Overpath
Overpath AI · Overpath: Molly, an AI Sales Teammate That Drafts Follow-ups, Updates the CRM and Coaches Reps on Every Deal
Overpath is an AI sales teammate, Molly, that reads your CRM, inbox, calendar and call recordings, then drafts follow-ups and CRM updates for the rep to approve, scores calls against a sales methodology such as MEDDPICC, and flags deals that are drifting. It is for B2B sales teams on Salesforce or HubSpot that want reps and managers to act on existing pipeline, not another dashboard.
Best for
B2B sales teams running Salesforce or HubSpot with a defined methodology such as MEDDPICC, whose reps lose time to CRM updates and follow-ups and whose managers want deal risk and coaching gaps flagged before the forecast call
Not ideal for
Teams that need outbound prospecting or lead generation, buyers who require published pricing or a completed SOC 2 report today, companies on CRMs other than Salesforce or HubSpot, and teams that want self-serve setup or an API
Who it's for
Account executives, sales managers, enablement and RevOps teams at B2B companies using Salesforce or HubSpot
Capabilities
- Ask Molly anything about a deal in threaded chat in Slack, Google Chat or the Overpath web app; answers draw on the CRM, inbox, calendar and calls
- Drafts follow-up emails (with Gmail compose support) and CRM record updates after calls; the rep approves each one with a single click before it is sent or written
- Every proposed and approved action is logged, so there is a record of what Molly suggested, what was approved and by whom
- Scores each call against the team's methodology and tells the rep what to fix before the next call; MEDDPICC enforcement is included out of the box, and Overpath's materials also name MEDDIC, CHAMP and BANT
- Proactive risk nudges flag deals drifting off the methodology, such as missing stakeholders or thin qualification, before they stall
- Pre-call prep: checks the calendar, reviews the deal in the CRM and gives the rep a short list of insights and actions for the upcoming call
- Built-in call recorder that captures, transcribes and structures call data into the deal record
- Generates Mutual Action Plans and keeps them current
- Manager view of at-risk deals and rep behaviour across the team, to target coaching
- Agent Brain: a customisable knowledge base where teams load their own playbooks, documents and objection handling
- Two-way CRM sync with Salesforce and HubSpot, plus call data from Gong, Zoom, tl;dv and other meeting tools
- Hosted on AWS in Ireland (eu-west-1) with AES-256 encryption at rest and TLS 1.2+ in transit
Limitations
- Only a free design-partner plan is open today, for select teams and for a limited time, and getting started means booking a demo; the Team plan is marked coming soon and Team and Enterprise pricing is still to be announced, so the long-term cost is unknown
- Onboarding is done with Overpath's forward-deployed engineers rather than self-serve, and connecting HubSpot or Slack requires admin rights in those tools
- Very new: the launch post announcing general availability is dated September 30, 2026, and the public changelog shows releases numbered v0.0.9 to v0.0.13 between May and June 2026
- Compliance statements differ between official pages: the homepage and launch post say ISO 27001 certified and CASA verified, while the trust center says Overpath is working toward ISO 27001 and SOC 2, with the SOC 2 Type 2 report in progress
- Focused on deals already in the pipeline; it does not find leads or run outbound prospecting
- Salesforce and HubSpot are the only CRMs named; other CRMs are not documented
- The underlying AI models are not disclosed, and Overpath's terms make no warranty about the accuracy of AI-generated content
- No public API and no self-hosted deployment are documented
Use cases
- Drafting the follow-up email and CRM update right after a discovery call, for the rep to approve in Slack
- Getting a short prep brief with three or four actions before a demo with an account the rep has not spoken to in weeks
- Scoring every call against MEDDPICC so reps see which qualification gaps to close next
- Flagging stalled deals or missing economic buyers to a sales manager before the forecast call
- Rolling out a sales methodology after training so it is applied on live deals, not left in a slide deck
- Asking in Slack or Google Chat which deals in a rep's pipeline need attention this week
Our take
Overpath is aimed at a real gap: most sales AI either records calls or finds new leads, while Molly is meant to make sure the next step on an existing deal actually happens and follows the team's methodology. The approval-before-action design is the right default for a tool that writes to the CRM and drafts customer emails. The risk is maturity, not concept. The general-availability post is dated September 30, 2026, paid pricing is not set, setup depends on Overpath's own engineers, and the security pages disagree about which certifications are complete. The free design-partner plan makes a pilot cheap, but security review and a plan for what happens when pricing arrives should come before rolling it out to a whole team.
Who should use it
Sales leaders and enablement teams at small and mid-size B2B companies on Salesforce or HubSpot who have a methodology like MEDDPICC that reps do not apply consistently, and who want a pilot where an AI drafts follow-ups and CRM updates for rep approval and flags risky deals.
Who should skip it
Teams whose main need is prospecting or outbound volume, organizations whose security review requires a completed SOC 2 report or published pricing before a pilot, companies on other CRMs, and teams that want an API or self-serve setup.
Strengths
- Rep approval is required before anything reaches a customer or the CRM, and every action is logged
- Methodology enforcement (MEDDPICC out of the box) on every call and deal, not just in training
- Works where reps already are: Slack, Google Chat, the web app and Gmail
- Sits on top of an existing CRM and call recorder instead of replacing them
- EU-hosted on AWS Ireland, with GDPR-oriented processing terms
- Free for accepted design partners, with no minimum contract
Weaknesses
- Paid plans are not priced yet, so total cost is unknown
- Very early product with a short public track record
- Compliance claims are inconsistent across official pages; SOC 2 is still in progress
- Salesforce and HubSpot only, with no API documented
- Setup runs through Overpath's engineers rather than self-serve
Overpath pricing
Design partnership
Free
- For a select number of teams, for a limited time
- Full access at no cost, with no minimum contract
- Proactive deal alerts, CRM auto-updates and follow-up drafts, Mutual Action Plans
- Call recording, transcripts and analysis built in
- Slack, Google Chat and Overpath Web, plus CRM, calendar, email and call-intelligence integrations
Team
Pricing to be announced
Billed annual
- Marked coming soon
- Shared workspace, team permissions and usage analytics
- Priority support and forward-deployed engineering
- MEDDPICC enforcement out of the box and a customisable agent brain
- EU-resident infrastructure
Enterprise
Pricing to be announced
Billed annual
- For organisations with security and scale requirements
Free tier limits: The free design-partner plan is limited to select teams accepted by Overpath and is offered for a limited time.
Note: Overpath's pricing page says it is free for a select number of design partners for a limited time, with the sign-up button leading to a demo booking. It marks the Team plan as coming soon, lists Team and Enterprise pricing as to be announced, and says all plans are billed annually. Its terms say the service offers free trial and paid subscription plans and that pricing may change.
Technical specs
Where Overpath excels
Post-call admin for account executives
Molly drafts the follow-up email and the CRM update while the call is fresh, and the rep approves both with one click, so notes are not logged from memory at the end of the week.
Keeping a newly trained methodology alive
Each call is scored against MEDDPICC or the team's own framework, and reps are told what to fix before the next call, so the framework is applied on live deals after training ends rather than left in a slide deck.
Manager deal reviews
Risk nudges and the team-wide view highlight deals drifting off the methodology, so managers can pick which rep conversations to have before the forecast call.
How Overpath fits alongside other tools
Overpath and Gong Agents
Overpath can take Gong call data as an input, so a team can keep Gong as its recorder and add Overpath on top, or use Overpath's own recorder instead. Gong Agents already cover several of the same jobs inside Gong (CRM field updates, deal review, risk alerts and follow-up drafts), so teams paying for Gong should compare those first. Overpath's difference is delivery: next steps go to each rep, grounded in a named methodology, with drafts approved in Slack, Google Chat or the web app.
Overpath and Apollo AI
Apollo combines a B2B contact database, sequencing and outbound agents for filling the pipeline. Overpath starts once a deal exists, helping reps prepare, follow up and qualify. A team could use Apollo to book meetings and Overpath to work those opportunities.
Frequently asked questions
What does Overpath do?
Overpath provides Molly, an AI teammate for sales teams. Molly connects to your CRM, inbox, calendar and call recordings, prepares reps before calls, drafts follow-up emails and CRM updates afterwards, scores calls against your sales methodology, flags deals that are drifting, and answers questions about any deal in Slack, Google Chat or the Overpath web app.
Does Molly send emails or update the CRM on her own?
No. Overpath says nothing reaches a customer or your CRM without the rep's approval. Molly drafts the follow-up and the CRM update, and the rep pushes them with one click in Slack, Google Chat or the web app. Every action is logged, with a record of what was proposed, what was approved and by whom.
How much does Overpath cost?
As of October 2026, Overpath's pricing page offers a free Design partnership plan for a select number of teams for a limited time, with full access and no minimum contract; the sign-up button leads to a demo booking. The Team plan is marked coming soon, Team and Enterprise pricing is still to be announced, and the page says all plans are billed annually.
Which CRMs and tools does Overpath work with?
Overpath's pricing page lists Salesforce, HubSpot, Gmail, Slack and tl;dv, and its setup guides cover HubSpot, Slack, Google Chat, Gong and Zoom. Its changelog also mentions a Granola integration. Salesforce and HubSpot are the only CRMs named.
Which sales methodologies does Overpath support?
Molly is built on Lennox Academy's methodology and enforces MEDDPICC out of the box. Overpath's materials also mention MEDDIC, CHAMP and BANT, and teams can load their own playbooks and objection handling into Molly's Agent Brain, so you do not have to change methodology to use it.
Is Overpath secure, and where is data stored?
Overpath's security page says its production environment runs on AWS in Ireland (eu-west-1), with AES-256 encryption at rest and TLS 1.2 or higher in transit, and its launch post says customer data is never used to train models. Certification claims differ between pages: the homepage says ISO 27001 certified and CASA verified, while the trust center says Overpath is working toward ISO 27001 and SOC 2, with the SOC 2 Type 2 report in progress. Ask Overpath for current certificates before sharing CRM data.
Overpath vs Gong: what is the difference?
Gong records and analyses sales conversations and offers its own agents inside the Gong platform. Overpath positions itself as the layer that acts on that kind of signal: it gives each rep specific next steps and drafts the follow-up and CRM update. Overpath can ingest Gong call data, so a team can keep Gong and add Overpath, or use Overpath's built-in call recorder instead.
Integrations & fit
About Overpath
Overpath calls itself a revenue execution layer: it does not replace the CRM or the call recorder, it sits on top of them. Molly, the AI teammate, connects to Salesforce or HubSpot, Gmail, the calendar and call recordings (its own recorder, or tools such as Gong, Zoom and tl;dv) and keeps a running picture of each deal. Before a call she checks the calendar and gives the rep a short list of insights and actions; after it she drafts the follow-up email and the CRM update and scores the conversation against the team's methodology, pointing out where discovery was thin. Proactive nudges flag deals that are drifting off the methodology, and managers get the same view across the team, including which deals are at risk and where coaching is needed. Reps can also ask Molly questions about any deal in Slack, Google Chat or the Overpath web app. The guardrail is the approval step: Overpath says nothing reaches a customer or the CRM without the rep's approval, one click in Slack, Google Chat or the web app pushes Molly's drafts, and every action is logged. What sets it apart is the methodology: Molly is built on Lennox Academy's sales methodology and Overpath's own Sales Language Model, enforces MEDDPICC out of the box, and can be loaded with a team's own playbooks and objection handling. The tradeoffs are those of a very young product. Overpath's launch post announcing general availability is dated September 30, 2026; its pricing page offers only a free design-partner plan for select teams, reached by booking a demo, while the Team plan is marked coming soon and Team and Enterprise pricing is still to be announced; onboarding runs through Overpath's forward-deployed engineers rather than self-serve setup; and its security claims differ between pages (the homepage says ISO 27001 certified, while the trust center says ISO 27001 and SOC 2 are still in progress). Overpath suits sales teams that already have a CRM and a methodology and want consistent execution on every deal; teams that need prospecting, a mature vendor or published pricing should look elsewhere for now.
Updates from Overpath
Overpath's launch post, dated September 30, 2026, says the product is now available, describing Molly as an AI teammate that drafts follow-ups and CRM updates for rep approval, scores calls against the team's methodology and flags drifting deals. The pricing page offers a free design-partner plan for select teams, with Team and Enterprise plans to be priced later.
Release v0.0.13 added Agent Brain, a document-based knowledge base for Molly, a Task Manager for creating and completing tasks, in-app notifications, and improved HubSpot activity syncing.
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