Roles Sales Account Executive

Account Executive
icon

Close more deals. Every meeting walks in with a written close plan, every call transcribed, every quote signs itself into Stripe, every visitor surfaces by name - and an agent in your pocket answers anything you ask.

AI-automated Pipeline
Dialer / Live Deal · live
TE
Tesla · Q3 Expansion
$48,000 · Eval
Closes Jun 30
Value
$48,000
Stage
Eval
Close
Jun 30
Details
Close plan Q3 GTM tooling rollout, 4 stakeholders confirmed. Champion: VP Engineering. Blocker: security review next week. Expected close: Jun 30.
Stage readiness 100%
Suggest next step Open close plan
Your CRM

This is your CRM.

Pipeline, Accounts, Contacts, Activity, Quotes, Customers - all native. No Salesforce license required.

Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?

graph8 syncs bidirectionally - keep your system of record, run your day here.

Salesforce HubSpot Pipedrive + more

Used daily by top-performing GTM teams

Cisco
Boxabl
Deepgram
Rillet
Okta
Cisco
Boxabl
Deepgram
Rillet
Okta
How Account Executives use graph8

Your day, briefed and on autopilot

1

Every deal walks in with a close plan

Risks flagged · next steps written · close plan drafted · ROI calculated · competitive read done - from your calls and emails.

2

Quote → signed → billed in one tool

eSign, Stripe customer, subscription, invoice, payment link - auto-provisioned the moment they sign.

3

An agent that knows your accounts

Natural-language agent on every page. Reachable from WhatsApp · Slack · Roam · iMessage - same agent, your phone.

Inside graph8

The 6 surfaces you'll live in

6 places in graph8 you'll open every day.

Surface 1 · Pipeline

Every deal arrives with a written plan

Open any deal. The left rail shows two stacks, written for you from your calls and emails. The right shows whether the deal can advance - and what to do next when it can't.

  • Strategy: Deal Risks · Next Steps · Close Plan
  • Analysis: ROI · Competitive read
  • Stage Readiness gauge - green when ready to advance
  • Suggest next step - one click when you're stuck
app.graph8.com/deals/{deal-id}
Dialer / Live Deal · live
TE
Tesla · Q3 Expansion
$48,000 · Eval
Closes Jun 30
Value
$48,000
Stage
Eval
Close
Jun 30
Details
Close plan Q3 GTM tooling rollout, 4 stakeholders confirmed. Champion: VP Engineering. Blocker: security review next week. Expected close: Jun 30.
Stage readiness 100%
Suggest next step Open close plan
Surface 2 · Customers

Your book of business - with real MRR

Stripe billing joined to the company record. ARR, MRR, plan, subscription status next to firmographics - without leaving graph8.

  • Status · MRR · Plan · Subscription · Customer Since
  • Owner · Stakeholders · Deal Value
  • past_due flag for renewal risk
  • Move stage · Add company inline
app.graph8.com/deals/l/customers
Customer book · MRR
Filter Add
Customer MRR Plan Status
T Tesla $48,000Enterprise Active
N Nvidia $32,000Enterprise Active
S Stripe $24,000Scale Active
O OpenAI $18,500Scale Active
A Anthropic $12,500Scale Active
F Figma $499Pro Past due
6 of 8 shown
1 2
Surface 3 · Quotes

No DocuSign tab. No QBO export.

Quote → eSign → Stripe customer + subscription + invoice + payment link - auto-provisioned the moment the buyer signs. Watch the Sent · Viewed · Signed dots populate in real time.

  • Status filters: Draft · Sent · Viewed · Accepted · Expired · Declined
  • Lifecycle timeline per quote
  • Duplicate to clone for the next deal
  • Net 30, line items, validity dates
app.graph8.com/deals/quotes
Dialer / Live Quote · Q-2026-0042
NV
Q-2026-0042
Nvidia · Net 30 · Valid Until Jun 20, 2026
Accepted
Customer
Nvidia
Status
Accepted
Stripe
Provisioned
Details
500,000 Credits · qty 1 $32,000.00
Sent May 21, 9:14 AM
Viewed (×3) May 21, 11:42 AM
Signed ✓ May 21, 4:08 PM
Duplicate Resend
Surface 4 · Inbox + Bridges

One inbox. Every channel.

Email · SMS · WhatsApp · Slack · iMessage - every thread against the contact, sentiment-tagged, sequence-attributed. Plus the global agent on every page - same agent you can DM from your phone.

  • Sentiment chips: Interested / Out of Office
  • Sequence attribution headers per thread
  • 4 bridges live: WhatsApp · Slack · Roam · iMessage
  • Global Agent · sparkle icon · every page · Cmd-K search
app.graph8.com/inbox/email · /profile?tab=apps
ENTERPRISE_GTM_TOOLING - SEQUENCE
3 replies - 2 interested
E(
built for teams that move fast
Interested
Elon (Tesla)
P(
API-first GTM platform
Interested
Patrick (Stripe)
S(
ditch the per-seat pricing
OOO
Sam (OpenAI)
3 of 12 threads - sorted by reply Filter
Surface 5 · Visitors + Intent

See who's on your site - every company, every page

Identified companies, the pages they read, the channel they came from. Per-company timeline shows the journey from first visit to your inbox.

  • Identified named companies (no IP-only ghosts)
  • Per-company page-visit timeline
  • Channel mix: Direct · Organic · Referral · AI/LLM
  • Track every visitor against the deal pipeline
app.graph8.com/visitors?tab=companies
Identified visitors
Filter Add
Company Pages / Detail Channel
T Tesla /platform/ai · /pricing Direct
N Nvidia /blog · /trends Organic
S Stripe /credits · /pricing AI/LLM
O OpenAI /platform/ai Direct
A Anthropic /dialer · /credits Direct
S Snowflake /blog · /search Referral
L Linear /trends · /platform/ai Referral
7 of 8 shown
1 2
Surface 6 · Dialer

Power, parallel, voicemail drop - one console

Single-line for high-intent calls in active deals. Parallel for cold volume. Pre-recorded voicemail drops on no-answer. Live transcripts. Every call writes back to the deal, contact, and sequence - and feeds the Deal Intelligence Agent automatically.

  • Power dialer - click-to-call from any deal or contact
  • Parallel dialer - multi-line for cold lists (gated)
  • Voicemail drop - pre-recorded, on no-answer · inbound voicemail capture
  • Live transcript - every word, written to the deal
  • Usage-based pricing - no $150/rep per-seat penalty
app.graph8.com/dialer · or click 📞 on any deal
Dialer / Live Live call · auto-logged
JH
Jensen Huang - CEO
Nvidia · $32,000 · Eval
04:12
Deal
$32,000
Stage
Eval
Company
Nvidia
Transcript Auto-summary on
Jensen ...so the rollout timeline is more aggressive than we discussed last week. We want to standardize across the GTM org by end of Q3.
You Got it. Let me pull up the implementation phases - I'll send you a revised close plan with the accelerated path after this call.
Drop VM Note
Connected ✓ Decision-maker Auto-logged to deal

AI Chat & Email Autopilot

Every reply for Account Executives, drafted in your voice and queued for one-click send.

Incoming Message

Hi, I downloaded your eBook last week and wanted to learn more about your solutions.

From: [email protected]

AI Draft Response

Tone:

Hi! Thanks for your interest in Graph8's enterprise solutions! 😊 I'd be happy to connect you with our team. I can schedule a call for you today - what time works best? We have slots available at 2 PM, 3:30 PM, or 4 PM EST.

Campaign BuilderPersonalization EngineData CloudVisitor ID AI
Ask graph8 anything

An agent that knows your world

Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.

Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC

How many deals are in my pipeline and what's the total value?

9:42 AMRead

8 open deals · $148,500 · (2 deals have no amount set)

DealStageAmountClose
Tesla · Q3 ExpansionEval$48,000Jun 30
Nvidia · GTM StandardizeEval$32,000Jun 15
OpenAI · Team RolloutDemo$24,000Jul 12
Anthropic · PilotDisco$18,500May 31
Tesla ($48,000) is your largest valued deal and closes Jun 30. Figma's renewal closes Apr 30 - that's 14 days out with no activity in the last week.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
which deals haven't had a reply in 7 days? summarize my last call with Nvidia who visited /pricing in the last 24h?
Value

What changes when you ship with graph8

For you

For you, the Account Executive

  • Every deal walks in with a close plan written
  • Every call transcribed straight into the deal
  • Quote → signed → billed without a tab switch
  • Agent in your pocket via WhatsApp / Slack
For team

For your team

  • Higher win rate · faster cycle time
  • Quote-to-cash inside one tool
  • Usage-based dialer - no per-seat tax
  • Pipeline coverage you can actually see
3h/day
Average AE time back on graph8

We replace every other tool

Stack layer 7
Stack layer 6
Stack layer 5
Stack layer 4
Stack layer 3
Stack layer 2
Stack layer 1
Outreach
Salesloft
Twilio
Aircall
How AI automates the work

The agents that run behind your day

Three engines built into the surfaces above. Same product, named for what they do.

Powers Deals + Dialer

Deal Intelligence Agent

Writes the Risks · Next Steps · Close Plan · ROI · Competitive read for every deal. Updates after every call transcript and email reply.

Powers Inbox

Reply Agent

Drafts every reply in your voice. Tags sentiment (Interested / OOO). Attributes the thread to the sequence that sourced it.

Powers Cross-platform

graph8 Agent

Answers natural-language questions about your accounts. Reachable from any page or your phone via WhatsApp · Slack · Roam · iMessage.

About graph8

Account Executives use graph8 to move faster - and sell smarter.

Early customers automate follow-ups, scheduling, and CRM updates so reps stay in flow and spend more time in conversations.

More qualified pipeline

Real-time engagement + instant scheduling turn interest into booked work without extra tools.

Qualified meetings illustration
Less busywork

AI drafts replies, logs activity, and syncs data automatically - so every role focuses on people, not paperwork.

Less busywork illustration
One operating picture

Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.

Clearer pipeline illustration

graph8 — Everything Included

$499 /month

7-day free trial. No credit card. Cancel anytime.

2,500 free credits to start

75,000 AI credits/month included

Every feature — voice, email, chat, data, coaching — included

Automatic upgrades

Pay As You Go Not ready for a plan? Start small.
$0.05 /credit
Start with 1,000 Free Credits

Start your first campaign in 3 minutes. No credit card required.

Calculate my ROI
Everything in One Place

Full GTM Platform

Sequencer, dialer, inbox, campaigns, CRM, and AI agents in one system.

AI Voice Agents

Clone any rep's voice for inbound and outbound calls with live booking.

5-Channel Sequencer

Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.

AE Cockpit

AI-prioritized deal actions with meeting prep and risk alerts.

44-Doc Intelligence Engine

Auto-generated battle cards, personas, and competitive analysis per org.

Smarter Data, Better Targeting

700M+ Contacts & 100M+ Companies

Search by title, seniority, industry, and tech stack with real-time filters.

Waterfall Enrichment

5+ providers queried in sequence - only pay for the one that matches.

Intent + Visitor Signals

See which companies research your keywords and visit your site.

AI Staging Tables

Enrich, score, and classify leads with AI formulas before they hit your CRM.

Simple, Transparent Pricing

Unlimited Users

No per-seat fees, ever.

Every Feature Included

Voice AI, enrichment, sequencer, campaigns - nothing locked behind tiers.

No Contracts

Month-to-month, cancel anytime, credits never expire.

graph8

Ready to Replace Your Sales Stack?

One platform. $499/month. Unlimited everything. Battle-tested and launching campaigns in 3 minutes.

Get Started
GTM Platform InterfaceVoice AI Interface