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Salesfinity is a parallel dialing platform for outbound sales teams. This site explains how the product works under the hood and documents every programmatic way into it. Pick the path that matches what you are trying to do.

Connect your CRM

Import lists and tasks from HubSpot, Salesforce, or Outreach and log every call back.

Dial with Boss Mode

Validate every mobile number on a list and dial the ones that will answer.

Enrich contacts

Find mobile numbers and email addresses, one credit per hit.

Run sequences

Multi-step outreach with automatic emails, manual emails, calls and to-dos on a schedule.

Work with Ari

The AI employee that works for each rep in Slack and in the Salesfinity app.

Use the AI Companion

Ask questions of your data and your CRM, act with approval, save workflows as skills.

Dial from anywhere

Build a link that opens the dialer on a person, from your CRM, a spreadsheet or Slack.

Build on the API

A JSON REST API for contact lists, the Sequencer, call logs, scores, analytics, notes and enrichment.

Connect an AI assistant

A hosted MCP server that gives Claude and other clients the same data.

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Choose where to start

Guides

How integrations, Boss Mode, enrichment, the Sequencer, Ari, skills, and memory actually work. Start here if you run or administer a Salesfinity team.

Tutorials

Step-by-step list building with the AI Companion, with prompts to paste. Start here if you want a list to call by lunch.

API Reference

Authentication, conventions, errors, and every operation, generated from the OpenAPI description. Start here if you are writing code.

MCP

One-click setup for Claude.ai, Claude Code, and other MCP clients, plus a tool reference and use cases for managers and reps.

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What can Salesfinity help you do?

Keep your CRM current without typing

Every logged call becomes an activity on the right record, the task is completed, and the sequence advances. See exactly what moves where.

Reach more people per hour

Boss Mode grades numbers by how likely they are to be answered, and the dialer skips the ones that will not be.

Fill the gaps in a list

Turn a LinkedIn profile into a mobile number that rings. Numbers are screened before they are saved to the contact.

Brief a rep before a call

The companion pulls the CRM record, call history, emails, and deals into one briefing.

Make a workflow repeatable

Say “save this as a skill” and the companion turns what you just did into instructions the whole team can run.

Report on the team from anywhere

Ask Claude for connect rates, leaderboards, and scored calls through the MCP server.

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At a glance

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How the pieces fit

Contacts come in from a CSV, a CRM list, a sequence, or a sourcing table built by the AI Companion. Boss Mode validates their numbers and enrichment finds the ones that are missing. The parallel dialer works the list, and the AI Sequencer adds emails, call tasks and to-dos around it on a schedule. Every logged call is written back to the platform the contact came from, scored by AI when the team has call scoring on, and made available to your own systems through webhooks, the REST API, and the MCP server. The AI Companion and Ari sit across all of it, answering questions from the same data and taking actions with your approval. Each guide on this site describes one of those pieces the way it behaves in production, so the behavior you read about here is the behavior you will see in the app.

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Resources for agents and crawlers

This documentation publishes machine-readable entry points so an agent can orient itself without scraping rendered HTML:
  • /llms.txt — a compact index of every page on this site.
  • /llms-full.txt — the full documentation as a single plain-text file.
  • /api-reference/openapi.json — the complete OpenAPI 3.0.1 description.
  • /sitemap.xml — every canonical URL.
  • Any page also serves Markdown. Append .md to a page URL, or send Accept: text/markdown, to get the source instead of the rendered page.
The complete, plain-text index of every API operation lives on the API Reference page.

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Getting help

Email [email protected] or browse the help center. When reporting a problem, include the page or request path, the timestamp, and any error shown, which is usually enough to find it in Salesfinity’s logs.