Audience

Revenue teams in B2B companies requiring a tool to turn dispersed company knowledge into instant answers and create AI-agents to streamline workflows

About Realm

Realm is an AI-powered knowledge and workflow platform designed for revenue teams, enabling instant access to company knowledge, automation of RFPs and questionnaires, and creation of bespoke AI agents that handle tasks across sales, support, and product workflows. It connects to tools your team already uses, such as Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, to surface answers, automate responses, and orchestrate tasks from a single unified interface. Key features include a searchable knowledge base, “Assistant” chat for real-time answers, “RFP AI” for automating RFIs, RFQs, and security questionnaires, and customizable “Agents” that can be built for meeting prep, deal reviews, deal-desk support, or support-ticket resolution. Realm emphasizes secure enterprise architecture, single-tenant deployment, data encryption at rest and in transit, permissions enforcement, and regular penetration testing.

Pricing

Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Realm
Finland
www.withrealm.com

Videos and Screen Captures

Realm Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
24/7 Live Support
Online

Realm Frequently Asked Questions

Q: What kinds of users and organization types does Realm work with?
Realm works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Realm support in their product?
Realm supports these languages: English.
Q: What kind of support options does Realm offer?
Realm offers support via 24/7 live support and online.
Q: What other applications or services does Realm integrate with?
Realm integrates with: Superhuman Docs, Confluence, Google Drive, Freshdesk, Freshservice, GitHub, GitLab, Gong, Google Docs, Google Sheets, HubSpot CRM, Intercom, Jira Service Management, Jira, Linear, Microsoft Teams, Notion, Microsoft OneDrive, Salesforce, Microsoft SharePoint, Skilljar, Slab, Slack, Azure DevOps, and Zendesk.
Q: What type of training does Realm provide?
Realm provides training in the form of documentation, live online, and videos.
Q: Does Realm offer a free trial?
Yes, Realm offers a free trial.

Realm Product Features

RFP

Templates Not Supported
Data Import / Export Not Supported
RFP Responding Not Supported
Progress Tracking Not Supported
Collaboration Not Supported
Knowledge Library Not Supported
RFP Creation Not Supported
Due Date Tracking Not Supported
Vendor Management Not Supported
Task Management Not Supported
Requirements Management Not Supported
Bid Management Not Supported
Content Management Not Supported

Revenue Operations

Contact / Activity Tracking Not Supported
Sales Forecasting Not Supported
Sales Analytics Not Supported
Revenue Intelligence / Reporting Not Supported
Revenue Dashboard Not Supported
Account Health Dashboard Not Supported
Automatic CRM Updates Not Supported
Third-Party Data Aggregation Not Supported
AI Insights Not Supported
RevOps Automation Not Supported

Realm Additional Categories