Get client context before saying hello

Release 0.44

Notifications
Calls
When a call comes in, get an instant push notification with a link to the client’s page — call history, open tasks, relationship summary, next-call focus and sentiment, all from your previous interactions.
Published

September 7, 2026

The worst moment to go looking for a client’s history is while the phone is ringing. By the time you’ve found the last conversation, remembered the task you promised to close, and recalled where things were left, you’re already halfway into a call you’re handling from memory.

Now, the moment a call comes in, the operator who picks it up gets a push notification with a link straight to that client’s page. One tap, and the context is there: call history, open tasks, relationship summary, focus for the next call, and a sentiment chart showing how the relationship has been trending. Call details remain accessible only to those who already have access.

None of this needs to be prepared in advance. It is built from the calls you’ve already had and arrives within seconds — waiting for the moment it becomes useful, just before you say hello.

Latest Updates

See it on your own calls

Sales Signals is in early access. Join the waitlist for monthly product updates while we build, and first access when we open the doors.

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