Exceed.ai is an AI-powered sales assistant platform that automates lead qualification, follow-up, and meeting scheduling through intelligent two-way conversations via email and chat. It engages every inbound and outbound lead with personalised outreach, qualifies them against defined criteria, and books meetings directly into rep calendars — bridging the gap between marketing automation and human sales engagement.
Product Overview
Exceed.ai's virtual sales assistant interacts with leads through personalised email sequences and website chat, asking qualifying questions and nurturing prospects through the funnel based on their responses. When a lead is qualified and ready to meet, the AI checks rep calendar availability and books the meeting directly — eliminating the SDR step for straightforward inbound qualification workflows. Exceed.ai's chat module engages website visitors in real time, qualifying them and routing them to the right rep or scheduling path before they leave the page. Its AI learns from rep interactions over time — improving its qualification logic and conversation quality based on outcomes.
Key Features
- AI Email Qualification: Two-way email conversations that qualify leads against your criteria — follow up persistently until response or disqualification.
- Meeting Scheduling Automation: AI books meetings directly into rep calendars when leads are qualified — eliminating manual scheduling coordination.
- Website Chat Qualification: AI chat widget engages website visitors in real time — qualify, route, or book meetings before visitors leave.
- CRM Sync: Log all AI conversations, qualification outcomes, and booked meetings back to Salesforce or HubSpot automatically.
- Adaptive Learning: AI improves qualification logic over time by learning from rep feedback on conversation quality and lead outcomes.
Best For
B2B marketing and sales teams that generate significant inbound lead volume and want to automate the qualification and meeting scheduling workflow without increasing SDR headcount.
Pricing
Custom pricing based on volume. Mid-market positioning. Free demo available.
Key Integrations
Salesforce, HubSpot, Marketo, Pardot, Calendly, Google Calendar, Outlook, Salesloft, Outreach, Zapier
Pros
- Full qualification-to-meeting-booked automation without human SDR involvement
- Website chat qualification converts visitors before they leave the page
- Calendar integration eliminates scheduling back-and-forth completely
- Adaptive learning improves performance over time from real outcomes
Cons
- Less proven at scale than Conversica for enterprise-volume lead engagement
- Chat and email AI quality requires careful prompt and criteria configuration
- Best ROI requires significant inbound lead volume to justify cost
