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TODAYTODAYSearch an advisor's customers and calls, then read the CRM data and aggregated facts from their meetings.

Publisher keywords · listing

crm sales advisors meetings calls conversation-intelligence

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Publisher full description

TODAY gives advisors read-only access to their own customer and meeting data inside ChatGPT. Search your customers and calls, open a specific call for attendees, summaries, and CRM fields, and read the aggregated…

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ProductivityVersion 0.1.0
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1to1 Mate1to1 Mate

Publisher description

…on stacking one-on-one conversations — sales professionals, community builders, managers, founders, advisors, and anyone who runs recurring 1:1s. CORE FEATURES ・Member management: Structured storage of each person's goals, values, skills, referral needs, background, and tags ・AI meeting notes: Autom…

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ProductivityVersion 1.0.1
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日本の補助金・公的支援検索Masaki Yamamoto

Publisher description

…ers and project leaders researching support for their own organizations, as well as by professional advisors researching programs for their clients or preparing for consultations. When useful, it can also reference public corporate information and historical selection statistics, and organize unreso…

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ProductivityVersion 1.0.0
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