lineer
The Lineer Platform

The Lineer Platform

Everything your sales team needs. Nothing it doesn't.

Lineer brings AI agents, email, CRM, and search together in one platform built for salespeople who value relationships over volume.

Built for salespeople, not for sales ops.

Most sales tools are built for the people managing sales teams. Lineer is built for the people doing the selling. Every feature is designed to save time, surface the right information, and keep you focused on the human side of your work. No dashboards you'll never check. No workflows that take a week to configure. Just the tools you'll actually use, every day.

Core Feature

AI agents that handle your sales workflow from start to finish.

Lineer's AI agents are autonomous teammates that research prospects, craft personalised communications, and manage follow-ups. They don't just run a sequence. They think about each prospect individually, adapt their approach based on what they learn, and pause for your approval when it matters. A growing library of purpose-built agents covers everything from first-touch outreach to long-term relationship nurture, with more launching regularly.

Autonomous workflows. Agents execute multi-step processes without manual intervention.
Per-prospect intelligence. Each agent builds a unique workflow for every contact based on research.
Human-in-the-loop approvals. You decide what sends. Agents wait for your green light.
Growing agent library. Purpose-built agents for different stages of your sales process, with new ones launching regularly.
Explore AI Agents →
Agent Workflow

Prospect: Sarah Chen — Acme Corp

Scrape LinkedIn Profile completed
3 days ago
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3 days ago
Send Email completed
2 days ago

To: sarah.chen@acme.io

Subject: Quick question about your AI infrastructure

Body: Hi Sarah, I noticed Acme recently expanded its AI division...

Waiting for Reply completed
1 day ago
Send Email pending Needs Approval
about 1 hour ago

To: sarah.chen@acme.io

Subject: Re: Quick question about your AI infrastructure

Body: Hi Sarah, just following up on my previous email...

Core Feature

Ask your CRM anything. Get answers instantly.

Lineer's AI Chat is a conversational interface to your entire sales data. Ask about a prospect's history, get a summary of recent activity, or have it draft an email for you. It understands context, remembers your conversation, and can take action on your behalf.

Natural language queries. Ask questions the way you'd ask a colleague.
Multi-conversation threads. Keep separate threads for different topics or deals.
Action execution. Go beyond answers. Have Chat update records, create tasks, or draft messages.
Always available. Works across your workspace, from any page.
Learn about AI Chat →
AI Assistant
How's my pipeline looking this quarter?
L

Your Q1 pipeline is strong. Here's a summary:

  • 38 active deals worth $2.4M total
  • 12 deals closing this month ($840K)
  • Win rate is up 8% from last quarter

Want me to drill into any specific stage?

Show me the ones closing this month
Type a message...
Core Feature

Search that understands what you mean.

Forget exact-match keyword searches. Lineer's AI Search uses semantic understanding to find the right contact, company, or deal even when you can't remember the exact name. Ask "who was that logistics company in Melbourne we spoke to last quarter" and get the answer.

Semantic search. Finds results by meaning, not just keywords.
Hybrid retrieval. Combines AI vector search with traditional full-text search for maximum accuracy.
Smart query expansion. Automatically expands vague queries to find what you're looking for.
Workspace-scoped. Results only include data from your workspace. Always secure.
Learn about AI Search →
CRM Search
companies in fintech that raised Series B
AI Search

4 results found in 0.8s

Finova Labs Company 96% match

AI-powered financial analytics platform. Raised $45M Series B in Q4 2025. 120 employees, based in San Francisco.

PayStream Company 92% match

B2B payment infrastructure for embedded finance. Raised $32M Series B. Growing 3x YoY in transaction volume.

LedgerAI Company 88% match

Machine learning for fraud detection in banking. Raised $28M Series B led by Sequoia. 85 employees.

NeoBank Solutions Company 84% match

White-label digital banking platform for credit unions. Series B at $22M. Key contact: VP Sales interested in CRM tools.

Core Feature

All your sales emails. One place.

Connect your Gmail and Outlook accounts and manage everything from Lineer. Conversation threading keeps context together, multi-mailbox support means you don't need to switch apps, and everything syncs back to your CRM automatically.

Gmail and Outlook. Connect multiple accounts across providers.
Conversation threading. Emails grouped by thread with full history.
Unified inbox. See all connected mailboxes in one view.
CRM sync. Email activity automatically linked to contacts and companies.
Learn about Inbox →
Unified Inbox
Focused 12
Inbox 48
Sent 156
Archive 892
Trash 23
Sarah Chen 10:32 AM

Re: AI Infrastructure Discussion

Thanks for the detailed proposal! I've shared it with our CTO and we'd love to schedule a follow-up call...

James Wilson 9:15 AM

Partnership Opportunity

Hi, I came across Lineer and think there could be a great synergy between our platforms...

Maria Garcia Yesterday

Re: Q1 Campaign Results

The numbers look fantastic! 64% open rate is well above industry average. Let's discuss scaling this...

Alex Thompson Yesterday

Integration Request

Our team has been evaluating CRM tools and we're particularly interested in the Salesforce integration...

Lisa Park Feb 14

Meeting Notes - Feb 14

Attached are the notes from our discovery call. Key action items: 1) Send pricing proposal by Friday...

Re: AI Infrastructure Discussion

4 messages

ME You Feb 10, 2:30 PM
Hi Sarah, I noticed Acme recently expanded its AI division. I'd love to share how Lineer could help your team automate prospect research and outreach.
SC Sarah Chen Today, 10:32 AM
Thanks for the detailed proposal! I've shared it with our CTO and we'd love to schedule a follow-up call to discuss implementation timeline. How does Thursday at 2pm work?
Core Feature

Your CRM, connected and in sync.

Lineer connects to the CRM you already use. One-click OAuth setup, bidirectional data sync, and ETL pipelines that keep everything current. Your data stays in your CRM. Lineer reads it, enriches it, and works with it so you don't have to re-enter anything.

Six CRMs supported. HubSpot, Salesforce, Microsoft Dynamics, Zoho, Pipedrive, and Monday.com.
Bidirectional sync. Changes flow both ways. No data silos.
ETL pipelines. Structured data extraction, transformation, and loading.
MCP servers. Advanced integration layer for custom workflows and external tools.
Learn about CRM Integrations →
Bidirectional Sync

Lineer

AI Sales Platform

Contacts
Deals & Activities
CRM Updates

Your CRM

Salesforce / HubSpot

One workspace. Everything connected.

Your CRM data, your emails, your agents, your search, and your conversations all live in one workspace. No tab-switching. No copy-pasting between tools. Lineer gives you a single place to manage every relationship.

Up and running in minutes, not months.

5 minutes

To connect your CRM

Zero

Configuration required for AI agents

Day one

Your first agent can be running today

“Lineer's support has been invaluable. Their team showed outstanding expertise and remarkable patience. I'd confidently recommend them to any organisation seeking reliable, high-quality solutions.”

Darren Cook, CEO, Adaca

See the full platform in action.

Book a demo and we'll walk you through how Lineer fits your sales process.

Book a Demo