GTM Workspace
AI workspace for sellers to research accounts, act on signals, and update CRM records
- Tool type
- AI workspace for sales research and CRM action
- Made for
- Sales reps, AEs, sales leaders, account managers
- Runs on
- Web workspace connected to CRM
- Accessed as a web workspace that syncs with Salesforce, HubSpot, or Microsoft Dynamics.
What it does
GTM Workspace takes in live account signals, CRM records such as accounts, opportunities, contacts, and activities, call transcripts, and ZoomInfo buyer intelligence. It produces a prioritized feed of account signals, AI-generated account briefs, meeting prep documents, personalized outreach drafts, and CRM updates synced back to the system of record.
Sellers use it as a daily workspace layered on top of Salesforce, HubSpot, or Microsoft Dynamics rather than a replacement for those systems. Pulse Feed groups daily signals by account, AI Chat assembles CRM history and call context into an account brief with source citations, and AI Docs drafts emails and briefs that can be sent through Gmail, Outlook, Outreach, or Salesloft.
It suits sales reps, account executives, sales leaders, and account managers whose teams already run a supported CRM alongside ZoomInfo data. Access depends on purchasing a ZoomInfo package, and pricing is custom and handled through the sales team.
What it can do
- Pulse Feed: surfaces daily buying intent, job change, funding, and hiring signals, grouped by account
- AI Chat: builds account briefs from CRM history, call transcripts, and ZoomInfo intelligence with source citations
- AI Docs: generates meeting prep briefs, deal status reports, and personalized outreach
- Views: live tables of accounts, contacts, and opportunities with real-time Salesforce sync
- CRM enrichment: adds company, contact, buying signal, and technographic data to CRM records within Views
- Direct data access via API, MCP, and CLI, priced on usage
Works with
- Salesforce
- HubSpot
- Microsoft Dynamics
- Gmail
- Outlook
- Outreach
- Salesloft
- Snowflake
- Databricks
- BigQuery
Example workflows
- Pre-call account prep
- Input: an account with recent Pulse Feed signals, CRM history, and call transcripts. Steps: open the account in AI Chat and request a brief; review cited CRM and signal sources; generate a meeting prep doc in AI Docs. Output: an account brief and meeting prep document grounded in CRM and ZoomInfo data.
- Post-call CRM update
- Input: a completed call with transcript captured. Steps: AI captures call updates; review the proposed changes in Views; push updates to the CRM. Output: CRM opportunity and account records updated with less manual entry.
Before you choose
- Pricing is custom based on data use cases and needs; confirm packages, credits, and seat terms with sales before committing.
- Requires an existing supported CRM, and sync behavior and permissions depend on that CRM's configuration.
- Signal volume and compliance claims are vendor-stated and should be validated in your own evaluation.
Listed under
Get started
Request a demo or start the free trial from the product page; pricing requires contacting sales.
- Log in to GTM Workspace and authenticate with your CRM (Salesforce, HubSpot, or Microsoft Dynamics).
- Review the starter Views such as My Accounts and My Opportunities, which populate from CRM data.
- Confirm CRM field and object permissions carry over, then add enrichment columns in Views as needed.
Plans and prices
Contact sales for pricing and package details. ZoomInfo advertises a trial, typically 7 days, without a credit card; duration and terms vary by promotion, company and package. Confirm Workspace entitlements and API charges with sales.
GTM Workspace doesn’t publish prices. You get a quote by contacting sales. See their pricing page ↗
Sources for this overview
Product pages, documentation, and pricing checked 1 Nov 2026. Each source supports part of the overview; availability and prices can change.
- GTM Workspace - AI that guides your reps to the next best action ↗www.zoominfo.com
- Pricing | ZoomInfo ↗www.zoominfo.com
- Start your free trial | ZoomInfo ↗www.zoominfo.com
Ratings and reviews
No ratings for GTM Workspace yet.
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How we research- Company website
- zoominfo.com: product, pricing and policy pages
- YC directory mirror
- Batch and company name
- Web search
- Confirms the official site
- Social accounts
- Accounts the company links, and its posts on X
- Human review
- Checked by a person
- knowledge_base
Last checked 1 Nov 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.