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Description
Empower enterprise agents, brokers, and advisors to facilitate impactful and valuable engagements through various digital channels. Each agent receives a tailored website that utilizes enterprise-level content for enhanced interaction. By connecting with customers at the most appropriate moments, agents ensure relevance and convenience in their communications. The personalized websites serve as tools for agents to generate high-quality leads while effectively marketing and selling across all digital platforms. They can initiate automated yet individualized campaigns that not only save time but also allow a greater focus on business growth. Additionally, agents have the capability to track their campaigns, providing real-time insights into the entire distribution process from start to finish. Achieving FINRA/SEC/IIROC/FCA compliance becomes straightforward by keeping a watchful eye on digital communications between agents and customers. Furthermore, seamless integration with existing legacy systems, content repositories, and marketing platforms enhances both efficiency and intelligence in operations. This holistic approach ultimately positions agents for greater success in a competitive marketplace.
Description
Topline is a cloud-based AI growth platform built specifically for high-trust service companies looking to streamline operations, automate revenue workflows, and improve client acquisition through a combination of AI technology and human expertise. The platform centralizes sales, marketing, communication, analytics, booking campaigns, CRM functionality, website management, and integrations into a single operating system designed to reduce operational complexity and fragmented tool stacks. Topline’s AI agents automate key business functions including customer support, lead qualification, outreach, campaign management, forecasting, and performance analysis while adapting to the unique workflows and priorities of each business. Businesses can deploy specialized AI agents such as Front Desk Agents for customer communication, Outreach Agents for personalized lead engagement, Marketing Agents for campaign optimization, and Insights Agents for forecasting and business intelligence. The platform helps organizations improve response times, automate repetitive tasks, personalize customer experiences, and generate more consistent revenue opportunities without requiring extensive manual management. Topline also combines AI capabilities with expert-led implementation and support services, helping businesses deploy automation confidently while maintaining operational oversight and service quality. Integrated analytics and reporting tools provide organizations with actionable performance insights while consolidating data from multiple systems into one centralized platform. The system is designed to support service-based businesses that want to reduce reliance on disconnected software tools, agencies, and inefficient workflows while improving operational clarity and scalability.
API Access
Has API
API Access
Has API
Integrations
Calendly
Docusign
Facebook
HubSpot CRM
Mailchimp
Pipedrive
SalesForceSpeed
Twilio
WhatsApp
X (Twitter)
Integrations
Calendly
Docusign
Facebook
HubSpot CRM
Mailchimp
Pipedrive
SalesForceSpeed
Twilio
WhatsApp
X (Twitter)
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$197/month
Topline Leads runs on a two-layer model: a flat monthly subscription for the platform, and credits that power the actions — visitor reveals, outreach campaigns, and enriched contact data. Credits are priced at $0.10 each across all tiers; no tier gets a different rate.
Plans start free (100 credits/month, no credit card required). The Team plan is $197/month and includes 1,500 credits and up to 5 users. The Unlimited plan is $197/month per product — or $397/month for both Topline Leads and Topline OS bundled — with 4,000 credits/month and no user cap. Annual billing saves roughly 18–20%. Credits roll over for two months.
To give a sense of what credits buy: identifying a website visitor and matching them to a named contact with email and phone costs 2 credits ($0.20). Launching a 100-person outreach campaign through Topline Connect typically costs around 200 credits ($20) — and a campaign that books three meetings runs roughly $50 in credits total, not counting what you pay the recipients directly.
There are no per-seat fees on Unlimited plans, no hidden enrichment charges, and no separate cost for the 200M+ profile database — it's included. Credit add-on packs are available starting at $150 for 1,000 credits if you need to top up between billing cycles.
Plans start free (100 credits/month, no credit card required). The Team plan is $197/month and includes 1,500 credits and up to 5 users. The Unlimited plan is $197/month per product — or $397/month for both Topline Leads and Topline OS bundled — with 4,000 credits/month and no user cap. Annual billing saves roughly 18–20%. Credits roll over for two months.
To give a sense of what credits buy: identifying a website visitor and matching them to a named contact with email and phone costs 2 credits ($0.20). Launching a 100-person outreach campaign through Topline Connect typically costs around 200 credits ($20) — and a campaign that books three meetings runs roughly $50 in credits total, not counting what you pay the recipients directly.
There are no per-seat fees on Unlimited plans, no hidden enrichment charges, and no separate cost for the 200M+ profile database — it's included. Credit add-on packs are available starting at $150 for 1,000 credits if you need to top up between billing cycles.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Gefen Technologies
Founded
2014
Country
Israel
Website
gefentechnologies.com
Vendor Details
Company Name
Topline
Founded
2024
Country
United States
Website
topline.com
Product Features
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Product Features
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification