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.

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Company Information

Realm
Finland
www.withrealm.com

Videos and Screen Captures

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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?
Q: What languages does Realm support in their product?
Q: What kind of support options does Realm offer?
Q: What other applications or services does Realm integrate with?
Q: What type of training does Realm provide?
Q: Does Realm offer a free trial?

Realm Product Features

RFP

Templates
Data Import / Export
RFP Responding
Progress Tracking
Collaboration
Knowledge Library
RFP Creation
Due Date Tracking
Vendor Management
Task Management
Requirements Management
Bid Management
Content Management

Revenue Operations

Contact / Activity Tracking
Sales Forecasting
Sales Analytics
Revenue Intelligence / Reporting
Revenue Dashboard
Account Health Dashboard
Automatic CRM Updates
Third-Party Data Aggregation
AI Insights
RevOps Automation

Realm Additional Categories