Every sales rep knows this: personalization is the key to getting a response when sending cold emails. But let’s face it—most sales reps don’t have the time to do it right. Instead, they rely on quick things like mentioning a favorite sports team or liking a LinkedIn post. It’s surface-level at best, which doesn’t cut it anymore.
True personalization goes much deeper. It’s about understanding your prospect as a whole:
- Their goals—What are they trying to achieve in their role?
- Their achievements—What have they accomplished recently?
- Their interests—What do they care about, professionally and personally?
- Their influences—Who do they follow and learn from?
And it doesn’t stop there. You also need to know about their company—their roadmap, growth numbers, and challenges.
Doing this for just one prospect can take 30-45 minutes. Now imagine doing it for 100 prospects every day. That’s nearly impossible for any sales rep.
Here’s where AI steps in. With AI research tools, you can gather all this information in minutes.
These tools dive deep into both the prospect and their business, providing everything you need to craft personalized emails that actually get read and get responses.
In this blog, we will dive into 9 AI research tools every sales rep needs to know in 2025. These tools aren’t just time-savers; they’re game-changers for creating real, meaningful outreach.
How Do AI Tools Perform Research to Personalize Cold Emails?
AI tools take the grunt work out of research by diving deep into both the prospect’s business and the individual prospect themselves. Here’s how they gather data and how it helps you craft highly personalized cold emails.
1. How AI Does Research About the Prospect’s Business?
AI-powered research tools scour multiple data sources to give you a full picture of a company’s business. They analyze:
- 10K Reports: To uncover revenue, growth, and long-term goals.
- Company Websites: To understand the products/services they offer, messaging, and any updates.
- Press Releases & News: To catch recent announcements like funding, acquisitions, or new launches.
- Competitor Data: To identify where they stand in the market and what challenges they might be facing.
- Technology Stack: To see what tools they use and identify gaps your solution could fill.
- Hiring Trends: To gauge growth signals and assess their priorities.
This research arms you with everything you need to write a business-specific email: Are they trying to break into a new market? Did they just receive funding? You’ll know exactly what to focus on to grab their attention
2. How AI Does Research About the Prospect?
When it comes to understanding the individual, AI tools dig deep, leaving no stone unturned. These tools leverage multiple data sources to build a complete profile of your prospect. Here's what they analyze:
- LinkedIn Profiles: To gather insights about their professional journey, current role, achievements, and areas of expertise.
- Social Media Activity: Scouring platforms like Twitter and LinkedIn to identify their interests, shared content, and recent updates.
- Publicly Available Interviews and Blogs: To capture their thoughts, quotes, and professional outlook.
- Behavioral Patterns: Analyzing their engagement habits—what they like, comment on, or react to—helps you understand their preferences and personality.
- DISC Personality Insights: Using data points from their communication style, tone in written interactions, and professional demeanor, AI tools can assess whether they are a Driver (results-focused), Influencer (relationship-oriented), Steady (team player), or Conscientious (detail-oriented).
AI gathers these insights to help you craft emails that truly resonate with the individual. For instance, it can reference a prospect’s recent LinkedIn post celebrating a milestone, highlight specific accomplishments from their professional profile, or pull insights from articles they've written, events they've spoken at, or projects they’ve been part of, providing you with meaningful touchpoints that go beyond surface-level personalization.
9 AI RESEARCH TOOLS TO Personalize Cold Emails
1. SDRx
What is SDRx?
SDRx is an AI agent that automates the outbound sales process. It conducts account research, creates targeted prospect lists, writes personalized emails, and adapts follow-ups based on each prospect's engagement level.
How does SDRx perform Account-level Research & Prospect-level Research?
SDRx employs advanced AI capabilities to perform both broad and focused research, ensuring comprehensive insights for sales teams. Here’s how it works:
- Open Research
Generic Data Gathering: SDRx offers two options for general research:
- Using Klenty’s extensive database for highly accurate results.
- Using AI to conduct independent research, which can answer a broader range of questions.
Real-Time Website Scraping: SDRx can scrape company websites in real time to extract specific answers, helping sales teams gather critical operational details quickly.
- Focused Research
For targeted insights, SDRx categorizes research into five specific areas:
- Funding Events: Tracks recent funding rounds to identify high-growth opportunities.
- SaaS Indicators: You can ask questions like “Do they offer a free trial?” which is specific to SaaS and it can give you direct answers.
- LinkedIn Activity: Monitors their linkedin engagements and gives you insights like the kind of posts they engage with etc..
- Job Postings: Evaluates hiring patterns to understand a company’s focus areas and priorities.
- Employee Insights: Assesses departmental structures to determine whether an organization emphasizes sales, marketing, or other areas.
- Customizable Output: For each targeted research area, SDRx allows users to define specific questions and the desired format for output such as binary, Short text, Long text etc.
- Prospect-Level Research
SDRx enhances prospect research with AI in the following ways:
- DISC Personality Analysis: Generates DISC-based personality profiles, guiding sales teams in crafting impactful and customized outreach.
- Professional Backgrounds: SDRx compiles comprehensive summaries of a prospect’s career and educational journey. It synthesizes data from professional networks, public profiles, and other sources, SDRx provides actionable insights, such as:
- Short Summary: Gives you a short summary about the prospect for you to get an idea about them.
- Career Highlights: Key roles and achievements, like a prospect’s tenure as CEO or significant contributions to projects.
- Education: Advanced degrees or certifications, offering clues about their technical or managerial expertise.
Integrating research on both companies and individuals, SDRx enables sales and marketing teams to create data-driven strategies that lead to more effective engagement.
Pricing:
Get in touch with us to know the pricing information.
2. Salesmotion
What is Salesmotion?
Salesmotion is an AI-powered platform that automates account research by providing up-to-date insights on target accounts.
How does Salesmotion perform account-level research?
- Automated Account Research: Salesmotion uses AI to collect information from thousands of online sources, including news articles and financial reports (10Ks), curating this into actionable insights for each account.
- Signals and Updates: The platform tracks key companies and provides real-time updates regarding hiring activity, new executive appointments, earnings announcements, etc.
- Value Proposition Mapping: The AI analyzes sales pitch materials to suggest actions for tailoring value propositions to specific businesses.
Pricing:
NO PRICING INFORMATION
3. Endgame
What is Endgame?
Endgame is indeed an AI-driven platform focused on assisting sales teams with account research and planning. It emphasizes building credibility and trust with buyers through deep insights derived from various data sources, including emails, calls, CRM systems, and financial reports.
How does Endgame perform account-level research?
- Data Aggregation: Endgame collects and synthesizes information from multiple sources such as emails, calls, LinkedIn, news articles, and financial documents.
- Instant Briefs: It generates comprehensive briefs for accounts, meetings, and deal reviews to ensure that sales reps are well-prepared for interaction.
- Stakeholder Analysis: The platform provides detailed dossiers on stakeholders within accounts, helping to map relationships and identify key decision-makers.
Pricing:
NO PRICING INFORMATION.
4. CloseFactor
What is CloseFactor?
CloseFactor is designed to enhance the quality and quantity of sales pipelines by scoring accounts based on their readiness to buy. It provides pre-researched accounts tailored for targeted outreach.
How does CloseFactor perform account-level research?
- Identifying Ideal Customer Profiles: CloseFactor utilizes machine learning to analyze data from closed-won deals and other relevant sources to determine characteristics of ideal companies that would be interested.
- Discovering Potential Opportunities: The tool employs large language models (LLMs) to research accounts in real-time, identifying buying signals that indicate readiness to purchase.
- Useful Insights: It provides comprehensive information about target accounts, including summaries of potential opportunities and relevant contacts.
5. Keyplay
What is Keyplay?
Keyplay is a tool designed for B2B SaaS companies that uses AI to enrich account data, aiding sales teams in identifying, prioritizing, and classifying accounts.
How does Keyplay perform account-level research?
- Signal-Based Enrichment: Keyplay automates the enrichment process using customizable signals to uncover unique insights about target accounts.
- Custom ICP Scoring: The platform allows tailored Ideal Customer Profile (ICP) scoring using market-specific signals for precise prospect prioritization.
- Industry Categorization: Keyplay employs generative AI for accurate classification of accounts based on modern industry segmentation.
- Visual Research: Users can visually analyze company websites to quickly identify targeting-relevant elements.
6. Humanlinker
What is Humanlinker?
Humanlinkers is an AI-driven platform designed for personalized prospecting and sales outreach. It automates research, tailors communication, and supports businesses in building meaningful connections with potential clients.
How does Humanlinker do personal-level research via AI?
Humanlinkers uses AI to deliver highly personalized prospect insights:
- 360° Prospect Analysis: AI gathers and synthesizes data from sources like social media and web activity, creating a comprehensive profile of each individual.
- DISC Personality Analysis: The platform uses DISC methodology to analyze prospects' personality traits and suggests tailored communication strategies.
Pricing:
7. User Gems
What is UserGems?
UserGems is a platform designed to help sales and marketing teams improve outreach and generate pipelines by identifying key buying signals from individuals and organizations. It uses AI to prioritize prospects and provide actionable insights for more effective communication.
How does UserGems do personal-level research via AI?
UserGems use AI to analyze Ideal Customer Profiles (ICPs), score prospects, and recommend personalized email messages.
Although it focuses more on account-level insights, its AI can assist in identifying individual-level buying signals and tailoring outreach strategies based on those signals.
Pricing:
No Pricing Details in their official page.
8. Crystal Knows
What is Crystal Knows?
Crystal Knows is a platform specializing in personality analysis to improve professional communication. It helps users understand individual communication styles, enabling better engagement in sales, marketing, and leadership contexts.
How does Crystal Knows do personal-level research via AI?
Crystal Knows extensively utilizes AI for personal-level research:
- Personality Prediction: AI algorithms analyze online profiles, communication patterns, and other data to predict individual personality types, helping users understand communication preferences.
- Tailored Communication Tips: The platform provides personalized advice on how to communicate effectively, including email tone, word choice, and presentation style.
Pricing:
9. Humantic.AI
Humantic.ai is a buyer intelligence platform designed to help sales teams create personalized and effective outreach strategies. It analyzes individual personality traits and preferences & helps sales professionals to build stronger connections and close more deals.
How Does Humantic.ai Perform Prospect-Level Research with AI?
- Personality AI:
Humantic.ai uses its proprietary "Personality Prediction AI" to classify individuals based on the DISC framework (Dominance, Influence, Steadiness, Conscientiousness), enabling tailored communication. - Comprehensive Buyer Insights:
It provides actionable details like motivators, risks, dislikes, and decision-making factors to guide interactions effectively.
Pricing:
Pricing details are not available.
Conclusion:
AI research tools are flipping the scene. They turn scattered data into strategic insights, helping teams to see the high-value opportunities with unparalleled speed and precision.
These tools do more than collect information—they decode business landscapes, enabling sales professionals to personalize outreach and engage prospects with laser-focused relevance.
Now is the time to move forward. Adopting these tools will give your sales reps a competitive edge.
