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Salesfinity

The calling platform for B2B sales teams

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Salesfinity is an AI-powered calling platform for B2B sales teams built around an AI parallel dialer (up to 5 simultaneous lines), waterfall data enrichment, AI coaching/training, and an "AI Companion" agent, natively integrated with CRMs and sequencers like Salesforce, HubSpot, Outreach, Salesloft, and Apollo.

Vendor's own claim
other/unknown

Core capabilities

Vendor's own claim
  • AI Parallel Dialer: up to 5 simultaneous lines, unlimited dials (fair-usage), automatic voicemail filtering
  • Caller ID health management: rotating caller IDs, SmartGuard/SmartRotate spam protection, STIR/SHAKEN attestation
  • SmartEnrich: waterfall data enrichment across 7+ providers, billed per valid phone number found rather than per lookup
  • Boss Mode: phone number scoring for pickup likelihood, carrier, and line type
  • AI Coaching & Training: automatic call scoring with timestamped evidence, AI practice personas built from a team's real calls, live listen/whisper coaching, SDR 360 reporting
  • AI Companion: an agent that builds prospect lists, revives closed-lost deals, monitors buying triggers, and executes CRM/calendar actions from plain-English prompts
  • REST API and MCP access included on the self-serve Gold plan
  • Native two-way sync with Salesforce, HubSpot, Outreach, Salesloft, Apollo, Amplemarket, Pipedrive, and Attio

API & agent surface

From official docs
Authentication
API key (x-api-key header)
Base URL
https://client-api.salesfinity.co
Notable endpoints
  • GET /v1/contact-lists/csv - export contact lists as CSV
Machine-readable spec
No OpenAPI link

Pricing

From official docs
PlanPriceIncludedNotable
Gold$299/user/monthUnlimited dials, up to 5 parallel lines
Individual self-serve workspaces
10 rotating caller IDs with SmartGuard & SmartRotate, Boss Mode number scoring - 500 credits/mo, SmartEnrich waterfall enrichment
EnterpriseCustom, billed annuallyUnlimited dials, up to 5 parallel lines
Team workspaces with admin/permissions
Everything in Gold, plus team management (invites, permissions, multi-team), AI Coaching: objection training, pitch breakdowns, battlecards, Virtual Salesfloor & team Leaderboard
Enterprise Plus (Global)Custom quote, billed annuallyUnlimited dials, up to 5 parallel lines
Team workspaces with admin/permissions
Everything in Enterprise, plus SmartEnrich included - 200 credits/user/mo across 7+ providers, AI Training - practice bots built from the team's real calls, International calling (outside US & Canada)

Checked 2026-08-06 against their pricing page. Vendors change pricing without notice.

What is Salesfinity

Vendor's own claim

Salesfinity is a calling platform for B2B outbound sales teams, combining a multi-line parallel dialer with data enrichment, call coaching/scoring, and an AI Companion agent that can build lists and take actions across a rep's connected CRM and sequencing tools. It documents both a REST API and an MCP surface, and publishes a public changelog showing near-daily production releases.

Ideal customer profile

Vendor's own claim

B2B SDR and sales teams running high-volume outbound calling who want a parallel dialer combined with built-in data enrichment and AI coaching, rather than stitching together a separate dialer, enrichment vendor, and call-coaching tool.

Who should look elsewhere

Our read

The self-serve Gold plan is priced per individual user ($299/user/month) with team admin, multi-team management, and coaching features gated behind the custom-quoted, annual-commitment Enterprise tier - so a manager who wants team visibility and coaching from day one cannot get it self-serve. SmartEnrich waterfall enrichment is billed per valid phone number found ($0.30) on top of the seat price except on Enterprise Plus, so heavy-enrichment users face variable, usage-based costs beyond the base subscription. International calling (outside US & Canada) is not available on Gold or Enterprise, only Enterprise Plus, so teams calling outside North America need the top custom tier.

Salesfinity FAQ

How many lines can Salesfinity dial in parallel?

Up to 5 parallel lines on every plan (Gold, Enterprise, Enterprise Plus), with unlimited dials subject to fair-usage terms.

From official docs
Is Salesfinity self-serve or sales-led?

Gold is self-serve - sign up with a credit card and start dialing the same day, per the vendor. Enterprise and Enterprise Plus require talking to sales and are billed annually.

From official docs
How is SmartEnrich (data enrichment) priced?

Waterfall enrichment across 7+ providers costs $0.30 per valid phone number found - charged only when the waterfall actually finds a valid number, not per lookup - except on Enterprise Plus, which includes 200 credits/user/month.

From official docs
Does Salesfinity have an API and MCP access?

Yes, the vendor states API & MCP access are included on every plan including the self-serve Gold tier; the API uses key-based authentication (x-api-key header) against client-api.salesfinity.co.

From official docs
What CRMs and sequencers does Salesfinity integrate with?

Native two-way sync with Salesforce, HubSpot, Outreach, Salesloft, Apollo, Amplemarket, Pipedrive, and Attio, plus ActiveCampaign, Gong, Google Calendar/Gmail, Slack, Affinity, and Clay, among 100+ listed integrations.

From official docs
Does Salesfinity support international calling?

The vendor states local phone numbers are available in 120+ countries, but international calling outside the US and Canada is only enabled on the Enterprise Plus tier per the plan comparison table.

From official docs
Is there a public status page?

This is what we could not find, not evidence one doesn't exist - confirm with the vendor.

Our read

Verify before you buy

  • Social media links (LinkedIn, X, GitHub)
  • Named MCP tool list
  • API rate limits
  • Full OpenAPI/Swagger spec
  • A machine-readable OpenAPI specification was not included in the reviewed source set.

Other products that solve a similar job or fit the same part of the GTM stack.

Need help setting it up?

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

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