CRM Contact Assistant

Monitors sales calls for critical business insights.

Prepares sales call documents with attendee details and emails.

Embed Lindy for instant website answers and human escalation if needed.

Automate email support with an AI bot using your knowledge base.

Weekly meeting category overview (e.g., internal, sales, external).

Monitors lead lists, qualifying and alerting the team when criteria match.

Researches and sends meeting prep with attendee information.

Streamlines influencer collaborations with automated outreach.