01DISCOVER
Map your territory automatically.
Company sites, business directories, first-party lists, and market signals. Enriched with the account context your CRM rarely keeps fresh.
// The outbound platform
AI outbound for SaaS and insurance teams.
Find qualified accounts, coordinate every channel, and keep the next best action moving — without adding another CRM-shaped chore.
SaaS providersInsurance companies
- Qualified account
- ICP fit, signal, owner, and source captured
- Approved sequence
- Email, phone, LinkedIn, and field steps queued
- Audit trail
- Every touch, handoff, and approval logged
- 2 focus markets
- SaaS providers and insurance teams
- 4 channels
- email, phone, LinkedIn, and field notes
- 1 audit trail
- every action, approval, and handoff logged
Built for the teams that already run outbound.
SaaS providers · Insurance companies · Agencies · B2B services
QUICK ANSWER
What is Castia?
Castia is an AI outbound operating platform by circuly for B2B teams. It helps SaaS providers, insurance companies, agencies, and high-trust sales teams discover qualified accounts, coordinate multi-channel outreach, keep every touch logged, and hand accepted opportunities back to the CRM.
- Best fit: teams that need outbound motion before there is a deal to manage.
- Core workflow: discover accounts, run the board, coordinate reach, prep meetings, and improve the playbook.
- Control model: human-approved sends, suppression rules, source records, privacy context, and audit trails.
// THREE PILLARS
A platform, not another tool.
Most teams stitch outbound together from a CRM, a sequencer, a directory, and a spreadsheet. Castia collapses that into one place — so the work compounds instead of getting lost in handoffs.
01 / 03
02REACH
Every channel, one log.
Email, phone, LinkedIn, in-person. Drafts open in your client; sends stay manual where they should be. Activity flows back automatically.
03STEER & LEARN
Blueprints that get sharper every cycle.
Skills are atoms. Blueprints orchestrate them into a vertical-shaped playbook — discovery + sequence + compliance + scheduler — and the metrics from each run feed back into the next.
// Built for regulated markets
Governance baked in. No black-box outreach.
Outbound has rules, approvals, and reputational risk. Castia keeps the safe path visible and logged so teams can move quickly without losing control.
Channel eligibility
Each touch follows your market rules and approval policy before it reaches a prospect.
Privacy logging
A per-event record on every lead, including source, purpose, owner, and retention status.
Suppression enforcement
Customers, competitors, partners, and blocked accounts are filtered before they hit the board.
Manual sends by default
Drafts open in your own client. Nothing ships in your name without your sign-off.
4
channels
Email, phone, LinkedIn, in-person — on one activity log.
+18%
reply rate
Lift per variant on the last blueprint cycle.
0
SDR seats
The agent runs the boring parts of the playbook.
8
week pilot
One vertical, one region — real numbers before you scale.
// HOW IT RUNS
Three steps from cold list to closed.
Predictable enough that a non-technical owner can drive it. Open enough that a sales op can extend it.
01
Define your ICP and territory.
Tell Castia who you sell to and where. The discovery skill drafts a list, you review the first batch, and suppression rules protect your book.
02
Run the playbook.
Discovery feeds the board, the board surfaces the next move, the agent handles the boring updates. You stay where you add value — the conversation.
03
Compound the learnings.
Templates evolve from what closes. The agent gets sharper each week. Skills you build for one territory transfer to the next without rebuild.
// Questions
Everything you need to know about Castia.
No. Castia runs the outbound work a CRM can’t — discovery, multi-channel reach, steering — then sends the closed result to your CRM. It sits in front of your system of record, it doesn’t replace it.
// NEXT STEP
Bring a territory. We’ll build the playbook with you.
Eight-week pilot. One vertical, one region, your team. Clear thresholds before we expand. No annual seats, no SDR replacement story — just outbound that works.