I build it from what you already do: the emails you send, the meetings you keep and the people you know on LinkedIn. No fields to fill in, no import to map.
When you email someone, they’re in your CRM, with every message between you beside their name. Newsletters, no-reply senders and info@ addresses stay out.
Soon: each contact filed under their company, worked out from their email address.
Your LinkedIn connections sit beside your mail and meetings, so “who do I know at that company?” has an answer, ranked by how warm each person actually is.
What they do, why now, who to talk to, and who you already know there, with sources. It ends with a suggested first message. Save it to Drafts; nothing is sent until you tap Send.
They opened a second warehouse in September.
Faster dispatch, fewer missed deliveries.
Rostering one team across two sites.
A four-week review of how the two sites share one team.
Aisha Rahman · 14 emails · last 22 Sep
“Hi Aisha, congratulations on the second site. One question about rostering across the two…”
Say “add a deal with Harbourline” and it’s there, with the company and Sam attached. Or tap Prefill: I fill the name, stage, next step and contact from your emails with Harbourline, each with the reason, and leave empty what no email mentions. Nothing is saved until you tap Save.
Each morning, deals with no contact for weeks, and deals past their close date, come up in your note with the next step. I draft the nudge; you send it.
No team to set up, no reports to build, no pipeline to keep up to date. If a team works your pipeline, keep their CRM; you can still keep your own deals with me.
Export everything, deals included, as files you can open anywhere. And ask Claude about your pipeline: connect me and it answers from your contacts, companies and deals, with sources.
Works with Outlook · Microsoft 365 · Outlook.com · LinkedIn · Claude. Gmail after Google’s review.
Become two of you.
Free during the invited beta. I’ll write when it’s your turn.