Relationship Organiser
A complete record of your key relationships and conversations.
Business Benefits
- Complete relationship history
- Context on demand
- Nothing forgotten
- Cross-channel record
Key Features
- Collects communication with each contact across every channel
- Includes group settings — video meetings, threads and channels
- Summarises the relationship history on demand
- Searches everything said to or by a contact
- Surfaces the last exchange and open items before you speak again
Interaction Channels and Integrations
Connects to
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HubSpot
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Salesforce
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Google Drive
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MS SharePoint
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Google Contacts
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Microsoft 365 Contacts
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MS Teams
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Fireflies
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Fyxer
User Interaction Channels
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Microsoft 365 E-Mail
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Google Workspace E-Mail
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Google Chat (Read, Reply)
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Telegram
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WhatsApp
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WebChat (Widget)
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Slack
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Microsoft Teams (Chat)
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Realtime Voice Listener (Chat Transcription) - Chat
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ElevenLabs
At a Glance
Trigger
communication with a tracked contact
Human in the loop
none — assembles history for your reading
Modelled time saving
81% across 5 core processes
Full context on every relationship, without keeping notes by hand.
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