RELATIONSHIP INTELLIGENCE FOR YOUR CRM

Your network, layered onto your CRM.

Your CRM knows the account. The Swarm shows who can get you in. Give every rep warm paths and human context for the next conversation.

●   Your collective network, visible where work already happens.

● ● ●Account / AcmeILLUSTRATIVE VIEW
Overview     Contacts     Activity     Relationships
✳
THE SWARM / RELATIONSHIP LAYERPeople who can open the door
AL
Alex knows the VP of SalesFormer colleagues · Worked together
Ask for intro ↗
DC
David knows an Acme advisorShared investor network
View path ↗
OR
Olivier knows a team memberShared work history
View path ↗
3 relevant paths found    ·    Explore all paths →
YOUR CRM + YOUR COLLECTIVE NETWORKHUBSPOT   ·   ATTIO   ·   CLARIFY   ·   API / MCP

Your CRM has contacts.
Your company has connections.

Most account records tell you who works there. They rarely tell you who on your side already knows them, how they know them, or whether they can make an introduction.

The Swarm connects those dots and puts the answer where your revenue team is already working.

01 / SEE THE NETWORK

Map beyond the owner.

Surface relevant paths through your team, advisors, investors, and customers instead of relying on one rep's connections.

02 / UNDERSTAND THE TIE

Know why it matters.

See work history, shared investors, alumni connections, and permissioned signals that make a path more credible.

03 / MAKE THE ASK

Turn context into action.

Give the right connector a clear request, then help your team follow through on the introduction.

FROM RECORDS TO RELATIONSHIPS / 02

A richer account view, without another tab.

Start with the network Swarm can map passively. Add permissioned signals when your team and connectors opt in. Put the resulting paths to work across your CRM and agent workflows.

01 / PASSIVE

The network you already have.

Map work, education, investor, and community relationships across the people who can help your company grow.

Former colleagues↗   18 paths
Investor overlaps↗   7 paths
Alumni connections↗   12 paths
ILLUSTRATIVE SIGNAL VIEW
02 / PERMISSIONED

The context your people add.

Invite team members and connectors to add their LinkedIn, email, and calendar relationships with permission. Their data stays under their control.

Calendar context●   Connected
Email relationships●   Connected
Connector notes●   Opt in
ILLUSTRATIVE CONNECTION VIEW
BUILDER READY / 03

Give your agents relationship context.

Swarm’s API and MCP can bring warm path intelligence into workflows and products your team already uses. Let agents find the right human path, then keep people in control of the introduction.

✳   THE SWARM / ILLUSTRATIVE AGENT WORKFLOW
Find a warm path into Acme.

→ Former colleague of the VP of Sales
→ Advisor connected to an investor
→ Customer with an alumni overlap

Next step: Review context and request an intro.
WORKS WHERE YOUR TEAM WORKS

A relationship layer for your revenue stack.

Bring paths into the account and contact views your team uses, or build them into your own workflows. Start with the CRM, then let relationship context travel with the deal.

◉HubSpotCRM
✦AttioCRM
◎ClarifyCRM
✳ClayWORKFLOWS
⌘APIBUILDERS
↗MCPAGENTS

Ask us about availability and setup for your stack.

THE NEXT INTRO STARTS IN YOUR CRM

See the relationships behind every account.

Give your team a fuller picture of who they know, why the path matters, and how to make the next introduction happen.

Talk to our team ↗
THE SWARMYOUR NETWORK, WHERE YOUR TEAM WORKS