Celoia provides an AI‑enabled context graph that automatically matches and consolidates customer data from tools like HubSpot, Gmail, and Docusign into a single, reliable source of truth.
Funding
Funding not disclosed
Founders
Product
Problem
Sales and legal teams often waste time switching between multiple tools such as CRM, email, and contract platforms, leading to incomplete customer views and slow, error‑prone decision making. Without a unified data source, AI assistants lack the context needed to generate accurate, trustworthy outputs, and workflow approvals become fragmented.
Solution
Celoia builds an AI‑enabled context graph that automatically matches and merges customer data from systems like HubSpot, Gmail, and Docusign into a single, reliable source of truth. The unified graph supplies AI agents with complete, up‑to‑date information, producing faster and more accurate responses for sales and legal tasks. Deterministic, auditable playbook workflows run on top of the graph, with role‑scoped approvals that ensure only authorized users can trigger actions. The platform provides enterprise‑grade AI infrastructure, governed data handling, and an audit trail, allowing organizations to scale AI‑driven execution across the entire go‑to‑market stack while maintaining control and compliance.
Target Audience
Primary users are sales operations, revenue enablement, and legal teams within mid‑size to enterprise organizations that rely on multiple SaaS systems for customer engagement and contract management.
Features
- Automatic matching and consolidation of customer records across HubSpot, Gmail, Docusign, and other SaaS tools into a single context graph
- Real‑time AI‑native query handling that leverages the unified graph for faster, more accurate output
- Deterministic playbook workflows that execute actions only after role‑based approvals, ensuring auditability
- Scoped data access and enterprise‑grade security controls with full audit trails
- Integration hooks that allow existing GTM tools to consume context graph data without additional data pipelines