 8, chase my overdue follow-ups", or when something happens in your calls, Gmail, Google Calendar, Slack or CRM. Ari runs a new job once with you first, so you see exactly what it would send before you start it. Anything that needs your OK waits in one list, and every job shows its recent runs.
Does Ari take actions without asking?
Only safe work, unless you say otherwise. By default, Salesfinity's Ari does research, drafts, notes, lists and call tasks on its own, and asks first before anything reaches a prospect, like an email or a sequence enrollment, and before any CRM update. Each job can be set to Manual, Auto approval or Skip all permissions, deletes always ask, and admins set the rules for the whole team.
Is Ari an AI SDR?
No. An AI SDR pretends to be a rep in front of prospects. Ari works behind the scenes for your reps, doing the work around the conversation so a person can have the conversation. By default it asks you before anything reaches a prospect. With Salesfinity, the phone stays the human channel, and your reps get an AI employee for everything else.
Does Ari work in Slack?
Yes. Ari has its own seat in Slack. Mention it in a thread or send it a direct message, and it answers with the same access to your Salesfinity data it has in the app. Ari can also tell you in Slack the moment a prospect starts reading a page or deck you sent, and share coaching, marketing and product notes from your team's calls.
Can Ari make pages and decks for prospects?
Yes. Ask Ari for a web page or a deck and it builds it in Salesfinity's Pages & decks. Each person you send it to gets their own link. Ari messages you in Slack when they start reading, and the page shows how long they stayed and where. Decks come with speaker notes and download as PowerPoint or PDF.
How is Ari priced?
Ari is priced by use, in Salesfinity AI credits, so you pay for the work it does. Every Enterprise license includes a monthly amount of Ari's work, and on Gold, Ari is by use from the first credit. Owners and admins set a team budget and per-rep caps, paid usage waits for an admin to say yes, and at the cap Ari stops and asks. Current prices are on salesfinity.ai/pricing.
The AI parallel dialer
What is an AI parallel dialer?
An AI parallel dialer calls several prospects at once, filters out voicemails, busy signals and unanswered calls, and connects the rep only when a real person picks up. The AI does the listening and the rep does the talking, which is why teams using one have several times more live conversations per hour than teams dialing by hand. Salesfinity's AI parallel dialer dials up to 5 lines at once.
What's the difference between a parallel dialer and a power dialer?
A power dialer calls one number at a time from a list. It automates the dialing, but the rep still sits through every ring and voicemail. A parallel dialer calls several numbers at once and routes only answered calls to the rep. In practice, a power dialer saves fingers; a parallel dialer saves hours. Salesfinity includes both.
What makes Salesfinity's dialer the best AI parallel dialer?
Salesfinity's dialer runs up to 5 lines at once and connects the rep in a 400 millisecond median, so prospects never hear dead air. Every license gets 20 local caller IDs that rotate before they wear out. Every number is scored before it's dialed, and the dialer picks a contact's next-best number for you. Before each call, AI reads up on the person and company; during it, Live Assist puts the answer to an objection on screen. Across 1,315,034 dials in 30 days, Salesfinity teams averaged a 10.1% connect rate.
How many lines does Salesfinity dial at once?
Salesfinity dials up to 5 lines in parallel, and reps can change the number of lines in the middle of a session as connect rates move through the day. Admins can also set a maximum for the team. The right number depends on list quality and connect rate: the goal is a steady stream of live conversations without ever making a prospect wait.
How fast does Salesfinity connect a rep when someone answers?
Salesfinity connects reps at a 400 millisecond median, faster than a natural pause in conversation. By the time the prospect finishes saying hello, the rep is already mid-greeting.
Do prospects notice they're on a parallel-dialed call?
Not on Salesfinity. What prospects notice is the connection pause: the beat of dead air before a rep arrives. Salesfinity connects at a 400 millisecond median, faster than a natural pause in conversation, so the rep's first word lands like any normal call.
Are dials really unlimited?
Yes. Every Salesfinity Gold and Enterprise license includes unlimited dials, within fair-use terms designed to prevent abuse, not to cap normal outbound teams.
What is Live Assist?
Live Assist is Salesfinity's real-time coaching during the call. When a prospect raises an objection, asks a question or shows a buying signal, the rep sees one short line to say next, with a follow-up ready behind it. Answers come from your team's plays and battle cards first, then your call framework, and Live Assist never makes up customers or numbers. It steers each call toward an outcome that counts, like qualified, a referral or a meeting, and ends with a short recap. Live Assist is included in every Enterprise license.
What is the Virtual Salesfloor?
Salesfinity's Virtual Salesfloor brings the energy of a real sales floor to remote and hybrid teams. Reps dial together in one live room, every booked meeting shows up in front of the whole team, and cold calling becomes a team sport. Managers coach in the moment instead of after the fact: they can listen in on any call, whisper advice only the rep hears, or send a battle card mid-conversation. The Salesfloor is included in Gold and Enterprise.
Can managers listen to live calls?
Yes. In Salesfinity, managers can listen in on any live call from the Salesfloor, whisper to the rep without the prospect hearing, and send battle cards during the conversation. Auto Listen drops a manager into teammates' calls as they connect, so good calls get heard while they happen.
Can prospects call us back?
Yes. When a prospect calls back, the call rings inside Salesfinity with who's calling before you pick up, and it's logged like any other call. If you're away from your desk, call forwarding sends callbacks to your cell or another number you choose.
Can I call from Salesforce, HubSpot or LinkedIn?
Yes, with Salesfinity Anywhere, the Salesfinity Chrome extension. Click any phone number on any web page to call it from your Salesfinity numbers, call a Salesforce or HubSpot contact in one click from the record, look up a missing mobile number from the side panel, and work your LinkedIn messages like an inbox. Your do-not-call list still applies.
Can managers set dialer rules for the whole team?
Yes. In Salesfinity, owners and admins can fix a rule for one rep or for everyone: call recording, AI dialing, the most lines at once, caller ID rotation, dialing only during work hours and automatic AI summaries. Where a rule is set, the rep's dialer follows it, and each rep's own preferences and call script follow them to any computer.
Does Salesfinity work for international calling?
Yes. Salesfinity provides local phone numbers in more than 120 countries, so reps show up with a local number in every market they call. Calling the US and Canada is included in every license, and international calling is an add-on for only the reps who need it.
What happens to calls nobody answers?
Unanswered calls, voicemails and busy signals are filtered and logged automatically, and outcomes sync to your CRM without the rep touching anything. When a rep does want to leave a message, voicemail drop leaves a recorded voicemail in one click. Salesfinity also uses those outcomes to keep improving which numbers it dials first.
Is parallel dialing legal?
Parallel dialing is legal for B2B outreach in most places when used with compliant practices: accurate caller ID, respect for do-not-call rules and the consent rules that apply. Salesfinity supports compliance with registered, attested caller IDs, a do-not-call list and a wrong-number list. Teams remain responsible for following the regulations in the regions they call.
What is a good connect rate for cold calling?
Most B2B teams see cold-call connect rates of 2 to 5%. Across 1,315,034 dials on Salesfinity in 30 days, the average was 10.1%. Connect rate comes down to three things: data quality, caller ID health and calling at the right times, which is why Salesfinity treats all three as product features.
The AI Sequencer
What is the AI Sequencer?
The AI Sequencer runs multi-step outreach inside Salesfinity: calls, emails and tasks in one sequence. Call steps go straight into the AI parallel dialer, emails go out from your own Google Workspace mailboxes, AI writes each step with your variables, and replies land in one Inbox with a draft answer ready. A sequence stops on its own when someone replies or an email bounces. The AI Sequencer is included in Enterprise and available as an add-on on Gold.
What makes Salesfinity's AI Sequencer the best for teams that call?
In Salesfinity, calls are real steps. Sequence call steps flow straight into the AI parallel dialer, so a rep can work a whole day of sequence calls on up to 5 lines at once, and every outcome, recording and note lands back on the sequence. After each call, the follow-up email is drafted from what was said, and people who asked you to call later get followed up on time. Calls, emails, replies and tasks live in one place, so nothing falls between two tools.
Do emails go out from each rep's own mailbox?
Yes. Salesfinity sequences are shared across the team, and each rep's people hear from that rep's own mailbox, with the signature they set once. Owners and admins can add people to a sequence for a teammate, and every sending mailbox shows its health.
Where do replies go?
Every reply lands in the Salesfinity Inbox, with the person's details right next to their email, so a rep can answer or call them back without opening another tab. AI drafts an answer to every reply for the rep to read and send, and everything due today, from calls to emails to tasks, sits in My tasks.
Does Salesfinity write the follow-up after a call?
Yes. Every Salesfinity call gets an AI summary. AI Drafts writes the follow-up email from what was actually said, for the rep to edit and send, and Nurture AI creates the follow-up tasks after the call. Reps keep dialing instead of writing notes.
AI Coaching
What is AI Coaching?
Salesfinity's AI Coaching turns your team's scored real calls into a few minutes of practice a day. Each rep gets a plan for today on their biggest gap to the top rep, practice calls with an AI prospect from Easy to Very hard, and feedback in under a minute. Managers see every rep's skills on real calls, set training plans with due dates, and share Best calls playlists of real moments. AI Coaching is included in Gold and Enterprise.
What makes Salesfinity's coaching the best?
Salesfinity coaching is built from your own calls, and it works during the call, not only after. Every call is scored with evidence from the transcript. Practice calls use the objections your market actually raises. Live Assist puts the answer on screen while the prospect is still talking, and on the Salesfloor managers can listen in and whisper in the moment. Every rep sees where they stand against the team average and the top rep, and gets a plan for today on their biggest gap.
How does AI call scoring work?
Salesfinity scores every call when it ends, with timestamped evidence from the transcript and one specific thing to do better. By default calls are scored on six parts, from opening the call to asking for the meeting. Teams can also score calls their own way: start from a ready-made method or describe your own, decide how much each part counts, and add your own checks, like "confirmed the budget owner".
Can reps see their own call scores?
Yes. In Salesfinity, reps see their own scores, the timestamped evidence and the recommendations, so coaching moves faster and feedback is never a surprise in the one-on-one.
How do managers know which reps need coaching?
In Salesfinity, the Team tab in Coaching shows every rep's skills on real calls, next to the team average and the top rep, and Ari suggests where to help. In Analytics, SDR Profile and SDR Benchmarking show each rep's trends, and Breakdown goes from the team to a rep to the calls behind any number. Managers walk into the week knowing who needs help, on what, with the example call already found.
Lists and data
How do I build a list in Salesfinity?
Describe who you want in plain words and Ari builds the list, or filter by buying signals like funding, headcount growth, job changes, hiring and tech stack, checked against your CRM. Add columns that answer your own questions, including ones Ari researches on the web. Lists refresh as people change jobs, and every account and person gets a 0 to 100 score for who to call first. AI list building is included in Enterprise.
What is SmartEnrich?
SmartEnrich is Salesfinity's waterfall enrichment. It checks each contact against 8 data providers in turn until one finds a verified mobile number, filling the gaps any single provider leaves, and a miss is free. The waterfall is ranked by real dial outcomes: providers whose numbers lead to live conversations move up, and providers whose numbers lead to dead lines move down or out.
How accurate is Salesfinity's phone data?
Salesfinity runs at about 86% accuracy with 87% coverage, the highest accuracy at that level of coverage in the category. Read the two numbers together: vendors quoting 95%+ accuracy usually get there by dropping low-confidence contacts, which quietly cuts coverage to 40 to 50% of your list.
What does enrichment cost?
With Salesfinity, you only pay for numbers SmartEnrich actually finds; a lookup that comes up empty is free. Every Enterprise license includes found mobile numbers every month, pooled across the team, and more are priced per found number. Current prices are on salesfinity.ai/pricing.
What is Boss Mode?
Boss Mode is Salesfinity's live phone number validation. It checks every number's line type, carrier and reachability the moment before the dial, so disconnected numbers and landlines never waste a dial or hurt your caller ID reputation.
Where does Salesfinity's phone data come from?
From the same upstream data providers the whole industry uses: there's no secret stash of phone numbers. The difference is method. Salesfinity scores every provider against real dial outcomes across millions of calls and keeps re-ranking its waterfall, which a standalone data vendor can't do, because it never sees what happens after the number is sold.
Does Salesfinity keep a record of every person and company?
Yes. Salesfinity's People and Accounts give every person and company their own page, with every call your team made and what happened on it, next to emails and the rest of the history. When a rep learns a new title or direct line on a call, they update it in place and it writes back to your CRM.
Phone numbers and spam prevention
Will my phone numbers get flagged as spam?
Preventing spam flags is a core Salesfinity feature, not a setting. SmartRotate rotates caller IDs before their reputation wears down, SmartGuard keeps every number carrier-registered with STIR/SHAKEN attestation, and Boss Mode validates numbers before dialing so bad data never damages a caller ID. A spam check flags any of your caller IDs marked as spam, Business Profile signs your calls as your business, and the Phone Numbers tab in Analytics shows each number's flag risk.
What is SmartRotate?
SmartRotate is Salesfinity's automatic caller ID rotation. It spreads calls across your team's numbers and cycles them ahead of reputation decay, before spam filters would flag them, with no manual monitoring.
What is STIR/SHAKEN attestation and why does it matter?
STIR/SHAKEN is the caller ID authentication framework US carriers use to check that a call really comes from the number it shows. Salesfinity keeps caller IDs registered and A-attested, the highest trust level, which is a major factor in whether calls display normally instead of as "Spam Likely". With Business Profile, your numbers sign calls with A-level attestation as your own business.
Can our calls be signed as our business?
Yes. Owners and admins register the company in Business Profile, in Salesfinity's settings. After our carrier reviews it, usually within 24 to 48 hours, your numbers sign calls as your business with A-level STIR/SHAKEN attestation.
How do I know if one of our numbers is in trouble?
Open the Phone Numbers tab in Salesfinity Analytics. Every number shows its calls, connect rate and meetings next to the team's, with a flag risk built from three signals: the number is new, too many calls end within 6 seconds, or it makes more than 50 calls a day. Salesfinity suggests 20 to 30 calls a day per number, and admins can set a rep's numbers to always rotate.
What does "Spam Likely" do to connect rates?
It roughly ends them. Most prospects never answer a call labeled "Spam Likely", however good the rep or the offer. That's why Salesfinity treats number health (rotation, registration, attestation and validation) as seriously as dialing speed.
Can I use my existing phone numbers?
Talk to us about porting your numbers into Salesfinity or bringing your own. During onboarding we'll review what's possible for your team, your numbers and the regions you call.
Integrations and platform
Which CRMs does Salesfinity integrate with?
Salesfinity integrates natively and both ways with Salesforce, HubSpot, Pipedrive, Attio and ActiveCampaign, including more than one CRM at once and your custom fields. Outcomes, recordings, notes and next steps sync the moment a call ends. Salesfinity also works with Outreach, Salesloft, Apollo, Amplemarket and Lemlist, so reps can work those tools' call tasks in the parallel dialer and keep or remove contacts from a sequence after the call.
Does Salesfinity log calls automatically?
Yes. Every Salesfinity dial, outcome, recording and note lands in your CRM automatically when the call ends, matched to your CRM's own call outcomes. No end-of-day logging.
How many integrations does Salesfinity have?
Salesfinity connects with 100+ tools across CRMs, sales engagement, data, email and calendar, and productivity apps. Beyond the directory, the open API, the MCP server and webhooks connect anything with an API.
Does Salesfinity have an API?
Yes. Salesfinity has a REST API, webhooks and an MCP server at mcp.salesfinity.ai that lets AI agents and tools like Claude work with your calling data directly. Settings also shows how to use your Salesfinity data in Claude, ChatGPT, Codex, Cursor and other AI apps. Documentation lives at docs.salesfinity.ai.
What is the Salesfinity MCP server?
The Model Context Protocol (MCP) server lets AI assistants and agents connect to Salesfinity, pull call data, manage lists and run workflows, using the open MCP standard. Connect with: claude mcp add --transport http salesfinity https://mcp.salesfinity.ai/mcp
Pricing and plans
How much does Salesfinity cost?
Every Salesfinity price is public at salesfinity.ai/pricing, with no platform or setup fee. You pay per license: Gold is the calling license, month to month or annual, and Enterprise is the whole outbound stack on a 12-month plan. Teams of 6 or more on a yearly plan get a volume price below list within a day. Count meetings, not dials: on the pricing page's own math, one Enterprise license pays for itself with less than one extra meeting a month.
What's the difference between Gold and Enterprise?
Salesfinity Gold is calling: the AI parallel dialer, the Virtual Salesfloor, call scoring and AI practice calls, with the AI Sequencer as an add-on. Enterprise is the whole outbound stack: everything in Gold plus the AI Sequencer, found mobile numbers every month, a monthly amount of Ari's work, AI list building and Live Assist. Both include unlimited dials, Okta single sign-on, roles and permissions, and the API and MCP server.
Can I buy Salesfinity without talking to sales?
Yes, up to 5 Salesfinity licenses. Pay by card and start calling the same day, on Gold monthly or annual, or Enterprise annual. From 6 licenses, book a 30-minute demo and your volume price follows within a day.
Can I buy a single license?
Yes. Buy one Salesfinity license online and start calling the same day. Roles and permissions, the Virtual Salesfloor and single sign-on come with every license, so you can add teammates whenever you're ready.
What are Light and Admin licenses?
Light licenses are Salesfinity licenses for account managers, CSMs and others who call a little: one line, their own caller IDs and the Sequencer if your team has it, at a reduced rate, one per paid license. Admin licenses are for managers and team admins who watch, listen and coach but never dial or send, and they're free.
Why is Enterprise a 12-month plan?
Salesfinity Enterprise covers the whole outbound stack, with onboarding for every team and a named success manager from 10 licenses, an investment on both sides that a 12-month plan makes work. Gold stays flexible, month to month or annual.
Can we switch while we're under contract with another tool?
Often, yes. Salesfinity buys out the rest of the contract for teams that qualify, so you don't pay for two tools while the old one runs out. Bring the contract to a 30-minute demo and we'll tell you on the call.
Security and compliance
Is Salesfinity secure?
Yes. Salesfinity is SOC 2 Type II audited, and the report is in our Trust Center at trust.salesfinity.ai. ISO 27001 and GDPR compliance are in progress. Every license includes Okta single sign-on, two-step sign-in, and roles and permissions.
Does Salesfinity support single sign-on?
Yes. Okta single sign-on is included in every Salesfinity license, and admins can require SSO for everyone. Teams can also use two-step sign-in, Google sign-in or Microsoft sign-in.
Is Salesfinity GDPR compliant?
Salesfinity's GDPR compliance is in progress and tracked in our Trust Center at trust.salesfinity.ai. We provide a Data Processing Addendum.
How does call recording consent work?
Call recording laws vary by region: some require one-party consent, others all-party. Salesfinity gives teams control over recording, including a team-wide rule, and customers are responsible for setting it up to match the laws where they call.
Where can my security team review Salesfinity before we buy?
At trust.salesfinity.ai, the Salesfinity Trust Center, with certifications, subprocessors and security documentation. Procurement teams can run their full vendor review before the first sales call.
Support and getting started
How fast is Salesfinity's support?
The median first response is 2 minutes 17 seconds, and Salesfinity's NPS is 77, from the teams who use it every day.
What support comes with each plan?
Every Salesfinity team gets onboarding, the help center, setup guides and fast support, and Ari can help set things up from inside the app. Teams with 10 or more licenses also get a named success manager.
How long does it take to get started?
Teams that buy Salesfinity online can connect a CRM and dial the same day. Larger teams get a guided launch on their schedule, including list migration and number registration.
Can Salesfinity help us migrate from our current dialer?
Yes. Salesfinity onboarding covers lists, workflows, integrations and number setup, and teams that qualify can have the rest of their old contract bought out, so there's no paying for two tools.
Where do I ask something that isn't here?
Book a Salesfinity demo, email hello@salesfinity.co, or visit the help center at support.salesfinity.ai. This page grows from the questions real teams ask.
Looking for more information?
Visit the Help Center for in depth resources or connect with our support team.