Jeeva AI Review: Features, Pricing, and Performance

Top-of-funnel sales tech has a weird problem right now: you can spend a fortune on “data,” another fortune on “sequencing,” then still lose hours stitching the whole thing together. 

Jeeva AI is an agentic AI sales platform that’s designed to fix that by automating the top-of-funnel loop. B2Bs use it for lead discovery, data enrichment, buyer engagement, scheduling/meeting prep, and capturing call notes and pushing them to CRM. 

In today’s review, we’re exploring Jeeva AI’s features, pricing, and performance to help you assess whether it’s the right solution for your needs.

What is Jeeva AI?

Jeeva AI is an AI-powered sales automation platform built to run the entire top-of-funnel for you. Lead generation, enrichment, outreach, follow-ups, inbox triage, and meeting scheduling are all handled by an autonomous sales agent within the Jeeva platform.

At a practical level, Jeeva uses AI in three concrete ways:

• First, lead discovery and enrichment. It identifies relevant B2B prospects based on your ICP, then uses AI-driven waterfall enrichment to fill in missing data like job titles, verified emails, and phone numbers. Multiple data sources are queried automatically until the profile is complete enough to engage.
• Second, personalized outreach at scale. Jeeva uses context from enriched lead data, past conversations, and CRM history to generate personalized messages and follow-ups that adapt based on responses (or lack of them). That includes drafting replies in your “voice,” prioritizing inbox messages, and knowing when to nudge versus when to stop.
• Third, CRM-aware execution. Jeeva integrates directly with CRMs like HubSpot and Salesforce. It syncs contacts, activities, meeting notes, and outcomes automatically. Reps won’t have to spend half their day logging calls, updating fields, or copying notes from meetings.

Its primary goal is pretty straightforward: reduce the manual, soul-draining sales work that doesn’t actually close deals.

Key features of Jeeva AI

Jeeva AI has 8 core features that set it apart from other AI sales automation platforms: AI-powered lead discovery, waterfall lead enrichment, multi-channel outreach automation, personalized messaging at scale, AI calendar assistant, smart inbox management, CRM integration, and real-time performance analytics.

Below, let’s dive into each of these features and where they fit into the sales workflow.

• AI-powered lead discovery: Jeeva starts by identifying prospects that match your ICP based on firmographic, role, and contextual signals. It can even pull in context like the prospect’s tech stack and similar companies. You define the target parameters once, and the AI algorithm continuously surfaces relevant companies and decision-makers instead of forcing reps to rebuild lists every week. An o3 mini-model scores each lead, and those with a “hot” score (75+) are automatically routed to today’s cadence.
• Waterfall lead enrichment: Once the AI identifies a new sales lead, Jeeva runs a waterfall enrichment process, where it layers 50+ data sources and mines 100+ data streams to fill gaps like job title, verified email, phone number, and additional leads within the same company. If one source can’t return data, it automatically moves to the next until the lead meets a minimum quality threshold. This increases accuracy and coverage, but the platform is scalable, too – it’s able to turn thousands of basic contacts into sales-ready leads at once, without breaking down.
• Multi-channel outreach automation: Using your enriched data and defined ICP parameters, Jeeva’s AI Outbound sales agent enrolls leads into specific outbound sequences across email, LinkedIn, dialers, SMS, and cold calls without reps having to manually assign steps. Initial messages, follow-ups, and channel switching are handled automatically based on engagement signals. It even delivers manual call scripts your sales reps can use to prep for cold outreach and discovery calls.
• Personalized messaging at scale: Jeeva assembles its messaging dynamically for each prospect, so every prospect gets a personal touch. It generates outreach and replies using your enriched lead/ICP data, company context, and prior conversation history. But reps ultimately have the choice to customize further using AI suggestions (like icebreakers and ICP-specific pain points), templates, or completely dynamic fields. For inbound leads, Jeeva’s AI Inbound sales agent engages site visitors, qualifies them based on their details, and routes them based on which ICP bucket they fall into.
• AI calendar assistant & meeting scheduling: When a prospect wants to book time, Jeeva handles scheduling automatically. It syncs with your Gmail/Outlook calendar to check availability, then suggests time slots (auto-adjusted for time zone differences), confirms meetings, and updates the calendar without human involvement. It also handles the CRM logging and reminders leading up to the meeting.
• Smart inbox management: Jeeva monitors your Gmail or Outlook inbox and classifies incoming messages by intent – e.g., positive reply, objection, referral, unsubscribe, or noise. Based on that intent data, it can draft suggested responses or escalate important messages for manual review. Since it’s fully integrated with Gmail/Outlook, it’s also able to categorize, label, and prioritize emails in real time so sellers can see, for example, what requires immediate attention vs. what’s a simple update or marketing email.
• CRM integration & auto-sync: Jeeva auto-syncs contacts, activities, meeting notes, and outcomes directly into CRMs like HubSpot and Salesforce. Every email sent, reply received, and meeting booked is logged automatically. And its AI notetaker uses advanced speech-to-text and NLP to transcribe meetings while also highlighting objections, follow-ups, and pain points that came up throughout. After the meeting, it sends that, along with a structured summary to your CRM and email inbox. Every step of the way, this brings significant time-saving benefits for your sales team.
• Real-time performance analytics: Jeeva tracks outreach volume, reply rates, meetings booked, and conversion signals across the entire top-of-funnel. Because discovery, enrichment, and outreach all live in the same platform, performance data is presented in real time and is never fragmented. For example, aggregated meeting transcripts will tell you which pain points and objections keep coming up during sales calls. Once you know what those are, you can optimize your sales process by addressing them earlier in the process to prevent decision-makers from stalling.

Pros of Jeeva AI

We’ve gone over what Jeeva is and how its features function, but does it actually work in practice? After trying it ourselves, we’ve come to realize there are several clear benefits in the form of time-savings, data accuracy, and its ability to support data-driven decision-making.

The main advantages of Jeeva AI are:

• Saves 7+ hours per week per rep: Prospect research, list cleanup, manual follow-ups, inbox triage, calendar back-and-forth, and CRM updates add up fast. Jeeva collapses those entire task categories into background automation, resulting in a day’s worth (or more) of time savings every single week.
• Automates repetitive sales tasks: Jeeva handles the backend admin work like enrichment, outreach enrollment, follow-ups, reply sorting, scheduling, and activity logging. These are things that either (a) prevent reps from spending time on selling activities or (b) reps might forget to do altogether. Since Jeeva’s AI agents are constantly running in the background, they’re triggered 100% of the time the action is needed, and reps never have to worry about it again.
• Ensures high data accuracy with multiple enrichment sources: Instead of trusting a single database, Jeeva’s proprietary “waterfall enrichment” process validates info across more than 50 providers until it hits an acceptable data quality. It’s also continuously re-validating those records and flags ones that are at-risk. Thanks to these features, it facilitates better engagement downstream with fewer bounced emails, wrong titles, and “who is this?” replies.
• Drives revenue growth: More accurate leads + faster follow-ups + fewer dropped conversations = more booked meetings. Jeeva increases sales activity while simultaneously decreasing rep workload, which is usually the bottleneck. Revenue lift here comes from the fact that when you combine those factors, reps can not only handle more opportunities in their pipeline at once, but also more of those leads will close since they get instant replies and are more aligned with the ICP.
• Reduces costs: Because Jeeva bundles discovery, enrichment, outreach, inbox management, scheduling, AI meeting transcription, and CRM logging into one platform, Jeeva replaces multiple point tools. Fewer software licenses and integrations to maintain directly contribute to lower monthly costs.
• Reaches prospects across multiple channels: Jeeva runs outreach across email, LinkedIn, and call scripts as part of the same workflow, adjusting follow-up interactions based on engagement. Reps don’t have to decide when to switch channels or remember where a prospect left off, which makes both the seller and buyer experience feel more seamless.
• Enables data-driven decision making: Because discovery, enrichment, and outreach all live in one system, performance data isn’t siloed in any way, shape, or form. You can easily see which ICPs respond, which messages convert, where drop-off happens, and how the story connects from one stage to the next without stitching reports together.
• Easy setup & user-friendly interface: Jeeva is built to get running quickly. You define your ICP, connect your inbox, calendar, and CRM, and the system starts working. There’s very little “build before value” friction, which matters if you don’t want a six-week onboarding project just to send better outbound.

Cons of Jeeva AI

No serious buyer’s guide will pretend a tool is perfect. Jeeva’s main downsides are its lack of customizability, learning curve, and credit-based pricing model that causes some users to overspend. That said, these issues are trade-offs that come from its design choices, most of which are intentional.

Here’s our balanced take:

• Confuses users with credit-based pricing: Jeeva uses a credit model to meter actions like enrichment and outreach enrollment. For new users, this feels less intuitive than flat, per-seat pricing, and that makes it less of a fit for sales motions that depend on huge outbound volume. But the upside is transparency. Once you understand which actions consume credits, it becomes easier to control spend and tie cost directly to output. And it creates an incentive to focus on quality rather than quantity (something its qualification, enrichment, and engagement algorithms already facilitate anyway).
• Requires learning for advanced features: Because Jeeva runs multiple workflows autonomously, there’s a learning curve if you want to fine-tune how discovery, enrichment, and outreach interact. That said, the learning pays off because teams that spend a bit of time configuring their ICP and workflows upfront tend to see stronger results with less ongoing effort.
• Limits customization options: Jeeva is more opinionated than highly modular tools like Clay or fully custom sales engagement platforms like Outreach or Salesloft. You can’t endlessly tinker with every step of the workflow. But those systems are complicated and expensive, which rules them out for lean sales teams, founder-led motions, and SDR teams that just need consistency without constant babysitting. The platform enforces best-practice automation, which reduces complexity, prevents misconfiguration, and limits internal process drift as teams grow or change.
• Lacks modern UI design: The platform is built to execute workflows efficiently, not win design awards. In practice, this often means less distraction because the UI reflects the product’s focus on automation running in the background rather than constant manual interaction. But it also steepens the learning curve because it makes the initial setup and advanced features a bit less intuitive.
• Costs more for small teams: For solo founders and teams with extremely low outbound volume, Jeeva’s pricing is higher than some entry-level prospecting tools. Where it earns its keep is scale and leverage; since Jeeva replaces multiple tools and saves several hours per week per rep, the ROI tends to justify the investment quickly as activity ramps up.

What the experts say

Liam Derbyshire

CEO & Founder @ Influize

Instead of treating all enriched contacts the same, feed those scores back into your campaign triggers – for example, auto-pause outreach to contacts below a confidence threshold, escalate high-confidence leads into tighter follow-ups, or split campaigns by enrichment quality. This squeezes more efficiency from your credits and boosts engagement rates because you’re only pushing hard where the data is strongest.

Jeeva AI pricing

Jeeva’s pricing is split into five tiers, based on the size of your company: Free, Essentials, Growth, Scale, and Enterprise. Below is how each plan actually works in practice: what you pay, what you get, who it’s meant for, and the real workflows you can run.

One important framing point upfront: the first four plans are self-serve and designed for individual users. Enterprise is the only tier built for true SMB or enterprise teams.

Free plan

The Free plan gives you basic access to Jeeva’s lead discovery and enrichment capabilities, plus email finding and verification and a Chrome extension for quick prospect lookups. You’ll also get access to prebuilt email templates, but automation is intentionally limited.

A few example workflows you can run:

• Manually discover individual leads
• Enrich single contacts to test data quality
• Draft basic outreach messages
• Experiment with Jeeva’s AI logic before scaling

This tier is for founders, solo operators, and curious reps who want to understand how Jeeva thinks and works before committing. It’s more of a sandbox than a production setup.

Essentials plan

For $39/month, Essentials unlocks unlimited lead discovery, verified emails and phone numbers, tech stack enrichment, AI inbox and calendar sorting, reply drafting, meeting suggestions, and pre-call briefs.

This entry-level paid plan is where you can realistically replace several lightweight sales tools with one platform. With it, you can do:

• End-to-end lead discovery → enrichment → first-touch outreach
• Lead enrichment with tech stack and company info
• Inbox triage with AI-drafted replies
• Meeting scheduling without manual back-and-forth

It’s a solid fit for founder-led sales, independent sellers (e.g., professional service providers), consultants, and early SDRs running outbound on their own.

Growth plan

At more than double the monthly price ($95/month), Growth adds advanced targeting filters, auto-refreshing lead lists, CRM call and note sync, support for multiple inboxes, and smarter scheduling across time zones.

This is where CRM hygiene starts happening automatically. It offers features for:

• Multi-segment prospecting based on ICP variants
• Automated CRM updates tied to calls, meetings, and transcripts
• Managing multiple inboxes without missing replies
• Ongoing list refresh without manual re-enrichment

It’s for individuals in the previous category who are ready to scale outbound and have solid systems in place to take in a significant number of new customers/clients.

Scale plan

At $239/month, Scale introduces full multichannel outreach (email + LinkedIn), AI-driven personalization at scale, A/B testing for messaging and sequences, and deeper automation across inbox, CRM, and outreach workflows.

This is the most powerful individual plan. Some of the many workflows you can run:

• Fully automated multichannel outbound sequences
• AI-driven personalization with message testing
• Continuous follow-ups based on engagement signals
• Discovery → outreach → booked meetings with minimal manual input

This upper-tier individual plan is for advanced sellers and small founder-led operations that want near-complete automation but don’t need team-level governance yet.

Enterprise plan

For a custom price (depending on your team size), Enterprise includes everything in Scale, plus inbound lead automation, AI prioritization, advanced admin controls, SSO, compliance (including SOC 2), optional private cloud deployment, custom dashboards, and dedicated onboarding and strategy support.

At this stage, Jeeva is less of a personal AI assistant and more of a centralized sales execution layer. You can use it to run:

• Coordinated inbound and outbound automation across teams
• AI-driven lead routing and prioritization
• Governed CRM workflows with compliance controls
• Org-wide performance tracking and custom reporting

This is the only plan designed for SMB and enterprise teams, and it’s also a great fit for companies in regulated industries like healthcare and financial services.

Jeeva AI pricing comparison sheet

Note: Each plan includes a certain number of credits per month, which are used for actions like data enrichment and sales outreach. Lead generation activities are free; it’s only when you act on a generated lead that a charge is incurred. You can upgrade or add credits once usage is up.

Jeeva AI integrations and compatibility

One of the reasons Jeeva feels like a unified sales engine is how tightly its API-first architecture plugs into the systems teams already use. Instead of you manually moving data between apps, Jeeva sets up bi-directional connections that let AI do the heavy lifting while your existing tools stay authoritative.

Here’s a closer look at its main integrations and how they work:

• CRM integration: Jeeva AI integrates deeply with HubSpot, Salesforce, and Zoho CRM. Inside these platforms, contact records, activities, meetings, and notes sync automatically in both directions. And across all of these CRM ties, Jeeva can read from and write to the CRM – it imports existing records to enrich and update, and exports new leads/activities to keep pipelines clean and actionable.
• Email & calendar platforms: Jeeva connects directly to Gmail and Outlook for both email and calendar access. This allows it to triage inboxes, draft replies, schedule meetings, and log activity without switching tools. Calendar availability, conflicts, and time zones are handled automatically, so scheduling happens while intent is still high.
• Waterfall enrichment providers: Instead of relying on a single data source, Jeeva uses waterfall enrichment across dozens of providers. If one source can’t return a verified email, phone number, or title, the system automatically checks the next. The goal is to achieve the highest possible coverage and accuracy without manual retries or list cleanup.
• Multi-channel communication: For Enterprise plan users, Jeeva supports coordinated outreach across email and LinkedIn from a single workflow. Messages, follow-ups, and engagement signals stay unified, so sellers can easily send emails/DMs out and make calls without being redundant. All interactions are logged back to the CRM, keeping channel history clean and centralized.

Ideal users of Jeeva AI

Jeeva’s multiple tiers with gradually expanding capabilities make it a great fit for sales teams, SDRs, founders, SMBs, enterprise sales orgs, and RevOps professionals.

It also includes industry-specific B2B sales automation features for SaaS, financial services, retail, consumer goods, and healthcare companies – e.g., 24/7 patient support for medical inquiries and SMS/support/VM management for retail and consumer goods companies.

The following fit within Jeeva AI’s ICP:

• Sales teams: For sales teams, Jeeva AI works best as a force multiplier. It automates repetitive work so reps no longer need to waste time on things like list-building and data cleanup. Leads are better qualified before first contact, outreach stays consistent across the funnel, and managers get cleaner data without chasing CRM updates.
• Sales development representatives (SDRs): For SDRs, Jeeva AI surfaces live, verified leads by mining 100+ data streams (including funding, hiring, tech stack), then dedupes the data against your CRM in 200 milliseconds. An o3-mini model scores each contact on recency, ICP fit, and intent, auto-routing the hottest leads into today’s multi-channel outreach that pauses the moment a reply hits.
• Startups and founders: For startup founders and lean teams, Jeeva AI acts like your always-on SDR. It enriches leads in real time, replies within seconds, and books meetings with your ICP so you don’t have to hire a full team. You can A/B test prompts, refine prospect segments, add channels, and let the system learn from wins and losses to steadily lift your reply and demo rates over time.
• Small to mid-size businesses: For SMBs, Jeeva AI compresses long, manual sales cycles into something far more efficient. It auto-routes every inbound or outbound lead in minutes, books demos around the clock, and removes most admin work from reps’ plates—freeing them to focus on conversations that move deals forward instead of managing processes.
• Enterprise sales organizations: For enterprise teams in SaaS, retail, finance, retail, wholesale, and healthcare, Jeeva AI operates as a governed sales execution layer. It identifies market signals by industry, enriches every stakeholder (champions, blockers, legal, IT, finance) with role-specific intel, and applies policy-based routing by geo, ARR, and risk. And its agentic AI orchestrates compliant multi-channel engagement while meeting SOC 2, ISO 27001, and GDPR requirements.
• RevOps professionals: RevOps teams love Jeeva because it fixes bad records in ~200 milliseconds and keeps sales activity synced in real time, then stitches sales, marketing, and CS signals into a single pipeline view. An AI model monitors live deal signals, flags risk shifts, and recalculates forecast roll-ups continuously, so forecasts are extremely accurate.

How Jeeva AI differs from other traditional outreach platforms

Traditional outreach platforms like Outreach and Salesloft are fantastic at orchestrating rep-driven tasks, sequences, analytics, and coaching. But they still assume a human is doing a bunch of the work for sourcing leads, cleaning data, keeping the CRM updated, managing inboxes and calendars, and deciding what happens next. 

Jeeva’s difference is the agent layer: it’s built to own the top-of-funnel loop from end to end, with waterfall-style enrichment and inbox/calendar/meeting workflows bundled into the same system.

Jeeva AI vs. alternatives (2026)

This is how it fares against the competition:

Is Jeeva AI worth it in 2026?

Bottom line: Jeeva AI is absolutely worth considering in 2026 if your goal is to reduce manual sales ops and shrink your tech stack. This is especially true if you’re a founder-led sales team or lean SDR motion.

But remember, Jeeva is most worth it when you treat it like a prospecting and admin automation layer. If you want an always-on assistant for prospecting and follow-up, it’s an excellent tool that’ll consolidate what would otherwise be 3-5 tools just to get from “leads” to “outreach” to “booked meeting.”

But credit-based pricing is easy to misunderstand until you do the math for your weekly lead volume. And if your org needs heavy sequencing governance, complex routing, and layered approvals, traditional enterprise sales engagement platforms may fit better.