FAQs

Questions, answered

Everything in one place - data & privacy, scoring, CRM and API/MCP, collaboration, pricing, and the basics of warm introduction software. Still stuck? Talk to us.

Getting started

Product & data

What sources can I connect?

Email, CRM, and your LinkedIn connections and messages today, with calendar, WhatsApp, SMS, Apple Contacts and more coming soon. Roll out company-wide and CTD builds everyone's network automatically.

Does CTD read my emails?

No. By default CTD reads only your email headers - who you emailed and when, not what you wrote. That's everything we need to score your relationships.

You can optionally grant access to email bodies, but we use them only to show you the emails you've exchanged with a person (on your request) and to pull contact details from email signatures. Even then, CTD never stores email bodies on our servers.

How does relationship scoring work?

It starts with your real email activity - and it only counts when it's two-way. If someone emailed you 100 times but you never replied, that's a zero. Big group threads (you plus 100 other people) don't count either - you and the other person have to email each other directly. From there, the more you've exchanged and the more recently, the higher the score.

Upload your LinkedIn data and we layer it in: a connection on its own is a weak signal, but two-way LinkedIn messages (or real email history) bump it up.

Then we go further. Using public data, we surface relationships you'd otherwise miss - if you and someone never emailed and aren't even connected, but you worked at the same company, at the same time, in similar roles (say, both VPs), we predict you know each other. That opens up far more warm paths - with zero extra effort from you.

Does it sync with my CRM?

Yes - natively. Connect Salesforce or HubSpot once and CTD pulls in your target accounts every day, so we know which accounts matter, who owns each one, and what you're working. Every company and person record is then enriched with your CRM data - so you can ask Claude things like "show me paths to accounts I own," "paths to the CXOs in my accounts," or "my accounts with open opportunities."

And it goes both ways. Through our API you can push CTD data straight back into your CRM - relationship scores, number of warm paths, connection strength, contact titles and more. Everything you see in the app is exposed via the API, so you decide exactly what flows into your CRM.

Are there limits on API or MCP usage?

No. On paid plans you get unlimited API and MCP usage - there are no credits to buy and nothing to top up. You pay once, then query your network as many times as you want. The only thing in place is standard rate limiting to keep things stable - that's it.

Your network

Collaboration & sharing

Can we tap relationships beyond our own team?

Yes. Invite people outside your company as external members. When they join, their network is shared with your whole team - and yours with them - so everyone can find and activate those connections. It's built for the people already rooting for you: customer champions, board members, investors and advisors. Just send the invite, and the moment they accept, their network is yours to tap.

How do we put our board's network to work?

Invite each board member to join as an external member - that's it. You instantly see their network and can start finding paths through them.

You stay in control with per-person approval rules: protect a busy board member so only the CEO (or whoever owns that relationship) can route requests to them. Surface every path through a board member, then send your asks - one at a time or in bulk.

There's real value for them, too. Making intros is painfully manual today; with CTD you draft the email and they just review and hit send. They keep full control over what they share and how - and they get our individual product free forever to keep their own network perfectly organized."I appreciate the ability to have someone in my organization draft a note to send, making it just two clicks instead of dealing with copy/paste and format fixing - like the approval paths for internal executives to send out notes."★★★★★ Jeff M., Enterprise · via G2

What if a board member won't connect their email?

Totally fine - email is never required. They can sign up without syncing anything, then optionally upload their LinkedIn connections if they prefer. They can connect a personal inbox instead of a work one, skip email entirely, or add other sources as we roll them out.

Even with no email, CTD surfaces relationships from publicly available data - career overlaps, shared boards, time at the same company - so there's real value from day one. As they get comfortable and see it working, they can choose to sync more. And our team is always on hand to walk through any privacy questions.

Can we activate our customer champions' networks?

Yes - in two ways. If you already have a referral or partnership with a champion, they're highly motivated to help, so just invite them as external members - exactly like investors or advisors - and tap their network directly.

Prefer not to ask them to create an account? You can still surface paths through them from publicly available data. Those paths are more basic, though - when a champion is on CTD, we know exactly who they are and enrich their network far more deeply.

What do the people I invite get out of CTD?

A lot - for free. Everyone you invite gets the individual version of CTD, which uses the same technology to score, deduplicate and organize their own network across every tool. If they have 30,000 connections and can't remember how they know half of them, CTD shows the whole story: how you met, when you connected on LinkedIn, that you emailed five times (and they never replied), where they work now, and the roles you each held when your paths first crossed.

As we add sources like iMessage and WhatsApp, every touchpoint with a person lands in one place - and they can ask AI anything about their network.

And by joining your team, they get to see your connections too, and can invite their own people to keep growing their network. It's a genuinely useful free product - which is exactly why people say yes."I can keep my network for life and enjoy the security of knowing all my contacts are perfectly organized. It's really valuable that CTD automatically picks up new contacts whenever I connect with them on email or LinkedIn."★★★★★ Jamie G., VP of Marketing · via G2

For investors

VC & PE firms

We already have a CRM and deal-sourcing tools. How is this different?

Your CRM tracks companies and deals. CTD maps the people - and more importantly, who across your entire fund already knows them. It's the relationship layer between your collective network and the founders you want to reach. Deal-sourcing tools tell you what to look at; CTD tells you who can get you in the room.

And it works with your existing stack, not against it. Connect Salesforce or HubSpot and CTD enriches your CRM records with relationship intelligence - relationship scores, number of warm paths, connection strength, contact titles and more - and syncs your target accounts daily. Everything you see in CTD is exposed via the API, so you choose exactly what flows back into your CRM.

Will partners and portfolio founders actually adopt this?

CTD is built for low-friction adoption. When you roll out across the fund, admins can set up accounts without each person lifting a finger - we build everyone's graph automatically from their connected work email. From there, each person can opt in to add more: connect a personal inbox, or add their LinkedIn connections and messages.

And we've made that effortless - just drag and drop your LinkedIn export and tell Claude "upload this to CTD". Portfolio founders especially love it: they get access to the fund's broader network for hiring and sales, so adoption is a genuine win-win.

What about confidentiality? Some relationships are sensitive.

You're always in control of what you share. You can mark any connection as private so no one else can see it - or start with a fully closed network and whitelist exactly who's allowed to see your connections. And even when a connection is shared, all anyone else ever sees is the person's name, avatar and your relationship score - never the underlying emails, messages or contact details.

We have an internal tool where we consolidate all our data. Can we integrate CTD there?

Yes. Everything in CTD is exposed via our API - relationship scores, warm paths, connection strength, contact details and more - so you can pull it straight into your internal tools or data warehouse. And our team will provide resources and hands-on support to help you get the integration done.

Pricing

Plans & billing

Is there really a free plan?

Yes - Free is free forever for individuals. Upgrade to Professional anytime for unlimited usage.

What counts as a seat on Team?

You're billed per active member of your team. You can also add up to 5 external collaborators at no extra cost.

Can I switch between monthly and annual?

Anytime. Annual billing saves you ~20% (and $120/user on Team). Changes take effect at your next renewal.

Which plans get API & MCP access?

Professional exposes core functionality via API and MCP. Team and Business expose everything, with custom API available on Business.

Is my data safe - and is it mine?

Always. Your data is encrypted, never sold, and you can export or delete it at any time. CTD is SOC 2 Type II audited.

Concepts

Warm introduction software

Is warm introduction software the same as a CRM?

No - CRMs store and manage deal data. Warm introduction software surfaces the relationship paths that help you reach the people in those deals. The two are complementary, and the best platforms integrate with your CRM rather than replacing it.

How is this different from LinkedIn Sales Navigator?

LinkedIn shows you who you're connected to. Warm introduction software shows you how strong those connections actually are - based on real interaction data - and surfaces paths through your entire team's network, not just yours. It also orchestrates the actual introduction, not just the discovery.

What data does warm intro software use?

Typically email metadata (who you've emailed, how often, how recently), LinkedIn connections and career-history overlaps. CTD uses all of these to produce a relationship score - never reading the content of emails, only the signals around them.

Who benefits most from warm introduction software?

Any team where trust accelerates outcomes: enterprise sales, VC/PE, recruiting, fundraising and partnerships. The higher the deal value, the more a warm introduction matters - and the more ROI the software generates.

What makes CTD different from other warm intro tools?

CTD is built on a global relationship graph - every CTD user strengthens the network for everyone else. When someone in your extended circle is already on CTD, their network becomes reachable to you. You also get granular privacy controls: start closed and whitelist, or start open and block. On top of that, CTD scores every relationship on real interaction signals, includes ghostwriting and intro orchestration, syncs with your CRM, and offers an API for custom workflows.