Connected
Already running a CRM?
TopLine layers on Salesforce, HubSpot, or Microsoft Dynamics. Your CRM stays the system of record. TopLine writes activity, agent outputs, and attribution back automatically.
How it works
Your sales team's watchtower. Above the CRM. Built for action.
TopLine doesn't replace your CRM. It makes it usable. Where to focus today. What's new on every account. What to do next. One pane of glass for the whole revenue team.
Plugs into the CRM your team already uses
Plugs into your CRM. Don't have one? No problem.
TopLine is the watchtower. Your CRM is still the system of record. The two are designed to work together, not replace each other.
Standalone
No CRM? No problem.
TopLine runs as your full revenue workspace. First account scored on day one. No data migration. The complete revenue motion in one platform.
Hybrid
Multiple systems? Custom warehouse?
TopLine connects to each independently. Pull from Snowflake, Databricks, or your in-house warehouse alongside your CRM and outreach tools.
TopLine makes the CRM your team already pays for actually usable.
The five stages
From cold account to renewal and expansion.
Stage 01
Research and Lead Scoring
Research the market first, then score every account in your TAM by fit, opportunity, and timing. Market Scout fuses your CRM with 25+ proprietary and licensed data sources to surface the accounts most likely to buy, with a score next to each. Refreshed daily.
Artifact
Top Prospects list
Stage 02
Research
An executive summary, key insights, and recent news on every prioritized account. The Research Crew Chief and Buyer Intel agents do the digging your reps don't have time for, so they walk into every conversation already informed.
Artifact
Research Brief
Stage 03
Outreach
Personalized multichannel cadences that actually get replies. Email, LinkedIn, and phone touches sequenced and scheduled by the Outreach Engineer. Every send tied back to the deal it influenced.
Artifact
Outreach Sequence
Stage 04
Present
Client-ready, on-brand decks generated in minutes. The Strategy Engineer assembles the narrative and assets tailored to this buying committee. No rogue slides floating around accounts.
Artifact
Presentation Deck
Stage 05
Renew
Account health scoring, expansion opportunities, and the next best action for every customer. The Renewal Lead drives the recap-to-renewal motion and surfaces upsell plays before competitors get a foot in the door.
Artifact
Renewal Playbook
Reassurance
What does not change.
TopLine sits across your existing stack. Your team keeps the tools they already know, the CRM they already use, and the processes that already work. We add intelligence and execution. We do not ask you to re-platform.
- Your CRM stays the system of record
- Your data warehouse keeps owning the truth
- Your Outreach, Salesloft, or sales engagement tool keeps running
- Your enablement content stays in your LMS
- Your AEs keep selling the way they already sell. Just with a crew behind them
Big AI programs promise transformation in 90 days. TopLine starts activating now.
Most enterprise AI projects start with workshops, consultants, and custom development. TopLine arrives with the team, workflow, agents, implementation playbook, and revenue use cases already built. We connect to the systems you already use, train your team on live opportunities, and help reps put the workflow to work in weeks.
- 1
Week 1
Connect
CRM, data, identity, and workflow mapping. RevOps and IT know what is connected, what is not, and who owns each control.
- 2
Week 2
Train
AEs, managers, RevOps, and enablement run real accounts through the workflow. No sandbox theater.
- 3
Week 3
Activate
Reps use TopLine on live opportunities. First account lists, buyer briefs, proposals, sequences, and attribution views are in motion.
- 4
Days 30 to 90
Expand
Tune scoring, add teams, measure adoption, and connect activity back to pipeline impact.
Connected in week one. Trained in week two. Closing with TopLine in week three.
Implementation comparison
What happens in the first 90 days.
Most AI programs spend the first 90 days defining what to build. TopLine spends that time activating, measuring, tuning, and expanding.
Most AI programs
- Discovery workshops and stakeholder interviews
- Custom build scoping and roadmap drafting
- Data model design before anything ships
- Pilot defined; production still months away
TopLine
- Week 1 to 3: connect, train, and activate on live accounts
- Days 30 to 60: measure adoption and tune scoring with RevOps
- Days 60 to 90: expand to additional teams and territories
- Day 90: revenue motion in production, attribution live
Security & compliance
Enterprise-grade by default.
SOC 2 Type II
Independently audited annually.
Encryption
At rest and in transit, end-to-end.
SSO & SCIM
Granular access controls and provisioning.
Data residency
Regional options for global teams.
Detailed security documentation available under NDA. Request the enterprise package →
Implementation questions, answered.
How long does a typical rollout take?
Most teams are connected in week one, trained in week two, and closing with TopLine by week three. Larger or multi-region rollouts may extend into a phased deployment, supported by a dedicated implementation lead.
What does training look like?
Live working sessions with your AEs, RevOps, and Enablement teams. We load your playbooks into the workflow and walk reps through their first real opportunities live.
How do you handle change management?
The crew saves rep time, so adoption follows naturally. Your dedicated implementation lead also runs structured change-management sessions with sales leadership and frontline reps.
Who owns governance and oversight?
Your RevOps team owns workflow configuration. TopLine runs continuous tuning and provides quarterly business reviews. Detailed governance documentation is available under NDA.
Ready to put a pit crew behind every rep?
Most teams are connected in week one, trained in week two, and closing with TopLine by week three.