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Core Feature

"What did we discuss with Acme about AI governance?"

Search across every meeting, email, and note. Get real answers, not just keyword matches. Powered by AI that understands context.

Your CRM search is useless

Traditional CRM search finds contacts and dates. It can't answer questions about what was actually discussed.

Names

Most CRMs search by contact name or date — not by what was actually discussed

30+

active relationships the average consultant manages simultaneously

6 mo

Critical context from 6 months ago is effectively lost in every CRM

How it works

Ask a question. Get an answer. With sources.

Step 1

Type a natural question

Ask anything — about a topic, a person, a commitment, or a decision from any past interaction.

Step 2

AI searches across everything

Meetings, emails, notes — all searched semantically, not just by keywords.

Step 3

Synthesized answer with sources

Get a concise answer synthesized from multiple interactions, with links to the original sources.

Search that actually works

Natural language search

Ask questions the way you think. No filters, no boolean operators, no query syntax to learn.

Cross-channel results

One search covers meetings, emails, and notes. No switching between apps to find what you need.

Synthesized answers, not raw results

You get a coherent answer pulled from multiple sources — not a list of 50 results to sift through.

Account-scoped security

You only see results from accounts you have access to. Team permissions are respected in every search.

Your CRM should answer questions, not just store data.

Free for your first 20 meetings. No credit card required.