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What is Needle?

Needle is a proactive GTM agent platform built to help sales and revenue teams manage pipeline activity, deal follow-up, CRM hygiene, and revenue operations from Slack or Microsoft Teams. Instead of acting like a static dashboard, Needle functions as a personal AI teammate that can take action, surface risks, and suggest next steps inside the communication tools revenue teams already use. Each user gets a Needle agent that acts on their behalf, mirrors their permissions, and only accesses tools, data, and workflows that the user is authorized to use. The platform connects to CRM systems, email, calendars, documents, spreadsheets, call recordings, enrichment tools, outbound platforms, and thousands of other integrations. Needle can detect stalled opportunities, identify quiet champions, draft follow-up emails, attach relevant case studies, update CRM fields, research accounts, enrich contacts, and create action plans for deals that need attention. Its proactive behavior allows it to flag pipeline risks before a manager or rep has to search for them manually. The platform maintains memory and reusable skills so agents can learn how a team works and repeat preferred workflows over time. Needle routes work across multiple AI models from providers such as Claude, OpenAI, Gemini, DeepSeek, Mistral, Qwen, GLM, and MiniMax to match tasks with the right model while avoiding vendor lock-in. Security is designed around sensitive revenue workflows, with explicit app connections, permission mirroring, private company context, and a commitment not to train models on customer data. Compliance and security posture include SOC 2 Type II, ISO 27001, GDPR, and CCPA alignment. Needle helps GTM teams turn AI agents into practical revenue operators that keep deals moving, reduce administrative overhead, and improve pipeline visibility.

What is IVP | Deskless?

IVP | Deskless is a cutting-edge AI platform aimed at optimizing everyday operational processes for SaaS companies, enabling teams to focus on more significant tasks. By utilizing virtual employees, Deskless effectively handles various responsibilities such as research, reporting, and administrative work, delivering completed tasks straight into your existing systems according to a set schedule—eliminating the need for continuous oversight. Research shows that this approach can automate between 40% and 70% of operational efforts, leading to a notable boost in productivity. The platform functions on the IVP data layer, integrating your CRMs, databases, files, and APIs into a secure and well-managed data warehouse. Virtual employees are equipped to start with clean, current, and structured data from the outset, removing the hassle of protracted integration timelines. Deskless provides ready-to-use agents that cater to the critical workflows of SaaS teams, such as maintaining pipeline hygiene, monitoring churn, reporting on MRR, scoring accounts, and delivering weekly updates. Each agent can be set up and activated in just a few hours, with no coding knowledge or developer support required, making it user-friendly for teams of any size. This feature not only conserves valuable time but also enables organizations to cultivate growth more efficiently, ultimately leading to improved overall performance. Additionally, the intuitive nature of the platform allows teams to adapt quickly to changing market demands, further enhancing their competitive edge.

Media

Media

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Integrations Supported

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
Jira
MCPTotal
Microsoft OneDrive
Notion
Slack
Zendesk

Integrations Supported

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
Jira
MCPTotal
Microsoft OneDrive
Notion
Slack
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$199/agent/month
Free Version
Free Trial Offered?

Pricing Information

$207/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Needle

Date Founded

2024

Company Location

United States

Company Website

needle.app/

Company Facts

Organization Name

IVP.ai

Date Founded

2022

Company Location

United Kingdom

Company Website

ivp.ai/deskless

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