Automate preparation for daily sales meetings
Generate sales meeting prep and automatically deliver comprehensive daily summaries so reps enter every call fully informed and confident.
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.
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Automatically enrich new leads
Prepare for demo calls with a concise overview of your potential client.
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Personalize sales meeting follow-up emails to close deals faster
Take transcripts of your meetings to automatically write personalized follow-ups to clients based on the action items.
