All modes

Sales mode

Capture a note, a meeting recording or a photo of a business card. AI identifies the client, the deal (value and stage) and the next step, and creates a follow-up with a date.

• Today: overdue follow-ups and the ones due this week.
• Clients with a timeline each, and deals on a kanban: Prospecting → Proposal → Negotiation → Won/Lost.
• Prepare meeting: an AI summary of everything you have on the client.