Two minutes before the meeting, ask: "What do I need to know before Aveiro Dist.?" emily pulls together the balance, what they've bought, what's overdue and the latest CRM notes — in one answer, out loud.
Monday · 08:00 · your accounts
Revenue · month
Overdue
Margin alert
Action
emily
0:41“Shall I draft a payment reminder for Aveiro Dist. and flag the Norte Textiles margin at the next account review?”
In the car park
A briefing on a call
What's in the briefing
What the customer owes, since when, and what's past due — from the ERP.
What they bought this quarter, their last order and their main products.
The latest notes, the open deal and any pending tasks.
"What have I got today?" — your calendar, with the context for each visit.
Plainly
Today, a briefing is something you ask for — on a call, on WhatsApp or in chat. emily bringing prep to you on her own, before you think to ask, is on the roadmap and isn't available yet.
To see the day's meetings, each person links their Outlook or Google account in two clicks.
FAQ
Yes — the ERP figures (balance, purchases, overdue items) and the latest CRM notes, out loud.
For emily to know which meetings you have, yes — Outlook or Google, in two clicks. For a briefing on a customer, the ERP connection is enough.
Not yet. Today it's on request; proactive briefings are on the roadmap.
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.