Turn Sales Data Into Your Next Best Opportunity.

Relevate AI Sales Hub transforms CRM, sales, commissions, opportunity, and market data into AI-powered intelligence that discovers opportunities, identifies prospects, and activates revenue growth

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Golden Account View

One trusted business identity

Opportunity Intelligence

Whitespace, cross-sell & risk

AI Prospecting

ICP-matched companies & contacts

Open by Design

ICP-matched companies & contacts

The Challenge

You Have Sales Data. The Challenge Is Turning It Into Revenue Growth.

The challenge isn't collecting more information, it's connecting data, identifying where growth exists, and turning insight into coordinated sales execution. Sales Hub complements your existing sales technology.

Missed growth. Hidden risk. Reactive execution.

Unified Revenue View

See sales, CRM, ERP, and market data
in a single AI-ready foundation.

Know Where to Focus

AI surfaces exactly where to acquire,
expand, protect, and plan.

Always-On Prospecting

Find net-new accounts before
competitors do.

Product Architecture

Built to Activate Sales Data
for Growth.

Begin with trusted business identity, apply AI to uncover opportunities and insight,
and enable sales teams to act with confidence.

Foundation → Intelligence → Execution

1

Foundation

Business Identity Resolution

A persistent "Golden Account" view across every system and alias.

  • Company & location matching
  • Alias & subsidiary mapping
  • Golden Account record
  • CRM de-duplication
  • Persistent account IDs

Account & Contact Resolution

Eliminate duplicates and resolve contacts to the right accounts.

  • Contact-to-account linkage
  • Duplicate detection
  • Role & title standardization
  • Buying-group mapping
  • Data hygiene automation

Sales Data
Integration

Unify CRM, commissions, opportunities, and POS data.

  • CRM & pipeline data
  • Commission & order data
  • POS & channel data
  • Opportunity linkage
  • Automated sync & refresh

2

Intelligence

Opportunity Intelligence

Surface whitespace, expansion, cross-sell, and at-risk revenue.

  • Whitespace mapping
  • Cross-sell & upsell signals
  • Expansion opportunity scoring
  • At-risk revenue alerts
  • Account prioritization

Market
Intelligence

Monitor customer, competitor, and in-market buying signals.

  • Competitor monitoring
  • Industry & market trends
  • In-market intent signals
  • Account news & triggers
  • Territory insight

AI Sales
Prospecting

ICP matching, lookalike discovery, and lead scoring.

  • ICP-based matching
  • Lookalike account discovery
  • Decision-maker finding
  • Lead & account scoring
  • Prioritized prospect lists

3

Execution

Sales Activation

AI prospect lists, sales planning, and multi-channel outreach.

  • AI-built prospect lists
  • Territory & account plans
  • Guided outreach sequences
  • Meeting & task automation
  • Rep-ready briefs

CRM Workflows

Seamless handoff to Salesforce, HubSpot, and Dynamics.

  • Salesforce sync
  • HubSpot sync
  • Dynamics sync
  • Bi-directional updates
  • Workflow triggers

Performance & Executive Dashboards

Forecasting and reporting for sales leaders.

  • Pipeline & forecast views
  • Rep & team performance
  • Revenue trend analysis
  • Executive summaries
  • Custom KPI dashboards

AI Applications

AI Applications for Revenue Growth

AI-native applications built on the same trusted data foundation
and intelligence framework, presented on equal footing.

Sales Analytics

Conversational AI and dashboards for performance, trends, and revenue drivers.

Opportunity Intelligence

Whitespace, expansion, cross-sell, and risk hidden in existing data.

Sales Prospector

Companies and decision makers matching your ideal customer profile.Forecasting and reporting for sales leaders.

Market Intelligence

Customer, competitor, industry, and market signals that create openings.

Sales Activation

Prospect lists, CRM workflows, sales planning, and outreach support.

Executive Intelligence

Conversational analytics, AI summaries, forecasting, and dashboards.Forecasting and reporting for sales leaders.

Outcomes

One Business. Unified Intelligence.

Win new customers faster, across your business

Expand revenue within every existing account

Catch churn before it costs you the relationship

Free up your team to sell, not report

Replace fragmented spreadsheets with one clear view

Questions You're Probably Asking

Will this replace our CRM?

Not today. Relevate AI Sales Hub layers on top of your existing CRM, ERP, and commission systems and syncs both ways. Opportunity Management, on the roadmap, is moving toward deeper CRM functionality over time.

Which CRMs and tools does it work with?

Relevate AI Sales Hub integrates with Salesforce, HubSpot, Microsoft Dynamics, and other major CRM, ERP, and sales stack tools. If you use something else, tell us about your setup during your demo.

How long does implementation take?

Timeline depends on how many systems and data sources you're connecting. Most teams start seeing insights well before full rollout is complete.

Do I need to change how my team works?

No. Relevate AI Sales Hub fits into the tools and workflows your team already uses rather than asking anyone to adopt a new one.

Is this only for one industry?

No. Relevate AI Sales Hub is built to fit any organization with sales, opportunity, and revenue data to connect, across industries.

Is our data secure?

Relevate AI Sales Hub is built with enterprise data handling practices in mind. Ask us about our specific security and compliance posture during your demo.

REQUEST A DEMO

Turn Sales Data Into Your Next Best Opportunity.

Combine trusted business identity, AI-powered
opportunity intelligence, and coordinated sales
activation on a single AI-native platform.

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Instantly Fine-Tune Your Prospect Lists

Use 100+ filters like job title, industry, size, and more to narrow down your ICP—no guesswork.

Instantly Fine-Tune Your Prospect Lists

Use 100+ filters like job title, industry, size, and more to narrow down your ICP—no guesswork.

Instantly Fine-Tune Your Prospect Lists

Use 100+ filters like job title, industry, size, and more to narrow down your ICP—no guesswork.

Instantly Fine-Tune Your Prospect Lists

Use 100+ filters like job title, industry, size, and more to narrow down your ICP—no guesswork.

Find Key Decision Makers

Easily sift through millions of contacts to find high value prospects.

Industry Best Pricing

More quality prospects for less means more revenue for your business.

No limits

Choose the plan that's right for you, and get an easy, always available powerful prospecting system.

Complex Filtering

Choose from over 30 custom filters specifically geared towards businesses.

Advanced Automation

Set up automatic reporting to deliver fresh prospects on a regular basis.

Start The Conversation

The relevate.ai platform allows you to reach your identified prospects through email, direct mail, and paid social.

Only Pay For Verified Emails

We believe in paying for results. With relevate.ai, you only pay for verified emails

Advanced Verification System

Our innovative email verification system ensures that you get accurate and effective contact information.

Transparent Bounce Rates

We always believe in transparency, and will always be up-front about our bounce rate.

Relevate.ai is the first ever AI list builder.

Prospecting has never been easier. With our Conversational AI list builder, all you have to do is tell Relevate who you are looking for and we find you real results in real time.

Find your audience

Your
Customer
Is a Needle
In a Haystack.

Relevate.ai not only finds your ideal
customers, we help you understand
their behavior as well.

Fill in the blanks with demographics and more

Get up to date contact information

Reach users simultaneously through digital & direct mail

Verified Emails, Every Time

Accurate Contact Information

Relevate provides real-time, verified contact information for key decision-makers, ensuring your data is always up-to-date and accurate.

Only Pay for Verified Emails

With Relevate you only pay for verified emails so you improve deliverability and get more out of your campaign budget.

Find Key Decision Makers

Easily sift through millions of contacts to find high value prospects.

Industry Best Pricing

More quality prospects for less means more revenue for your business.

No limits

Choose the plan that's right for you, and get an easy, always available powerful prospecting system.

Complex Filtering

Choose from over 30 custom filters specifically geared towards businesses.

Advanced Automation

Set up automatic reporting to deliver fresh prospects on a regular basis.

Start The Conversation

The relevate.ai platform allows you to reach your identified prospects through email, direct mail, and paid social.

Only Pay For Verified Emails

We believe in paying for results. With relevate.ai, you only pay for verified emails

Advanced Verification System

Our innovative email verification system ensures that you get accurate and effective contact information.

Transparent Bounce Rates

We always believe in transparency, and will always be up-front about our bounce rate.