
Conversion AI
AI-native marketing automation platform unifying CRM and warehouse data for B2B teams.
Pricing
About Conversion AI
Conversion is a marketing automation platform built for B2B revenue teams, positioned as a modern alternative to legacy systems like Marketo, Pardot, and HubSpot. It connects a company's CRM (such as Salesforce), data warehouse (Snowflake, BigQuery), and product data into a single unified model, then uses AI agents to handle repetitive marketing operations work such as campaign builds, reporting, and quality assurance. The stated goal is to let marketing operations teams ship campaigns in hours rather than weeks. The platform includes a drag-and-drop Email Studio with live personalization pulled from CRM and warehouse fields, plus a visual automation builder supporting branching logic, delays, and AI-driven actions for onboarding, expansion, and retention journeys. Account-level orchestration ties engagement data together across channels so teams can track activity at the account rather than just the contact level. Conversion is aimed at enterprise marketing operations teams migrating off older platforms, and lists customers including ClickHouse, Plaid, Productboard, and ACV Auctions. It is SOC 2 Type II certified and GDPR compliant, with bidirectional Salesforce sync and audit logging for enterprise governance needs. The company is based in San Francisco and raised a $28M Series A round. Specific pricing is not published on the site.
At a glance
- Company
- Conversion
- Platforms
- Web
- Integrations
- Salesforce, Snowflake, BigQuery
- Last verified
- August 2026
Who It's For
- •Digital marketers
- •Sales teams
- •Small and medium-sized businesses
- •E-commerce operators
- •B2B companies
How It Works
- 1Utilizes AI algorithms to generate tailored marketing content and campaigns.
- 2Integrates with multiple communication channels for omnichannel lead nurturing.
- 3Provides pre-built funnels and follow-up sequences that are proven to convert.
- 4Automation features enable personalized and dynamic customer interactions.
How to Use Conversion AI
- 1Sign up and access the platform's dashboard.
- 2Create or select a funnel or campaign template relevant to your goals.
- 3Customize the content, messaging, and channels to suit your audience.
- 4Activate the campaign and monitor performance through analytics tools.
Key Features
- •AI agents for autonomous campaign work
- •Drag-and-drop Email Studio with live CRM/warehouse personalization
- •Visual automation builder with branching and delays
- •Account-level engagement orchestration
- •Unified CRM, warehouse, and product data model
- •SOC 2 Type II and GDPR compliance
Use Cases
- •Migrating off legacy marketing automation platforms like Marketo or Pardot
- •Account-based marketing for B2B teams
- •Automating onboarding, expansion, and retention email journeys
- •Personalizing campaigns using CRM and warehouse data
Pros & Cons
Advantages
- •Automates content creation to save time and resources
- •Supports multi-channel marketing and customer engagement
- •Pre-built funnels enhance quick deployment
- •Proven to increase conversion rates
Disadvantages
- •May require learning curve for new users
- •Potential cost for advanced features
- •Limited customization options compared to bespoke solutions
Alternatives
- Marketo
- HubSpot
- Pardot
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Frequently Asked Questions
What is Conversion AI?
Conversion is a marketing automation platform built for B2B revenue teams, positioned as a modern alternative to legacy systems like Marketo, Pardot, and HubSpot. It connects a company's CRM (such as Salesforce), data warehouse (Snowflake, BigQuery), and product data into a single unified model, then uses AI agents to handle repetitive marketing operations work such as campaign builds, reporting, and quality assurance.
How much does Conversion AI cost?
Conversion AI uses custom pricing — contact the vendor for a quote. A free trial is available.
Is Conversion AI free?
Conversion AI is a paid tool, but it offers a free trial.
What are the best Conversion AI alternatives?
Popular Conversion AI alternatives include Marketo, HubSpot, Pardot.
What is Conversion AI used for?
Conversion AI is commonly used for Migrating off legacy marketing automation platforms like Marketo or Pardot, Account-based marketing for B2B teams, Automating onboarding, expansion, and retention email journeys.
What platforms does Conversion AI support?
Conversion AI is available on Web.
Information Accuracy
Please note: While we regularly update all tool information including descriptions, features, pricing, and other details, this information may change over time as tools evolve and update their offerings. For the most current and accurate information, we recommend visiting the official website directly. Our goal is to provide you with comprehensive and up-to-date information to help you make informed decisions.