Stop leaving revenue on the table.
Your agentic revenue autopilot. Summa runs 24/7 to identify expansion and upsell opportunities, optimize pricing and quoting, and mitigate churn risk. Grow revenue without growing headcount.
Introducing SUMMA
AI revenue agents that learn every customer and capture every dollar, 24/7
Connect and Activate All Your Data
Bring together product signals, CRM activity, billing events, and internal systems into one intelligent flow. Summa continuously scans for signals of revenue opportunity or risk, helping teams act faster and avoid costly blind spots.
Automate High-Leverage Revenue Workflows
From quoting to expansion to retention, Summa automates the highest-leverage revenue motions. Teams stay focused on what matters while every key moment is tracked, activated, and followed through, without effort or missed opportunities. Zero leakage.
Process
Empower your growth with AI-driven solutions
Discovery
Develop
Optimize
Workflow start
Identify account event
Pull data across revenue stack
Understand the account’s reality
Agents generate revenue actions
Owner approves
Summa executes
Summa guides
Owner disapproves
01 – Discovery
Summa analyzes everything stored in your internal systems
We start by analyzing the systems your team already runs on — Salesforce, HubSpot, Stripe, Mixpanel, Zendesk and more — to learn everything about your customers. No clunky handoffs. No extra tabs. Just real-time intelligence from the systems you trust.
Discovery
Develop
Optimize
Workflow start
Identify account event
Pull data across revenue stack
Understand the account’s reality
Agents generate revenue actions
Owner approves
Summa executes
Summa guides
Owner disapproves
01 – Discovery
Summa analyzes everything stored in your internal systems
We start by analyzing the systems your team already runs on — Salesforce, HubSpot, Stripe, Mixpanel, Zendesk and more — to learn everything about your customers. No clunky handoffs. No extra tabs. Just real-time intelligence from the systems you trust.
Discovery
Develop
Optimize
Workflow start
Identify account event
Pull data across revenue stack
Understand the account’s reality
Agents generate revenue actions
Owner approves
Summa executes
Summa guides
Owner disapproves
01 – Discovery
Summa analyzes everything stored in your internal systems
We start by analyzing the systems your team already runs on — Salesforce, HubSpot, Stripe, Mixpanel, Zendesk and more — to learn everything about your customers. No clunky handoffs. No extra tabs. Just real-time intelligence from the systems you trust.
Calculator
Quantify the cost of not automating
How many hours per week each team member spends on manual tasks (estimated).
Estimated growth with Summa:
Summa could reclaim 80% of that — saving ~$16,627/month.
How many hours per week each team member spends on manual tasks (estimated).
Estimated growth with Summa:
Summa could reclaim 80% of that — saving ~$16,627/month.
Benefits
Let your team focus on what matters most
More revenue captured
Summa scans your revenue stack for mispricing, renewal risk, expansion signals, and more. We fix issues before teams notice and recover value that slips away.
More revenue captured
Summa scans your revenue stack for mispricing, renewal risk, expansion signals, and more. We fix issues before teams notice and recover value that slips away.
More revenue captured
Summa scans your revenue stack for mispricing, renewal risk, expansion signals, and more. We fix issues before teams notice and recover value that slips away.
Lower Operational Costs
Agents replaces hours of manual updates, checks, and coordination. Companies scale revenue operations without adding headcount or increasing internal workload.
Lower Operational Costs
Agents replaces hours of manual updates, checks, and coordination. Companies scale revenue operations without adding headcount or increasing internal workload.
Lower Operational Costs
Agents replaces hours of manual updates, checks, and coordination. Companies scale revenue operations without adding headcount or increasing internal workload.
Faster, clearer decisions
Summa reads every account, deal, and customer signal in real time and converts fragmented data into precise actions so leaders move with confidence and speed.
Faster, clearer decisions
Summa reads every account, deal, and customer signal in real time and converts fragmented data into precise actions so leaders move with confidence and speed.
Faster, clearer decisions
Summa reads every account, deal, and customer signal in real time and converts fragmented data into precise actions so leaders move with confidence and speed.
Continuous execution
Summa runs critical revenue tasks nonstop, keeps deals progressing, and surfaces opportunities even when the team is offline.
Continuous execution
Summa runs critical revenue tasks nonstop, keeps deals progressing, and surfaces opportunities even when the team is offline.
Continuous execution
Summa runs critical revenue tasks nonstop, keeps deals progressing, and surfaces opportunities even when the team is offline.
Seamless Integration
Summa connects to your CRM, billing systems, usage data, and internal tools in minutes. No custom dashboards or long implementations.
Seamless Integration
Summa connects to your CRM, billing systems, usage data, and internal tools in minutes. No custom dashboards or long implementations.
Seamless Integration
Summa connects to your CRM, billing systems, usage data, and internal tools in minutes. No custom dashboards or long implementations.
Security built for AI operations
All actions are encrypted, compliant, and fully auditable. Summa brings enterprise-grade safety so your data is private, always.
Security built for AI operations
All actions are encrypted, compliant, and fully auditable. Summa brings enterprise-grade safety so your data is private, always.
Security built for AI operations
All actions are encrypted, compliant, and fully auditable. Summa brings enterprise-grade safety so your data is private, always.
Compare
Why Choose Summa
Revenue software provides insights to overloaded teams. Summa acts.
Traditional revenue software
Work stays manual and reactive
Work stays manual and reactive
Work stays manual and reactive
Data is fragmented across systems
Data is fragmented across systems
Data is fragmented across systems
Execution depends on human bandwidth
Execution depends on human bandwidth
Execution depends on human bandwidth
Scaling requires more people
Scaling requires more people
Scaling requires more people
Summa
Work turns into action automatically
Work turns into action automatically
Work turns into action automatically
Signals combine into clear direction
Signals combine into clear direction
Signals combine into clear direction
Execution continues without slowdown
Execution continues without slowdown
Execution continues without slowdown
Teams achieve more with the same resources
Teams achieve more with the same resources
Teams achieve more with the same resources
Testimonials
Real results. Real teams. Powered by AI.
"Our CS and Sales teams are overloaded. Customers churn, expansions go unnoticed, and new contracts are undersold"
Revenue Director
B2B SaaS ($10B+ market cap)
9%
Forecasted Revenue Uplift
"Our CS and Sales teams are overloaded. Customers churn, expansions go unnoticed, and new contracts are undersold"
Revenue Director
B2B SaaS ($10B+ market cap)
9%
Forecasted Revenue Uplift
"Our CS and Sales teams are overloaded. Customers churn, expansions go unnoticed, and new contracts are undersold"
Revenue Director
B2B SaaS ($10B+ market cap)
9%
Forecasted Revenue Uplift
“20% of lost contracts are from mispricing alone. AI products are complex, and RevOps teams are drowning without agents that can make smarter decisions"
Head of RevOps
Unicorn AI Lab
12%
Increase in conversion
“20% of lost contracts are from mispricing alone. AI products are complex, and RevOps teams are drowning without agents that can make smarter decisions"
Head of RevOps
Unicorn AI Lab
12%
Increase in conversion
“20% of lost contracts are from mispricing alone. AI products are complex, and RevOps teams are drowning without agents that can make smarter decisions"
Head of RevOps
Unicorn AI Lab
12%
Increase in conversion
FAQ
Frequently asked questions
What exactly does Summa do?
Summa watches your entire revenue engine and tells you what to do next. It flags mispriced deals, alerts you to churn risk before it surfaces, and identifies accounts ready for expansion. You get clear actions you can execute immediately, inside Slack or your CRM.
How long does it take to get started?
Do I need technical skills to use this?
What tools can it integrate with?
Is my data secure?
What exactly does Summa do?
Summa watches your entire revenue engine and tells you what to do next. It flags mispriced deals, alerts you to churn risk before it surfaces, and identifies accounts ready for expansion. You get clear actions you can execute immediately, inside Slack or your CRM.