Rox
by Rox Data Corp
AI revenue agents that research accounts, run outbound and update the CRM on top of Salesforce or HubSpot
Rox is an agentic revenue operating system for B2B sales teams. It assigns always-on AI agents to each account that research prospects, run personalized outbound, prepare meeting briefs and write updates back to Salesforce or HubSpot, so reps spend less time on research and CRM entry.
Rox is a San Francisco company founded in 2024 by Ishan Mukherjee, who co-founded the monitoring startup Pixie (acquired by New Relic in 2020) and later served as New Relic's chief growth officer. The product sits on top of existing systems of record such as Salesforce, HubSpot and Zendesk rather than replacing them. Its core idea is the agent swarm: per-account agents that keep watching accounts while reps are offline, research prospects, enrich contacts, score pipeline, sequence outreach and push next steps, objections and close-date changes back into the CRM. Under the hood it uses a warehouse-native data layer and a unified knowledge graph, and it is delivered as a managed cloud service with a web app, a Mac desktop app, a browser extension, Slack and Microsoft 365 surfaces, plus MCP and API access. Usage is metered in Agent Actions rather than seats. Rox exited beta in September 2025. It raised $50 million announced in November 2024 (a Sequoia-led seed and a General Catalyst-led Series A with GV), and TechCrunch reported in March 2026, citing sources, a further General Catalyst-led round valuing it at $1.2 billion, which the company did not confirm. Named customers include Ramp, MongoDB, New Relic, Together AI, Cloud Software Group, Couchbase and Bynder. Gartner placed it as a Visionary in its 2026 Magic Quadrant for Revenue Action Orchestration, according to Rox's site. It competes with Gong, Clari, 11x, Artisan, Monaco and Salesforce Agentforce.
A CRO or head of revenue operations at a mid-market or enterprise B2B company that already runs Salesforce or HubSpot and wants agents doing account research and CRM hygiene without replacing the CRM.
Account research, meeting prep, outbound personalization and CRM write-back happen continuously per account instead of by hand.
At a Glance
- Category
- Marketing & Sales
- Pricing
- Subscription, Usage-based, Contact for pricing
- Target Market
- CROs, Revenue Operations Leaders, Sales Leaders, CIOs
- Deployment
- Cloud-only, API-based
- Founded
- 2024
- Headquarters
- San Francisco, United States
Key Features
- ✓Per-account agent swarm
Always-on agents assigned to each account monitor signals, research prospects and keep working while reps are offline, so coverage scales with the account list.
- ✓CRM sync and write-back
Agents push next steps, objections and close-date changes into Salesforce or HubSpot, which keeps pipeline data current without manual entry.
- ✓Personalized outbound
Finds prospects and drafts multi-channel outreach from account research and relationship history instead of generic sequence templates.
- ✓Agent workflows and automations
Configurable workflows such as a post-call routine that updates the CRM, logs pricing objections and posts a recap to Slack.
- ✓Cross-sell and upsell planning
Scores expansion opportunities in the installed base using fit, hiring and people-change signals, then builds an account-level plan.
- ✓Artifact and custom app generation
Generates presentations, documents, spreadsheets and small custom apps from customer data, cutting time spent assembling account materials.
- ✓Enterprise controls
Enterprise plan adds data warehouse sync, SAML, SCIM and SSO, and a dedicated deployment and support team for larger rollouts.
Capabilities
Use Cases
- •Meeting preparation
Before each customer call the agent compiles account research, stakeholder maps and recent signals into a brief, so reps walk in prepared.
- •Post-call CRM hygiene
After calls the agent updates next steps, close dates and objections in the CRM and posts a Slack recap, keeping forecasts based on current data.
- •Outbound pipeline generation
Agents identify target contacts, enrich them and send personalized multi-channel outreach, letting a small SDR team cover more accounts.
- •Install-base expansion
Account managers get scored cross-sell and upsell opportunities with a suggested sales play, surfacing expansion revenue that would otherwise be missed.
Ideal For
Best For
- ✓Enterprise account teams that need ongoing research and signal monitoring across a large named-account list
- ✓RevOps teams fighting stale CRM data who want post-call updates written back to Salesforce or HubSpot automatically
- ✓Sales-led companies running personalized outbound at volume based on account research and relationship history
- ✓Account managers looking for cross-sell and upsell opportunities inside an existing customer base
Not Ideal For
- ✗Teams that need a mature forecasting and deal-analytics layer today; reviewers and rivals describe Rox's analytics as younger than Clari's or Gong's
- ✗Buyers who must self-host or keep sales data out of a third-party cloud, since Rox is a managed cloud service only
- ✗Very small teams that want a predictable flat price, because usage is metered in Agent Actions whose cost varies by task and model
Deployment
Market Analysis
Pros
- ✓Named enterprise customers including MongoDB, Ramp, New Relic and Cloud Software Group
- ✓Layers over Salesforce and HubSpot, so adoption does not require a CRM migration
- ✓Public self-serve pricing for Individual and Teams tiers, which is rare in this category
- ✓SOC 2 Type II, AES-256 encryption and a stated commitment not to train general models on customer data
Cons
- ✗Almost all performance and adoption figures come from the vendor or curated customer testimonials; there is little independent review coverage on Hacker News or Reddit
- ✗Forecasting and analytics are described by rivals and analysts as less mature than Clari or Gong
- ✗Agent Action metering makes monthly cost hard to predict, and plan allotments are not published
- ✗The reported $1.2B valuation on about $8M projected 2025 ARR was never confirmed and implies roughly a 150x revenue multiple
Pricing
Individual
From $100/mo
- ✓Agentic workspace for account research and management
- ✓Account and contact enrichment
- ✓Multi-channel outbound
Teams
From $255/mo
- ✓Everything in Individual
- ✓Multi-user workspaces with unlimited seats
- ✓CRM sync and write-back
- ✓Team and user management controls
Enterprise
Contact for pricing
- ✓Everything in Teams
- ✓Data warehouse sync
- ✓SAML, SCIM and SSO
- ✓Dedicated deployment and support team
Rox's pricing page (checked November 12, 2026) lists Individual from $100/month and Teams from $255/month for the whole team with unlimited seats; Enterprise is quote-only. Usage is metered in Agent Actions, where each task such as account research or a meeting brief has a cost that varies by model and data processed, and unused actions do not roll over. The page does not state how many actions each plan includes. An analyst profile from June 2026 recorded different tiers (a free Starter and Core from $50/month), so list pricing has changed this year, and enterprise deals are custom-quoted.
Security & Compliance
Connect
Sources
This page was written from 5 sources, 3 on domains other than rox.com.
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