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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Needle is a proactive revenue agent platform designed to help GTM teams execute sales workflows from the tools they already use. It lives inside Slack and Microsoft Teams, where users can mention their personal Needle agent to draft messages, update CRM records, analyze pipeline, research accounts, and manage follow-ups. The agent mirrors each user’s permissions, meaning it can only access and perform actions that the user is allowed to perform. Needle connects to CRM, email, calendar, documents, call tools, enrichment systems, spreadsheets, and thousands of integrations to support complex revenue tasks. It can identify stalled deals, flag silent champions, recommend next steps, and prepare personalized outreach based on similar closed-won opportunities. The platform also learns how each team works, stores reusable skills, and remembers context so it can become more effective over time. Needle uses multiple AI models from providers such as Claude, OpenAI, Gemini, DeepSeek, Mistral, Qwen, GLM, and MiniMax without locking teams into one model vendor. Security controls include permission mirroring, private company context, SOC 2 Type II, ISO 27001, GDPR, and CCPA alignment. Needle gives sales teams a proactive AI teammate that helps manage pipeline, reduce manual CRM work, and accelerate deal execution.

Description

Optik is an innovative platform that enhances human capabilities with AI, aiming to create a comprehensive go-to-market solution that merges various tools and optimizes the entire sales process within a single interface. Rather than requiring sales teams to navigate through disparate systems, Optik integrates functions like prospecting, data enrichment, research, engagement, scheduling, customer relationship management, and revenue tracking into a cohesive workflow. This allows teams to efficiently identify potential clients, enrich their contact details and account data, gather insights powered by AI, craft tailored pitches, and carry out multi-channel outreach campaigns that are highly personalized, all from within the platform itself. By aligning customer signals with actionable steps, Optik empowers teams to transition from insights to execution more rapidly, while minimizing time spent on administrative tasks and context switching. The integration of AI throughout the process enhances human decision-making without replacing it, allowing users to better understand their prospects, uncover vital competitive intelligence, and make informed decisions about the next steps. Additionally, the consistent connection between sales activities and customer interactions ensures a seamless flow of information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
Jira
MCPTotal
Microsoft OneDrive
Notion
Slack
Zendesk

Integrations

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
Jira
MCPTotal
Microsoft OneDrive
Notion
Slack
Zendesk

Pricing Details

$199/agent/month
Free Trial
Free Version

Pricing Details

No price information available.
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

Needle

Founded

2024

Country

United States

Website

needle.app/

Vendor Details

Company Name

Optik

Founded

2022

Country

Ireland

Website

optikai.io

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