Powering B2B Sales & Marketing Teams

Craft True Personalization at Scale
Natively Inside HubSpot

‍Personize™ transforms your HubSpot sales & marketing efforts to personalize every interaction across the entire customer journey. From intelligent segmentation to content generation, from autonomous execution to real-time updates, Personize™ delivers hyper-personalization to deliver results-- conversions, deals, and revenue.

Personalization That actually Scales

Deliver truly one-to-one engagement across channels-without adding headcount or complexity.

96%

of customers demand personalization

Every message, every action, Personalized to Every Contact

Campaigns That Convert Faster

Launch AI-driven nurture and follow-ups that deliver truly relevant customer experiences.

More deals, Less Work

Auto-personalize every outreach to boost reply rates, secure more meetings, and reduce rep effort.

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The Features That Matter
‍

No Prompts? No Problem.

AI Studio

Design, test, and deploy no-code AI agents customized to your GTM motion.

Most companies either get stuck with rigid, one-size-fits-all AI or have to build from scratch—hiring costly experts and burning weeks on trial and error. With Personize Studio, you launch AI agents in minutes. Use ready-made templates for research, qualification, segmentation, and outreach, and test them on small datasets until they read, reason, and write like your best performers.

Scary Smart Contact Intel

AI Researcher

Autonomously researches contacts and accounts across web and CRM for ultra-personal insights.

Deep research is the foundation of meaningful, personalized engagement that drives growth. Imagine running OpenAI-powered deep researchers across dozens of contacts and companies—scanning both the public web and your internal CRM, notes, and tools—at optimized cost. Personize orchestrates specialized research agents that work independently and in-depth on each contact or account, unifying insights and surfacing high-impact context with a single click.

Writes Like It Knows Everyone

AI Writer

Generates hyper-personalized content across email, LinkedIn, and landing pages—always on-brand.

From cold emails and landing pages to LinkedIn messages and call scripts, Personize generates AI-powered content for any format or channel, tailored to each lead, always on-brand, and compliant by design. Simply feed in examples, rules, or brand voice, and our AI adapts it to match every segment and touchpoint..

It Never Forgets A Name

CortexUCM™
Unified Customer Memory

Captures and connects every interaction, data point, and message across sales, marketing, and CX touchpoints, creating a living memory that powers smarter decisions and personalization

Most platforms forget what happened yesterday. CortexUCM remembers everything. It captures and connects every interaction, data point, and message across your sales, marketing, and CX touchpoints, creating a living memory that powers smarter decisions and personalization. Every call, email, site visit, and update becomes fuel for the next AI task. CortexUCM aims to unify data across teams, creating a shared source of truth and lets you power any system or AI agent with rich, longitudinal memory.

Insights Where You Need Them

AI SmartProperties

Turns AI-generated insights, scores, and actions into HubSpot smart properties in real time.

Every action, score, or message generated by Personize agents is synced directly into HubSpot as smart custom properties, what we call Generative Tables. These dynamic fields go far beyond static CRM properties, unlocking a new layer of automation and personalization. Generative Tables continuously update with the latest AI-generated insights, content, scores, and recommendations, keeping your CRM always current and actionable.

Your AI Dream Team

AgentCatalog

Access a growing catalog of expert-built AI agents to engage, delight, and win more of your best customers on autopilot

We’ve built reusable AI agents for common use cases—so you never start from scratch. And, we’ve optimized them, added new capabilities, and made them better for every Personize customer. Through our API and early access to MCP, you can now tap into expert-built AI agents from anywhere. Personize becomes your single gateway to access and run them all—directly on your customer data.

You Got Questions? We Got Answers!

Your quick, clear answers about how Personize transforms sales and marketing with AI-powered personalization in HubSpot.

What is Personize™?

Personize transforms your HubSpot sales & marketing efforts to personalize every interaction across the entire customer journey. From intelligent segmentation to content generation, from autonomous execution to real-time updates, Personize delivers hyper-personalization to deliver results-- conversions, deals, and revenue.

How is Personize different from other AI sales, marketing, or GTM tools?

Personize delivers true 1:1 personalization natively inside HubSpot, powered by unified customer memory and AI agents tailored to your exact GTM motion.

How would Personize benefit my sales & marketing efforts?

By researching, reasoning, and writing with unmatched accuracy, Personize helps you connect with each customer in a way that feels personal, relevant, and timely—at scale.

What industries do you work with?

While we can't make you a cup of coffee (yet), Quadra is here to fuel your web development journey with powerful features and an intuitive platform.

Why does personalization matter?

Personalization builds trust, boosts engagement, and drives revenue by making every customer feel understood and valued.

What do the market stats say about the need for personalization?

According to McKinsey Research and many other studies, they show nearly 96% of customers expect personalized experiences, yet almost 85% of businesses still fall short of delivering them.

What are some examples of a personalization experience for B2B buyers?

Examples include tailored outreach emails, customized sales sequences for timely & relevant customer touches, and deeply personalized web experiences that adapt to the buyer’s role, industry, and stage in the buying journey.

How does AI help in crafting personalization experiences?

AI dramatically accelerates research, analyzes customer data, and generates tailored messaging—making it possible to deliver meaningful personalization at scale without losing quality.

What exactly is an AI agent, and how does it work?

A Personize AI agent is software powered by advanced machine learning that can understand, decide, and take action to complete tasks autonomously. It works by analyzing data, learning from patterns, and following strategic rules to achieve specific goals.

How can AI agents handle complex sales or marketing tasks like a human would?

Our Personize AI agents can research prospects, tailor outreach, respond to inquiries, and adapt strategies in real-time—just like a skilled team member—only faster and at greater scale.

Are AI agents secure, and how is my customer data protected?

Yes, Personize AI agents are built with enterprise-grade security and comply with privacy laws, ensuring your customer data is encrypted, protected, and never misused.

Will AI agents replace my team or work alongside them?

AI agents are designed to work alongside your team, automating repetitive tasks and providing insights so your people can focus on building relationships and closing deals.

What integrations does Personize offer out of the box?

Personize integrates deeply with HubSpot and also connects with leading data sources like Apollo.io, ZoomInfo, and other systems—making it easy to power personalization with the tools you already use.

Can I use Personize’s API to build custom workflows?

Yes, our robust API lets developers create tailored workflows, sync data, and embed AI personalization into any system or app.

How secure is data transfer between Personize and integrated platforms?

All integrations and API calls use encrypted, secure protocols to protect sensitive customer data and comply with global privacy regulations.

Will integrating Personize disrupt my current sales and marketing processes?

Not at all! Personize is built to enhance your existing workflows, running alongside your current tools so your team can see value immediately.