Customers
CRM Assistant
Your CRM, summarised and updated for you.
$0.05 per action (summary, draft or record update). One-time setup $4,720, 25% off with another product
What it does
Account briefs
Prepares concise meeting briefs summarizing past customer touchpoints, open tickets, and recent renewal discussions.
Follow-up drafts
Drafts personalized email recaps immediately following customer meetings based on call notes and agreement points.
Automated record updates
Extracts action items, deal sizes, and target close dates from rep notes to keep CRM pipelines consistently current.
Deal risk alerts
Highlights stalled opportunities and unresolved customer inquiries before they impact revenue.
Where it runs
Your servers
Runs directly on hardware in your datacenter. Operates offline.
Your private cloud
Deployed inside your cloud VPC under your direct administration.
Dedicated private hosting
Single-tenant dedicated instance operated solely for your firm.