# Lindy

> Lindy is a general-purpose AI agent platform that connects to more than a thousand applications and executes multi-step work on your behalf, from drafting and sending email to updating a CRM, joining meetings, running research, and triggering scheduled workflows; it is not a purpose-built AI SDR, but it is one of the cheapest credible ways to assemble an outbound agent yourself, starting at $29.99 per user per month with a credit meter on top.

- Category: AI SDR Agents (https://saastracker.org/categories/ai-sdr)
- Website: https://www.lindy.ai
- Starting price: $29.99 per user per month (Plus)
- Free plan: No
- Free trial: 7 days without a credit card, with trial mechanics differing between Slack-initiated and direct signups
- Founded: 2023, HQ: San Francisco, California, United States, Ownership: Venture-backed
- Profile last reviewed: 2026-08-22
- Canonical profile: https://saastracker.org/products/lindy

## Overview

Lindy belongs in this category with an asterisk. It was not built to be an AI SDR and it does not sell itself as one; it is a horizontal agent platform where prospecting is one of many workflows a user can construct. It earns its place here because a meaningful number of small businesses shopping for an AI SDR end up building one in a tool like this, and because the honest comparison against a $250 a month purpose-built agent is worth setting out plainly rather than pretending the two categories do not touch.

The company was founded in 2023 in San Francisco by Flo Crivello, previously an early employee at Uber, and has raised around $50M with Menlo Ventures and Coatue among the backers and Instacart co-founder Max Mullen participating. Headcount estimates run from the high thirties to low fifties. That funding and team size put it in a different category of stability from the founder-run tools elsewhere in this batch, and the compliance posture reflects it: SOC 2 Type II, GDPR, PIPEDA, HIPAA on Enterprise with a signed business associate agreement, and a stated policy that customer data is never used for model training.

Functionally the platform has drifted toward being an all-purpose workplace teammate, particularly a Slack-native one. It drafts and sends email, joins and transcribes calls on Meet, Zoom, and Teams, builds dashboards and reports, updates CRM records, books appointments, and runs research on a schedule. There are more than a thousand integrations plus MCP server support, roughly forty-two prebuilt skills, and a mechanism for teaching a new skill by demonstrating a task once so it becomes reusable across the workspace.

For outbound specifically, that generality is both the appeal and the catch. You can genuinely build a research-and-outreach agent that watches a trigger, enriches a record, drafts a message, sends it from Gmail, and logs the result in HubSpot. What you do not get is any of the infrastructure a real outbound motion needs: no domains, no secondary mailboxes, no warmup, no deliverability tooling, no bounce management, and no sending reputation layer. Lindy sends from your primary work inbox, which is exactly the mailbox you should not be running cold outreach from. Treat it as an excellent orchestration and follow-up tool rather than as a cold email engine.

## How it works

1. You create an agent by describing what it should do, choosing a trigger, and granting it access to the tools it needs. Triggers can be scheduled, such as a daily brief or a weekly report, or event-based, such as an inbound email arriving or a meeting finishing.

2. The agent executes multi-step work across connected applications rather than stopping at a draft. The vendor's framing is that it finishes the job, meaning it will update the CRM record, send the message, or book the slot rather than handing you something to copy and paste. Actions with external impact require explicit approval, which is the correct default for anything that leaves your organization.

3. Skills accumulate. Roughly forty-two prebuilt skills cover research, data analysis, dashboards, decks, and Slack catch-ups, and a team can teach a new skill by demonstrating the task once, after which it is available workspace-wide. This is where the platform gets more valuable over time in a way a fixed-function SDR tool does not.

4. For an outbound use case you would wire the agent to a signal source, an enrichment step, a drafting step, and a send-and-log step. Everything works, and none of the sending infrastructure is provided: the email leaves through your connected Gmail or Microsoft account, so volume, reputation, and deliverability are entirely your problem and your primary domain is what is at stake.

## Best for

Small teams that want one flexible agent platform covering several kinds of work, including warm follow-up, inbound triage, CRM hygiene, and research, and who are willing to build their own outbound workflow rather than buy a packaged one.

## Not the right fit for

- Cold email at volume. There are no secondary domains, no mailbox provisioning, no warmup, and no deliverability tooling, and sending cold outreach from your primary work inbox is how a company loses its main domain.
- Anyone who wants outbound to work out of the box; Lindy is a construction kit, and a packaged tool like AiSDR or Salesforge will have you sending in a day where Lindy takes a week of building.
- Buyers who dislike credit meters, since the per-seat price is only half the story and complex agents consume credits faster than the tier allowances suggest.
- Teams without anyone who enjoys building automations; the value here compounds with the person who tinkers, and evaporates without them.
- Organizations that want the AI kept out of the primary inbox and calendar; Lindy's design premise is deep access to the tools you already work in.

## Features

### Agent execution

What the agents actually do, which is more than draft.

- **Multi-step task completion**: Agents execute across applications rather than stopping at a suggestion, updating records and sending messages rather than handing you a draft to paste.
- **Email drafting, replying, and sending**: Works inside your existing inbox, which is excellent for follow-up and reply management and wrong for cold sending volume.
- **Approval gates on external actions**: Changes with impact outside the organization require explicit approval, which is the right default and the reason the platform is safe to give real access to.
- **Scheduled triggers**: Daily briefs, weekly reports, and recurring routines run without a human starting them.
- **Event-based triggers**: Agents fire on things happening, such as an email arriving or a meeting ending, which is the mechanism outbound follow-up actually needs.
- **Meeting attendance and transcription**: Joins Google Meet, Zoom, and Microsoft Teams calls to record, transcribe, and organize the output, feeding downstream workflows.

### Building and reusing skills

The mechanism that makes the platform compound rather than plateau.

- **More than forty prebuilt skills**: Roughly forty-two ready-made capabilities covering research, data analysis, slide decks, dashboards, and Slack catch-ups.
- **Teach by demonstration**: Show the platform a task once and it becomes a reusable skill available across the workspace, which is a genuinely different authoring model from drag-and-drop flow builders.
- **Workspace-wide skill sharing**: One person's automation becomes the team's, which is where the per-seat pricing starts making sense.
- **Natural-language agent creation**: Agents are described rather than diagrammed, lowering the barrier for non-technical users compared with node-graph automation tools.

### Connectivity

The broadest integration surface of anything in this category.

- **More than a thousand integrations**: Gmail, Slack, Notion, HubSpot, Stripe, GitHub, Linear, Google Ads, Microsoft Teams, Zoom, Figma, Intercom, Zendesk, and PostHog among many others.
- **MCP server support**: Model Context Protocol servers can be connected, which future-proofs the integration story against tools that ship an MCP endpoint rather than a REST connector.
- **CRM read and write**: HubSpot and similar systems can be updated by agents rather than only read, which is the difference between reporting and actually doing CRM hygiene.
- **Slack-native operation**: Agents live where teams already talk, and the platform respects channel boundaries: personal DMs stay private and private channels require an invitation.

### Security and governance

The strongest compliance posture in this batch by a wide margin.

- **SOC 2 Type II**: Independently audited, which almost nothing else in this category at this price can claim.
- **GDPR and PIPEDA**: Compliance covering EU and Canadian data protection regimes.
- **HIPAA on Enterprise**: A signed business associate agreement is available at the Enterprise tier for healthcare use.
- **No training on customer data**: The vendor states customer data is never used for model training, with encryption in transit and at rest.
- **SSO, SCIM, and audit logs**: Enterprise adds identity management and auditability, which is the actual reason to move up rather than credits.
- **Scoped access with confirmation**: You control what each agent can reach and it asks before altering anything, which matters when the agent has your inbox and CRM.

### Commercial structure

Per seat plus credits, and the credits are the part to watch.

- **Plus at $29.99 per user**: 3,000 credits per user per month, the entry point and a genuinely low price for an agent platform of this breadth.
- **Pro at $99.99 per user**: 15,000 credits per user per month, five times the credits for a bit over three times the price.
- **Max at $199.99 per user**: 35,000 credits per user per month, for teams whose agents run continuously rather than occasionally.
- **Seven day free trial**: No credit card required, though the trial mechanics differ by signup path: Slack teammates get a week free, while direct signups are billed on conversion.
- **Credits consumed by agent activity**: Both seats and credits constrain you, and a research-heavy outbound agent burns credits far faster than a scheduled report, so model your intended workflow rather than your headcount.

## Use cases

- **Founder who wants follow-up handled, not cold sending**: Warm leads from inbound, events, and referrals go cold because nobody chases them on day three, day ten, and day thirty. Outcome: An agent watches for the trigger, drafts a contextual follow-up, sends from the founder's own inbox where it belongs, and logs the touch in HubSpot, which is the workflow Lindy is actually good at.
- **Small team doing CRM hygiene from Slack**: Reps never update the CRM, so pipeline reviews are fiction and the data nobody enters is the data nobody trusts. Outcome: An agent updates records from what is said in Slack and after calls it transcribed, turning CRM hygiene from a discipline problem into an automated one.
- **Operator building a signal-triggered prospecting workflow**: The team knows which trigger matters, such as a funding announcement or a job posting, but no packaged tool watches exactly the source they care about. Outcome: A custom agent monitors the source, enriches the account, drafts an outreach message, and routes it for approval, which no fixed-function AI SDR would have supported. Sending still needs a separate cold email platform.
- **Team consolidating several point automations**: Zapier for one thing, a notetaker for another, a research tool for a third, and four invoices that nobody can justify individually. Outcome: One platform at $29.99 a seat covers meeting capture, reporting, CRM updates, and follow-up, and each new skill taught becomes reusable across the workspace.

## Pricing

Per-user monthly subscription with an included credit allowance per seat; credits are consumed by agent activity.

- **Plus**: $29.99 per user per month. 3,000 credits per user per month; Full agent building and skills library; More than a thousand integrations plus MCP; Suitable for occasional and scheduled automations. Low enough to be an easy yes, but 3,000 credits will not sustain a continuously running research-heavy outbound agent.
- **Pro**: $99.99 per user per month. 15,000 credits per user per month; Five times the Plus allowance for roughly three times the price; The realistic tier for agents that run daily.
- **Max**: $199.99 per user per month. 35,000 credits per user per month; For continuous rather than occasional agent activity; Everything in Pro.
- **Enterprise**: Custom contact sales. Shared usage and bonus credits; SSO, SCIM, and audit logs; HIPAA with a signed business associate agreement; Custom terms. The reason to be here is governance, not credits.

Billing notes:

- Both seats and credits constrain the account, and credits are the one that usually binds first for anything research-heavy.
- Credit consumption scales with agent complexity rather than with headcount, so a single person running an ambitious workflow can outgrow Plus while a five-person team doing scheduled reports never does.
- No sending infrastructure is included at any tier. Cold outbound would still require domains, secondary mailboxes, and warmup from a separate vendor.
- SSO, SCIM, and audit logs are Enterprise-only, so any organization with identity requirements should price against a sales conversation rather than the published tiers.
- Trial mechanics differ by signup route: a Slack-initiated teammate gets a week free, while direct signups convert to billing immediately, so read the path you are on before assuming a trial applies.

Value assessment: As a general agent platform, Lindy at $29.99 a seat is well priced for the breadth on offer, and the compliance posture at that price is genuinely unusual: SOC 2 Type II, GDPR, and no training on customer data are not things you get from a $39 desktop tool. As an AI SDR, the value question is different and less flattering. You are buying a construction kit and then discovering that the expensive, tedious parts of outbound, which are domains, mailboxes, warmup, and deliverability, are not in the box and cannot be built inside it. Judge it as the tool that automates everything around outbound rather than outbound itself, and it is one of the better-value purchases in this directory.

## Strengths

- Genuinely broad capability: one platform covering email, meetings, research, reporting, CRM updates, and scheduled routines rather than a single workflow.
- More than a thousand integrations plus MCP server support, which is the widest connectivity surface of anything in this category.
- Teach-by-demonstration skill creation makes the platform compound in value as a team uses it, unlike fixed-function tools that plateau on day one.
- The strongest compliance posture in this batch: SOC 2 Type II, GDPR, PIPEDA, HIPAA on Enterprise, and an explicit no-training-on-customer-data policy.
- Approval gates on externally visible actions and scoped tool access make it safe to give an agent real permissions.
- Well capitalized and stable relative to the rest of this category, with around $50M raised from Menlo Ventures and Coatue among others.
- $29.99 a seat is a low entry price for a platform with this range and this security posture.

## Limitations

- It is not an AI SDR and does not include any outbound infrastructure: no domains, no secondary mailboxes, no warmup, no deliverability tooling, no bounce handling.
- Sending cold email through the connected primary work inbox risks the domain your whole company depends on, which is a serious and easily overlooked hazard.
- Everything useful has to be built, so the value depends entirely on having someone on the team who enjoys building automations.
- The credit meter is the real constraint and it is not obvious in advance how quickly a given agent will burn through an allowance.
- The product has drifted toward being a general workplace teammate, particularly a Slack-native one, which dilutes its usefulness as a sales-specific purchase.
- SSO and audit logs are Enterprise-only, so identity-conscious buyers cannot get governance at the published prices.
- Trial mechanics are inconsistent between signup routes, which is a small but avoidable source of confusion at purchase time.

## Comparisons

- **Lindy vs Bardeen**: The closest comparison and the cheaper one. Bardeen is explicitly GTM-focused, priced at $10 to $50 a month, and strong on browser-based scraping and enrichment that Lindy does not do natively. Lindy is broader, better integrated across a thousand-plus applications, and vastly better on compliance with SOC 2 Type II. Take Bardeen if the job is sourcing and enrichment for sales; take Lindy if agents will touch the whole business and security review is coming.
- **Lindy vs Reachy**: Opposite philosophies. Reachy is a finished LinkedIn outreach product at $39 a month that works within the hour. Lindy is a build-it-yourself platform at $29.99 a seat that can do far more and does nothing until you construct it. If LinkedIn outreach is the job, Reachy is done before Lindy is configured. If outbound is one of ten things you want automated, Lindy is the better platform bet.
- **Lindy vs Floqer**: Both are workflow platforms pointed at GTM automation, and both expect you to build. Floqer is narrower and more explicitly sales-oriented, while Lindy is a general agent platform with meetings, reporting, and support triage alongside prospecting. The deciding factor is scope: if only sales workflows will ever run on it, the sales-specific tool fits better; if the whole company will use it, Lindy amortizes across more work.
- **Lindy vs Regie.ai**: Regie is a purpose-built AI SDR platform with sequencing, content generation, and a deliberate model of AI agents handing off to human reps, sold to sales organizations. Lindy has no outbound infrastructure at all. If you are staffing an outbound function and want the sales-specific machinery, Regie is the category-correct purchase and Lindy is not competing for that budget.
- **Lindy vs AiSDR**: AiSDR hands you domains, mailboxes, warmup, research, sending, and reply handling from $250 a month with quarterly prepayment on the useful tiers. Lindy costs $29.99 a seat and gives you none of that. The honest comparison: AiSDR is buying the boring infrastructure that makes cold outbound possible, Lindy is buying flexibility around it. A team could run both, using AiSDR for cold sending and Lindy for everything that happens after a reply.

## Implementation

- Setup time: An hour to a first useful agent, a week to a workflow you trust for outbound. Connecting Gmail, Slack, and a CRM is fast; designing a research and outreach agent that produces output you would actually send takes iteration.
- Learning curve: Lower than node-based automation tools because agents are described in natural language rather than diagrammed, but the ceiling is high and reaching it takes real time. Teams without a builder should assume the platform will underdeliver.
- Onboarding: Self-serve on the three published tiers with a seven day trial, though trial mechanics vary between Slack-initiated and direct signups. Enterprise requires a conversation and is where SSO and audit logging live.
- Migration: Agents and taught skills are platform-specific and do not travel, which is the real switching cost. Because integrations run on your own connected accounts, no sending identity or data ownership moves to the vendor, and the stated no-training policy means your data is not embedded in a model you cannot retrieve it from.

## Platform, API & security

- Platforms: Web application, Slack-native operation, Meeting attendance on Google Meet, Zoom, and Microsoft Teams
- API: More than a thousand prebuilt integrations plus Model Context Protocol server support for connecting tools that expose an MCP endpoint.
- Compliance: SOC 2 Type II, GDPR, PIPEDA, HIPAA on the Enterprise tier with a signed business associate agreement
- Data residency: Not specifically published; encryption in transit and at rest is stated.
- SSO: SSO and SCIM on the Enterprise tier, alongside audit logs.
- Security notes: The vendor states customer data is never used for model training. Agents operate with scoped access and ask before altering anything, and actions with external impact require explicit approval. Slack behaviour is deliberately conservative: personal direct messages stay private and private channels require an invitation. For a platform designed to hold your inbox and CRM, these defaults matter more than the certification list.

## Support

- Channels: Email support, In-app support, Dedicated support on Enterprise
- Documentation: Documentation covering agent creation, triggers, skills, and the integration catalogue, plus a library of roughly forty-two prebuilt skills that function as worked examples.
- Community: Active presence among AI automation practitioners; the founder is a visible commentator on agent design, which shapes much of the product's public discussion.

## Company

- Founded: 2023
- Founders: Flo Crivello
- Headquarters: San Francisco, California, United States
- Ownership: Venture-backed
- Employees: Approximately 37 to 52, depending on source, as of 2026
- Funding: Around $50M raised, with Menlo Ventures and Coatue among the investors and Instacart co-founder Max Mullen participating.

Funding history:

- Seed (2023): Included in the roughly $50M total. Early backing following the company's founding by Flo Crivello.
- Series A (2024): Included in the roughly $50M total. Investors include Menlo Ventures and Coatue.

Timeline:

- 2023: Founded in San Francisco by Flo Crivello, building AI agents positioned as digital employees rather than as automations.
- 2024: Raises to a reported total of around $50M with Menlo Ventures and Coatue participating, and expands the integration catalogue substantially.
- 2025: Adds meeting attendance and transcription across Meet, Zoom, and Teams, plus teach-by-demonstration skill creation that makes automations reusable workspace-wide.
- 2025: Achieves SOC 2 Type II alongside GDPR, PIPEDA, and HIPAA readiness on Enterprise, a compliance posture unusual for an agent platform at this price.
- 2026: Repositions around a Slack-native AI teammate with more than a thousand integrations and MCP support, selling per seat from $29.99 with a credit meter.

## Integrations

Gmail and Google Workspace, Slack, HubSpot, Notion, Microsoft Teams and Zoom, Stripe, GitHub and Linear, Intercom and Zendesk, Google Ads and PostHog, MCP servers, More than a thousand integrations in total

## FAQ

### What is Lindy?

Lindy is a general-purpose AI agent platform. You describe what an agent should do, connect it to your tools, and it executes multi-step work: drafting and sending email, updating a CRM, joining and transcribing meetings, building reports, and running scheduled routines. It connects to more than a thousand applications plus MCP servers.

### Is Lindy an AI SDR?

Not really, and it does not claim to be. It is a horizontal agent platform where prospecting is one workflow among many. You can build an outbound agent in it, and many people do, but you are assembling one rather than buying one, and the sending infrastructure a cold outbound motion needs is not included at any tier.

### How much does Lindy cost?

Plus is $29.99 per user per month with 3,000 credits, Pro is $99.99 with 15,000 credits, and Max is $199.99 with 35,000 credits. Enterprise is custom and adds SSO, SCIM, audit logs, and HIPAA with a signed business associate agreement. A seven day trial is available without a credit card, though the mechanics differ between Slack-initiated and direct signups.

### Can I run cold email through Lindy?

You can, and you probably should not. Lindy sends through your connected primary work inbox, which is the mailbox your whole company depends on. Cold outbound belongs on secondary domains with warmed mailboxes and deliverability monitoring, none of which Lindy provides. Use it for warm follow-up and reply workflows, and use a dedicated cold email platform for cold sending.

### What does a credit represent and how fast do they go?

Credits are consumed by agent activity, so complexity rather than headcount drives usage. A scheduled weekly report barely touches the allowance; a research-heavy agent that enriches and drafts for dozens of prospects a day will exhaust 3,000 credits quickly. Model your intended workflow before choosing a tier, because credits usually bind before seats do.

### How does Lindy handle security and data?

Better than anything else in this batch. It holds SOC 2 Type II, complies with GDPR and PIPEDA, offers HIPAA with a business associate agreement on Enterprise, encrypts data in transit and at rest, and states that customer data is never used for model training. Agents run with scoped access, ask before altering anything, and require explicit approval for actions with external impact.

### What is teach by demonstration?

Rather than building a workflow diagram, you show Lindy a task once and it becomes a reusable skill available across the workspace. Combined with roughly forty-two prebuilt skills, this is what makes the platform compound in value over months, which is the main structural advantage it has over a fixed-function SDR tool.

### Do I need a technical person to get value from it?

Not technical, but you need someone who enjoys building. Agents are described in natural language rather than coded, so the barrier is lower than a node-graph automation tool. Still, nothing happens until somebody constructs it, and teams without that person consistently report the platform underdelivering against the price.

### How does it compare to hiring an SDR?

It is not a substitute. An SDR owns targeting, sending infrastructure, conversation, and booking, and Lindy provides none of the infrastructure and none of the conversation. Where it genuinely competes with headcount is the administrative half of a sales role: CRM updates, follow-up scheduling, meeting notes, and research, which it does well at $29.99 a seat.

### Is the company stable?

More so than most in this category. Founded in 2023 in San Francisco by Flo Crivello, it has raised around $50M with Menlo Ventures and Coatue among its investors and employs roughly forty to fifty people. The SOC 2 Type II and formal compliance program also signal an organization built to survive procurement, which several competitors in this batch plainly are not.

## Editorial verdict

Lindy is the best-built and best-governed product in this batch, and it is the one least likely to be the right purchase if what you actually want is an AI SDR. As a general agent platform it is excellent value at $29.99 a seat, with a thousand-plus integrations, teach-by-demonstration skills that compound over time, and a compliance posture including SOC 2 Type II that nothing else here approaches. As an outbound tool it is a construction kit missing the expensive parts: no domains, no secondary mailboxes, no warmup, no deliverability layer, and a default sending path through the primary work inbox that you should not be using for cold email. Buy it to automate everything that surrounds outbound, which is follow-up, CRM hygiene, meeting capture, research, and reporting, and buy a purpose-built cold email platform for the sending. Buy it only if someone on your team will actually build things, because it does nothing at all until they do.

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Source: SaaSTracker (https://saastracker.org), an independent editorial project. This profile is compiled from public information, carries no peer reviews or paid placement, and was last reviewed 2026-08-22. Awards are judged on published criteria: https://saastracker.org/methodology