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.
- 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
Search deals and customer history in seconds
Train a Cassidy Assistant to search all deal-flow knowledge so your sales team can lookup any customer and previous information in seconds.
