- Sales (SDRs, AEs): Automate lead discovery, enrichment, CRM updates, and outreach sequences for higher output.
- Customer Success (CSMs): Prepare for meetings, analyze engagement, manage renewals, and trigger follow-ups.
- Revenue Operations: Monitor pipeline data, enforce data quality, and automate reporting workflows.
- Sales Engineering: Sync technical data, document handoffs, and standardize pre-sales workflows.
- Sales Leadership: Track pipeline health, performance summaries, and competitive insights at a glance.
How to Use Bardeen?
- Connect Tools: Link CRMs, communication platforms, project trackers, and data sources in the browser.
- Pick a Playbook: Choose prebuilt automations for leads, account sync, reporting, or handoffs.
- Customize Steps: Tailor triggers, fields, and actions to match specific GTM processes.
- Run and Iterate: Launch automations, review outcomes, and refine for accuracy and scale.
- Browser-Native Automation: Add AI and automation directly where work happens, without heavy setup.
- GTM-Focused Playbooks: Prebuilt flows for lead ops, account sync, and reporting accelerate time-to-value.
- Cross-Tool Orchestration: Connects disparate systems to reduce silos and tool bloat.
- AI-Assisted Actions: Enrich data, personalize outreach, and summarize activity with AI support.
- Scales With Teams: Designed to support enterprise-grade GTM operations and collaboration.
- Purpose-built automations for GTM workflows across Sales, CS, RevOps, and Leadership.
- Cuts manual data entry while improving data consistency and accuracy.
- Works with existing stacks to reduce tool bloat and silos.
- Playbooks accelerate deployment and shorten time to measurable impact.
- Advanced setups may require careful field mapping to avoid sync errors.
- Complex, legacy stacks might need phased rollout to realize benefits.
- Over-automation risks masking process gaps if not reviewed periodically.
- Team adoption depends on clear enablement and governance.
Starter
$ 129.00
AI Playbook Builder
Basic Integrations
Unlimited team members
Teams
$ 500.00
CRM + Outreach Integrations
Waterfall Enrichment
Cloud Workflows
Dedicated Slack Channel
2 Custom-Built AI Playbooks built by AIgency
Enterprise
$ 1,500.00
Custom contracts with unlimited credit options
Dedicated GTM Consultant
Priority Integrations
SSO
5+ Custom-Built AI Playbooks built by dedicated AIgency
7 day trial
Free
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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