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Three ways to
gain the edge.

Choose the package that matches your pipeline challenge. Every engagement is built on the same five-module platform, scoped to where you need it most.

Built on tools your
team already trusts.

Undercut isn't a black box. Every module runs on proven tools, joined up into one pipeline that syncs directly with your existing CRM.

n8n
Workflow Orchestration
The automation backbone. Every Undercut module is an n8n workflow that's self-hosted, auditable and owned by you.
↓ Click for integration detail
How it integrates
Runs entirely self-hosted on your infrastructure. Every workflow is version-controlled and you own the code outright. Connects to HubSpot, Aircall, Slack, Google Sheets, webhooks, and 400+ other tools via native nodes, with no middleware needed.
Claude AI
AI Reasoning Layer
Anthropic's Claude processes raw company data, applies strategic reasoning, and produces structured briefs rather than raw summaries.
↓ Click for integration detail
How it integrates
Claude processes raw web and CRM data through structured reasoning prompts, not simple summarisation. Output includes firmographic tagging, intent signals, ICP scoring, and first-touch outreach drafts tailored to each company's actual context and growth signals.
HubSpot
CRM & Pipeline Sync
All intel, scores, and outreach tasks are written directly into your CRM records (HubSpot-native). No new tool for your team to learn.
↓ Click for integration detail
How it integrates
Intelligence is written directly into your CRM company and contact properties (HubSpot-native), so there's no new dashboard for your reps. They open a deal and find enriched records with structured fields, confidence-scored signals, and a drafted first-touch email ready to review and send.
Aircall
Voice Intelligence Capture
CS Intelligence logs every call from Aircall, extracts actionable signals, and updates live account management plans automatically.
↓ Click for integration detail
How it integrates
CS Intelligence polls the Aircall timeline for every logged call, extracts topics, sentiment, and action items, then writes a live account management plan back into the CRM company record (HubSpot-native) within minutes of a call ending. Account knowledge stays put when people move on.
This is what your
rep sees before
the first dial.

The Intel Engine builds a full structured brief from public signals and pushes it directly into your CRM company record (HubSpot-native). Every field and confidence score is there before the call is booked.

HubSpot · Company Record
Meridian Software Ltd
Enriched
Core Strategy
Scaling GTM aggressively. 4 SDR hires live on LinkedIn Jobs. Q4 board deck signals £2M ARR target. High · Q4 earnings call + LinkedIn
Recent Tech Spend
HubSpot Sales Hub Pro (confirmed). Outreach.io job posting visible. No Gong equivalent detected. Medium · job postings + Crunchbase
ICP Score
87 / 100. Strong fit. Series B, 45 employees, active RevOps function.
First-Touch Draft
Ready in a HubSpot task, personalised to Q4 GTM push and SDR hiring signals.
Intel Engine · Last run 4 min ago
→ View full brief in HubSpot

One platform. Three entry points.

Every engagement is scoped at discovery. The final cost depends on your CRM, data sources, team size, and scope. Book a call to discuss which package fits your pipeline.

Filter by vertical
Recommended for Recruitment
Flagship
Revenue Intelligence Suite
The full platform. All five modules. This is how Undercut was designed to be deployed.

All five Undercut modules working as one pipeline, from the moment a lead enters your CRM to the moment a personalised outreach email is drafted in HubSpot. Designed for mid-market firms with an existing RevOps or Sales Ops function who are ready to remove manual research entirely.

  • MVO Gate qualifies every inbound lead before any human time is spent
  • Intel Engine builds a full company brief before the first discovery call
  • Persona Layer enriches and categorises every firm in your CRM
  • CS Intelligence logs calls and produces live account management plans
  • Outreach Agent drafts personalised first touches automatically
MVO Gate Intel Engine Persona Layer CS Intelligence Outreach Agent
Best for
Mid-market B2B SaaS or Recruitment firms with RevOps
Time to value
4–6 weeks
Book a 20-minute call Email Undercut →
Recommended for SaaS
Top-of-Funnel
Pipeline Accelerator
Qualification → Research → Outreach. Pure sales velocity where it matters most.

Three modules focused entirely on the top of your funnel: qualifying the right leads, building intelligence before the first call, and drafting personalised outreach before your rep has finished their morning coffee. For sales-focused teams where the immediate pain is prospecting speed.

  • Every inbound lead scored and qualified automatically against your ICP
  • Full company brief built in HubSpot before the discovery call
  • Personalised outreach email drafted and ready in minutes
  • Clean upgrade path to the full platform when you're ready
MVO Gate Intel Engine Outreach Agent
Best for
Sales teams focused on top-of-funnel velocity
Time to value
2–3 weeks
Book a 20-minute call Email Undercut →
CS & Expansion
CS & Account Mgmt
CS Intelligence
Call intelligence and account management plans. Standalone or as an expansion to an existing Undercut build.

One module, one focused problem: retaining account knowledge and giving your client success team a live plan for every conversation. Aircall call logs are processed automatically, and a structured account management plan with suggested next steps is produced for every active client.

  • Every Aircall conversation automatically logged and summarised
  • Live account management plan produced per client
  • Suggested next steps surfaced for the CS team after every call
  • Account knowledge retained when team members leave
CS Intelligence
Best for
CS-led firms, or existing clients expanding scope
Time to value
1–2 weeks
Book a 20-minute call Email Undercut →

What each module actually does.

01
MVO Gate
Lead Qualification
Scores every inbound contact against your minimum viable opportunity criteria the moment they enter your CRM. Contacts that don't meet the threshold are flagged or excluded before any human time is spent. Bad fits never slow down your pipeline.
→ Eliminates time wasted on wrong-fit leads
02
Intel Engine
AI Research Agent
Pulls company data from LinkedIn, the web, and your existing CRM records, then runs it through an AI reasoning layer to build a structured brief. That brief is pushed directly into your CRM company record (HubSpot-native) before the first discovery call is booked.
→ Research time from 60 min to <5 min per lead
03
Persona Layer
CRM Enrichment
Analyses each firm by stage, clientele, culture and growth signals, and writes structured CRM tags (HubSpot-native) automatically. Alongside this, it generates hyper-targeted marketing communication suggestions based on each firm's actual profile.
→ One-size-fits-all campaigns become precise
04
CS Intelligence
Call Intelligence
Integrates with Aircall to log every client call, produce a structured summary, and update a live account management plan with suggested next steps for the CS team. Account knowledge is captured in the CRM rather than in someone's head, so it stays when people leave.
→ Account knowledge retained regardless of team changes
05
Outreach Agent
Personalised Outreach
For every qualified contact that passes the MVO Gate, the Outreach Agent drafts a personalised first-touch email and creates a CRM task (HubSpot-native) assigned to the relevant rep. The email is contextualised using the Intel Engine research, so every email is relevant to that specific firm.
→ First outreach sent in minutes, not hours

From scoping call to live platform
in four steps.

01
20-Minute Discovery Call
We map your pipeline, CRM setup, data sources, and where selling hours are being lost. We recommend a package and give you a clear scope within 48 hours.
02
Scoping & Proposal
You receive a written proposal with a fixed setup fee, monthly retainer, and timeline. No surprises, no scope creep. You approve the spec before a line of automation is written.
03
Build & Integration
We build your platform on n8n, integrated with your HubSpot, Aircall, and data sources. You receive regular build updates and sign off on each module before it goes live.
04
Live & Supported
Your platform goes live. The monthly retainer covers ongoing support, adjustments, and platform evolution as your pipeline grows. We're not a one-time build agency.
Firms we work well with.
  • B2B SaaS companies at Series A–C with 5 or more outbound seats and active SDR teams generating 40+ leads per month
  • Specialist recruitment agencies with 10–50 consultants doing volume outbound BD
  • Teams using HubSpot as their primary CRM and willing to own the data flowing into it
  • Businesses where reps are currently spending around an hour per lead on manual research
  • RevOps or Sales Ops functions with someone internally who can own the integration post-build
Where we're not the answer.
  • Teams with fewer than 5 outbound seats, where the ROI maths don't stack up at that scale
  • Businesses on Salesforce, Vincere, or Bullhorn as their primary CRM. HubSpot is our output layer today. Join the 2027 roadmap waitlist →
  • Financial services businesses, where regulatory data constraints are outside our current build scope
  • Companies wanting a reporting dashboard rather than a live automation system
  • Anyone expecting results in week one. The platform takes 2–6 weeks to build and calibrate to your ICP

Not sure which package
is right for you?

Book a free 20-minute discovery call. We'll ask the right questions, map your pipeline, and tell you exactly which modules will have the biggest impact, and what it'll take to build them.

Book a 20-minute call hello@getundercut.com