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What is Topline?

Topline is a comprehensive AI-powered growth and operations platform designed for high-trust service businesses seeking to unify revenue generation, customer communication, marketing, analytics, and operational workflows into one centralized system. Built around the concept of combining AI automation with human expertise, the platform helps businesses reduce tool sprawl, simplify operational complexity, and improve revenue performance while maintaining strong customer relationships and personalized service experiences. Topline includes a suite of intelligent AI agents that automate key business functions such as customer support, lead engagement, outreach campaigns, marketing optimization, forecasting, and operational analytics. Specialized AI agents including Front Desk Agents, Outreach Agents, Marketing Agents, and Insights Agents help businesses respond to incoming inquiries instantly, identify high-intent leads, personalize communication, automate follow-ups, optimize campaigns, and generate actionable forecasts using real-time data and historical performance metrics. The platform also provides integrated tools for CRM management, booking campaigns, website building, smart matching, analytics, product and graphic design, and third-party integrations that consolidate revenue-generating activities into one operating environment. Businesses can streamline customer acquisition and operational management without relying on disconnected software stacks, multiple vendors, or complicated manual workflows. Topline’s adaptive AI infrastructure learns how organizations operate and evolves alongside business processes without requiring extensive retraining or technical complexity. Human-led onboarding, implementation, and support services ensure businesses receive hands-on guidance and oversight while integrating AI into their growth strategies and operational systems.

What is Gefen Technologies?

Empower agents, brokers, and advisors within enterprises to engage meaningfully and effectively through a multitude of digital channels. Each representative is equipped with a customized website that leverages high-quality, enterprise-grade content to foster better interaction. By reaching out to customers at the most opportune moments, agents can maintain relevance and convenience in their communications. These personalized websites act as powerful tools for agents, enabling them to capture high-quality leads while promoting and selling across various digital platforms. They can launch automated yet personalized marketing campaigns that not only save precious time but also allow agents to concentrate on expanding their businesses. Additionally, agents are equipped with the capability to monitor their campaigns, gaining real-time insights into the entire distribution process from inception to completion. Ensuring compliance with regulatory bodies such as FINRA, SEC, IIROC, and FCA becomes a streamlined process through vigilant oversight of digital communications between agents and clients. Moreover, the seamless integration with legacy systems, content libraries, and marketing platforms boosts operational efficiency and intelligence. This comprehensive strategy ultimately positions agents to thrive in a competitive landscape, promoting sustainable growth and long-term success. Consequently, agents are not just participants in the market; they are empowered leaders driving transformative change.

Media

Media

Integrations Supported

Calendly
Docusign
HubSpot CRM
Mailchimp
Pipedrive
SalesForceSpeed
Twilio
Zapier

Integrations Supported

Facebook
WhatsApp
X (Twitter)

API Availability

API Availability

Has API

Pricing Information

$197/month
Topline Leads runs on a two-layer model: a flat monthly subscription for the platform, and credits that power the actions — visitor reveals, outreach campaigns, and enriched contact data. Credits are priced at $0.10 each across all tiers; no tier gets a different rate.
Plans start free (100 credits/month, no credit card required). The Team plan is $197/month and includes 1,500 credits and up to 5 users. The Unlimited plan is $197/month per product — or $397/month for both Topline Leads and Topline OS bundled — with 4,000 credits/month and no user cap. Annual billing saves roughly 18–20%. Credits roll over for two months.
To give a sense of what credits buy: identifying a website visitor and matching them to a named contact with email and phone costs 2 credits ($0.20). Launching a 100-person outreach campaign through Topline Connect typically costs around 200 credits ($20) — and a campaign that books three meetings runs roughly $50 in credits total, not counting what you pay the recipients directly.
There are no per-seat fees on Unlimited plans, no hidden enrichment charges, and no separate cost for the 200M+ profile database — it's included. Credit add-on packs are available starting at $150 for 1,000 credits if you need to top up between billing cycles.
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Chromebook

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Topline

Date Founded

2024

Company Location

United States

Company Website

topline.com

Company Facts

Organization Name

Gefen Technologies

Date Founded

2014

Company Location

Israel

Company Website

gefentechnologies.com

Categories and Features

AI Agents

Not specified

AI Marketing

Not specified

Lead Generation

Contact Import/Export
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Categories and Features

Email Marketing

Not specified

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