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What is YouEx.ai Engage?

YouEx.ai gives B2B revenue teams an intelligent operating layer for turning inbound interest into qualified pipeline. The platform combines conversational AI, prospect intelligence, sales automation, and CRM capabilities so teams can move from a buyer’s first interaction to a meaningful sales conversation without relying on a patchwork of disconnected systems. Its AI Web Agent engages visitors as they explore a company’s website, helping them find information while identifying potential sales opportunities. When a prospect shows interest, YouEx can collect relevant details, evaluate the account and contact, enrich available information, and determine how the opportunity should be handled. High-value prospects can be directed to the appropriate seller or encouraged to schedule a meeting, while other leads can enter automated, personalized follow-up sequences. At the center of the platform is an AI-native CRM that brings together companies, people, leads, deals, activities, and research. Rather than simply storing sales records, YouEx uses this context to help teams understand who deserves attention and what should happen next. AI-generated research and recommended actions give representatives useful context before they engage, while automation reduces the repetitive administrative work associated with managing inbound demand. YouEx also extends revenue workflows beyond its own interface. Integrations with tools such as email, calendars, Slack, Zapier, ChatGPT, and Claude allow sales teams to access information and complete tasks from the environments where they already work. By connecting buyer engagement, intelligence, qualification, CRM data, and automated execution, YouEx.ai helps organizations create a more responsive inbound sales process. Sales teams can spend less time researching prospects, updating systems, and manually coordinating follow-up—and more time engaging promising buyers and progressing opportunities toward revenue.

What is Catchlight?

Minimize the time allocated to prospecting while boosting your success rate with ideal clients by utilizing impactful insights that identify the most promising leads. Develop a comprehensive understanding of your sales funnel and prioritize leads that mirror the characteristics of your best clients. Employ the most effective strategies at the most opportune moments to enhance your engagement efforts. Rather than depending on generic outreach methods that often miss the mark, concentrate on personalized interactions that genuinely resonate with your prospects. Make efficient use of your time by decisively targeting opportunities that will greatly benefit your practice. In addition to offering crucial insights for converting leads, Catchlight compiles data on how individual prospects and clients react to various engagement techniques and products. Built on a strong data foundation, Catchlight features a continuously growing dataset comprising over 80,000 lead conversions, with its predictive engine shaped by the analysis of real-world outcomes experienced by financial professionals. This advanced lead optimization tool is uniquely designed for financial advisors, guaranteeing that your strategy is both data-driven and efficient. By harnessing these insights, you can revolutionize your client acquisition approach, leading to exceptional growth, while also fostering deeper relationships with clients and enhancing their overall experience.

Media

Media

Integrations Supported

ChatGPT
Claude
Cursor
Gmail
Microsoft Outlook
Model Context Protocol (MCP)
Salesforce
Zapier
n8n

Integrations Supported

ChatGPT
Claude
Cursor
Gmail
Microsoft Outlook
Model Context Protocol (MCP)
Salesforce
Zapier
n8n

API Availability

Has API

API Availability

Has API

Pricing Information

$15/month/user
$15/month for AI CRM and Revenue Automation

$49/month for AI Web Agent

$199/month for Teams
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
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

YouEx.ai

Date Founded

2026

Company Location

United States

Company Website

www.youex.ai/

Company Facts

Organization Name

Catchlight

Company Location

United States

Company Website

catchlight.ai/

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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