Rox

Agentic CRM that deploys AI agent swarms across the sales cycle.

Agents & Automation Freemium Has API
Researched · Published · Reviewed
RECATOOLS Score
7.8 / 10
Capability
9
Value for money
6.5
Ease of use
7.5
ASEAN readiness
4
API quality
7.5
Founded
2024
HQ
San Francisco, USA
Users
35+ enterprise customers confirmed in beta (2024–2025)
Launched
Public beta launched late 2024
Developer
Ishan Mukherjee (CEO), Avanika Narayan (AI Lead), Diogo Ribeiro (Product), Chris Ré, Shriram Sridharan

Overview

Rox is a San Francisco agentic revenue platform (founded 2024 by ex-New Relic CGO Ishan Mukherjee) that assigns an AI agent per account to research, message, and update the CRM automatically. It hit a $1.2B valuation in March 2026, on top of the $50M Sequoia/General Catalyst round it raised in 2024.

Advertisement

Pricing

Pricing shown for reference only. These figures reflect RECATOOLS research as of 31 Aug 2026 and may be out of date or incomplete. This is not financial or purchasing advice — always confirm the current price on the provider’s official website before making any decision.

Starter
Free
Light pipeline work on a few accounts
  • 2,000 agent actions/mo
  • Individual use
Enterprise
Custom
Full agent swarm, custom deployment
  • Custom action volume
  • Dedicated onboarding
  • Warehouse-native architecture

Use cases

Automating account research and monitoring for enterprise strategic account managers Generating personalised outbound email and LinkedIn sequences at scale without manual prospect research Pre-meeting briefings — aggregating account signals, news, and CRM history into one-page summaries before every call CRM hygiene — automatically updating Salesforce or HubSpot fields from conversation data without rep data entry Pipeline risk monitoring — flagging churn signals or stalled deals by continuously tracking customer sentiment and usage patterns

What you can produce with Rox

  • Per-account AI agent that monitors signals and surfaces opportunities in real time
  • Autonomous outbound sequences personalised to each prospect's company context
  • Auto-generated pre-meeting briefings and post-call summaries with CRM sync
  • Natural-language Command interface to trigger campaigns (e.g. 'Find CFOs at fintech firms that raised Series C in the last 9 months')
  • Opportunities Autofill that populates deal fields from conversation transcripts without manual entry
  • Plays module packaging top-performing sales strategies as repeatable templates for the whole team
  • API and MCP integrations enabling custom agent-to-agent workflows across departments
Advertisement

ASEAN Perspective

Rox in Southeast Asia

Rox has no disclosed APAC office, regional data residency option, or local-language support as of mid-2026, making it primarily a North American enterprise play at this stage. ASEAN B2B sales teams could technically access the platform via its web and API interfaces, but the lack of regional infrastructure, localisation, or any announced expansion into Southeast Asia means compliance-sensitive enterprises in Singapore, Malaysia, or Indonesia should evaluate data sovereignty obligations before deploying. The tool's warehouse-native architecture — where data stays inside your own stack — may partially mitigate cross-border data transfer concerns, but this remains unconfirmed for ASEAN deployments.

RECATOOLS Verdict

Rox deploys a dedicated AI agent per customer account rather than bolting a chatbot onto a legacy CRM, and its enterprise beta customers — Ramp, MongoDB, Confluent, OpenAI — reported doubled pipeline and 8+ hours saved per rep weekly. That traction pushed the company to a $1.2B valuation in a General Catalyst-led round in March 2026, on top of the $50M it raised in 2024. In April 2026 Rox absorbed rival Persana AI, giving Persana's customers 30 days to export data before the standalone product shut down May 2 — a sign of an aggressive roll-up strategy as much as product strength. Self-serve pricing does exist now (a free Starter tier, $50/month Core), but action-based metering means costs are hard to predict. G2 lists zero reviews for Rox, so every performance number above is vendor-sourced and unverified independently.

Independent AI-assisted assessment by RECATOOLS.

What people say

Rox went from a $50 million raise in 2024 to a $1.2 billion valuation in March 2026, backed again by General Catalyst. That's a fast climb for a company whose G2 listing shows zero reviews — every efficiency number circulating about Rox (doubled pipeline, eight-plus hours saved per rep) comes from the vendor or its own beta customers, not independent verification.

The pitch is a dedicated AI agent assigned to each customer account, watching usage data, news, and support sentiment, then drafting outreach and updating the CRM without a human touching it. Early enterprise testers — Ramp, MongoDB, Confluent, OpenAI — are credible logos, and the warehouse-native architecture (data stays in the customer's own infrastructure) is a real differentiator from cloud-only competitors.

In April 2026, Rox acquired Persana AI and folded it in within a month: billing stopped immediately, customers had until May 1 to export their data, and the standalone Persana platform sunset on May 2. That's a fast, if disruptive, way to add agentic GTM intelligence to the roadmap, and it signals Rox is buying growth as much as building it.

Pricing is no longer purely a black box — a free Starter tier (2,000 actions/month) and a $50 Core plan now sit below custom Enterprise deals — but action-based metering makes real costs hard to forecast, and there's no native contact database, so teams still need a separate data provider. No APAC presence or regional support is documented as of mid-2026.

Summary of public user & expert reviews, compiled by RECATOOLS.

Notable facts

  • Rox achieved unicorn status ($1B+ valuation) in under 24 months from founding — one of the fastest in enterprise SaaS history.
  • The founding team includes five co-founders spanning a serial entrepreneur (Pixie/New Relic), a Stanford Knight-Hennessy Scholar and AI researcher, a Cisco/ThousandEyes infrastructure engineer, and a Lacework GTM operator.
  • Rox customers in beta reported that their teams would 'revolt' if the platform were removed — a quote that GV (Google Ventures) highlighted in its investment announcement.
  • OpenAI itself is a listed Rox customer, meaning the company that powers many AI competitors also relies on Rox to manage its own enterprise sales pipeline.

Frequently asked questions

No — Rox is designed to sit on top of your existing CRM, reading from and writing to it automatically. It positions itself as a revenue operating system that enhances your current stack rather than requiring you to rip and replace it.
Agent actions are the discrete steps an AI agent takes — a single workflow (research an account, draft outreach, log a CRM update) can consume anywhere from 5 to 50 actions. The Starter plan's 2,500 monthly actions can be exhausted within a week of active daily use for a real sales team, making the Core or Enterprise plans necessary for production use.
Not yet in a localised sense. Rox has no disclosed APAC office, regional data centres, or local-language support as of mid-2026. Teams in Singapore, Malaysia, or elsewhere in Southeast Asia can access the platform, but should review data residency requirements and anticipate no regional support tier.

About this listing

Researched on
Published on
Last reviewed

This entry was compiled from publicly available data including Rox's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Rox unless explicitly stated.

Data accuracy

Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.

For the latest details, please refer to Rox directly →

Spotted something out of date? Suggest an update →

Advertisement