Microsoft Outlook follow-through on every client relationship

Ideas to put to work

Every client relationship followed up, using what's already in your inbox and calendar.

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  Relationship gaps across your clients

  Sofia compares your email history with HubSpot companies, finds key clients nobody has written to recently, and drafts check-in emails for your approval.

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  Follow-up after every client meeting

  Sofia reads the meeting transcript in Fireflies and drafts the follow-up email with decisions and next steps, ready for your approval.

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  Meeting briefs attached to the invite

  For tomorrow's meetings, Sofia pulls each attendee's account, opportunities and open cases from Salesforce and attaches a short brief to the event.

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  Attachments filed to SharePoint

  Sofia downloads attachments from client emails and uploads them to the client's SharePoint folder, so documents live with the engagement.

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  Inbox sorted by client

  Sofia files new email into client folders and drafts replies to routine requests for your approval, so partners see what needs judgment.

Works well with

• HubSpotCRM and marketing platform for growing businesses
• FFirefliesAI notetaker that records and transcribes meetings
• SalesforceCRM for accounts, contacts and sales pipeline
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Microsoft 365Microsoft's business suite: accounts, groups and organization directory
• GmailGoogle's email for business
• Google CalendarGoogle's shared calendars and scheduling
• CalendlyOnline booking pages for meetings