Conversion

What Conversion does

Conversion is a B2B marketing automation company that sells an AI-native platform to mid-market and enterprise customers replacing legacy MAPs (Marketo, HubSpot, Pardot, Salesforce Marketing Cloud, Customer.io). Founded in 2022 (per co-founder Neil Tewari's May 2026 blog post; one TechCrunch source references a 2020 founding) by UC Berkeley dropouts Neil Tewari (CEO) and James Jiao, the company is headquartered in San Francisco and operates on a sales-led go-to-market with no self-serve signup — the primary call-to-action is "Book a demo" and pricing is quote-based. Approximately 90% of customers are reported to be midsize businesses migrating from legacy marketing automation tools.

The product surface is a unified platform anchored by a flexible Data Model that natively unifies CRM (Salesforce, HubSpot) and warehouse data (Snowflake, BigQuery, Databricks, Redshift, PostgreSQL) with custom objects, one-to-one/one-to-many/many-to-many relationships, and event streams. The data synchronization layer is a custom-built distributed platform — Apache Airflow DAGs running Go binaries on Kubernetes, chunked into <1MB pieces stored in Google Cloud buckets with three-retry DAG recovery and daily reconciliation — that processes millions of customer records per day at sub-2-second latency. On top of this foundation sit Email Studio (drag-and-drop with Liquid templating and pipeline-attributed analytics), Automations (visual workflow canvas with branching, delays, AI decision nodes, triggers from CRM/warehouse/product events, running on Temporal for long-lived workflows), Lead Scoring & Routing (AI scoring that retrains continuously on closed-won/closed-lost), ABM, Lifecycle Engagement, 50+ native integrations, and Conversion Agents — the agent layer generally available since May 19, 2026, with Chat Companion and Recurring Agents plus a library of pre-built MOps agents. Security and compliance posture includes SOC 2 Type II, GDPR, CCPA, SAML 2.0 SSO, SCIM, fine-grained RBAC, and a contractual commitment that customer data is never used to train shared AI models.

The business model is enterprise SaaS subscription with quote-based pricing, Conversion Agents bundled into every Enterprise plan, and white-glove migration service from in-house deployment strategists included as part of the contract. Revenue mechanics are recurring subscription supplemented by bundled professional services for migration; multi-year contracts are implied for enterprise deployments. As of the July 2025 Series A, the company was nearing $10M in annual recurring revenue, with disclosed customers including Veriforce, Plaid, Productboard, Adaptive Security, MyOutDesk, Hostfully, People Data Labs, Guidebook, GovWell, and Momos. The company has raised $30M in total disclosed funding, including a $28M Series A led by Abstract Ventures with participation from True Ventures and HOF Capital, and has signaled an emerging corporate venture posture via a September 2025 participation in Turnout's $21M seed round.

Name

Conversion

Legal name

Conversion

Website

https://conversion.ai

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Conversion is a San Francisco-based B2B marketing automation company that sells an AI-native platform with native Salesforce and warehouse sync, visual automations, and an agent layer to mid-market and enterprise customers replacing legacy MAPs such as Marketo, HubSpot, and Pardot.

Ownership category

akta.pro rank

Product category

Marketing Automation Software

NAICS

Direct Mail Advertising (54186), Direct Mail Advertising (541860), Custom Computer Programming Services (541511)

SIC

Services-Direct Mail Advertising Services (7331), Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYHDAEAFAB

Marketing Automation & Campaign Management CRM

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Customer Relationship Management (CRM) Platforms

SECONDARYBPAEAGAC

CRM Implementation & Customization Services

Business & Public Services/IT & Digital Services (Managed Services, Systems Integration)/Enterprise Applications Services (ERP/CRM/HRIS)

SECONDARYHDAAAGAJ

B2B SaaS & Enterprise Personalization (CRM, Sales, Support)

Hardware, Technology & Telecom/Artificial Intelligence & Machine Learning/Recommender Systems & Personalization

SECONDARYBPAMALAE

Marketing Automation, CRM & Lifecycle Messaging

Business & Public Services/Web, Mobile & Digital Platforms/Advertising, Marketing & Creator Monetization Platforms

Keywords

• Marketing automation platform
• AI marketing agents
• CRM data sync
• B2B marketing operations
• Warehouse-native marketing

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Enterprise SaaS Subscription: Recurring subscription revenue from enterprise customers replacing legacy marketing automation platforms (Marketo, HubSpot, Pardot, SFMC). Pricing is quote-based, not publicly disclosed. Conversion Agents are bundled with every Conversion Enterprise plan. ~$10M ARR cited at Series A (July 2025).
2. White-Glove Migration & Deployment Services: Every customer is paired with a dedicated in-house deployment strategist for migration from legacy MAPs (Marketo, HubSpot, Pardot, Customer.io). Bundled white-glove service supports a parallel-run period and post-go-live optimization, supporting land-and-expand dynamics from mid-market to enterprise.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Conversion is an AI-native B2B marketing automation platform that unifies CRM, warehouse, and product data into a single flexible data model, with native bidirectional Salesforce sync, native connections to Snowflake/BigQuery/Databricks, a visual workflow builder, an Email Studio, and a layer of Conversion Agents that automate marketing-operations work such as campaign builds, QA, lead scoring, routing, and reporting. It is sold as a single enterprise SaaS subscription that replaces legacy marketing automation stacks such as Marketo, HubSpot, Pardot, and Salesforce Marketing Cloud.

Product overview

Conversion is an agentic B2B marketing automation platform — a single unified platform that combines a flexible data model, native Salesforce and data-warehouse connectivity, an Email Studio, a visual Automations builder, a library of AI Conversion Agents, and an Integrations layer covering 50+ tools. The Data Model forms the foundation that unifies CRM, warehouse, and product data; Email Studio provides drag-and-drop creation with Liquid templating; Automations provides visual workflow orchestration with AI at every decision point; and Conversion Agents (the agent layer) sit on top, executing the repetitive MOps work that legacy MAPs require humans to perform. Solutions such as Lead Scoring & Routing, Account-Based Marketing, Lifecycle Engagement, and Migration are productized use cases built on the same core platform rather than separate products. Customers include Veriforce, Plaid, Productboard, Adaptive, GovWell, Hostfully, People Data Labs, and Guidebook.

Differentiator

Problem solved

Functional benefit

Brands

• Conversion Agents: AI-native agent layer built into the Conversion marketing automation platform. Handles campaign builds, QA, reporting, routing, and other MOps execution work via chat companions and recurring autonomous agents.

Products and services

• Conversion Platform (Core) Unified marketing automation platform for B2B companies that combines a flexible data model, native Salesforce sync, warehouse connectivity, email creation, visual workflow automation, and AI agents. Sold as an enterprise SaaS subscription to MOps teams replacing legacy marketing automation tools.
• Conversion Agents Native AI agent layer built into the Conversion platform. Includes Chat Companion for real-time plain-English requests, Recurring Agents that run autonomously on schedules or triggers, and a library of out-of-the-box agents (Campaign QA, Lead Routing, Sync Watchdog, Weekly Performance Digest, etc.). Every output is a reviewable artifact with audit logs. Bundled with every Conversion Enterprise plan.
• Email Studio Drag-and-drop email creation module with brand-kit governance, Liquid templating, dynamic content blocks using live CRM/warehouse fields, scheduled sending, deliverability safeguards, A/B testing, and pipeline-attributed analytics. Sold as part of the Conversion Enterprise platform.
• Automations Visual workflow builder with multi-path branching, nested conditions, AI-powered decision steps, real-time triggers from CRM, warehouse, product events, forms, and APIs, plus webhooks, Salesforce actions, and full audit/debug trails. Sold as part of the Conversion Enterprise platform.
• Data Model Unified context layer that combines CRM, warehouse, and product data with flexible custom objects, one-to-one/one-to-many/many-to-many relationships, event streams, native bidirectional Salesforce sync, and native connections to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL. Includes an AI SQL editor for natural-language warehouse queries. Sold as part of the Conversion Enterprise platform.
• Integrations Integration hub offering 50+ native integrations with CRMs, data warehouses (Snowflake, BigQuery, Databricks, Redshift, PostgreSQL), ad platforms (Google Ads, LinkedIn Ads, Meta Ads), ABM/intent providers, sales engagement tools, call transcript providers, and communication tools, plus inbound/outbound webhooks and a public Model Context Protocol (MCP) server. Sold as part of the Conversion Enterprise platform.
• Lead Scoring & Routing Productized solution for AI-powered lead scoring and real-time routing. Models retrain continuously on closed-won and closed-lost outcomes using CRM, warehouse, and product signals; scores sync to Salesforce in real time with full audit trails; routing evaluates territory, segment, account ownership, and rep capacity. Sold as part of the Conversion Enterprise platform.
• Account-Based Marketing Productized solution that treats accounts as first-class objects, supports warehouse-driven target account lists, multi-contact buying-committee orchestration, and account-level pipeline reporting from target to closed-won. Sold as part of the Conversion Enterprise platform.
• Lifecycle Engagement Productized solution for post-sale lifecycle marketing using product, billing, and health data (feature adoption, login frequency, support tickets, NPS, health scores) to drive onboarding, expansion, cross-sell, and churn-prevention journeys with AI-personalized content. Sold as part of the Conversion Enterprise platform.
• Migration Service White-glove migration service led by in-house deployment strategists to move customers off Marketo, HubSpot, Pardot, Customer.io, and other legacy marketing automation platforms. Average timeline 2-6 weeks with a parallel-run period before cutover; bundled with the Conversion Enterprise subscription.

Quantifiable outcome

• 75% reduction in MOps hours
• +8 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration33 records

AI capability13 records

Feature9 records

Scale indicators13 records

Recent moves6 records

Expansion highlights8 records

Direct peers

• HubSpot: HubSpot's Marketing Hub is one of Conversion's primary displacement targets. Both offer B2B marketing automation with email, workflows, CRM sync, and lead scoring; HubSpot also has PLG and mid-market reach. Conversion positions explicitly against HubSpot on Salesforce sync and Snowflake sync depth.
• Marketo (Adobe): Adobe Marketo Engage is the legacy enterprise MAP Conversion most directly targets. Both serve enterprise B2B marketing teams with workflow automation, lead scoring, and CRM sync; Conversion's core 'migration' motion replaces Marketo with a more AI-native data model.
• Pardot (Salesforce): Salesforce Pardot is a B2B marketing automation platform tightly coupled with Salesforce CRM. Conversion explicitly targets Pardot for migration and offers a deeper Salesforce sync, custom objects, and warehouse connectivity that Pardot's rigid Prospect model lacks.
• Iterable: Iterable is a cross-channel marketing automation platform serving mid-market and enterprise B2C/B2B. Both offer workflow automation, AI-driven personalization, and warehouse-native integrations; Conversion compares against Iterable on data model flexibility and native Salesforce depth.
• Customer.io: Customer.io is a messaging automation platform popular with product-led B2B and SaaS teams. Both target lifecycle messaging and behavioral triggers; Conversion explicitly offers a migration path from Customer.io and overlaps on PLG-adjacent mid-market B2B customers.
• Klaviyo: Klaviyo is a leading B2B/B2C marketing automation platform with deep e-commerce DNA but growing B2B presence. Both serve mid-market with email, automation, segmentation, and CRM integration; Conversion competes for B2B logos that outgrow Klaviyo's e-commerce-centric data model.

Broad incumbents

• Salesforce Marketing Cloud (Salesforce): Salesforce Marketing Cloud is a broad enterprise marketing suite spanning email, journey builder, and advertising. Conversion directly compares against SFMC as a legacy platform with rigid data models, while leveraging native Salesforce CRM sync as a wedge into the Salesforce ecosystem.

Emerging players

• Hightouch: Hightouch is a reverse ETL platform that syncs warehouse data into marketing tools. Conversion positions itself as eliminating the need for a separate reverse ETL by natively connecting to Snowflake/BigQuery/Databricks/Redshift, and explicitly compares against Hightouch as a tool to consolidate away.
• ActiveCampaign: ActiveCampaign is a mid-market marketing automation and CRM platform serving SMB and lower mid-market. Both target operational marketers with workflow automation and CRM integration; ActiveCampaign competes at the lower end of Conversion's mid-market ICP.

Others

• 6sense: 6sense is an account-based marketing and intent data platform. Conversion integrates with 6sense as a data source and competes for the same ABM budget line; both serve B2B GTM teams focused on account-level orchestration and pipeline reporting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/usestyle_ai
• Facebookfacebook.com/usestyleai
• LinkedInlinkedin.com/company/usestyleai

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds3 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Conversion