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Realm

RFP automation and technical sales knowledge

Est. 2023Helsinki, FISeed

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.

Read full overview

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.

Use Cases
RFP ResponseSecurity QuestionnaireKnowledge BaseDocument GenerationProposal Writing
Best For
Mid-MarketEnterprise

Pricing

Custom pricing

Reach out to the vendor for a tailored quote

Free trial available

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.

Historical Starter (last verified 2026-08-29)
€600/month
Historical RFP Starter (last verified 2026-08-29)
€850/month
Historical Scale (last verified 2026-08-29)
Custom
Historical Enterprise (last verified 2026-08-29)
Custom
Favicon of Savix

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-powered

AI Generation

AI response draftingAI

Qualifies and drafts RFP, RFI, and security-questionnaire responses grounded in past wins and approved context.

Sales content generationAI

Drafts business cases, implementation plans, proposals, technical summaries, and customer-ready collateral.

Knowledge Management

Live content retrievalAI

Continuously organizes connected company knowledge while mirroring source permissions.

Semantic searchAI

Returns cited answers across CRM, knowledge, support, call, collaboration, and engineering systems.

Quality & Verification

Answer Quality for RFPsAI

Scores RFP answers for trustworthiness, completeness, and sensitivity, explains each score, and highlights answers for human review.

Workflow & Collaboration

No-code agent builderAI

Runs research, deal reviews, CRM updates, MEDDPICC, QBR, health-score, and support workflows on triggers or schedules.

Document RFP response workspaceAI

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

Public APIAI

Connects custom sources, embeds agents, and interoperates with MCP-compatible tools.

Show 1 more
Response Types
RFPsSecurity questionnairesProposals & bids
Collaboration
Review workflows
Approval workflows
Task assignment
Progress tracking
Notifications
Reporting & Analytics
CRM-linked reporting
Activity dashboard
Executive dashboard
Usage tracking

Security & Compliance

ISO 27001
Encryption at Rest
Encryption in Transit
Role-Based Access

Data Residency: European Union (GCP Finland europe-north1 and Netherlands europe-west4)

View security details

Integrations

CRM
Salesforce
HubSpot
Clari
Cloud Storage
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Communication
Slack
Microsoft Teams
SSO
SSO
SAML 2.0
Other
Azure DevOps
Chorus
Coda
Confluence
Freshdesk
Freshservice
GitHub
GitLab
Gong
Google BigQuery Tool
Intercom (Beta)
Jira
Jira Service Management
Linear
MCP
Notion
Skilljar
Slab
Vitally
Websites
Zendesk
Public API
API Docs

Who is Realm best for?

Presales Team

RFP, RFI, security-questionnaire, technical-answer, and account-specific deliverable automation

Operations

Agentic deal review, MEDDPICC, research, CRM updates, and pipeline workflows

Sales Team

Customer-success and support teams preparing QBRs, monitoring account health, finding permission-aware answers, and automating ticket workflows

Team Size
SMBMid-MarketEnterprise
Industries
Software & SaaSHealthcareHR & WorkforceProperty ManagementIT Services
Considerations
  • 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

What sets it apart
Combines RFx automation with a broader permission-aware context graph, enterprise search, document generation, research, and general GTM agents
More than 25 native connectors plus API, websites, and MCP connectivity
Agents act on schedules and pipeline events across revenue, success, and support workflows
EU-default processing, ISO 27001, HIPAA compliance, and dedicated Enterprise data architecture
Strengths
  • 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
Weaknesses
  • 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.

Review due
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.

View checked sources (12)

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