It knows every client cold.
Stop re-explaining the account every time. It connects every email, call, doc, and thread into one memory, so it walks in knowing the client as well as you do, and it gets sharper the more you connect.
It knows every client cold.
Stop re-explaining the account every time. It connects every email, call, doc, and thread into one memory, so it walks in knowing the client as well as you do, and it gets sharper the more you connect.
Start freeThe account lives in your head.
Before every call, you dig through email and docs to remember where things stand.
The history is split across inbox, calendar, drive, and chat.
When someone leaves, the client knowledge leaves with them.
The account lives in your head.
Before every call, you dig through email and docs to remember where things stand.
The history is split across inbox, calendar, drive, and chat.
When someone leaves, the client knowledge leaves with them.
Connect it. It remembers, with sources.
Email, calendar, drive, CRM, chat. It reads across all of them.
Unified per client, across every channel and document.
Ask about any client and it answers from your data, and shows where it came from.
Connect it. It remembers, with sources.
Every source, connected to one center.
Email, meetings, docs, calendar, chats, and clients all link into a single memory. Ask one question and it reaches across every one of them.
Every source, connected to one center.
Email, meetings, docs, calendar, chats, and clients all link into a single memory. Ask one question and it reaches across every one of them.
One memory across every client.
Ask it anything about a client and it answers from your business, with sources.
One memory across every client.
Every firm has clients to remember. Here is the fit.
About client memory.
Where does the memory live?+
Does it make things up?+
What can it remember?+
"It gives me back about 8 hours a week. The follow-ups go out without me, and I only step in when something needs a person."
President, DDReps
Stop re-explaining your own clients.
Start free with the email drafter, or book a walkthrough on your client memory.
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