Pebbles Ai for Sales teams
Your sales week,
with GTM firepower
Research accounts, build target lists and answer prospects in one workspace. Every message waits for your review.
1-month free trial. No card needed on Pro.
Pick a role
Whose week are we looking at?
- CASA II
- Microsoft 365
- GDPR
- SOC 2 Type II Pending
Monday, 09:00
Build a target-account list for a new segment
Starts when A new vertical or territory is being tested, or pipeline coverage is weak.
With Pebbles Ai
- Validate the segment with Research & analysis.
- Ask an assistant for companies that match the ICP and choose the target companies.
- Run Find fresh leads for the roles and locations you need, and review the run before it starts.
- Save the results as CRM contacts in a segment.
Outcome
A reviewed target list and lead segment that stays connected to the research behind it.
Without Pebbles Ai
- Define the ICP in a doc.The definition sits apart from the research that tests it.
- Research companies in Google and LinkedIn.Findings pile up in tabs and notes, without a source trail.
- Find contacts in a separate data tool.Contact data lives in yet another tool.
- Copy them into the CRM and build a list for the reps.Context is lost between the market decision and the list.
Where it hurts
Research, contact data and CRM records sit in separate places, and context is lost on the way to the list.
Tuesday, 11:00
Prepare for a priority account meeting
Starts when A meeting is booked with a high-value account, or a deal reaches a stage where better account context is needed.
With Pebbles Ai
- Research public company pages and sources with numbered citations, and check the original sources.
- Open the company record for its people, deals, tasks and notes.
- Ask the Strategy assistant to turn the findings into a document, spreadsheet or slide deck if needed.
Outcome
A sourced account brief plus the relevant customer record, ready for the call.
Without Pebbles Ai
- Open the CRM record.Notes and history are only part of the picture.
- Scan the company website, news and LinkedIn.Sources are easy to lose track of.
- Check old notes and email threads.Context is spread across inboxes.
- Copy useful facts into a meeting brief.The brief arrives disconnected and unverified.
Where it hurts
Prep is repetitive and sources are easy to lose. The rep may walk into the call with disconnected notes.
Wednesday, 14:00
Reply to a prospect and book the next meeting
Starts when A prospect replies with a question, an objection or a request for a meeting.
With Pebbles Ai
- Open the thread in Smartbox.
- Use Write with AI to draft or refine the reply from the thread, the recipients and your brand voice.
- Review the recipients and the content before you send.
- Use the connected Google Calendar from Assistant chat when a slot is needed.
Outcome
A thoughtful, reviewed response and a faster path to the next conversation.
Without Pebbles Ai
- Read the thread in the inbox.The thread lacks the account's wider context.
- Reopen the CRM and company notes.Every reply means switching tools.
- Draft the response.The company's messaging is easy to miss.
- Find a slot in the calendar, then return to send.Three tools for one reply.
Where it hurts
The rep loses time switching tools and can miss context from the thread or the company's messaging.
Thursday, 10:00
Build a reviewed multi-touch campaign
Starts when A segment is ready and the team needs a sequence of email and LinkedIn touches.
With Pebbles Ai
- Create email or LinkedIn content in Outreach content, a single touch or up to seven, with a personality for each piece.
- Review each message against your brand voice.
- Save generated emails as drafts in your connected Gmail or Outlook mailbox, and send LinkedIn messages yourself.
- On Team plans and above, use review, comments and the Approved Library.
Outcome
A reviewed campaign, in the right voice, ready for the team to send through the right channel.
Without Pebbles Ai
- Write the copy in one tool.The brand voice depends on who writes it.
- Move it to a sequencer or mailbox.Copy is pasted between tools.
- Ask a manager for review in Slack or Docs.Approvals scatter across threads.
- Track versions by hand.Nobody is sure which version was approved.
Where it hurts
Copy, brand voice and approvals fragment across tools.
Friday, 15:00
Keep open deals moving
Starts when A weekly pipeline review, a stalled deal, or a close date coming up with no clear next step.
With Pebbles Ai
- Track deals by stage, amount, close date and probability in the CRM.
- Open the company or deal record for its tasks and notes.
- Draft a follow-up in Smartbox from the thread and your brand voice, and review it before it goes.
- Use the connected calendar when a meeting needs to be arranged.
Outcome
A visible next step for the deal and a reviewed follow-up ready to send.
Without Pebbles Ai
- Review deal stages in the CRM.A stage rarely shows the next step.
- Read the notes, tasks and email thread.Context sits across pipeline, inbox and tasks.
- Write the follow-up from scratch.Follow-ups slip when ownership is unclear.
- Open the calendar to suggest a meeting.One more switch before the deal moves.
Where it hurts
Next steps live across pipeline, inbox, tasks and calendar. Follow-ups can slip when ownership is unclear.
Works with your stack
Starts where your team already works
- Gmail
Drafts land in your own Gmail, and Smartbox writes replies from the thread for you to review.
- Outlook
The same for Outlook: drafts in your mailbox and replies written from the thread.
- Google Calendar
Assistants find a slot and add the meeting once you approve it.
- LinkedIn
Outreach content writes LinkedIn messages, and Socialbox keeps the chats in one inbox. You send them yourself.
- Slack
Assistants draft updates and post them after you approve, in Manual mode.
Gmail
Outlook
Google Calendar
LinkedIn
SlackDrafts land in your own Gmail, and Smartbox writes replies from the thread for you to review.
Tap a tool to see how it connects. More through supported MCP servers.
Explore all integrations
No more second-guessing emails
“I didn’t realise how much time we were wasting until we switched to Pebbles Ai.”
Pilots with multinationals
“With Pebbles Ai, we secured pilot programmes with several multinationals.”
The output of a bigger team
“One marketer and SDR delivers the output of three.”
Compliance without cross-training
“It meets our finance compliance needs with secure partitioning and no cross-training.”
Every team finally aligned
“Pebbles Ai removed the usual chaos from our team workflows.”
Precise, relevant, persuasive
“Hands down the most comprehensive, science-backed outbound engine I’ve seen.”
Strategy and execution in one
“These assistants give my team and me what no generic AI can: real strategic clarity and practical execution.”
Visibility we never had
“Pebbles Ai gave us visibility we never had.”
Every contribution, in view
“It gives us a clear view of how each person and team is contributing.”
Clear answers
Questions about Pebbles Ai for Head of Sales
How do I turn a target-account list into a prospect segment?
Run Find fresh leads on the companies you have chosen. Name 1 to 10 target companies with at least one role and one location, and add filters such as seniority or exclude keywords if you need them. In Manual mode, starting the run asks for approval. Results save as CRM contacts in a segment.
What does a Head of Sales use Pebbles Ai for?
Three recurring jobs: building a target-account list for a new segment, preparing for a priority account meeting and keeping open deals moving. Each keeps research, customer records and follow-ups in the same workspace.
How is a meeting brief sourced?
Research & analysis reads public company pages and returns findings with numbered citations, so the rep can check the original sources. The company record adds its people, deals, tasks and notes.
How do I see which deals need a next step?
Track deals by stage, amount, close date and probability in the CRM, then open a deal or company record for its tasks and notes. Smartbox drafts the follow-up from the thread for you to review.
How do I validate a new sales segment before building a list?
Research it first, then test the fit with named companies. Research & analysis reads public pages around your question and returns findings with numbered citations. An assistant can then search for matching companies, up to 50 per search, by keyword, region, industry and headcount. You choose which companies go forward before any leads are found.
Can Pebbles Ai forecast revenue or pipeline?
No. The CRM tracks each deal's stage, amount, currency, close date and probability, on boards with saved views and filters, so you can see where deals stand. It has no forecasting or revenue attribution. The Team Productivity board shows how the team works in Pebbles Ai, not what it will sell.
Keep exploring
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Make GTM decisions from evidence and approve every action
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