What it sells
AI chief of staff for outside sales teams that reps call before and after customer visits; it preps visits, captures next steps and updates CRM.
Business model breakdown
Buyer: who owns the budget?
UnverifiedVP Sales / sales manager of a distributor or CPG brand with outside reps (Enterprise tier also targets national and multi-branch organizations).
Trigger: what makes them buy now?
Quotes, follow-ups and reorders slip between customer visits and CRM notes are not captured by reps.
Workflow: what inputs become what output?
Rep calls Otto before a visit for prep, after the visit Otto logs follow-ups, quotes and reorders into CRM-ready updates and manager summaries.
Economics: what it saves and how it charges
Per-user monthly SaaS: Territory Intelligence $99/user/month, Enterprise Command custom-priced.
Distribution: how it reaches customers
Free trial signup and book-a-demo; sold per rep then expanded by territory.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-04-28 | — | $500K | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-13.