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.
Explore more use cases & automations
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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
Automatically transcribe, save, and query meeting notes
Cassidy captures and organizes your meetings so your team can search, summarize, and act on discussions with ease.
