What is Jeeva?
Jeeva AI is a sales enablement platform powered by a team of specialized AI agents that handle every stage of B2B sales. Each agent covers a specific job: one discovers and enriches leads, one runs outreach, one qualifies inbound visitors, and one handles chat. Together they automate the repetitive work that eats into selling time.
Sales teams at startups, mid-market companies, and enterprises may use the sales enablement platform to keep their pipelines moving without manual effort. RevOps leaders, founders, marketing teams, and individual reps all benefit from having AI agents working in the background around the clock.
Jeeva AI Video
Features & Benefits
- AI Outreach Agent (Grant): Deploy one of Jeeva’s AI agents to run personalized LinkedIn and email sequences automatically, with connection requests, InMails, follow-ups, and CRM sync built in.
- AI Inbound Agent (Gigi): Identify anonymous website visitors, enrich their profiles with job title and company data, qualify them based on behavior, and add them directly to outreach campaigns.
- AI Chat Agent (Ada): Embed a customizable sales bot on your website that captures leads, answers questions, guides visitors toward booking meetings, and tracks engagement trends in a dashboard.
- Lead Finder: Define your ideal customer profile by job title, seniority, company size, industry, and region, then run lead generation to get a verified prospect list with LinkedIn profiles, work emails, and phone numbers ready for enrichment or outreach.
- Waterfall Lead Enrichment: Layer data from multiple sources at once to build complete, current lead profiles, including emails, cell phones, and firmographic details, with overnight re-validation to keep records accurate.
- Smart Inbox Management: Work inside Gmail or Outlook to auto-categorize incoming messages, draft one-click replies that match your tone, and surface the highest-intent conversations first.
- AI Calendar Assistant: Share smart availability links that respect time zones and buffer times, let prospects self-book, and auto-log every meeting to your CRM with dial-in details included.
- AI Notetaker: Auto-join Zoom, Google Meet, or Teams calls to transcribe in real time, tag objections and follow-ups, and send structured summaries with action items to your inbox and CRM.
- AI Meeting Prep: Pull attendee bios, LinkedIn roles, funding rounds, and tech stacks before each call, then deliver a one-page brief directly into your calendar event.
- Real-Time Buyer Signals: Trigger same-hour follow-ups when funding rounds, job moves, or tech installs happen, and get instant alerts when new decision-makers appear at target accounts.
- Performance Analytics: Track key outreach and engagement metrics across campaigns, with deeper sales insights available at advanced tiers.
- CRM and Calendar Integrations: Sync contacts, activities, meeting notes, and outcomes automatically with CRM and calendar platforms, including sales and productivity tools across your stack.
What can Jeeva AI do?
- Find B2B leads by ICP criteria
- Enrich lead lists with emails and phone numbers
- Automate LinkedIn outreach sequences
- Identify anonymous website visitors
- Qualify inbound leads from website traffic
- Book sales meetings automatically
- Transcribe and summarize sales calls
- Sync meeting notes to CRM
- Research prospects before sales calls
- Draft email replies with AI
- Track outreach performance metrics
- Enrich Salesforce records with updated data
- Alert sales reps to new decision-makers
Real-World Applications
Cold outreach and lead generation is where most sales teams lose hours every week. A mid-market sales rep can hand that work to Jeeva’s AI agents, Grant handles LinkedIn connection requests and email follow-ups while the rep focuses on live conversations. When a funding round or job change triggers a buyer signal, Grant fires a follow-up within the hour, before competitors even notice the change.
For RevOps teams managing large contact databases, bulk enrichment changes how data maintenance works. Upload thousands of existing Salesforce records and Jeeva AI’s waterfall process fills in missing emails, updates phone numbers, and flags stale contacts overnight. No manual audits, no bounced emails from outdated lists.
Website traffic is often an untapped lead generation source for sales teams. Gigi, Jeeva’s inbound AI agent, installs on your site via a small snippet and starts identifying anonymous visitors immediately. A financial services company might discover that a VP at a target account visited their pricing page twice this week. That visitor gets enriched, qualified, and dropped into an outreach sequence before the next business day.
Founders running lean teams get particular value from Ada, the embeddable chat agent. Rather than hiring a full SDR team to cover off-hours inquiries, Ada engages visitors around the clock, collects contact details, and routes serious prospects toward a booked meeting. The conversation logs and analytics dashboard give founders visibility into what questions are coming in and where interest is highest.
Healthcare and technology sales cycles often involve lots of stakeholders and complex calls. Jeeva’s AI Notetaker joins Zoom or Google Meet sessions, tags objections and next steps in real time, and pushes a structured summary to the CRM the moment the call ends. Account executives can walk into the next meeting already briefed, with AI Meeting Prep pulling bios and recent news for every attendee on the calendar.
