Captivix Pilot Program: 90-Day Custom AI Outreach for Business
Experience custom AI agents trained for your business—then decide if you want to scale. Runs in ATLAS AI Workspace or on your CRM.
Book EvaluationData encrypted in transit & at rest • Hosted on SOC 2 Type II providers • Works with Salesforce, HubSpot, Zoho—or standalone in ATLAS AI Workspace
90
Days Duration
4
Weeks Setup
Real
Outreach (Not a Sandbox)
SOC 2
Type II Compliant
Why start with a pilot?
Generic AI produces generic results. ATLAS AI trains on your playbook, stack, segments, and tone—then runs real multichannel outreach for 90 days to prove lift before you hire or retool.
Low-risk validation
Prove meetings, reply quality, and coverage before you commit. See real results in weeks, not months.
Works on your stack
Salesforce, HubSpot, Zoho or standalone in ATLAS AI Workspace—no CRM changes required.
Custom training
Agents learn your voice, offers, routing, and disqualification rules. Not generic prompts.
Operational handoff ready
Clean logging, audit trails, and reuse of winning plays. Scale or hand off with confidence.
What's included — you get this, not a trial
You get working agents—not a sandbox—running real outreach for 90 days.
GTM Strategy Builder
Executable 90-day plan you approve.
Agent Training
Your tone, guardrails, and routing rules.
Connections
ATLAS AI Workspace or CRM + right-time signals (hiring, funding, role changes).
Journeys Live
Email, voice, and LinkedIn with auto-scheduling & reschedules.
Weekly Optimization
Tuning on reply quality, meetings, and coverage.
Reporting
Weekly what changed / why summary; logs stay clean.
Quiet hours, opt-outs, rate limits, and human review loops are enforced.
How we work
A clear, no-risk path from fit check to live campaigns—then weekly tuning for outcomes.
Evaluate fit (no cost) — Review your playbook, past wins/losses, tone, volumes, channels, and data; define scope & success criteria.
Align
Approve segments, right-time signals, and plays; confirm security and (optional) CRM scopes.
Train
Agents learn your tone, routing, and guardrails; connect ATLAS AI Workspace or your CRM/calendars.
Run
Multichannel outreach (email, voice, LinkedIn) with auto-scheduling & reschedules; clean logs.
Optimize
Weekly tuning on reply quality, meeting holds, and coverage; amplify what works.
Pilot data: first holds in weeks 3-4; reply quality ↑ and cycle time ↓ by weeks 5-8.
What you provide:
- •CRM admin
- •Approved segments/plays
- •Brand tone basics
- •Security contact
What you get:
- •Configured agents
- •Clean CRM logs
- •Weekly summaries
- •Final 90-day report + next-90 options
Security & compliance
- •Encrypted in transit & at rest
- •Hosted on SOC 2 Type II providers
- •Least-privilege CRM access (scoped to agreed objects)
- •Single-tenant data separation within your workspace
- •Data usage: never used to train public models
Timeline — 90 days end-to-end
Fit & scope
Success criteria agreed; segments, signals, and plays drafted.
Pilot data: Plan approved by week 2.
Setup
Intake, security review, connect ATLAS AI Workspace or CRM, approve plays.
Go-live
Journeys launch; first holds start; calendars begin to fill.
Pilot data: First holds weeks 3-4.
Optimize
Weekly tuning on reply quality, meeting holds, and coverage.
Pilot data: Reply quality ↑; cycle time ↓.
Results & scale plan
Outcomes review; next-90 plan and options (scale agents/segments or handoff).
Pilot data: Meetings/week ↑, coverage ↑.
Success criteria — aligned upfront
We review these weekly; if we slip, we adjust plays until we're back on track.
Meeting volume grows — new calendar holds per week.
Target: first holds in weeks 3-4; +40-60% vs baseline by weeks 5-8.
Coverage rises — % of targets touched ≥1×/wk in active segments.
Target: ≥90% segment coverage by week 6.
Quality stays on-brand (4★+) — reply sentiment & relevance.
How measured: agent + human labels; "4★+" = positive/neutral, on-topic.
Manual time drops — time reps spend on follow-ups & scheduling.
Target: -50% by week 8 (auto-scheduling + reschedules).
No-show recovery — % of no-shows that rebook automatically.
Target: 60-75%.
All KPIs are visible in ATLAS AI Workspace; when connected, we mirror to Salesforce/HubSpot/Zoho reports.
Timeline & investment options
Duration
90 days
Setup
4 weeks
Choose a scope or start an evaluation—we'll confirm fit and recommend the best plan.
Lite
Starter Scope
(90 days)
Scope: 5 personas • 5 GTM motions • Email + LinkedIn + Voice • 1000 Enrichment points
Includes: ATLAS AI Workspace or CRM connection, AI-driven journeys, weekly optimization, basic reporting
Excludes: Custom scoring, advanced security reviews, heavy integrations
Ideal for fast validation
Pro
Full Coverage
(90 days)
Scope: 10 personas • 10 GTM motions • Email + LinkedIn + Voice • 5000 Enrichment points
Includes: Right-time signals (hiring/funding/role change), weekly optimization, clean logs, 90-day report & scale plan
Default for core mid-market programs
Enterprise / Custom
Tailored
(Custom)
Scope: Everything in Pro plus bespoke integrations, custom data ingestion/scoring, stricter security reviews, multi-BU play testing, advanced governance, or high-volume/global outreach.
Use when compliance/IT is heavy; routing is complex, or revenue impact is mission-critical
Pilot pricing is scoped to your channels, personas, and security/CRM complexity.
Real Results, Real Impact
See how leading companies have transformed their operations with Captivix.
Synca
Dental Solutions & Distribution“The integration of our ERP with our e-commerce platform has transformed how we operate. Real-time data synchronization has eliminated hours of manual work and dramatically improved our customer experience.”
Nova Driving
Driver Education & TrainingERP, CRM integration, custom mobile app, and AI-powered student analytics.
A3 Environmental
Environmental ConsultingCustom data platform with dynamic web forms engine and compliance automation.
Brentano Fabrics
Textile & Interior DesignERP modernization, eCommerce innovation, and cloud migration for an internationally recognized textile house.
What Our Clients Say
Hear directly from the leaders who've transformed their businesses with Captivix.
“The integration of our ERP with our e-commerce platform has transformed how we operate. Real-time data synchronization has eliminated hours of manual work and dramatically improved our customer experience.”
Synca
Dental Solutions & Distribution
“The ERP, CRM, and custom mobile app Captivix built streamlined our enrollment process by 45% and boosted course completion rates by 30%. A game-changer for our driving schools.”
Nova Driving
Driver Education & Training
“Captivix built us a custom data platform with dynamic web forms and compliance automation that reduced our assessment processing time by 40%. Their understanding of environmental consulting workflows was exceptional.”
A3 Environmental
Environmental Consulting
“Captivix transformed our entire operation. The ERP modernization and eCommerce integration eliminated manual processes and gave us real-time visibility across our supply chain.”
Brentano Fabrics
Textile & Interior Design
Ready to see what AI can do for your pipeline?
No long-term contracts • Least-privilege CRM scopes • Your data stays yours.
Start Evaluation