BurkettOpti

One connected AI pipeline from ICP research to CRM and call prep

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Screenshot of BurkettOpti, One connected AI pipeline from ICP research to CRM and call prep

What is BurkettOpti?

BurkettOpti is a marketing tool. DealFlow by BurkettOpti is an AI sales pipeline for B2B teams that links ICP analysis, lead sourcing and enrichment, a CRM and pre-call research dossiers on one shared data layer, with a free tier and paid plans from $99/month.

BurkettOpti is the company behind DealFlow, an AI sales pipeline aimed at B2B teams that are tired of stitching together a prospecting tool, a CRM and an outreach platform. Instead of separate subscriptions, DealFlow groups four modules on one shared data layer: ICPOpti for defining the ideal buyer, LeadsOpti for sourcing and enriching contacts, CRMOpti for managing deals and outreach, and SalesOpti for preparing calls. The workflow starts in ICPOpti, where a company domain or description produces an Ideal Client Profile with an Opti-Score, tech stack, revenue and hiring signals. LeadsOpti reads that profile directly and generates leads scored against the stated criteria, filling in firmographic and contact data through a waterfall that falls through multiple data providers when one comes up empty. Enriched leads then land in CRMOpti, where the AI suggests next steps for each deal based on stage, recent activity and contact role. SalesOpti adds pre-call dossiers built by a deep-research engine called the PRT, which can take up to ten minutes per run, plus drafted first-touch emails and LinkedIn intro messages that the user edits and sends. The product is written for revenue operations leads, sales development reps, account executives and founders who run sales themselves. Onboarding is described as quick, with nothing to install and no schema to design. Existing leads, contacts and accounts can be brought in by CSV, and every object can be exported the same way. Integrations mentioned include Google Workspace, Microsoft 365 and Zapier, though the FAQ describes the Zapier connection as early access. Among alternatives, DealFlow sits between a conventional CRM, which acts as a destination for data gathered elsewhere, and a stack of point tools for prospecting, enrichment and engagement. A free tier is offered, with paid plans starting at $99 per month for higher limits and team features. Buyers who need a mature, deeply customizable CRM may find a younger all-in-one platform less proven.

How do you use BurkettOpti?

  1. 1Create a free account
    Sign up from the homepage with no credit card. The workspace needs nothing to install and no schema to configure.
    BurkettOpti — Create a free account
  2. 2Build your ICP in ICPOpti
    Enter a company domain or a description to get an Opti-Score, tech stack and revenue signals. A sample report shows what the output looks like.
    BurkettOpti — Build your ICP in ICPOpti
  3. 3Generate matched leads
    Open LeadsOpti, which reads your ICP and sources leads scored against it. Contacts are enriched through the multi-provider waterfall.
    BurkettOpti — Generate matched leads
  4. 4Work deals in CRMOpti
    Enriched leads arrive in CRMOpti automatically. Import existing contacts by CSV if needed, track deals and review the AI next-step suggestions.
    BurkettOpti — Work deals in CRMOpti
  5. 5Prepare calls in SalesOpti
    Drop in a prospect to generate a structured dossier, then draft a first-touch email or LinkedIn intro and edit it before sending.
    BurkettOpti — Prepare calls in SalesOpti

Pros and cons

Pros

  • Four modules share one data layer, so ICP, leads, CRM and call prep need no manual handoffAI
  • Free tier with no credit card lets teams run the full ICP to dossier workflowAI
  • Multi-provider enrichment waterfall falls through to the next source to improve match ratesAI
  • CSV import with deduplication and CSV export of every object reduces lock-inAI
  • Pre-call dossiers and drafted emails and LinkedIn intros cut manual research timeAI

Cons

  • The Zapier integration is described as early access, so native connectivity is mostly CSV for nowAI
  • Full deep-research PRT dossiers can take up to 10 minutes to completeAI
  • Cost-savings claims such as 60 to 80 percent come from the vendor, not independent evidenceAI
  • A newer all-in-one platform may lack the depth and ecosystem of established CRMsAI
  • Higher usage limits and team features require a paid plan, and only the $99/month starting price is statedAI

How much does BurkettOpti cost?

Free trial

A free tier needs no credit card and supports the full ICP to leads to CRM to dossier workflow, with paid plans for higher limits and team features.

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Pricing

Free to start with no credit card required. Paid plans add higher usage limits and team features, with the starting plan stated as $99/month. Enterprise plans include full database exports.

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Support

The team offers a guided walkthrough call and same-day workspace configuration on request. Integration requests can be submitted through a form on the integrations page.

Integrations

Lists Zapier (6,000+ apps, early access), Google Workspace (Gmail and Calendar), Microsoft 365 (Outlook and calendar), and pushing leads into an existing CRM. Native CSV import and export covers most migrations today.

Features

ICP analysis with Opti-Score, tech stack and revenue signals; AI lead generation scored against the ICP; multi-provider enrichment waterfall; CRM with AI next-step suggestions; pre-call dossiers from the PRT research engine; AI-drafted emails and LinkedIn intros; CSV import and export.

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Frequently asked questions about BurkettOpti

  • How much does BurkettOpti cost?
    Free to start with no credit card required. Paid plans add higher usage limits and team features, with the starting plan stated as $99/month. Enterprise plans include full database exports.
  • Does BurkettOpti offer a free trial?
    A free tier needs no credit card and supports the full ICP to leads to CRM to dossier workflow, with paid plans for higher limits and team features.
  • How do you use BurkettOpti?
    The walkthrough on this page covers 5 steps: 1. Create a free account 2. Build your ICP in ICPOpti 3. Generate matched leads 4. Work deals in CRMOpti 5. Prepare calls in SalesOpti.
  • What platforms does BurkettOpti support?
    BurkettOpti is available on Web App.
  • What does BurkettOpti integrate with?
    Lists Zapier (6,000+ apps, early access), Google Workspace (Gmail and Calendar), Microsoft 365 (Outlook and calendar), and pushing leads into an existing CRM. Native CSV import and export covers most migrations today.
  • What are the limitations of BurkettOpti?
    The Zapier integration is described as early access, so native connectivity is mostly CSV for now. Full deep-research PRT dossiers can take up to 10 minutes to complete. Cost-savings claims such as 60 to 80 percent come from the vendor, not independent evidence.

Status

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Added10/8/2026

Platforms

Web App

Pricing

FreemiumSubscription