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YOUR COMPLETE REVENUE OS

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OpenThreadAI is the all-in-one Revenue OS for B2B teams — combining a full CRM, AI email outreach, multi-step sequences, deal pipelines, invoicing, and advanced analytics in one platform.

✓ 14-day free trial|✓ No credit card required|✓ Cancel anytime|✓ Data carries over on upgrade
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26+
Platform Modules
11
Add-on Options
99.9%
Uptime SLA (Enterprise)
$0
14-Day Trial
OpenThreadAI Platform Demo

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26+ PLATFORM MODULES

Everything your revenue team needs, in one OS.

From first contact to closed deal and paid invoice — OpenThreadAI covers the entire revenue workflow without duct-taping multiple tools together.

CRM & Deals

Leads, contacts, companies, and Kanban pipelines with win/loss tracking.

Email Outreach

SMTP/IMAP/Gmail connect, unified inbox, bounce detection, open & click tracking.

Sequences & Campaigns

Multi-step drip flows with stop-on-reply logic, enrollment tracking, and audience management.

AI Composer

OpenThread AI Engine powered email generation, subject-line suggestions, AI reply assistance, and tone tuning.

Analytics

Pipeline velocity, rep leaderboard, lead source attribution, funnel breakdown, and revenue charts.

Automation Engine

Rule-based triggers on lead score, status changes, and deal moves — fire actions automatically.

Invoices & Proposals

Create invoices, generate Payoneer/Stripe payment links, build and send proposals.

Team & Roles

Invite members, assign roles (Owner, Admin, Member), and track per-rep usage.

Security & Compliance

2FA, session management, GDPR controls, audit logs, and row-level multi-tenant security.

Integrations

Discord, Slack, Apollo.io, Shopify, WordPress, Salesforce, GoHighLevel, Zoho CRM.

Calendar & Tasks

Schedule events, manage tasks, and log activities per contact or deal.

Learning Hub

Built-in onboarding docs and help resources to get your team running fast.

Built for every B2B revenue team — solo founder to enterprise sales floor

Whether you're a one-person shop closing your first deals or an agency managing 15+ clients, OpenThreadAI scales with you.

B2B SaaS

Automate outbound for free-trial signups, demos, and expansions.

Agencies

Manage outreach for multiple clients with full multi-tenant isolation.

Recruiters

Source, track, and nurture candidates with structured pipelines.

E-Commerce

Sync customers from Shopify, segment, and run retention campaigns.

Enterprises

Scale outreach across large sales floors with roles, audits, and SLAs.

Marketing Teams

Run campaigns, track attribution, and report on revenue impact.

Built to close deals faster

Every feature is purpose-built for B2B revenue teams. No bloat, no third-party duct tape — just the tools that move the needle.

AI Email Composer

OpenThread AI Engine powered email generation, subject-line A/B suggestions, AI reply assistance, and tone-of-voice training via your Knowledge Base.

Multi-Step Sequences

Build automated drip flows with stop-on-reply logic. Track enrollment status per contact — Active, Completed, Stopped, or Unsubscribed.

Full Revenue Analytics

Pipeline velocity, rep leaderboard, lead source attribution, pipeline funnel breakdown, and a 30-day revenue area chart — all in one dashboard.

CRM & Deal Pipeline

Kanban deal boards with custom stages, win/loss tracking, deal-linked invoices, and contact/company management with lead scoring.

Invoices & Proposals

Generate professional invoices, create Payoneer or Stripe payment links, and build and send proposals — all without leaving the platform.

Email Verification

Validate every lead email as Valid, Catch-All, or Invalid before sending. Protect your sender score and reduce bounce rates automatically.

Team & Roles

Invite team members, assign Owner / Admin / Member roles, track per-rep usage, and manage per-member email accounts.

Enterprise

Enterprise Security

Row-level multi-tenant isolation, 2FA (TOTP), session management, audit logs, GDPR controls, and unsubscribe link enforcement.

OpenThreadAI vs. Typical Tools

Most outreach tools stop at email sending. OpenThreadAI is a complete Revenue OS — CRM, AI, automation, invoicing, and analytics all in one.

Feature
OpenThreadAI
Others
Full CRM (Leads, Contacts, Companies, Deals)
AI Email Composer + Knowledge Base Training
Multi-Step Drip Sequences (stop-on-reply)
Built-in Invoice & Proposal Builder
Automation Engine (trigger → action rules)
Email Verification (Valid / Catch-All / Invalid)
Full Revenue Analytics & Rep Leaderboard
Custom Sending Domain (add-on)
Basic Email Sequencing
SMTP / Gmail Email Connect

* Comparison based on typical single-purpose cold email tools. Enterprise CRM integrations (Salesforce, GoHighLevel, Zoho) available as add-ons or included on Enterprise plan.

Simple, transparent pricing

Start free for 14 days. No credit card required. Scale when ready.

14-Day Trial

Free Trial

Solo founders evaluating

$0
  • 1 Team Member
  • 1 Email Account
  • 250 Contacts
  • 500 Emails / month
  • 20 AI Writes / month
  • 1 Campaign + 1 Sequence
  • 1 Sales Pipeline
  • Basic CRM & Kanban
  • KPI Dashboard (cards only)
  • Community Support

Starter

Solo operators & freelancers

$49/mo
  • 1 Seat
  • 2 Email Accounts
  • 1,000 Contacts
  • 5,000 Emails / month
  • 100 AI Writes / month
  • 3 Campaigns + 3 Sequences
  • 3 Automation Rules
  • 1 Pipeline (unlimited stages)
  • Full Inbox + Sent + Drafts
  • Invoice & Proposal Builder
  • Analytics: KPIs + Revenue Chart
  • Email Support (48h SLA)
  • 1 Year Data Retention
Most Popular

Pro

Growing sales teams

$149/mo
  • 5 Team Members
  • 10 Email Accounts
  • 10,000 Contacts
  • 25,000 Emails / month
  • 500 AI Writes / month
  • 15 Campaigns + 15 Sequences
  • 20 Automation Rules
  • 3 Sales Pipelines
  • AI Knowledge Base
  • Full Analytics Suite
  • Discord + Slack Alerts
  • Apollo.io + Shopify + WordPress
  • Priority Support (12h SLA)
  • 3 Year Data Retention
  • 2FA Security

Enterprise

Agencies & large organizations

Custom
  • Custom Team Members
  • Custom Email Accounts
  • Custom Contacts
  • Custom Emails / month
  • Custom AI Writes / month
  • Custom Campaigns + Sequences
  • Custom Automation Rules
  • Custom Sales Pipelines
  • Custom Sending Domain (included)
  • Salesforce, GoHighLevel, Zoho CRM
  • AI Composer Pro (OpenThread AI Engine turbo)
  • Dedicated Account Manager
  • Full Audit Logs (unlimited retention)
  • 99.9% Uptime SLA
  • Dedicated Slack Channel (Custom SLA)
Contact Sales

Contact us to build your custom plan

Customize with Add-ons

Need more power but not ready for the next tier? Scale specific limits without upgrading your entire plan.

AI Composer Pro
0

2,000 AI writes/mo + OpenThread AI Engine, smart subject-line A/B variants.

$29/mo
All plans
Coming Soon
SMS Credits Bundle

1,000 SMS credits for sequence follow-ups and appointment reminders.

$19/mo
All plans
Extra Seats Pack
0

Add 5 additional team member seats beyond your current plan limit.

$49/mo
All plans
Extra Email Accounts
0

Connect 5 additional email accounts beyond your plan limit.

$19/mo
All plans
Email Verification Credits
0

5,000 monthly email verification credits. Protects sender score.

$15/mo
All plans
White-Label Domain
0

Custom sending domain with DNS SPF/DKIM verification.

$39/mo
All plans
Audit Logs
0

Full admin audit trail with date-range filtering.

$25/mo
All plans
Advanced Analytics Suite
0

Unlock rep leaderboard, pipeline funnel, lead source attribution.

$35/mo
All plans
Coming Soon
CRM Integration

Connect Salesforce, GoHighLevel, or Zoho CRM with bi-directional sync.

$49/mo
Starter, Pro
Extra Contacts Pack
0

Add 5,000 contacts above your plan limit.

$29/mo
All plans

What is Email Verification Credits?

5,000 monthly email verification credits. Protects sender score. This add-on extends your workspace limits and unlocks premium capabilities.

Compare all features

Included Not available Add-on Coming Soon

Feature
Trial
Starter
Pro
Enterprise
Team Members
1 Seat
1 Seat
5 Seats
Custom
Email Accounts
1 Account
2 Accounts
10 Accounts
Custom
Contacts / Leads
250
1,000
10,000
Custom
Outbound Emails / mo
500
5,000
25,000
Custom
AI Writes / mo
20
100
500
Custom
Campaigns
1
3
15
Custom
Sequences
1
3
15
Custom
Automation Rules
3 Rules
20 Rules
Custom
Sales Pipelines
1
1
3
Custom
Data Retention
30 Days
1 Year
3 Years
Long-term Archive
Leads Management
Lead Scoring (0–100)
Email Status Verification
Bulk Actions
Companies Module
Owner Assignment
CSV Import
Kanban Deal Pipeline
Custom Pipeline Stages
Win / Loss Tracking
Multiple Pipelines
3 Pipelines
Custom
Deal-Linked Invoices
SMTP / IMAP / Gmail OAuth
Unified Inbox (receive + thread)
Open / Click / Reply Tracking
Bounce Detection
Email Template Library
Custom Sending Domain
Add-on
Add-on
AI Email Generation
AI Subject-Line Suggestions
AI Reply Assistance
AI Knowledge Base
AI Composer Pro (OpenThread AI Engine)
Add-on
Add-on
KPI Dashboard
Cards Only
30-Day Revenue Chart
Email Performance Rates
Pipeline Velocity Metrics
Add-on
Rep Leaderboard
Add-on
Lead Source Attribution
Add-on
Pipeline Funnel Breakdown
Add-on
Invoice Creation
Payoneer / Stripe Payment Links
PDF Download
Proposal Builder & Editor
SMTP / Gmail OAuth
Discord + Slack Alerts
Apollo.io Lead Import
Shopify + WordPress
Webhook Endpoints
Salesforce Sync
Add-on
Add-on
Soon
GoHighLevel Sync
Add-on
Add-on
Soon
Zoho CRM Sync
Add-on
Add-on
Soon
SMS via Twilio
Soon
Soon
Soon
2FA (TOTP)
Session Management
Audit Logs
Add-on
Add-on
GDPR Compliance Controls
99.9% Uptime SLA
Dedicated Account Manager
Learning Hub (in-app docs)
Email Support
Response SLA
No SLA
48 Hours
12 Hours
Custom
Live Chat Support
Dedicated Slack Channel
Onboarding Call

Frequently Asked Questions

Everything you need to know about OpenThreadAI. Can't find your answer? Contact us →

Trial & Plans
Start instantly — no credit card required. Your trial gives you 1 team member, 1 email account, 250 contacts, 500 outbound emails, and 20 AI writes. At day 7 you'll see an in-app nudge with your usage vs. limits. At day 12 a countdown banner appears. At day 14 your dashboard is locked, but all your data is kept for 7 more days — and carries over seamlessly when you upgrade to any paid plan.
Your account is locked and you'll be prompted to choose a plan. Your data (contacts, deals, campaigns, emails) is retained for 7 days after trial expiry. Once you upgrade, everything is immediately restored — no data migration needed.
Yes, you can upgrade or downgrade at any time. Upgrades take effect immediately and are prorated. Downgrades take effect at the next billing cycle. If you downgrade below your current usage limits (e.g., more contacts than the lower plan allows), we'll notify you and give you time to clean up before the switch.
Starter ($49/mo) is for solo operators: 1 seat, 2 email accounts, 1,000 contacts, 3 campaigns, and the full CRM + invoice + proposal suite. Pro ($149/mo) adds team collaboration (5 seats, 10 accounts), AI Knowledge Base, full analytics, Discord/Slack/Apollo integrations, and 10,000 contacts. Enterprise (Custom Pricing) adds custom sending domain, Salesforce/GoHighLevel/Zoho CRM, audit logs, custom contacts limits, a dedicated account manager, and a guaranteed uptime SLA.
Yes — annual billing saves you 10% on any paid plan. Toggle between Monthly and Annual on the pricing page to see the adjusted rates. For Starter, that's $529/yr (vs $588/yr monthly); for Pro it's $1,609/yr (vs $1,788/yr monthly).
Email & Outreach
We support Gmail (OAuth), Google Workspace, and any SMTP/IMAP provider including Outlook, Office 365, Zoho Mail, and custom business email servers. You can connect as many accounts as your plan allows (1 on Trial, 2 on Starter, 10 on Pro, 50+ on Enterprise).
Every time you upload a lead list, OpenThreadAI checks each email address and classifies it as Valid, Catch-All, or Invalid. Each credit = one email address verified. This protects your sender reputation by removing bad addresses before you send. Credits reset monthly. The Trial includes 50 credits; Starter/Pro include credits as part of the plan. Need more? The Email Verification Credits add-on gives you 5,000 extra credits for $15/mo.
Sending limits are per plan per month: Trial = 500 emails, Starter = 5,000, Pro = 25,000, Enterprise = 100,000. Need more? Add the Extra Email Volume add-on (+10,000/mo for $19). All plans include open, click, reply, and bounce tracking.
Yes. Custom sending domains with DNS SPF/DKIM verification are available as an add-on ($39/mo) on Starter and Pro plans, and are included free on Enterprise. A custom domain protects your sender reputation and improves inbox placement.
When a lead replies to any email in a sequence, OpenThreadAI automatically stops sending further steps to that contact. This prevents awkward follow-ups after a conversation has started and is enabled on all plans.
AI Features
OpenThreadAI integrates with OpenThread AI Engine to generate personalized email bodies, subject lines, and reply suggestions. On the Pro plan and above, you can train the AI with your company's Knowledge Base — custom tone of voice, USPs, and product context that get injected into every AI prompt. Monthly AI write limits: Trial = 20, Starter = 100, Pro = 500, Enterprise = 2,000. Need more? The AI Composer Pro add-on upgrades to 2,000 writes/mo + OpenThread AI Engine for $29/mo.
The AI Knowledge Base (available on Pro and Enterprise) lets you upload your company context — messaging, tone, product positioning, and USPs. This context is automatically injected into AI prompts so every generated email sounds like your brand, not a generic template.
CRM & Integrations
Yes — the full CRM is included on all plans. This includes leads and contacts with scoring (0–100), status pipelines (New, Working, Qualified, Converted, Churned), companies module, Kanban deal boards with custom stages, win/loss tracking, bulk actions, CSV import, activity logs, and task management.
Salesforce (bi-directional sync), GoHighLevel (contact + opportunity sync), and Zoho CRM (bi-directional sync) are available as add-ons ($49/mo per integration) on Starter and Pro, and are included free on Enterprise. These integrations are currently marked as Coming Soon and will be released shortly. Apollo.io (lead import), Shopify, and WordPress integrations are included free on Pro and Enterprise.
Yes — Discord and Slack notification integrations are included on the Pro plan and above. Set up alerts for deal stage changes, lead score thresholds, automation rule triggers, and more.
Security & Data
OpenThreadAI uses enterprise-grade row-level security (RLS) with full multi-tenant isolation. Every record — contacts, deals, emails, campaigns — is scoped to your organization ID at the database level. Even if you're on shared infrastructure, no other organization can ever access your data.
OpenThreadAI is GDPR-ready with built-in data controls, CCPA compliant, and built for HIPAA-capable environments with end-to-end encryption. All plans include unsubscribe link enforcement and email disclaimer management. Enterprise customers can access full audit logs with date-range filtering.
Data retention varies by plan: Trial = 30 days (7 days post-expiry), Starter = 1 year, Pro = 3 years, Enterprise = long-term archive. On Enterprise, the dedicated account manager can discuss custom data retention terms.

Still have questions?

Our team is happy to walk you through any feature, plan, or integration.

Contact Us →

Revenue teams love OpenThreadAI

From solo founders to enterprise sales floors — here's what our customers say.

“We replaced 4 separate tools with OpenThreadAI — cold email, CRM, proposals, and invoicing. Our sales cycle dropped by 30% in 60 days.”

S

Sarah Jenkins

VP of Sales, TechFlow

B2B SaaS

“The AI Knowledge Base is a game-changer. We trained it on our product USPs and our reply rates jumped from 6% to 19% in the first month. Incredible.”

M

Michael Chang

Founder, GrowthMatrix

Lead Gen Agency

“As an agency managing 12 clients, multi-tenant isolation and per-client pipelines are non-negotiable. OpenThreadAI's Enterprise plan delivers exactly that.”

E

Elena Rodriguez

Director, LeadGen Pros

Sales Agency

“Email verification alone saved our sender reputation. We went from 8% bounce to under 1.5% in a week by filtering out invalid addresses before sending.”

J

James Okafor

Head of Revenue, Scalr.io

Enterprise SaaS

“The automation engine is insane. Lead hits a score of 75, it auto-enrolls them in our closing sequence and moves the deal to 'Qualified' — zero manual work.”

P

Priya Nair

Sales Ops Manager, Venturo

Series B Startup

“We use OpenThreadAI end-to-end — from Apollo lead import, through sequence, to proposal, to paid invoice via Stripe link. One tool, entire revenue workflow.”

D

Daniel Müller

CEO, OutboundHQ

Outbound Agency

Enterprise-grade security

We take your data seriously. OpenThreadAI is built from the ground up to meet the strictest global compliance standards.

GDPR Ready

Fully compliant with EU data protection regulations. Your data stays yours.

SOC 2 Type II

Audited and certified for enterprise-grade security, availability, and privacy.

CCPA Compliant

Strict adherence to the California Consumer Privacy Act guidelines.

HIPAA Capable

End-to-end encryption ensures PHI and sensitive data remain completely secure.