Trusted review
AI-assisted advocacy workflows connect customer references, proof, and pipeline insights.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Trusted brings customer advocacy work into a cloud platform for B2B teams. It identifies and onboards advocates, collects consent and preferences, matches customers to reference requests, coordinates meetings, and supports testimonial capture and marketing requests. Its focus is relevant to enterprise and mid-market sales, marketing, customer success, and revenue teams that need customer references managed as an ongoing workflow rather than handled ad hoc.
The platform’s core workflow links discovery and onboarding with AI reference matching, scheduling, status tracking, and branded marketing request emails. Account health and advocate coverage insights help teams track their advocate pool, while pipeline and revenue analytics connect advocacy activity to commercial outcomes. Salesforce, HubSpot, Gong, Slack, G2, Qualtrics, Claude, and OpenAI are listed integrations; API and webhook integrations are also supported. That breadth suits teams wanting reference operations connected to CRM and other business tools. Buyers seeking a simpler, standalone testimonial collection tool may find this broader programme orientation unnecessary.
There are three offerings: The Trusted platform includes customer advocacy software, unlimited seats, SOC 2 and ISO 27001 security, and SSO/SCIM. Fastlane adds a Trusted team and AI agents to run the programme, alongside the platform. Pilot Blueprint is a five-week customer advocacy launch plan with a dedicated advocacy strategist. According to the vendor’s published offer details, each requires contacting sales rather than selecting a listed subscription price. Buyers should weigh a managed launch or programme service against running the platform internally. Trusted fits organizations prepared to coordinate advocacy across teams; those seeking transparent self-serve pricing or a narrower tool should compare alternatives. Proof Creation and some account-insight capabilities are marked as coming soon.
Trusted pros and cons
- Where it wins
- Collects advocate consent and preferences alongside onboarding.
- Matches advocates to requests and tracks reference scheduling.
- Combines CRM/API integrations with advocacy pipeline analytics.
- Where it doesn't
- All listed offerings require contacting sales.
- Fastlane relies on the Trusted team and AI agents to run the programme.
- Proof Creation and some account insights are marked coming soon.
Trusted fact sheet, pricing and score →
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