The last app your reps ever learn.
The Companion runs the rest. Lists built, closed-lost revived, markets watched, CRMs updated — from one plain-English instruction. Reps stop working the tools and start directing the work, so their hours go where revenue actually comes from: conversations.
4.9/5 from 110+ reviews
The shift
The tab tax is over.
A rep’s day is scattered across a CRM, a sequencer, a data tool, a calendar, a notes app — each one a login, a learning curve, and a context switch that costs the next twenty minutes of focus. The Companion collapses all of it into one instruction. Say what needs doing; the agent does it across every connected app. No switching. No six-tool onboarding. No “where does this go again?” Just direction — and done.
How can I help?
Ask anything…
Build a list from our closed-lost deals — flag ones with new leadership
Pull every SDR manager at Series B SaaS companies into a new list
Rebuild my Q3 target list, but only accounts with 10+ reps
Build lists
From your CRM, your closed-lost, or the open market — described in a sentence.
Research accounts
Run the follow-through
Act in your stack
Direct it
What your reps will direct it to do
Build the lists.
From your CRM, your closed-lost, or the open market — described in a sentence, delivered ready to dial.
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Build a list from our closed-lost deals — flag ones with new leadership.
Revive the closed-lost.
Your CRM’s graveyard is a pipeline source. The Companion watches lost deals for the triggers that reopen them — new leadership, fresh funding, a champion landing somewhere new — and rebuilds the campaign the moment one fires.
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Find every deal we lost to a competitor last year and check who’s up for renewal.
Monitor the market.
Job changes, funding rounds, champions on the move, a prospect suddenly reading your pricing page three times — surfaced the day they happen, with the follow-up already queued.
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Who at my accounts changed jobs this quarter?
Run the apps.
CRM updates, deals created, calendar invites sent, no-shows rescheduled — the admin layer of the job, executed instead of assigned.
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Log yesterday’s call outcomes in HubSpot.
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Reschedule this week’s no-shows and update the deal stages.
Execution
It doesn’t hand your reps a to-do list. It does the to-do list.
Most “AI assistants” produce text a human still has to execute. The Companion executes: the list lands in HubSpot, the deal exists in Salesforce, the invite is on the calendar, the follow-up is in the sequence. Every action runs in your real systems, logged and visible — with your rules on what needs approval first.
Open platform
It works your apps. Your agents can work ours.
The Companion executes in the tools you already run — it doesn’t ask your team to move into a new workspace. And the openness runs both ways: through the Salesfinity MCP server, API, and webhooks, agents you build can work with your outbound data too.
FAQ
The Companion, answered
What it does, what it asks first, and how it’s different from an AI SDR.
What can the Companion actually do today?
Direct it in plain English and it builds dial-ready lists from your CRM, closed-lost, or the open market; watches lost deals for reopening triggers and rebuilds the campaign; monitors job changes, funding, and buying signals across your accounts; and runs the admin layer — CRM updates, deals, calendar invites, no-show reschedules — inside your real tools. If you can describe it, type it and see.
Does it act on its own, or ask first?
How is this different from an AI SDR?
Which apps can it run?
Give it your reps’ messiest Monday.
The backlog, the un-logged calls, the list nobody built — bring one real morning and watch it clear.