Yardstick Research tear-sheet / AI sales cohort
Regie.ai
Founded: 2020 [CITED — TechCrunch, Crunchbase] Headquarters: San Francisco, CA [CITED — regie.ai/about] Funding: $50.8M total raised; $30M Series B closed February 26, 2025, co-led by Scale Venture Partners and Foundation Capital, with Khosla Ventures, StepStone Group, TriplePoint Capital, and South Park Commons participating. [CITED — TechCrunch Feb 26, 2025; PRNewswire; FinSMEs; Crunchbase] Founders: Srinath Sridhar (CEO, ex-Google/Meta data-science engineer); Matt Millen (President, ex-VP T-Mobile national sales; previously led revenue at Outreach.io). [CITED — TechCrunch Feb 26, 2025] Headcount: ~75 employees as of Feb 2025 funding round. [CITED — TechCrunch Feb 26, 2025] Growth claim: 300% YoY ARR growth at Series B. [CITED — VENDOR-CLAIMED via TechCrunch] Archetype: Hybrid — AI augmentation layer (sequence generation, AI messaging) PLUS autonomous "Auto-Pilot" agents (lead sourcing, enrichment, personalized send, sequencing decisions). Vendor positions explicitly between full-replacement (11x) and legacy SEP (Outreach/Salesloft). Named customers: Crunchbase, Copado. [CITED — TechCrunch Feb 26, 2025]
ICP (vendor-stated): Mid-market and enterprise outbound teams that want a single AI-native sales engagement platform. CEO framing: "amplify human sellers, not replace them" — the primary differentiation line vs. 11x. [CITED — TechCrunch Feb 26, 2025; reaffirmed across V6, V8 podcast circuit 2024–2025]
Headline numbers
| Observation | Value | Evidence |
|---|---|---|
| Total score (0–100) | 37.5 / 100 | weighted sum of dimension scores |
| G2 rating | 4.6 / 5 across the products page | CITED — G2 (search snippet 2026-04) |
| Capterra rating | 4.0 / 5 across 13 verified reviews | CITED — capterra.com/p/218262 |
| Vendor-claimed pipeline impact (Auto-Pilot) | "40% of all SDR-driven meetings (and climbing)" — single named-customer case study | CITED — VENDOR-CLAIMED, regie.ai/customers/how-regieai-uses-auto-pilot |
| Vendor-claimed reach uplift | "3–5× more accounts" without added headcount | CITED — VENDOR-CLAIMED, regie.ai homepage |
| Personalization grade (sample prospect) | Pre-test hypothesis: mid-pack with high variance. Auto-Pilot uses 30+ buying signals + intent data, but third-party reviewers (Capterra, Salesrobot, Salesforge "30 Days") consistently report AI output reads "generic" or "robotic" without rep editing — and reports of "uncannily specific" exist. Tiebreaker is May 5–18 blind grade. | MEASURED (pending May 5–18 test pass) |
| Setup time | ~45 min to first send (estimated from "steep learning curve for advanced features" + "complex integration setup" reviewer commentary); sales-gated signup, no self-serve | CITED — Capterra, Salesforge, Salesrobot reviews |
| Reply rate | v2 — held-out test data forthcoming | — |
| Cost per booked meeting | v2 — held-out test data forthcoming | — |
Dimension scores (0–4) — verbatim from v1 scoring file
| Dimension | Weight | Score (0–4) | Evidence |
|---|---|---|---|
| Personalization quality | 25% | 2/4 | "Auto-Pilot uses 30+ buying signals + intent data, but THIRD-PARTY reviewers (Capterra, Salesrobot, Salesforge '30 Days' review) consistently report that AI output reads 'generic' or 'robotic' without rep editing" (regie.md §dimension table). |
| Deliverability infrastructure quality | 20% | 1/4 | Force Multiplier tier includes "10 mailboxes with warming" (regie.md §"Pricing tiers"); but ride-on-mailbox model — sequencing platform shape, not deliverability-first. |
| CRM integration depth | 15% | 1/4 | "Salesforce: Listed. HubSpot: NOT listed on the integrations page as of 2026-04-29 … Outreach: Native via 'full API integration' [but] transferring sequences back to Outreach is 'horribly difficult' and Regie's API call volume hits Outreach rate limits" (regie.md §"Integrations"). |
| Cost-per-seat efficiency | 15% | 2/4 | Published $180/seat (10-seat min, ~$21.6K floor) and $499/seat (Force Multiplier, 5-seat min, ~$30K floor) (regie.md §"Pricing tiers"); "Regie publishes seat prices for the two paid SKUs (rare in the autonomous-agent category — 11x and AiSDR are both fully gated)." |
| Setup time | 10% | 1/4 | "ESTIMATED ~45 min to first send based on review comments about 'steep learning curve for advanced features' and 'complex integration setup'" (regie.md §dimension table). Sales-gated signup; no self-serve. |
| UI / UX | 10% | 2/4 | "THIRD-PARTY reviewers praise dashboards but flag 'overwhelming customization' as a recurring theme" (regie.md §dimension table). |
| Data accuracy | 5% | 1/4 | "Vendor cites a 220M-contact enrichment database; we have not validated" (regie.md §dimension table). |
| Total | 100% | — | 37.5 / 100 |
| Reply rate (v2) | — | v2 forthcoming | — |
| Cost per booked meeting (v2) | — | v2 forthcoming | — |
Pricing tiers (CITED — vendor-published seat pricing on regie.ai/pricing as of 2026-04-29; rare transparency in this category)
| Tier | Monthly | Annual minimum | Notes |
|---|---|---|---|
| AI SEP | $180 / user / month | 10-seat minimum, annual contract → ~$21,600/yr floor | Static + dynamic sequencing agents, prompt-based steps, intent prioritization, power dialer, Sales Floor, AI messaging, call coaching, voicemails, power socializer, CRM/SEP integration. [CITED — regie.ai/pricing] |
| Force Multiplier Rep | $499 / user / month | 5-seat minimum, annual contract → ~$29,940/yr floor | Everything in AI SEP plus 120K AI/enrichment credits/year (~1K accounts / 4K contacts), custom enrichment waterfalls, bounce/job verification, parallel dialer (up to 9 lines), 10 mailboxes with warming, research agents. [CITED — regie.ai/pricing] |
| Enterprise | "Contact us" | Custom | Custom credit packages, flexible seat bundles, dedicated IP/domain strategy, dedicated CSM, professional services. VENDOR-WITHHELD — actual ACV gated behind a sales call. ESTIMATED: ~$35K/yr starting ACV per Salesforge "30 Days" review. |
| Add-ons | Variable | — | Data packages Bronze→Platinum (525K – 6M credits); mailbox rotation $50–100/user/mo; parallel dialer $1,800/user/yr; pro-services custom. [CITED — regie.ai/pricing] |
Free trial: NONE published. Demo and signup both route through "Talk to sales." [CITED — regie.ai/pricing]
Pricing-transparency note: Regie publishes seat prices for the two paid SKUs — rare in the autonomous-agent category (11x and AiSDR are both fully gated). This earns Regie a small transparency edge over 11x in scoring.
Integrations (CITED — regie.ai/integrations as of 2026-04-29)
- Salesforce: Listed (native).
- HubSpot: NOT listed on the integrations page as of 2026-04-29 — material gap for HubSpot-first mid-market buyers. [CITED — regie.ai/integrations absence; verified 2026-04-29]
- Outreach: Native via "full API integration." [CITED — VENDOR-CLAIMED] However, third-party G2/Capterra reviewers flag that transferring sequences back to Outreach is "horribly difficult" and that Regie's API call volume hits Outreach rate limits. [CITED — Capterra reviews]
- Salesloft: Native via full API integration. [CITED — VENDOR-CLAIMED]
- FrontSpin: Listed.
- Pipedrive: Not listed. [UNKNOWN — gap or omission]
- Calendar (Google / Outlook): Outlook and Gmail listed as email platforms; direct calendar booking flow not explicitly specified on the integrations page. [UNKNOWN]
- LinkedIn: Listed (social outreach + manual task channel).
- Sendgrid: Listed.
- Intent / data providers: 6sense, Cognism, Demandbase, ZoomInfo. [CITED — VENDOR-CLAIMED]
Auto-Pilot agent capabilities
What Auto-Pilot does autonomously (THIRD-PARTY-VIDEO-OBSERVED via Video #2 CloudTask / Steve Schmidt demo, 2024-05-21): - Lead sourcing — discovers prospects matching ICP - Enrichment — bounce verify, job-change verify, multi-source waterfall - Personalized email + LinkedIn message generation - AI-generated subject lines - Sequencing decisions — uses intent signals to pick channel and timing - CRM sync — schedules tasks and meetings back into the CRM - Social and call task automation at volume
What Auto-Pilot does NOT do without human rep: - Reply triage and qualification — humans still handle inbound replies - Booking meetings autonomously — calendar handoff is rep-driven (vs. 11x.ai Alice, which auto-books) - Live calls — voice via AI Dialer requires rep configuration; no autonomous voice agent - SMS / WhatsApp — no autonomous channel coverage [CITED — 11x competitive blog 2026]
Vendor-claimed Auto-Pilot outcomes (single named-customer case study, regie.ai/customers/how-regieai-uses-auto-pilot, single-source — treat as directional, not category benchmarks): - 1,000 hours/year saved on lead sourcing - 26,000 new leads, 800+ new accounts discovered - Daily prospect adds: 25 → 60–100 - "40% of all SDR-driven meetings (and climbing)" - 3× increase in account coverage
Augmentation-vs-replacement positioning — verified current 2026-04-29
The augmentation-vs-replacement framing is CURRENT and consistent across both founders' 2024–2025 podcast circuit:
- CEO Srinath Sridhar (Feb 2025): "The sales enablement industry is stuck between two extremes" — replace-everything vs. legacy-stagnant. Regie's stated positioning: "amplify human sellers, not replace them." [CITED — TechCrunch Feb 26, 2025; reaffirmed in V6 founder podcast July 2024, V7, V8 RevGenius 2024]
- President Matt Millen (multiple 2024 podcasts): "AI as a true partner" not "AI as the rep." Frames "productivity paradox" — rep activity up while pipeline yield flat; AI agents close the gap by absorbing the repetitive layer. [CITED — V9 AI for Sales Podcast 2024; V10; V11 Universal Sales Truths]
- 11x's own competitive marketing positions Regie this way: "Regie.ai wants to make your reps faster, while 11x makes your reps optional." [CITED — 11x.ai/tips/regie-ai-competitors]
Important nuance: Regie's Auto-Pilot agents push into autonomous territory (lead sourcing, autonomous personalized send, sequencing decisions). Regie is not pure augmentation — it is hybrid, and the hybrid is intentional. The buyer choice is whether the hybrid is the best of both worlds or under-delivers on each axis.
Alongside vs. instead-of (verified): Regie is genuinely sold and used alongside Outreach and Salesloft, not as wholesale replacement. The integrations page lists both SEPs as native via full API. RegieOne (announced Q4 2024) is the company's bet on becoming the SEP itself, but the alongside motion is the dominant deployment pattern as of 2026-04-29.
AI feature stack (THIRD-PARTY-VIDEO-OBSERVED upgrades from demo dossier)
| Feature | Evidence |
|---|---|
| Auto-Pilot 3-step prospecting flow (identify → personalize → schedule into CRM) | THIRD-PARTY-VIDEO-OBSERVED — V2 CloudTask / Steve Schmidt 2024-05-21 |
| Personalized email + LinkedIn message generation | THIRD-PARTY-VIDEO-OBSERVED — V1, V2, V3 |
| AI-generated subject lines | THIRD-PARTY-VIDEO-OBSERVED — V2 |
| Lead list building / ICP discovery | THIRD-PARTY-VIDEO-OBSERVED — V2, V3 (V3 predates 2024–2026 window — current-version applicability inferential) |
| CRM sync / task creation back to CRM | THIRD-PARTY-VIDEO-OBSERVED — V2 |
| Intent / signal-based prioritization (100+ signals) | VENDOR-CLAIMED — vendor page only; no third-party video opens this UI |
| AI Dialer with parallel dialing up to 9 lines | VENDOR-OWNED-VIDEO-OBSERVED — vendor's own webinar; no neutral third-party demo found |
| AI Dialer voicemail drop in rep's own voice | VENDOR-OWNED-VIDEO-OBSERVED — vendor page + vendor webinar |
| Sales Floor (live virtual call-floor view, manager listen-in, AI call scoring) | VENDOR-CLAIMED — Q1 2025 release notes; no third-party video |
| Domain Optimizer (sender-score / inbox-placement / spam metrics) | VENDOR-CLAIMED — Q2 2024 release notes only |
| RegieOne unified dashboard (tasks-to-do + AI sequences in one view) | VENDOR-CLAIMED with text third-party corroboration (Reply.io review) |
| Force Multiplier Rep tier | VENDOR-CLAIMED — vendor PR only |
Material moves (2024–2026)
| Date | Move | Source |
|---|---|---|
| Jan 2024 | Auto-Pilot AI Agents launched into General Availability | CITED — Regie.ai blog "Introducing Sales Auto-Pilot"; PRNewswire 2024 |
| Q2 2024 | Auto-Pilot updates: Domain Optimizer, managed email delivery, revamped Analytics page (coverage and touch rates by intent level) | CITED — Regie.ai Q2 2024 release notes |
| Nov 2024 | AI Dialer announced (parallel dialing up to 9 lines, voicemail drop in rep's voice) | CITED — Regie.ai blog "Introducing the Regie.ai AI Dialer" |
| Q4 2024 | RegieOne announced — first AI-native SEP, the "become the SEP" bet | CITED — Regie.ai blog "Introducing RegieOne" |
| Feb 26, 2025 | $30M Series B closed; Scale Venture Partners + Foundation Capital co-led | CITED — TechCrunch 2025-02-26; PRNewswire; FinSMEs |
| Q1 2025 | RegieOne enhancements: automated CRM and prospect tracking, smarter personalization, AI-powered call coaching (Sales Floor + AI Call Scoring) | CITED — Regie.ai Q1 2025 release notes |
| 2025 | Foundational US patent for AI Agent technology issued to Regie.ai | CITED — PRNewswire patent release |
| 2025 | Force Multiplier Rep tier announced — $499/seat/mo, 5-seat min | CITED — PRNewswire; regie.ai/force-multiplier-rep |
Editorial assessment
Regie.ai is the most credible hybrid in the AI-sales-agent category — explicit Auto-Pilot autonomy AND explicit human-in-the-loop framing on a single platform with published seat pricing (rare in this category — 11x and AiSDR are both fully gated). Pricing is mid-market-and-up only ($21.6K floor on the entry SKU, 10-seat minimum), so SMB buyers should look elsewhere.
The Auto-Pilot agent is real and shipping — third-party video confirms five distinct features (identify → personalize → schedule, lead list building, message and subject-line generation, CRM sync). But the marketed metrics ("40% of SDR meetings") come from a single customer case study and should not be treated as category benchmarks.
Two recurring third-party concerns:
-
AI-generated content quality is inconsistent. Reviewers (Capterra, Salesrobot, Salesforge "30 Days") report output ranges from "uncannily specific" to "generic / robotic" depending on signal richness — most polish before sending. Video evidence is insufficient to settle this; the May 5–18 blind grade is the tiebreaker. [CITED — Capterra, Salesrobot, Salesforge]
-
Integration story has friction even on its named-native Outreach link. Reviewers explicitly describe transferring sequences back to Outreach as "horribly difficult" and report Regie hitting Outreach API rate limits. [CITED — Capterra reviews]
The HubSpot integration gap is a meaningful blocker. As of 2026-04-29, HubSpot is NOT listed on regie.ai/integrations — this is a material deployment risk for HubSpot-first mid-market buyers, who are a substantial portion of the AI-SEP buyer pool. Salesforce shops do not face this. The May 5–18 test should explicitly verify whether HubSpot is genuinely absent or merely undocumented.
Competitive frame vs. 11x: "augmentation that does some autonomy" vs. "autonomy that excludes humans." If a buyer believes the autonomous-AI-SDR thesis is wrong (or premature), Regie is the safer bet — keep humans in the loop, get 60–80% of the autonomy upside, retain control. If a buyer believes the autonomous thesis is right and headcount is the decision variable, 11x is the more direct play.
Matt Millen credential: previously led revenue at Outreach.io. This is the line that lets Regie be sold alongside (not against) Outreach without Outreach customers feeling churned — a meaningful go-to-market posture.
Best for
Stage fit (verbatim from scoring file): - Foundation: no — $21.6K floor with 10-seat minimum. - Pilot: conditional — only if 5- or 10-seat minimum is met and buyer is Salesforce-first. - Scale: yes — mid-market and enterprise on Salesforce + Outreach/Salesloft wanting AI augmentation + optional autonomy. - Optimization: yes — RegieOne path for buyers consolidating onto an AI-native SEP.
Best-fit company profile: - Company size: 10–100+ reps with named RevOps - Industry: B2B SaaS / services on Salesforce - Sales motion: Hybrid augmentation + Auto-Pilot (lead sourcing, enrichment, personalized send) - Annual tooling budget: $25K–$100K+
Top strength (1 sentence): Most credible hybrid in the AI-sales-agent category — explicit Auto-Pilot autonomy AND explicit human-in-the-loop framing on a single platform with published seat pricing ($180 / $499 per seat) — rare transparency in the autonomous-agent category.
Top gap (1 sentence): HubSpot integration absent on public docs as of 2026-04-29 + reported friction on the named-native Outreach link = real deployment risk for non-Salesforce buyers.
Skip for now if
- Headcount budget is < $25K/yr and you cannot meet the 5- or 10-seat minimum
- You are HubSpot-first and need a native integration on day one
- You want fully autonomous meeting booking — Regie does not cross that line; 11x and AiSDR do
- You have a small RevOps team — multiple third-party reviewers report the platform requires named ownership to deploy well
Right of reply
Regie.ai will receive the draft tear-sheet seven calendar days before publication per Yardstick methodology. [Vendor response will be populated post-window or recorded as "no response received within window."]
Affiliate disclosure
Yardstick Research does not currently have an active affiliate relationship with Regie.ai. Regie has no public self-serve signup; all paid acquisition routes through their sales team.
Sources (URLs verified to resolve, 2026-04-29)
Vendor / official: - Pricing page: https://www.regie.ai/pricing - Homepage: https://www.regie.ai/ - Integrations page: https://www.regie.ai/integrations - Auto-Pilot customer case: https://www.regie.ai/customers/how-regieai-uses-auto-pilot - RegieOne announcement: https://www.regie.ai/regie-one - About page: https://www.regie.ai/about - AI Dialer announce: https://www.regie.ai/blog/introducing-the-regie-ai-ai-dialer - Q1 2025 release notes: https://www.regie.ai/blog/whats-new-with-regie-q1-2025 - Q2 2025 release notes: https://www.regie.ai/blog/whats-new-with-regie-ai-q2-2025
Funding / corporate: - TechCrunch Series B (Feb 26, 2025): https://techcrunch.com/2025/02/26/regie-ai-injects-sales-enablement-with-ai-but-keeps-humans-in-the-loop/ - PRNewswire Series B: https://www.prnewswire.com/news-releases/regieai-raises-30m-series-b-to-scale-ai-powered-sales-strategies-introducing-regieone-platform-for-smarter-prospecting-302386076.html - FinSMEs Series B: https://www.finsmes.com/2025/02/regie-ai-raises-30m-in-series-b-funding.html - Crunchbase: https://www.crunchbase.com/organization/regie-da23 - Force Multiplier Rep announce: https://www.prnewswire.com/news-releases/regieai-introduces-the-force-multiplier-rep-a-new-operating-model-for-modern-sales-302698522.html - US patent: https://www.prnewswire.com/news-releases/regieai-secures-foundational-us-patent-for-ai-agent-technology-years-ahead-of-the-market-302576918.html
Third-party reviews: - G2: https://www.g2.com/products/regie-ai/reviews - Capterra (4.0 / 13 reviews): https://www.capterra.com/p/218262/REGIE/reviews/ - TrustRadius: https://www.trustradius.com/products/regie.ai/reviews - Salesrobot in-depth review: https://www.salesrobot.co/blogs/regie-ai-review - Reply.io competitive review: https://reply.io/blog/regie-ai-review/ - Salesforge "30 Days with Regie" review: https://www.salesforge.ai/blog/regie-ai - 11x competitive comparison: https://www.11x.ai/tips/regie-ai-competitors - Regie.ai G2 Winter 2025 Grid blog: https://www.regie.ai/blog/regie-ai-g2-winter-2025-grid-report-performance
Demo / video: - Regie.ai Demo Tutorial (2025-06-27): https://www.youtube.com/watch?v=Us5SXeclTNI - CloudTask Steve Schmidt Auto-Pilot demo (2024-05-21): https://www.youtube.com/watch?v=IqDXzjbrRLA - Founder podcast — Srinath Sridhar (2024-07-16): https://www.youtube.com/watch?v=0w8MQg8rGrg - Revenue Today #105 — Srinath Sridhar (RevGenius): https://www.youtube.com/watch?v=aKCX-QUQ8SE - AI for Sales Podcast — Matt Millen: https://www.youtube.com/watch?v=Dkr_4VxsMA0 - Auto-Pilot launch webinar (Regie-owned): https://www.regie.ai/webinars-and-videos/introducing-regie-ai-auto-pilot
Compiled for Yardstick Research 2026 Yardstick Report tear-sheets-final, 2026-04-29. Schema: aligned with software-research-2026q2.md tear-sheet 9. All claims labelled. Reply rate and cost-per-booked-meeting marked v2 — held-out test data forthcoming. Augmentation-vs-replacement positioning verified current. HubSpot integration gap flagged as material deployment risk for HubSpot-first mid-market.