Sales

Walk into every meeting with the full account history.

CRM notes, call recordings, email. Before each meeting, the account history is one search away instead of spread across three tools.

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what did we promise ACME for V2?

Leon’s answer3 sources

At the Oct 3 monthly check-in, Julie committed to delivering V2 on Nov 15 source 1. The signed quote confirms the date but excludes the data migration source 2, and the migration ticket is still open source 3.

[1]ACME monthly check-in
Meeting · Julie Martin · Oct 3, 2026
“We can commit to November 15 for V2, history migration excluded.”
[2]Signed V2 quote
Note · Karim Benali · Oct 7, 2026
Delivery on 11/15/2026. The data migration is quoted separately.
[3]ACME: data migration
Ticket · Sophie Laurent · Oct 21, 2026
Blocked on the client’s export file. Status: Todo.

Fictional example · Leon’s Search screen

Search syntax

What this team asks.

Written the way people type them. Leon searches every connected tool and answers with citations.

01where are we in the ACME negotiation?
02what did this prospect ask on the last call?
03"contract renewal"
04from:karim since:3mo

In practice

What Leon does on an ordinary workday.

What Leon does for this team today. Fictional examples.

30 days before a renewal
Everything that went wrong with this account
Customer success manager, 70-person SaaS company
what went wrong with Nordia over the past year?
He inherited the account in June. Leon cross-references support conversations, bugs linked to the client, recorded calls and CRM notes, then reports what is fixed, with dates, and what is not.
Impact: He walks into the renewal meeting already knowing every complaint on record.

Impact

What changes for this team.

01
One view of the account
CRM records, call transcripts and email in a single ranked result list.
02
Exact wording
Put a phrase in quotes to find exactly where it was written or said.
03
Synced every 15 minutes
Leon pulls from your tools on its own. Nobody updates a record for it.