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Rox

4.2

Rox AI is an AI operating system that provides AI agents for each customer account. These agents automate many sales tasks like research, outreach, and CRM updates. It helps sales teams save time and close more deals by working with their existing tools while keeping data secure.

Free Option

About Rox

Who It's For

Rox AI is for large companies and growing businesses with sales teams. It helps sales leaders, managers, and operations teams get better insights and automate daily tasks. The tool aims to boost top sales performers and help the entire team work more efficiently, speeding up growth.

What You Get

You receive AI agents assigned to each customer account. These agents handle research, risk monitoring, personalized outreach, and CRM updates automatically. Rox AI also assists with meeting preparation, call analysis, and organizing sales processes. This frees your team to focus on closing deals, significantly reducing their preparation time.

How It Works

Rox AI assigns a dedicated smart agent to each of your customer accounts. These agents collect and understand all relevant customer data, keeping it secure within your existing systems. They then use this information to automate tasks and create customized content. You can interact with Rox using a simple chat or voice commands, and it connects smoothly with your existing sales tools.

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Features & Capabilities

🤖 AI Core & Platform

Agent Swarm™

Leverages a swarm of AI agents to automate and optimize tasks across the entire customer lifecycle.

Revenue OS

Provides the foundational AI operating system for comprehensive enterprise revenue transformation.

System of Context

Builds a deep, unified understanding from various data sources to inform precise agent actions.

Data Warehouse Integration

Runs agents directly within your existing data warehouse, making legacy SaaS integrations seamless.

🚀 Automated Revenue Workflows

Proactive Deal Monitoring

AI agents monitor deals for potential risks and surface crucial insights to accelerate closure.

Automated Outreach Campaigns

Launches and manages automated, personalized communication campaigns to prospects and customers.

Sales Strategy Execution (Plays)

Automates the execution of predefined sales strategies and playbooks to accelerate growth.

RFP Autofill

Intelligently auto-completes Request for Proposal (RFP) documents to reduce manual effort and save time.

🔒 Enterprise Readiness & Support

Seamless Integrations

Connects effortlessly with your existing technology stack and essential business tools.

Security & Compliance

Built to meet enterprise-grade performance, security, and compliance standards.

Full-Service Deployment

Includes comprehensive onboarding, managed deployment, and ongoing training support for enterprises.

Use Cases

Automating Pre-Sales Account Research and Personalized Outreach

Sales teams often spend excessive time on manual account research and crafting initial outreach, which slows down pipeline generation. Rox AI assigns dedicated agents to each customer account to automate in-depth research, unify internal and external data, and generate highly personalized emails and social media messages, significantly boosting sales development efficiency.

B2B SaaSFor: Sales Development Representatives

Enhancing Deal Management and Sales Productivity

Account Executives struggle to keep track of complex deal progress, proactively identify risks, and ensure CRM data is up-to-date. Rox AI's agents monitor proactive deal risks, provide comprehensive pre-meeting briefs and post-meeting recaps, and automate CRM updates and opportunity management tasks, allowing reps to focus more on strategic selling activities.

Enterprise SalesFor: Account Executive

Streamlining Revenue Operations and Sales Leadership Enablement

Sales leaders and RevOps teams require real-time insights into pipeline health, team performance, and the consistent execution of sales strategies. Rox AI provides territory-level intelligence, scalable playbooks, automated CRM hygiene, and visibility into pipeline metrics, empowering leaders to accelerate growth and optimize sales processes.

Enterprise OrganizationsFor: CROs, VPs of Sales, RevOps Leaders

Accelerating RFP Response and Proposal Generation

Responding to Requests for Proposal (RFPs) can be a time-consuming burden, diverting valuable sales resources from closing deals. Rox AI's Autofill feature leverages comprehensive customer and product data to rapidly generate accurate and compliant RFP responses and other critical sales documentation, significantly reducing preparation time.

Professional ServicesFor: Sales Operations, Proposal Managers

Frequently asked questions

Tags

Specifications

Deployment
Browser
API
Self-hosted
Cloud
Browser
Target Audience
Business
Enterprise
Complexity
Developer

Pricing

Starter

Per monthly

Free
  • Unlimited Users
  • 10 Accounts
  • 2,500 Agent Actions per month
  • List Generation
  • ICP Prioritization
  • Basic Data Enrichment
  • Account Information
  • Teams and Technologies
  • Custom Research Sections
  • ICP Clever Columns
  • Contacts
  • Pipe Gen Actions
  • Email Generation
  • Linkedin Message Generation
  • Meeting Information
  • Pre-meeting Briefing
  • Conversational Meeting Briefings
  • Insights: Public Data
  • Email (User Interface)
  • Rox Web App (User Interface)
  • Rox MacOS App (User Interface)
  • Google Calendar (Data Integration)
  • Microsoft O365 Calendar (Data Integration)
  • Salesforce (CRM) (Data Integration)
  • Calendar Intelligence
  • Privacy, Reliability, & Compliance
  • Google OAuth

Core

Per monthly

$50
  • Unlimited Users
  • 100 Accounts
  • 5,000 Agent Actions per month
  • List Generation
  • ICP Prioritization
  • Basic Data Enrichment
  • Premium Data Enrichment
  • Account Information
  • Teams and Technologies
  • Custom Research Sections
  • ICP Clever Columns
  • Contacts
  • Pipe Gen Actions
  • Email Generation
  • Linkedin Message Generation
  • Meeting Information
  • Pre-meeting Briefing
  • Conversational Meeting Briefings
  • Insights: Public Data
  • Insights: Private Data
  • Email (User Interface)
  • Rox Web App (User Interface)
  • Rox MacOS App (User Interface)
  • Slack (User Interface)
  • Salesforce (User Interface)
  • Google Calendar (Data Integration)
  • Microsoft O365 Calendar (Data Integration)
  • Salesforce (CRM) (Data Integration)
  • Salesforce (Service Cloud) (Data Integration)
  • Zendesk (Data Integration)
  • Slack (Data Integration)
  • Calendar Intelligence
  • Privacy, Reliability, & Compliance
  • Google OAuth
  • Audit Logs

Enterprise

Per monthly

Free
  • Unlimited agents
  • Advanced data integrations
  • Extensive customization and control
  • Unlimited Users
  • Unlimited Accounts
  • Contact Us (Agent Actions per month)
  • List Generation
  • ICP Prioritization
  • Basic Data Enrichment
  • Premium Data Enrichment
  • Account Information
  • Teams and Technologies
  • Custom Research Sections
  • ICP Clever Columns
  • Contacts
  • Pipe Gen Actions
  • Email Generation
  • Linkedin Message Generation
  • Meeting Information
  • Pre-meeting Briefing
  • Conversational Meeting Briefings
  • Insights: Public Data
  • Insights: Private Data
  • Email (User Interface)
  • Rox Web App (User Interface)
  • Rox MacOS App (User Interface)
  • Slack (User Interface)
  • Salesforce (User Interface)
  • Google Calendar (Data Integration)
  • Microsoft O365 Calendar (Data Integration)
  • Salesforce (CRM) (Data Integration)
  • Salesforce (Service Cloud) (Data Integration)
  • Zendesk (Data Integration)
  • Slack (Data Integration)
  • Cloud Warehousing (Snowflake, Redshift, BigQuery) (Data Integration)
  • Sales Enablement Hubs (Data Integration)
  • Custom Integrations (Data Integration)
  • Calendar Intelligence
  • Privacy, Reliability, & Compliance
  • Google OAuth
  • Audit Logs
  • Enterprise API Access
  • Hybrid Deployment Option (via cloud warehouses datasharing)
  • Org-wide Admin Controls
  • Management Reporting
  • Custom Metrics (incl. cross-datasources)
  • ProServ - Integration & Training
  • Priority Support

✓ Free plan • ✓ Plans from $50 / monthly • ✓ Enterprise options

Integrations

Slack
MacOS
IOS
LinkedIn
X
YouTube

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