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Seerist : Agency & SaaS BD System.

Seerist : Agency & SaaS BD System.

AI-assisted workspace for agencies, scoring opportunities and generating proposals.

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Product memo

Agencies and service operators use Seerist to simplify business development, from capturing opportunities to generating proposals. It scores incoming leads, positions offers, and manages pipelines across 13 platforms. The free core tools drive adoption, while usage-based fees apply to high-value AI outputs like proposal generation.

For who
Agencies, SaaS teams, and independent operators
Solves what
Streamlines business development from opportunity capture to proposal generation.
  • AI-assisted opportunity scoring
  • Tailored proposal generation
  • Multi-platform pipeline management

In their own words

Run the revenue engine. From opportunity to proposal.

Seerist helps agencies and service operators run a tighter business development motion: score incoming opportunities, position the right offer, generate tailored proposals, review before sending, and manage the pipeline across 13 platforms. Then layer in service-ized SaaS offers and independent operator workflows where

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Operator & company

Company

Founded

May 2026

Operating model

Business model

Usage Based

Platform

Web app

Audience

Sales

Builder strategy

ProvenRadar analysis

Strategy Type
Wedge Expand
Stage
Pre Revenue
Effort
Solo Buildable

Tech stack

HubSpot

Commercial cues

Model
usage based
Free tier
Yes
Trial
Available

Pricing strategy

Seerist offers a Always Free tier; paid plan details are not publicly priced.

  • Usage-based pricing aligns costs directly with the value received.
  • Free Always Free tier lowers testing friction.
  • Listed plans make pricing easy to compare.
About Seerist : Agency & SaaS BD System. Expand

Seerist offers an AI-assisted business development workspace designed for agencies, SaaS teams, and independent operators. It simplifies the entire business development motion, from opportunity capture and scoring to proposal generation and client tracking across multiple platforms.

The platform's core tools are free, encouraging adoption by allowing users to integrate it into their daily workflows without upfront costs. High-value AI outputs, such as personalized proposal variants and job scoring, are available on a usage-based model.

This helps agencies run a tighter business development motion, ensuring they can quickly respond to opportunities with tailored proposals.