Gradient Works
gradient.works
What it is
Gradient Works combines account scoring, territory planning, rep book management, lead routing, and pipeline analytics for B2B commercial sales teams. Market Map scores CRM accounts from 0–100 based on similarity to closed-won customers and syncs scores to Salesforce. Carve lets RevOps and Sales Strategy model territory scenarios with fit scores and send a selected design to Salesforce. Bookbuilder aims to keep rep books at roughly 100–150 accounts, replacing worked accounts with higher-fit accounts. Routing handles lead-to-account matching and assignments for inbound MQLs, handoffs, customer-success assignments, and opportunity escalations inside Salesforce. AI Researcher supports custom account-research prompts and writes qualitative answers to Salesforce. Integrations include Salesforce, HubSpot, Slack, Salesloft, Outreach, Google Calendar, Office 365, and CSV import; only one calendar and one sales-engagement integration can be active at once. Salesforce is required for the full platform, while HubSpot and CSV support Account Research and Carve territory planning. A free plan is available. Growth costs $799 a month, billed paid annually.
Spec sheet
- What it does
- Gradient Works combines account scoring, territory planning, dynamic book management, lead routing and pipeline analytics for commercial B2B sales teams.Read 14 Oct 2026 · gradient.works
- Integrations
- Listed integrations are Slack, Salesloft, Outreach, Google Calendar and Microsoft 365, with Groove, ZoomInfo and 6sense described as planned.Read 14 Oct 2026 · gradient.works
- Security
- Gradient Works says it completed a SOC 2 Type 2 audit and provides a process to request the report.Read 30 Sep 2026 · gradient.works
- Headquarters
- Austin, Texas, United StatesRead 28 Sep 2026 · gradient.works
- Founded
- 2020Read 28 Sep 2026 · gradient.works
- Company
- Gradient Works was founded in 2020 and is headquartered in Austin, Texas.Read 30 Sep 2026 · gradient.works
- AI Researcher
- AI Researcher lets users ask custom prospect questions and returns structured answers at scale, with model choices and preview runs.Read 14 Oct 2026 · gradient.works
- Analytics
- The platform reports pipeline creation, account coverage, opportunity creation rate and rep coaching metrics.Read 14 Oct 2026 · gradient.works
- Bookbuilder
- Bookbuilder keeps rep books small and refreshed, replacing unworked accounts with higher-fit accounts automatically.Read 14 Oct 2026 · gradient.works
- Carve
- Carve uses natural-language instructions and AI to create balanced territory scenarios and push the chosen design to Salesforce.Read 14 Oct 2026 · gradient.works
- Company founded
- The company was founded in 2020.Read 14 Oct 2026 · linkedin.com
- Company headquarters
- LinkedIn and Crunchbase place headquarters in Austin, Texas.Read 14 Oct 2026 · linkedin.com
- Company legal name
- Crunchbase lists the legal name as Gradient Works, Inc.Read 14 Oct 2026 · crunchbase.com
- Company size
- LinkedIn lists the company size as 11–50 employees.Read 14 Oct 2026 · linkedin.com
- CRM requirement
- Salesforce is required for the full platform, while HubSpot and CSV support Account Research and Carve territory planning.Read 30 Sep 2026 · gradient.works
- Developer extensibility
- The Automation Builder Kit adds more than 30 Salesforce Flow actions for matching, routing, assignment and business-process automation.Read 14 Oct 2026 · docs.gradient.works
- Documentation
- The documentation site covers Bookbuilder, Routing, Analytics, Account Research, integrations, automation actions and a release changelog.Read 14 Oct 2026 · docs.gradient.works
- Funding status
- Crunchbase identifies Gradient Works as a private seed-stage company with two funding rounds and lists Stage 2 Capital among its investors.Read 14 Oct 2026 · crunchbase.com
- Implementation
- Gradient Works says implementation typically takes 2–4 weeks and is led by its team.Read 30 Sep 2026 · gradient.works
- Integration authentication
- Integrations require authentication through Gradient Works Cloud, which connects the Salesforce package to third-party services.Read 14 Oct 2026 · docs.gradient.works
- Integration limits
- Only one calendar integration and one sales-engagement integration may be active at once.Read 30 Sep 2026 · docs.gradient.works
- Licence
- Opened documentation describes a managed Salesforce package and cloud service but does not state an open-source licence.Read 14 Oct 2026 · docs.gradient.works
- Limit: changing ownership confusion
- One G2 reviewer says continuously changing territories can leave reps unsure which accounts belong to them and may risk lost business.Read 14 Oct 2026 · g2.com
- Limit: reporting visuals
- G2 reviewers request richer out-of-the-box reporting and more shareable visuals for how reps work their books.Read 14 Oct 2026 · g2.com
- Limit: scheduling integration
- A G2 reviewer wanted an integrated meeting scheduler and reported that using Chili Piper for the need worked poorly.Read 14 Oct 2026 · g2.com
- Limit: team capacity
- A G2 reviewer said the small vendor team can take time to build complex flows when customers put substantial work on it.Read 14 Oct 2026 · g2.com
- Lookalikes
- Lookalikes finds net-new prospects resembling selected best customers, charging one credit for each identified account.Read 14 Oct 2026 · gradient.works
- Market Map
- Market Map scores CRM accounts from 0 to 100 by similarity to closed-won customers and feeds scores into territory planning and book distribution.Read 14 Oct 2026 · gradient.works
- MCP
- The Gradient Works MCP exposes more than 50 tools and skills for routing debugging, territory planning, flow management, rep metrics and routing setup.Read 14 Oct 2026 · gradient.works
- MCP availability
- The MCP works with Claude Desktop, Claude Code, ChatGPT, OpenAI Codex and Cursor, and is currently described as alpha software available to free and paid customers.Read 14 Oct 2026 · gradient.works
- Notable news: MCP launch
- Gradient Works announced on June 12, 2026 that its MCP became available to all customers.Read 14 Oct 2026 · labs.gradient.works
- Other data sources
- HubSpot supports Account Research and Carve, while CSV import supports account research.Read 14 Oct 2026 · gradient.works
- Praise: account distribution
- G2 reviewers repeatedly praise fairer account distribution, focus on higher-value accounts, rapid reassignment and improved quota attainment.Read 14 Oct 2026 · g2.com
- Praise: implementation and support
- G2 reviewers describe implementation as easy and the customer-success and support teams as unusually helpful.Read 14 Oct 2026 · g2.com
- Praise: routing automation
- G2 reviewers credit automated lead-to-account matching and availability-based routing with faster follow-up and better first-contact conversion.Read 14 Oct 2026 · g2.com
- Rating on G2
- 4.9 out of 5 from 11 reviewsRead 14 Oct 2026 · g2.com
- Routing
- Routing performs lead-to-account matching and assignment inside Salesforce for inbound leads, handoffs, customer-success assignments and escalations.Read 14 Oct 2026 · gradient.works
- Salesforce requirement
- Salesforce is required for the full platform and Bookbuilder is delivered as a native managed Salesforce package.Read 14 Oct 2026 · gradient.works
- Security compliance
- Gradient Works states that it completed a SOC 2 Type 2 audit and offers a report on request.Read 14 Oct 2026 · gradient.works
- Support and implementation
- Gradient Works says implementation is normally led by its team and takes two to four weeks.Read 14 Oct 2026 · gradient.works
- Target customer
- Gradient Works identifies upper mid-market B2B software companies with 200–2,500 employees, commercial sales teams, and Salesforce as its target users.Read 30 Sep 2026 · gradient.works
Plans and prices
Strong points and limits
Strong points
- Scores accounts against closed-won customers
- Models territory scenarios and syncs designs to Salesforce
- Automates lead matching and assignment
- Free plan includes Market Map and basic Bookbuilder
Limits
- Full platform requires Salesforce
- Only one calendar integration can be active
- Only one sales-engagement integration can be active
- Growth costs $799 a month, billed paid annually
Who it suits
It is aimed at upper mid-market B2B software companies with 200–2,500 employees, commercial sales teams, and Salesforce. The free plan includes five rep users and one Carve scenario.
Verdict
Gradient Works brings account planning, routing, and research into a Salesforce-centered sales operations system. The free plan is limited in credits and users; Growth costs $799 a month, billed paid annually.
Where Specifiction places it
- Sales Mapping Software#2 of 338.9
- Sales Territory Management Software#2 of 278.9
- Ideal Customer Profile Software#2 of 248.9
- Lead Routing Software#4 of 368.8
- Sales Capacity Planning Software#3 of 188.8
- Predictive Lead Scoring Software#4 of 238.8