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Trumpet

Vendor: Trumpet

Trumpet is an AI-powered digital sales room platform that enables revenue teams to create personalized, interactive Pods for buyer enablement, collaboration, and revenue intelligence across sales, customer success, and marketing.

email multichannel Sales teams managing complex B2B deals requiring structured customer collaboration and onboarding Customer success teams handling handoffs from sales and ongoing account management Marketing teams creating personalized buyer experiences and content analytics Revenue leaders seeking AI-powered deal intelligence and forecasting accuracy #sales-room #customer-onboarding #revenue-intelligence #buyer-enablement #ai-powered #mutual-action-plans #content-analytics

Overview

Trumpet is an intelligent GTM layer that provides digital sales rooms (Pods) for revenue teams to streamline the full customer lifecycle from prospecting to onboarding and renewal. It combines AI-powered personalization (AutoBrand, AI Copilot), mutual action plans, content analytics, revenue intelligence signals, and 70+ drag-and-drop widgets with 50+ templates. The platform supports real-time collaboration via live chat, Huddles, voice/video notes, and page annotations. Trusted by 15,000+ revenue teams with 55+ integrations including Salesforce, HubSpot, DocuSign, Gong, Slack, Microsoft Teams, Google Workspace, Salesloft, Zapier, PandaDoc, Microsoft Office 365, Modjo, Microsoft Dynamics, Google Calendar, Arcade, Airtable, Cal, Consensus, Figma, Outreach, Seenit, Tolstoy, Vimeo, Whimsical, YouTube, Zoom, Pitch, Close, Typeform, Miro, Vidyard, Canva, ActiveCampaign, Senja, Navattic, Wistia, Walnut, Trustpilot, Sendspark, Giphy, Convert Calculator. Offers Free, Pro ($45/user/month), Scale ($100/user/month), and Elite ($160/user/month) plans with annual billing discounts.

Key Features

Digital Sales Rooms (Pods)

Centralized, interactive spaces for buyer collaboration with personalized content, mutual action plans, and real-time engagement tracking.

AI-Powered Personalization (AutoBrand & Copilot)

AutoBrand instantly applies buyer's logo, colors, and branding from their URL. Copilot uses call recordings, CRM data, and engagement to auto-create personalized Pods and content.

Mutual Action Plans

Shared planning and tracking of tasks/goals between sales reps and clients with step completion, overdue tracking, and buyer visibility.

Revenue Intelligence & Buyer Signals

Real-time alerts (Slack, Teams, Email) on buyer engagement, intent signals, and deal health insights for forecasting and prioritization.

Content Analytics & Template Performance

Track document/video/MAP engagement across Pods and teams, compare template win rates, auto-sync content updates, and identify buyer drop-off points.

Collaboration Suite (Huddles, Live Chat, Voice/Video Notes)

Real-time multi-person calls, threaded chat, page annotations, @mentions, screen sharing, and async voice/video communication within Pods.

70+ Widgets & 50+ Templates

Drag-and-drop widgets for content, proposals, e-signature, surveys, video recording, and integrations. Templates cover cold outreach, onboarding, proposals, partnerships, and more.

Enterprise Security & Admin (SSO, SCIM, White-labeling)

SSO, SCIM provisioning, multi-team workspaces, custom domains (pod.acme.com), white-labeled emails, brand control, and dedicated customer success for Elite tier.

AI Org Charts & Deal Maps

AI auto-organizes CRM and engagement data into living org charts with stakeholders, influence mapping, and missing contact recommendations from LinkedIn.

Surveys & Forms Builder

Capture leads, qualify buyers, and collect feedback with interactive surveys and forms embedded in Pods, with full brand customization and flexible form builder.

E-Signature

Send proposals and contracts for signature without leaving Pods. Supports multi-party signing, expanded field types, live status tracking, audit trails, and white-labeled notifications for Elite.

Pros & Strengths

  • ✓
    Generous Free Tier: Free forever plan includes 10 Pods, unlimited users, basic analytics, and version control — no credit card required.
  • ✓
    AI-Driven Personalization at Scale: AutoBrand and Copilot automate buyer-specific branding and content creation, reducing manual effort for reps.
  • ✓
    Deep Revenue Intelligence: Real-time buyer signals, MAP analytics, content engagement trends, and video insights enable data-driven forecasting and deal prioritization.
  • ✓
    Extensive Integration Ecosystem: 55+ integrations (Salesforce, HubSpot, Gong, DocuSign, Slack, Teams, PandaDoc, Microsoft Office 365, Modjo, Microsoft Dynamics, Google Calendar, Arcade, Airtable, Cal, Consensus, Figma, Outreach, Seenit, Tolstoy, Vimeo, Whimsical, YouTube, Zoom, Pitch, Close, Typeform, Miro, Vidyard, Canva, ActiveCampaign, Senja, Navattic, Wistia, Walnut, Trustpilot, Sendspark, Giphy, Convert Calculator) included from Scale plan upward, with bi-directional sync.
  • ✓
    Template Standardization & Auto-Sync: Synced widgets and global content updates ensure brand consistency and eliminate version control issues across all live Pods.
  • ✓
    AI Org Charts & Stakeholder Intelligence: AI auto-builds and maintains living org charts with influence mapping, missing stakeholder recommendations, and team alignment notes.

Cons & Tradeoffs

  • ⚠
    Pro Plan Limited to 5 Users: Pro tier caps at 5 users, requiring upgrade to Scale for larger teams despite similar core features.
  • ⚠
    Advanced AI Features Gated to Elite Tier: AI Copilot, Ask AI Deal Assistant, AI Org Charts, MCP Client, AI Recommended Stakeholders, AutoBrand, AI summaries, Engagement scores, Coach Casey deal health/engagement only available on Elite ($160/user/month).
  • ⚠
    No Public Enterprise Pricing Transparency: Elite and custom enterprise plans require sales engagement; no self-serve pricing for large deployments.
  • ⚠
    Learning Curve for Full Feature Set: Teams may require time to master advanced functionalities like Mutual Action Plans, Revenue Intelligence dashboards, and AI tools.

Known Limitations

  • • Pro plan limited to 5 users
  • • Advanced AI features (Copilot, Ask AI, AI Org Charts, MCP Client, AI Recommended Stakeholders, AutoBrand, AI summaries, Engagement scores, Coach Casey) only on Elite tier
  • • Enterprise pricing requires direct sales engagement
  • • Free plan capped at 10 Pods per account
  • • 55+ integrations available from Scale plan upward

Pricing & Plans

Model: freemium

Four tiers: Free (10 Pods, unlimited users, basic analytics), Pro ($45/user/month or $450/user/year, up to 5 users, unlimited Pods, CRM integrations, AI engagement score), Scale ($100/user/month or $1,000/user/year, AI search/tagging/writer/CRO coach, AI documents, e-signature, proposals, Gong/DocuSign/PandaDoc, advanced analytics, synced widgets, global content updates), Elite ($160/user/month or $1,600/user/year, AI Copilot, Ask AI Deal Assistant, MCP Client, AI Recommended Stakeholders, AI Org Charts, AutoBrand, AI summaries, Engagement scores, Coach Casey deal health/engagement, SSO, SCIM, white-labeling, custom domains, dedicated CS). Annual billing offers ~17% discount. No free trial needed — Free plan is permanent.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-20

Editorial Info

Last Reviewed: 2026-08-20

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