Clay, Apollo.io, Unify, and similar tools are great for contact enrichment and list building. They offer filters, intent data, hiring signals, and a waterfall approach to ensure every record has a verified email and phone number. If that’s all you need, keep using them.
The moment you ask Clay or other tools to...
> Qualify leads with nuanced web + CRM signals
> Run deep, multi-source research (web, files, inbox, calls, docs)
> Segment accounts with complex triggers
> Write outbound sequences, call scripts, playbooks, or personalized websites
> Score leads using engagement history and intent data
> Orchestrate everything inside HubSpot—complete with guardrails, memory, and QA
…it turns back into a straight “data-in, data-out” workflow tool.
Personize gives you a true multi-agent powerhouse that plugs directly into HubSpot and taps best-in-class “deep researchers” (e.g. Perplexity, OpenAI Deep Researcher, Tavily, etc.) and AI agents behind the scenes. With a few clicks you can unleash an army of AI agents that research, reason, plan, decide, and write like domain experts—all while self-QA-ing, respecting guardrails, and staying cost-efficient at scale.
No prompt-engineering marathons, no months of trial-and-error consulting. We’ve pre-built the best practices so you can jump straight to results—unlocking 1,000× more AI capability than a workflow tool repurposed for research and copy.
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If you need more than enrichment — if you’re trying to:
🔘 Qualify leads using deep web research and reasoning
🔘 Segment accounts with complex signals and triggers
🔘 Deep research across CRM fields, public data, and files and other applications
🔘 Write outbound sequences, call scripts, sales playbooks, and personalized websites
🔘 Run lead scoring based on CRM activity and interaction history
🔘 Analyze internal data across emails, notes, and deal records
🔘 Operate all of this reliably inside HubSpot
These AI SDR tools aren't built for that. Personize is.
Imagine a platform where you can test, mix, and deploy AI agents just like Clay lets you do with enrichment APIs —
But built for reasoning, decision-making, and personalization at scale.
✔️ Multi-agent workflows, not single prompts, built by experts
✔️ Deep customer understanding, thanks to deep researchers & our Customer Unified Memory (CortexUCM)
✔️ Expert Reasoning, not just rewriting
✔️ HubSpot-native orchestration — Sales, Marketing, CMS, Ops
✔️ Full range of content: emails, blogs, landing pages, playbooks, video, voice
✔️ Real-time QA, decisioning, and error handling
✔️ Designed to scale to 10K+ or millions of records
✔️ Error handling and advanced Guardrails, built over three years of R&D
✔️ Consistently highest-quality output in the market
Personize is what happens when your GTM motion needs to scale personalization — without breaking your team or your budget.
