What Sofia knows before she writes
A good note sounds like you remember the person. Sofia reads your history with them first, so it does.
A record that stays current
Role, priorities and the challenges they mentioned, updated after every conversation your team has with them. Records stop going stale.
ExplorePicks up where you left off
The last meeting, what you promised to send and the personal detail worth remembering. Sofia finds them in your meetings and email.
ExploreYour firm's voice in every note
Your partners' tone and sign-off, and the things they'd never put in a first line, written down once as a skill everyone's outreach follows.
ExploreWhy personal outreach never scaled
A partner can write ten thoughtful notes in an afternoon. Nobody writes one to every contact.
“I'm really impressed with Sofia's ability to go into the CRM.”
From one conversation to the right note
Each step runs in the CRM and inbox your team already uses.
- After each conversation
The record gets the news
Sofia adds what changed: role, priorities, goals, a personal note. A record changes only when there's something new.
- When you have news
The right people, found
Publish an article or spot a change that matters to clients, and Sofia finds every contact whose record shows they care.
- Before anything sends
One note each, ready to approve
Each draft picks up your last conversation with that person and waits in your Gmail or Outlook drafts. You edit and send.
How FINdustries keeps its network warm
We run our own relationships on Sofia, and a person reads every note before it goes.
- 100sof contacts kept current, each written to personally
- 2×we work like a team twice our size
Your name is on every note
Outreach goes out under your name, so the controls stay with you.
- Nothing sends unapproved
- Drafts wait for your approval. You send them, or approve Sofia sending them.
- Never-touch contacts stay out
- Anyone on your never-touch list is skipped, and nothing connects until your IT lead agrees.
- Sources linked
- Each personal detail links back to the meeting or email it came from.
- Kept out of model training
- Your firm's data isn't used to train AI models, by us or our model providers.
- Works in your systems
- Salesforce, HubSpot, Pipedrive, Zoho CRM or Attio, with Gmail, Outlook, Zoom and Fireflies.
Questions firms ask
Does Sofia send emails on her own?
Only if you set it up that way. Approval steps can be built into any workflow that sends a message, and outreach is the natural place for one. Drafts land in your Gmail or Outlook drafts, and you read, edit and send them.
Is this a mass-email tool?
Sofia writes one note per person, from that person's record and your history with them. Keep your marketing platform for newsletters. Sofia works with Mailchimp and Constant Contact too.
Where does Sofia learn about each contact?
From your systems: meeting transcripts from Zoom, Fireflies or Gong, your CRM, and email in Gmail or Outlook. Sofia's memory is searchable by keyword and by meaning, so a detail from a call months ago is there when you write.
Why not use a chat assistant for this?
A chat assistant knows what you paste into it. Sofia is connected to your CRM and inbox and knows your firm's clients and voice. When one partner finds a note that lands, it becomes a skill the whole firm uses.
Who sets this up?
We do. We connect your CRM and inbox, write your partners' voice into a skill with them and keep it running. Nobody in-house has to manage it.
Who in your network should hear from you this month?
Score your firm to see where Sofia fits first, or talk to our team about the relationships you want to keep warm.