Account Relationship Agent
Helps you manage your existing clients to provide an exceptional client experience. Identify cross-sell/upsell opportunities, flag any potential referrals.

Prospecting Agent
Always on monitoring of your professional network to identify new business opportunities for you while you sleep.

Pipeline Conversion
Track your active opportunities to automatically identify signals that can help you convert them faster than your competitor

Meeting Prep
Get Phd level account and prospect research before every client/prospect meeting.

Content Creation Agent
Turn your sales and client calls into high quality thought leadership content.

AI Note-taker
Never miss any key points during your calls, with AI powered summaries and next steps.

Integrations
Integrates with all the tools that you already use. Google Calendar, Meet, Outlook, MS Teams, Hubspot, Zoom