Realm
RFP automation and technical sales knowledge
What is Realm?
Realm is an AI workspace for B2B revenue teams that automates RFPs, RFIs, security questionnaires, buyer questions, sales collateral, research, and GTM workflows. It builds a permission-aware context graph from connected systems and uses configurable agents for grounded drafting, search, analysis, and actions.
How to evaluate this tool
Evaluate Realm where RFP work shares sources with technical questions and account-specific documents. Establish the RFP package separately from the broader revenue-workspace scope.
Check during a demo: Test a technical questionnaire using permission-restricted sources. Check what an agent can retrieve, how it cites answers, and which RFP allowance and deployment terms appear in the quote.
Also evaluate: Tribble · DocketAI
Editorial guidance based on the sources below; not a hands-on product test.
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Overview
Realm by Realm Technologies Oy is an AI workspace for revenue teams at B2B companies selling technical products to enterprise buyers. It uses connected company context to automate RFPs, RFIs, security questionnaires, proposals, business cases, implementation plans, technical questions, research, and recurring GTM workflows.
Founded in Helsinki in 2023 by Johan Jern, Miika Huttunen, and Mikko Mäntylä, Realm announced a $4.5 million Seed round in April 2026 led by Frontline Ventures, with HubSpot Ventures, Slack co-founder Cal Henderson, and Deel co-founder Alex Bouaziz participating.
Key Features
- RFx automation — Qualifies, fills, and finalizes RFPs, RFIs, and security questionnaires using past wins and approved knowledge.
- Account-tailored documents — Drafts business cases, implementation plans, proposals, technical summaries, and other customer-ready deliverables.
- Enterprise search and chat — Provides sourced, permission-aware answers across business systems during calls, Slack threads, and deal reviews.
- Configurable agents — Automates research, deal reviews, CRM updates, MEDDPICC completion, customer health, QBR preparation, and support work on schedules or events.
- Context graph — Continuously connects CRM, knowledge, support, collaboration, call, and engineering systems rather than requiring a manual answer bank.
- API and MCP — Supports custom sources, embedded agents, API workflows, and MCP-compatible external tools.
Integrations
Realm lists more than 25 native connectors, including Salesforce, HubSpot, Slack, Microsoft Teams, Google Drive, OneDrive, SharePoint, Confluence, Notion, Jira, Coda, Linear, GitHub, GitLab, Azure DevOps, Gong, Chorus, Clari, Zendesk, Freshdesk, Freshservice, Intercom, Skilljar, Slab, Vitally, and Jira Service Management. Websites, API sources, and MCP are additional connection paths.
Security & Compliance
Realm states ISO 27001 certification plus GDPR and HIPAA compliance. Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, private LLM endpoints use zero-retention policies, and customer data is not used for generalized model training. Retrieval mirrors source permissions, Enterprise receives a dedicated database and search index, and EU processing is the default. SSO and SAML 2.0 are documented; public SCIM and customer audit-log documentation were not found.
Pricing
Realm's former public pricing page returned 404 on 7 September 2026. The last verified public listing, checked on 29 August 2026, showed Starter at €600/month without RFPs and RFP Starter at €850/month for 50 RFPs per year, with custom Scale and Enterprise tiers. Those packages are retained as historical provenance and should not be treated as current offers. The official FAQ still supports a free trial, but it does not publish a fixed duration; buyers should request current pricing and packaging.
Best For
Realm is best for European and global mid-market or enterprise revenue teams that want one platform for RFP automation, technical knowledge access, account-specific documents, research, and general agentic GTM workflows.
Considerations
Realm no longer has a working public pricing page, so its previously published €600/€850 entry points and volume limits require sales confirmation. SAML is documented, while SCIM and customer audit logs are not publicly confirmed. G2 users praise ease, connectors, agents, and support but request stronger advanced controls, large-data handling, polish, documentation, persistent agent memory, and a clearer roadmap.
Pricing
Reach out to the vendor for a tailored quote
The former pricing URL returned 404 on 2026-09-07. The retained €600/€850 and custom-tier details were last verified on 2026-08-29 and are historical, not confirmed current offers. The official FAQ still offers a free trial without a fixed published duration.
Top alternative for evidence-first teams
Savix
Turn source documents into review-ready RFP answers — with the evidence visible.
Draft in batches, see the excerpt behind each claim, and route exceptions to a human before the response leaves your team.
- $99/mo · 1 user
- $300/mo · 10 users
- Unlimited RFPs
- Unlimited questions
- 14-day trial
Capabilities
8 AI-poweredAI Generation
Qualifies and drafts RFP, RFI, and security-questionnaire responses grounded in past wins and approved context.
Drafts business cases, implementation plans, proposals, technical summaries, and customer-ready collateral.
Knowledge Management
Continuously organizes connected company knowledge while mirroring source permissions.
Returns cited answers across CRM, knowledge, support, call, collaboration, and engineering systems.
Quality & Verification
Scores RFP answers for trustworthiness, completeness, and sensitivity, explains each score, and highlights answers for human review.
Workflow & Collaboration
Runs research, deal reviews, CRM updates, MEDDPICC, QBR, health-score, and support workflows on triggers or schedules.
Drafts narrative RFPs in a full document editor with real-time collaboration, comments, tasks, version tracking, and PDF, Word, Markdown, or Google Docs export.
Delivery & Access
Connects custom sources, embeds agents, and interoperates with MCP-compatible tools.
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Security & Compliance
Data Residency: European Union (GCP Finland europe-north1 and Netherlands europe-west4)
View security detailsIntegrations
Who is Realm best for?
RFP, RFI, security-questionnaire, technical-answer, and account-specific deliverable automation
Agentic deal review, MEDDPICC, research, CRM updates, and pipeline workflows
Customer-success and support teams preparing QBRs, monitoring account health, finding permission-aware answers, and automating ticket workflows
- PricingCurrent pricing is sales-led; the former €850/month RFP entry point and volume caps are retained as historical only
- TechnicalSCIM and customer-facing audit logs are not publicly confirmed; teams needing only a narrow RFP library may find the broader agent workspace excessive
Competitive Overview
- Broad agentic capability beyond proposal drafting
- Strong connector coverage across CRM, knowledge, support, call, collaboration, and engineering systems
- Official free trial plus historically published RFP pricing; current pricing now requires sales confirmation
- Fresh $4.5M Seed backed by Frontline and HubSpot Ventures plus experienced operators
- Former public pricing separated a €600 non-RFP Starter from an €850 RFP tier; those terms are now historical only
- All current plan pricing requires sales confirmation
- SCIM and customer audit logs are not publicly documented
- Users cite limits in advanced controls, large-data processing, memory, polish, docs, and roadmap visibility
Data quality & freshness
Editorial research based on the linked sources, not a hands-on product test.
- Sources reviewed
- Sep 7, 2026
- Next review due
- Sep 14, 2026
- Sources checked
- 12 total · 10 official · 2 third-party
The 2026-09-07 review rechecked the cited current first-party pages and reconciled the material findings described in the latest change log. Older evidence remains preserved with its original verification dates.