Features
Everything you need to manage relationships and get AI-powered insights.
Customers & Products CRM
Your customer list and product catalog in one place, private to your account. Track stages, tags, contact methods (email, phone, WhatsApp, Telegram), preferences, budget, and urgency. Add products for insurance or real estate with pricing and targets.
Meetings & Summaries
Record or upload customer interactions and attach media and transcripts. Each meeting links to a customer. Get AI-generated minutes, affect analysis, and insights for psychological and sales coaching.
Knowledge Base (RAG + OCR)
Upload documents and images. We extract text, run OCR when needed, chunk, and embed for semantic search. Your assistants use this knowledge with citations and without inventing facts.
Usage & Credits
Credit-based billing with a clear wallet: view balance, feature-level usage, and recent events. Stripe subscription; top-up packages (2k, 5k, 10k credits) roll over.
AI Assistants
Four specialized assistants with conversation history and context from your CRM and uploaded content:
Product library RAG; answers from your docs.
Meeting context and ethical sales coaching.
Product interpretation, calculations, risk notes.
Scripts, objections, branching replies, discovery.