AI Overlay
Your tools.
Our intelligence.
You've invested in your stack: CRM, finance tools, HR systems, support platforms. Your team knows how to use them. You don't want to migrate. Good. You don't have to.
We add an AI layer on top of your existing tools that makes everything smarter, without changing how your team works.
Trusted by B2B teams
What is Overlay?
The lightest way to add AI
We connect to your existing tools, pull in your data, and add intelligence that wasn't there before. No migration. No retraining.
You keep
- Your CRM (HubSpot, Salesforce, Attio, Pipedrive)
- Your finance tools (Stripe, QuickBooks, Xero)
- Your HR systems (BambooHR, Personio, Rippling)
- Your support tools (Intercom, Zendesk, Freshdesk)
- Your workflows and processes
- Your team's habits
We add
- AI scoring (leads, customers, employees, vendors)
- Health monitoring (accounts, relationships, processes)
- Risk alerts (deals, churn, overdue, compliance)
- Smart notifications (Slack, email, wherever you work)
- Automated prep (meetings, reviews, reports)
- Cross-tool visibility (one view of everything)
How it works
Five steps to intelligent operations
From connection to intelligence in weeks, not months.
Connect
Connect
Connect
30 minutesWe plug into your tools with secure OAuth connections. CRM, finance, HR, support. Whatever you use.
Learn
Learn
Learn
3-5 daysOur AI analyzes your data: who your best customers are, which invoices are at risk, what patterns predict churn, which processes are bottlenecks.
Enrich
Enrich
Enrich
2-3 daysWe add intelligence fields to your existing records. Lead scores, health scores, payment risk. Right in your existing tools.
Alert
Alert
Alert
OngoingWhen something needs attention, you get notified in Slack before it becomes a problem. Hot leads, overdue invoices, at-risk customers, stalled processes.
Act
Act
Act
OngoingYour team takes action with full context. Meeting prep docs, engagement history, recommended next steps. All ready.
What we add
Intelligence on every record
These fields appear directly in your existing tools. No new software to learn.
On every contact
ICP Score (0-100)
How well they match your ideal customer
Persona
Champion, Decision Maker, Influencer, or Blocker
Engagement Score
How active they've been
Best Channel
Email, LinkedIn, or Phone
Last Touch
When you last connected
Smart alerts
Alerts that matter
We cut through the noise. You only get notified when action is needed.
Sales
Hot Lead Alert
"Sarah Chen at Acme Corp just scored 92/100. VP of RevOps at a 75-person SaaS. Opened your last 3 emails."
Deal at Risk
"TechCorp deal stalling. No activity in 12 days. Competitor mentioned in last call. €45,000 at risk."
Customer Success
Health Drop
"DataFlow health dropped from 78 to 52. No response to last 2 outreaches. Champion changed roles last month."
Expansion Opportunity
"Acme Corp exceeded usage limits 3x this month. On Growth plan, ideal for Enterprise. Champion engaged."
Finance
Invoice Overdue
"TechCorp invoice #1847 is 14 days overdue. €12,500 outstanding. Customer health: Good. Auto-reminder sent."
Renewal Coming
"Acme Corp contract renews in 30 days. €48,000 ARR. Health score: 84. No expansion discussion yet."
HR / Ops
Onboarding Stalled
"Emma (new SDR) hasn't completed required training. Day 5 of 10. Missing: Security training, CRM certification."
Meeting Tomorrow
"Call with Acme Corp in 24 hours. Prep doc ready. 3 risks identified. Main contact: Sarah Chen (Champion)."
Results
What clients say
"We went from scrambling before every call to having a prep doc ready automatically. Our team saves 8 hours per week just on meeting prep alone."
Pricing
Simple, predictable pricing
Choose the tier that matches your scale. Upgrade anytime.
Overlay
€500/month
Up to 5,000 records
1 tool connection
Best for: Small teams getting started with AI intelligence
- AI scoring (leads, customers)
- Health monitoring
- Slack alerts
- Email support
Overlay Pro
€1,000/month
Up to 25,000 records
3 tool connections
Best for: Growing teams with multiple departments to connect
- Everything in Overlay
- Deal & invoice tracking
- Meeting prep automation
- Cross-tool visibility
- Priority support
Overlay Enterprise
€2,000/month
Unlimited records
Unlimited tool connections
Best for: Larger teams with complex, cross-departmental needs
- Everything in Pro
- Custom scoring models (any data)
- API access
- Multi-department rollout
- Dedicated success manager
Setup fee: €2,000 (includes configuration and training) • Setup time: 2-3 weeks
Not sure which tier? Get your free scan and we'll recommend.
Ready to add intelligence?
Start with a free scan. We'll show you exactly what Overlay would unlock across your entire operation.