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.
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
Auto-generate case studies from past deals
Generate new sales enablement content by taking a few pieces of information to write on-brand content.
Sales Enablement
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.
