The Future of Enterprise Experience
Guided Entry
Prompt & populate the fields that drive business initiatives.
Consistently More Data
Abstract complex CRM processes into a simple & human interface.
Peak Efficiency
Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities.
Reduce CRM Cost
Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience.
Natural Language Interface for your users
Speak like a person, and enter data painlessly.
- Map to standard and custom fields & objects
- Guide users through data entry and conditional flow logic
- No red error messages, AI translates needed data into simple prompts
Notifications for missing & out-of-date info, and suggest best next steps
Signal users when to make updates and with intelligence, that matters.
- Alerts for overdue opportunities, tasks, and action items
- Suggest best next actions that are client specific at scale
- Embed your best process into the hands of all your producers
