For business development, SDR teams and revenue operations

Move your prospecting to agentic.

AI agents find the accounts that fit, research every contact, write every message from real signals and handle every reply. Your sellers walk into qualified meetings.

Price your operation Book a demo Download the overview (PDF)
01More relevant outreach
02Faster response to intent
03Better handoffs
01Why agentic

From manual to agentic.

TodayWith Round Infinity
Lists bought, then blasted
→
Accounts that match your ideal customer, with the reason each fits
One template for every prospect
→
Every message written from real signals, in your voice
Replies sit unread for days
→
Replies sorted and answered while interest is fresh
Sellers start calls cold
→
A summary of the account and conversation before every call
02How it works

One prospect, signal to meeting.

Prospecting in five steps. An app holds the work, an AI agent does it, and people decide where it matters.

01Target

Define who to target and how to sound

AI agentAccount Discovery

Finds accounts that fit your ideal customer and says why.

App
Audience Builder
People
Sales leaders set the profile and voice.
02Research

Find and enrich the right accounts and contacts

AI agentResearch & Personalization

Researches each contact for real signals: news, hiring, funding.

App
Enrichment
People
SDRs review priority accounts.
03Write

Write a personal message for every prospect

AI agentResearch & Personalization

Writes every message from those signals, in your voice.

App
Sequences
People
Nothing generic goes out.
04Engage

Run outreach and handle every reply

AI agentOutreach · Response Management

Runs every channel within limits; answers replies; honours opt-outs.

App
Sequences · Unified Inbox
People
SDRs take the conversations that need them.
05Hand off

Book qualified meetings for sales

AI agentQualification · Handoff

Qualifies, books the meeting and briefs the seller.

App
Meeting Booking · Lead Handoff
People
Account executives run the meeting.
People approve what matters. Every action is recorded.
03Hand off

Every meeting, briefed.

When a prospect books, the Handoff agent writes the seller a one-page brief and creates the opportunity, so the first call starts where the conversation left off.

  • Why this account fits
  • Signals that started it
  • What they said
  • Qualification
  • Suggested agenda
Powered by
Use caseLead Handoff · Handoff agent
+ Works withSales Execution
Prepared By Ai AgentIllustrative

Meeting · Halden Logistics

Booked by reply · Thursday 15:00 · VP Operations
FIT520 staff, 3 warehouses, growing in the south
SIGNALHiring 14 dispatchers; new site announced
SAID“Customer updates are all manual today”
QUALIFIEDBudget this year · decision with the COO
Suggested agendaStart from the new site and dispatcher hiring
Show customer updates by WhatsApp in a live demo
04AI agents

Six prospecting agents. Each with a partner.

Every agent works on the shared record and hands off to a connected use case, so work finishes end to end.

AGENT 01

Account Discovery

Finds companies that match your ideal customer and explains why.

+ Build Your Own
AGENT 02

Research & Personalization

Researches each contact and writes from real signals.

+ KYC & Onboarding
AGENT 03

Outreach Orchestration

Runs multi-channel sequences within limits; adapts timing.

+ Service
AGENT 04

Response Management

Classifies replies, answers approved questions, honours opt-outs.

+ Service
AGENT 05

Intent & Qualification

Qualifies in conversation and books the meeting.

+ Appointment Scheduling
AGENT 06

Handoff

Briefs the seller and creates the CRM opportunity.

+ Sales Execution
05Engage & reply

Outreach, in the open.

Every message has a reason. Every reply gets an answer. Every opt-out is honoured at once.

Activity · Halden Logistics · Vp OperationsIllustrative
AgentSignal found: 14 dispatcher roles posted
AgentEmail sent, written from the hiring signal
AgentLinkedIn note referencing the new site
Prospect“Interesting. How does it work with our TMS?”
AgentAnswered from approved content · offered times
ProspectPicked Thursday 15:00
AgentMeeting booked · brief sent to the account executive
06Comply

Personal at scale. Never careless.

Every contact passes the same checks before a message is sent.

Target
Consent
Suppression
Sending limits
Approved content
Sent

Consent

Opt-outs and suppression lists are honoured straight away, on every channel. Consent and lawful basis are recorded per contact.

Powered by
Use caseSequences · Outreach agent
+ Works withKYC & Onboarding

Content

Messages are written from approved positioning in your voice. Answers to prospects' questions come only from approved content.

Powered by
Use caseUnified Inbox · Response agent
+ Works withService
07The use case

Six applications, built for prospecting.

Audience BuilderIdeal customer profiles, lists, exclusions
EnrichmentFirmographics, contacts, signals
SequencesMulti-channel cadences, A/B tests
Unified InboxReplies across channels
Meeting BookingCalendars and round-robin
Lead HandoffQualified leads with history to CRM
08Connections

Works with the rest of your operation.

Connected use cases share the record and the audit trail. Industry packs add sector depth on top.

Works with

Sales Execution

Meetings become opportunities, quotes and contracts.

Explore →Works with

Appointment Scheduling

Meetings booked inside the conversation.

Explore →Works with

Service

Inbound questions answered on any channel.

Explore →Works with

Online & In-Store Sales

Consumer leads converted to orders.

Explore →Industry packs

Banking

Business banking and SME acquisition.

Explore →Industry packs

Insurance

Commercial and broker prospecting.

Explore →Industry packs

Real Estate Development

Buyer leads nurtured to site visits.

Explore →Industry packs

Wealth & Brokerage

Households engaged on life events.

Explore →
09Workflows & reporting

Tracked from request to done.

Workflows
Outbound sequenceTarget to meeting
Inbound lead responseAnswered within minutes
Event follow-upAttendees contacted and qualified
Re-engage closed-lostPast opportunities revived
Opt-out and complianceConsent and suppression
Account-based playSeveral contacts, one account
Dashboards
Reply and meeting ratesBy sequence and persona
Pipeline sourcedMeetings to opportunities
Channel performanceEmail, LinkedIn, WhatsApp, voice
DeliverabilityBounces and spam signals
10Your stack

Works alongside your CRM.

Accounts and opportunities stay in your CRM. Round Infinity runs targeting, research, outreach and handoff around it.

Prospects
SDRs
Account executives
RevOps
Round InfinityAgents · workflows · apps · one audit trail
Prospecting + more
CRM
Email
LinkedIn
Data providers
Calendars

Your systems of record stay where they are.

Included with every subscription AI Execution EngineAI Agent BuilderWorkflow AutomationCustomer 360Apps & PortalsIntegrations & APIs
11Pricing

Start with one use case. Add the rest.

One platform, one data model, one user set, one audit trail. Every use case you add shares all of it.

PlatformNamed users and the core platform
ProspectingThe apps, agents, workflows and dashboards in this overview
More use casesSales Execution · Appointment Scheduling · Service
UsageAI, voice and messaging, pay as you use

Price it yourself in two minutes. Pick your use cases, add an industry pack, see your number.

Price your operation →
Next step

See it run on your own market.

01WalkthroughMap your ideal customer and voice
02DemoSee the agents research and write
03QuotePlatform, use cases and usage, sized to you
Book a demo → Price your operation Download the overview (PDF)

Round Infinity, Inc.