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Gradient Works

The territory planning platform for commercial sales.

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Gradient Works replaces static, spreadsheet-based sales territories with "dynamic books": small, AI-curated sets of 100-150 best-fit accounts per rep that automatically refresh as accounts go unworked, deployed directly into Salesforce (and, for data import/export only, HubSpot).

Vendor's own claim
activation/delivery

Core capabilities

Vendor's own claim
  • Carve: AI chat-built territory planning and scenario modeling
  • Bookbuilder: dynamic account distribution, target books, distributions, retrievals, and returns
  • Market Map: account scoring and segmentation using AI
  • AI Researcher: AI-driven firmographic account enrichment, with a preview mode to test prompts before scale
  • Lookalikes: identify new prospect accounts similar to best customers
  • Routing: automated lead-to-account matching and inbound lead routing based on buying signals and rep capacity
  • Pipeline Creation Analytics: rep-level activity and pipeline creation metrics
  • Native MCP server: describe territory plans in plain language from Claude, ChatGPT, or Cursor and deploy scenarios directly

API & agent surface

From official docs
Machine-readable spec
No OpenAPI link

Pricing

From official docs
PlanPriceIncludedNotable
Free$0 forever1,000 credits
5 rep users
AI chat territory plans with Carve, Score and segment accounts with Market Map, Basic book management with Bookbuilder
Growth$799 per month, paid annually12,000 credits
10 rep users
10,000 dynamic accounts, 5 Carve projects with multiple scenario support, Dynamic book management with Bookbuilder (distributions, retrievals, returns)
EnterpriseCustom, paid annuallyUp to 2M credits
Up to 1,000 rep users
Everything in Growth, Up to 1M dynamic accounts, Managed AI Researchers for complex use cases (also offered as a Growth add-on starting at $399/month)

Checked 2026-08-07 against their pricing page. Vendors change pricing without notice.

What is Gradient Works

Vendor's own claim

Gradient Works' core thesis, stated directly on its site, is that static territories fail at scale because reps with 200+ accounts cherry-pick familiar ones while good accounts go cold. Its platform has four modules - Account Research, Bookbuilder, Routing, and an Automation Builder Kit (ABK) - and requires Salesforce for the full dynamic-book managed-package functionality (account assignments, returns, target books, routing); HubSpot is supported only for data import/export into the scoring and research features, not for the managed dynamic-book workflow itself.

Ideal customer profile

Vendor's own claim

Commercial sales organizations running territory-based selling on Salesforce who are outgrowing manual, spreadsheet-driven territory planning - the vendor names customers including Box, Gusto, Upwork, Quotapath, Thoropass, ChurnZero, Attentive, and Beekeeper.

Who should look elsewhere

Our read

The pricing FAQ states plainly that 'you need Salesforce to use the full Gradient Works managed package for dynamic book management, which includes account assignments, returns, target books and routing' - HubSpot is supported only for data import/export into scoring and research, not for the core dynamic-books workflow, so HubSpot-only teams cannot get the platform's central value proposition. The Free tier caps at 5 rep users and 1,000 credits with only 1 Carve project and no Bookbuilder distributions/retrievals/returns, account routing, or integrations (Slack, Salesforce/Salesloft/Outreach) - meaningful use requires the $799/month Growth plan (paid annually) or above, and Gradient Works' own FAQ states platform plans are annual only, so teams wanting month-to-month billing past the free tier are not accommodated.

Tools in the same layer

Our read

No curated rival set covers this tool yet, so these are simply other tools in the same architectural layer and product form. Treat it as a starting point, not a shortlist.

Gradient Works FAQ

Do I need Salesforce to use Gradient Works?

For the full dynamic-book managed package - account assignments, returns, target books, and routing - yes, per the vendor's own pricing FAQ. HubSpot is supported only for data import/export into territory planning, account scoring, and AI research, not for the managed dynamic-books workflow itself.

From official docs
Is there a free plan, and is it a real trial or a limited preview?

The vendor states the free tier 'is a genuine entry point (not a limited preview) for teams with up to 5 reps,' with no credit card and no expiration.

Vendor's own claim
How long does implementation take?

The vendor's pricing FAQ states implementation 'usually takes 2-4 weeks,' with support along the way.

From official docs
What does Gradient Works' MCP server let AI agents do?

The vendor states you can describe a territory plan in plain language and have Carve build it, then pull scenarios, apply overrides, and deploy - directly from Claude, ChatGPT, or Cursor via the Gradient Works MCP.

Vendor's own claim
How is Gradient Works priced?

Three tiers: Free ($0 forever, 5 reps, 1,000 credits), Growth ($799/month paid annually, 10 reps, 12,000 credits), and custom Enterprise (up to 1,000 reps, up to 2M credits). Credits meter AI-powered features (Market Map, AI Researcher, Lookalikes, Carve); additional credits and rep users can be purchased as add-ons.

From official docs
Can I pay month-to-month instead of annually?

The vendor's own FAQ says platform plans are annual once past the free tier, stating this 'pays off with lower per-rep costs than month-to-month tools' - no monthly option is offered for paid plans.

From official docs
Is Gradient Works SOC 2 certified?

The vendor states it is SOC 2 Type 2 certified.

Vendor's own claim
Does Gradient Works have a public REST API for developers?

We could not find a public API reference - attempts to reach developers.gradient.works, api.gradient.works, and several API/OpenAPI paths all failed or returned errors. This is what we could not find, not confirmation that no API exists; the MCP server is documented, which implies some programmatic surface, but a standalone REST API reference was not located.

Our read

Verify before you buy

  • Public REST API reference (auth scheme, base URL, endpoints, rate limits) - not located
  • Social media links (LinkedIn, X, YouTube, GitHub)
  • Exact scope/pricing of the Managed AI Researchers add-on beyond the 'starting at $399/month' figure shown for Enterprise-tier comparison
  • A machine-readable OpenAPI specification was not included in the reviewed source set.

Need help setting it up?

This page tells you whether Gradient Works fits. Cheetah builds and runs the system it goes into — enrichment, sequencing, CRM and the joins between them.

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