Contact AI profiles.
Know who to call—and why.
AI-powered insights and next-best-action on every contact. One place to see sentiment, deal fit, and the smartest move.
Every contact, fully understood.
Six ways AI turns raw activity into rep-ready guidance.
Unified intelligence per contact
One profile aggregates calls, emails, deals, and custom fields—summarized by AI so reps open one screen, not ten tabs.
Next best action suggestions
AI proposes the highest-impact move—call, email, task, or stage change—based on timing, intent, and pipeline health.
Conversation-aware insights
Transcripts and email threads inform the profile—topics, objections, and commitments surface without reading everything.
Deal and account context
See how this person fits the opportunity—stage, value, stakeholders, and risk signals in plain language.
Personalization at scale
Suggested talk tracks and email angles tailored to this contact’s history—not generic templates.
Works with your automations
Profile signals can trigger workflows, owner changes, and sequences when AI detects risk or opportunity.
Teams that live on Contact AI Profiles
Less prep. Sharper conversations. Faster cycles.
Account executives
Walk into calls with objections, champions, and suggested asks already summarized.
SDRs
Prioritize who to touch next and what angle will resonate based on recent signals.
Customer success
Spot risk and expansion cues from sentiment and usage language without reading every thread.
Managers
Coaching moments and deal risk surface from AI—not only from rep self-reporting.
What you'll achieve
Higher connect rates. Shorter cycles. Managers who coach with data.
Reps shouldn’t start every call from scratch.
Digging through emails and call logs burns hours. Contact AI Profiles summarize who this person is, what they care about, and what to do next—on one screen.
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Enrich the picture
Firmographic and demographic data make profiles even sharper for outbound and ABM.
Lead enrichmentLet voice agents qualify
AI agents capture structured data that feeds richer profiles automatically.
AI voice agentsRicher profiles in three steps
Connect channels, link activity, let AI summarize.
Unify channels
Email, voice, and CRM updates flow into one contact timeline.
Link & enrich
Entity linking and enrichment fill gaps so AI has complete context.
Act on suggestions
Reps execute next-best actions; workflows fire on profile signals.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
A living summary of a person in your CRM—activity, sentiment, deal context, and suggested next steps generated from unified data.
From emails, calls, meetings, deal history, and custom fields on Adoptiv. More connected channels mean richer profiles.
Suggestions are explainable and optional. Reps can execute, dismiss, or adjust—and the model improves from feedback.
No. It augments the standard record with AI-generated insight layers you can expand or collapse.
Accurate linking ensures emails and calls feed the right profile. Pair with AI entity linking for best results.
Enable AI profiles on your tenant during trial or rollout. Connect email and telephony for full fidelity.
Ready for AI-powered contact profiles?
Free trial. Insights and next actions on every key relationship.
