What Gradient Works does

Gradient Works is a pipeline platform for B2B commercial sales teams, founded in 2021 in Austin, Texas. The company's core concept is the "dynamic book" — a continuously refreshed set of 100-150 high-fit accounts per rep, replacing static territories that assign thousands of accounts and leave most unworked. The platform is built as a native Salesforce managed package, with a web-based Account Research application layered on top. Product modules include Bookbuilder (distributions, retrievals, routing rules), Market Map (AI account scoring 0-100), AI Researcher (natural-language firmographic enrichment), Lookalikes (net-new account discovery), Carve (AI territory planning from natural-language descriptions), Routing (lead-to-account matching), Analytics (coverage and pipeline metrics), the Automation Builder Kit for Salesforce Flow, and an MCP server that exposes routing and territory data to external AI agents.

The company monetizes via annual SaaS subscriptions across three tiers: a Free tier (1,000 credits, account scoring, one Carve scenario), a Growth tier at $799/month billed annually (up to 10 reps, 36,000 credits, full platform), and a custom-priced Enterprise tier (up to 1,000 reps, 2M credits, managed AI Researchers, premium support). Additional credits are sold at $0.05 each, layering a usage-based component on top of the subscription. The go-to-market is hybrid: a self-serve free tier drives product-led trial, while Enterprise deals are sales-assisted, typically anchored on a 3-month POC and 2-4 week managed implementation. Distribution relies on direct sales plus the Salesforce AppExchange marketplace.

The target buyer is the RevOps/SalesOps champion at upper mid-market B2B software companies with 200-2,500 employees and 10-100 commercial reps running on Salesforce; the economic buyer is typically a CRO or VP of Sales. Named customers include Box, Gusto, Upwork, and Attentive at the enterprise level, alongside mid-market customers such as QuotaPath, ChurnZero, Thoropass, SPINS, Procurify, Impact.com, Beekeeper, BlueGrace, SBI, and Zilla Security. To date, Gradient Works has raised approximately $4M across an October 2021 seed round led by Integr8d Capital and a subsequent 2023 round, achieved SOC 2 Type 2 certification in 2025, and obtained Salesforce AppExchange Ready certification in 2021.

Name

Gradient Works

Legal name

Gradient Works, Inc.

Website

https://gradient.works

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Gradient Works is a Salesforce-native pipeline platform that replaces static sales territories with AI-curated "dynamic books" of 100-150 high-fit accounts per rep, serving RevOps and sales leaders at upper mid-market B2B software companies.

Ownership category

akta.pro rank

Product category

Sales Operations / Revenue Operations Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

Keywords

• Sales account scoring
• Territory planning software
• Dynamic book management
• Salesforce sales operations
• Lead routing automation

Headquarters

HQ city

Austin

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, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Annual subscription model with three tiers: Free, Growth ($799/month billed annually), and Enterprise (custom pricing). All plans are billed annually. Additional credits available at $0.05/credit beyond tier allocation.
2. Usage-based Credits: Credits are the consumption unit for AI-powered features including Market Map scoring, AI Researcher enrichment, Lookalikes discovery, and Carve territory planning. Each tier includes credit allocation with additional credits available for purchase.
3. Freemium Tier: Free tier includes 1,000 credits, 1 Carve scenario, and account scoring to allow teams to try Carve and account scoring with their own data at no cost.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Gradient Works sells a dynamic book management platform for commercial sales teams, delivered as a native Salesforce managed package plus a cloud-based Account Research web application. The platform replaces static territories with continuously refreshed, AI-scored "dynamic books" of 100–150 high-fit accounts per rep, covering account scoring, territory planning, lead routing, and pipeline analytics. It is sold via SaaS subscriptions (Free, Growth at $799/month annually, and custom Enterprise) with usage-based credits for AI features.

Product overview

Gradient Works is a pipeline platform for commercial sales teams with a platform-plus-modules architecture. The platform centers on Dynamic Books as its core concept, replacing static territories with smaller, curated account sets that automatically refresh. The four main modules are: Account Research (Market Map, AI Researcher, Lookalikes, Carve) for AI-powered account selection; Bookbuilder (native Salesforce package) for dynamic territory and book assignment management; Routing for lead-to-account matching and inbound assignment; and Analytics for rep coaching and pipeline tracking. An Automation Builder Kit (ABK) provides Flow-based actions for customization, and an MCP server enables AI agent integration. The platform integrates natively with Salesforce (required for full functionality) and supports HubSpot, Slack, Salesloft, Outreach, Google Calendar, and Microsoft 365.

Differentiator

Problem solved

Functional benefit

Brands

• Gradient Works Assignment: Initial product that automates lead routing and customer account management.
• Bookbuilder
• Market Map
• AI Researcher
• Lookalikes
• Carve
• Routing
• Dynamic Books

Products and services

• Bookbuilder Native Salesforce managed package for dynamic book management, including Target Books, Distributions (automated bulk assignment), Retrievals (reclaiming unengaged accounts), and Routing. Built for RevOps and sales ops teams running commercial sales on Salesforce.
• Market Map AI-powered account scoring and clustering that scores every account in the CRM 0–100 based on similarity to closed-won customers, helping sales teams prioritize high-fit accounts and identify untapped segments.
• AI Researcher AI research tool that lets users ask custom natural-language questions about prospects at scale and get structured firmographic enrichment answers, with configurable model power and previews before running at scale.
• Lookalikes Account discovery feature that finds net-new accounts similar to best customers that are not already in the CRM, supporting TAM expansion.
• Carve AI-powered territory planning tool that generates multiple fair territory scenarios in minutes from natural-language descriptions, enabling 5x faster territory planning than spreadsheet-based methods.
• Routing Lead-to-account matching and inbound lead routing automation built natively on Salesforce Flow, optimizing distribution based on buying signals and rep capacity with round-robin assignment.
• Analytics Pipeline creation and account coverage analytics including Rep Coverage, Market Coverage, and Pipeline Overview reports for rep coaching and pipeline tracking.
• Automation Builder Kit (ABK) Salesforce Flow action library for building routing and assignment automations, including assignment, matching, lead conversion, task creation, Slack notifications, capacity management, and Flow lifecycle tracing.
• MCP (Model Context Protocol) Server Model Context Protocol server that connects Gradient Works routing logic and territory data to AI agents including Claude, ChatGPT, Cursor, and Codex, enabling debugging of assignments, comparison of territory scenarios, and querying rep metrics.
• Gradient Works Assignment Gradient Works' initial product that automates lead routing and customer account management for CROs, launched with the company's $2M seed funding from Integr8d Capital in October 2021.

Quantifiable outcome

• +16% more opportunities per rep
• +7 more outcomes

Named customers14 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability8 records

Feature9 records

Scale indicators15 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Clari: Revenue operations platform offering pipeline management, forecasting, and account engagement scoring. Closest direct competitor to Gradient Works' pipeline coverage and RevOps analytics capabilities for B2B sales teams.
• LeanData: Lead-to-account matching, routing, and territory management built natively on Salesforce. Directly competes with Gradient Works' Bookbuilder and Routing modules for the same RevOps buyer.
• BoostUp: Revenue operations platform with pipeline inspection, forecasting, and account engagement analytics. Targets similar RevOps and sales leader personas at B2B SaaS companies.
• Demandbase: Account-based marketing and account intelligence platform. Competes on the account scoring and prioritization layer that Gradient Works addresses with Market Map, though Demandbase's primary motion is marketing-led.
• 6sense: Account intelligence and predictive analytics platform using AI to score account fit and buying intent. Adjacent competitor on the account scoring dimension of Gradient Works' Market Map.
• Gong: Revenue intelligence platform analyzing sales conversations to surface deal risk and rep coaching opportunities. Competes on the rep coaching and pipeline analytics dimension, though with a conversation-data foundation rather than CRM/account structure.

Broad incumbents

• ZoomInfo: Large sales intelligence and go-to-market data platform with account scoring and routing capabilities. A much broader incumbent whose workflow tools (ZoomInfo Workflows, Chorus) increasingly overlap Gradient Works' territory and routing use cases.
• Xactly: Sales performance management (SPM) platform covering territory planning, quota setting, and incentive compensation. A larger incumbent that overlaps with Gradient Works' Carve territory planning at the top of the SPM stack.

Others

• Salesloft: Sales engagement platform for outbound cadences and prospect communication. An integration partner for Gradient Works rather than a direct competitor — both serve commercial sales teams but address different parts of the workflow.
• Outreach: Sales execution platform for sequence automation and pipeline management. Integration partner for Gradient Works' Salesloft-style cadence actions, with adjacent pipeline visibility rather than direct territory management overlap.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/GradientWrks
• LinkedInlinkedin.com/company/gradient-works

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors4 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 Gradient Works