Every inbound lead enriched, scored and routed in seconds — with a draft reply ready.
Revenue ops
Inbound leads
Priya Raman
Vertex Retail · Demo form
Marcus Webb
Atlas Freight · Pricing page
Lena Fischer
Brightline · Ebook
Sam Okoye
Cobalt Bank · Webinar
Dana Pruitt
Solo / Gmail · Contact form
Inbound lead
form · chat · list
Enrich
firmographic + tech
ICP + intent score
fit × signal
Research brief
one paragraph
Route & assign
territory rules
Draft outreach
to CRM, ready to send
Priya Raman
VP Operations · Vertex Retail
AI research brief
Mid-market retailer, ~1,400 staff, scaling ops fast. Strong ICP fit: runs NetSuite + Salesforce and is hiring ops roles — a classic signal they're feeling manual-process pain. Visited pricing three times this week. Lead with the invoice + spend automation angle.
Signals
Hi Priya,
Saw Vertex is scaling ops fast — congrats on the hiring push. Teams adding headcount in NetSuite + Salesforce usually hit the same wall: invoices and expenses eating analyst time.
We automate exactly that. Worth a 20-minute look at your workflow?
— Alex
90s
from submit to a rep with full context
41%
more qualified meetings booked
100%
of leads scored & routed the same way
90s
median speed-to-context
41%
more qualified meetings booked
3×
rep time reclaimed from research
100%
of leads scored and routed consistently
Plugs into
…and most other tools via API. If it has an interface, we can wire it in.
Reference pricing
From inbox to posted entry, without a keyboard.
View caseFrom request to approved PO in hours — every buy on-contract and in-budget.
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