Analyze CRM data with a custom AI assistant
Gather valuable insights, statistics, and graphs from CRM data to strategize sales and marketing improvements within a custom AI assistant.
Implement it inside your company
Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
Talk to sales
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value—fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
Explore more use cases & automations
Sales Enablement
Automate lead scoring in your CRM based on past deals
Setup a workflow that searches for a lead’s profile, information about their company, and generates a lead score on the spot.
Sales Enablement
Find key decision-makers to multithread sales deals
Automatically research companies, identify key decision-makers, and populate your CRM with comprehensive data to enhance multi-threading efforts.
