Brief My Meeting
Brief My Meeting is an AI-powered meeting preparation platform that automatically generates personalized pre-meeting briefs delivered by email before every external calendar event, giving users essential context about who they are meeting, what was discussed previously, and key attachments or emails tied to those attendees, so they don’t have to search through their inbox manually. It securely connects to your Google or Outlook calendar and email to aggregate relevant email threads, attachments, past meetings, and attendee research, including LinkedIn profiles and company details, then surfaces that information in a concise briefing sent a few hours before the scheduled call so you walk into discussions informed and ready. Designed to eliminate last-minute scramble for context, Brief My Meeting consolidates email and calendar history, attendee research, and document links into a single summary that improves meeting productivity and continuity across conversations.
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DejaOffice CRM
The perfect CRM Alternative for people who want to own their customer database and store it securely on-premise. DejaOffice PC CRM has all the classic features - Contacts, Calendar, Tasks, Notes, Histories, Projects, and Deals. Auto-dialer from your PC or phone. Outlook email integration. Easy migration from most common CRM systems like Business Contact Manager, Outlook Customer Manager, Act!, GoldMine, Monday, Salesforce and Hubspot. The DejaOffice Mobile CRM app is also free for Android and iPhone users, allowing you to call, text, map and navigate to your customers with ease. You can also plan and manage your day with the ability to create, prioritize and check off tasks, as well as write and store notes to yourself. And, with DejaOffice persistent alarms, you'll never miss a reminder!
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ProTracker Advantage
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.
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Intapp DealCloud
Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.
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