Neil Tewari
Co-founder & CEO
Conversion
Conversion is an AI‑native B2B marketing automation platform that unifies CRM, data‑warehouse, and product data into a single flexible model. It offers a drag‑and‑drop email studio, a visual workflow builder with real‑time triggers, and AI agents that generate content, score leads, and audit data quality, all with built‑in enterprise security and bidirectional Salesforce sync.
- Artificial Intelligence
- AI Agents
- Data & Analytics
- Enterprise Software
Updated 5 months ago
Funding
Raised to date
$30MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
across 2 rounds
OA$28M · Series A
Announced Jul 2025
Disclosed cumulative: $28M
Not on chart (date unknown): Seed $2M
RoundDateAmountValuationInvestors
Founders
Product
Problem
Marketing teams using legacy automation platforms face fragmented data across CRM, data warehouses, and product systems, leading to rigid data models, fragile syncs, and slow campaign execution. The lack of real-time, context‑aware automation forces reliance on manual processes and engineering resources, limiting personalization and revenue impact.
Solution
Conversion provides an AI‑native B2B marketing automation platform that unifies CRM, warehouse, and product data into a single flexible data model. The platform offers a drag‑and‑drop email studio with live personalization, a visual workflow builder that can trigger from any data source, and AI agents that generate content, score leads, and audit data quality. Real‑time bidirectional sync with Salesforce and native connectors to Snowflake, BigQuery, Databricks, and PostgreSQL eliminate middleware and keep data current. Marketers can create multi‑channel campaigns, dynamic segments, and automated journeys without code, while AI‑driven scoring and routing continuously improve lead quality. Built‑in security controls (SOC 2, GDPR, RBAC, SSO) ensure enterprise compliance.
Target Audience
Primary customers are marketing operations teams and B2B marketing leaders who need fast, data‑driven campaign execution, as well as revenue operations groups requiring unified data and AI‑enhanced lead scoring.
Features
- Unified data model that merges CRM records, warehouse tables, and product events into a single context layer
- Drag‑and‑drop email studio with brand governance, dynamic content blocks, and pipeline‑attributed analytics
- Visual automation builder with real‑time triggers from CRM changes, warehouse queries, product events, forms, and webhooks
- AI agents for campaign creation, lead scoring, content personalization, and data‑quality auditing
- Bidirectional Salesforce sync with configurable conflict resolution, audit logs, and custom object support
- Native connectors to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL for live warehouse queries
- Enterprise security features: SOC 2 Type II, GDPR compliance, SSO/SAML, fine‑grained RBAC, SCIM provisioning, and full‑at‑rest encryption
- Real‑time analytics dashboards linking engagement metrics directly to revenue and pipeline outcomes