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SAM is used for relationship-driven sales workflows, especially prospecting and deal generation. The website specifically names B2B, commercial real estate, and staffing teams as target users. Instead of positioning itself as a generic AI chatbot, SAM focuses on helping sales organizations leverage relationship data. That makes it most useful when network context, warm paths, and prior relationships influence revenue opportunities.
SAM is best suited for sales organizations in B2B, commercial real estate, and staffing. These are 3 relationship-heavy markets where deals often depend on knowing the right people, understanding account context, and identifying credible paths into prospects. Based on our analysis of 870+ AI tools, SAM is more specialized than general AI memory or search tools. It is likely a better fit for teams with existing relationship data than for individuals starting from scratch.
Yes. SAM’s public pricing page lists Starter at $95 per seat per month when billed annually, Growth at $150 per seat per month when billed annually, and Business at $195 per seat per month when billed annually. The page also states that monthly and annual billing are available, annual billing saves 33%, and Enterprise uses custom pricing based on team size and volume. SAM does not offer a traditional free trial, but it describes month-to-month plans with zero setup cost and no long-term commitment.
Based on the website positioning, SAM is not presented as a standard CRM replacement. It is described as a relationship-driven sales AI platform that helps teams use relationship data for prospecting and deal generation. A CRM typically stores contacts, accounts, opportunities, and activity history; SAM’s visible positioning suggests it adds AI-driven relationship intelligence on top of sales data. The pricing page also says SAM can work with existing CRM tools or include its own CRM, depending on the buyer’s setup.
SAM now publishes starting prices for several self-serve plans, but some buyer details still require confirmation. Enterprise pricing is custom, and teams may need to ask about exact monthly equivalents, overage pricing for additional contacts or email credits, implementation timeline, security certifications, and contract terms. That does not mean those capabilities are absent, but they are not fully verifiable from the pricing summary alone. Teams evaluating SAM should confirm these details during checkout, a walkthrough, or the enterprise consultation process.
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Tutorial updated March 2026