AI in action
Technology that works the way you do.
Meet Annie, your cross-channel AI executive assistant, and the CRM built for how you actually work — not how software vendors think you should.
Meet Annie
An AI executive assistant with her own phone number.
Annie is not another chatbot. She is a cross-channel agent your team can call, text, email, or chat with — from anywhere, without downloading software.
Call
Talk through strategy on a walk or in the car.
Text
Move tasks forward with a quick message.
Send from your account with context intact.
Chat
Jump into a web chat when that is easier.
Built-in CRM
A contact brain for your business.
Most AI tools live in a silo. Annie connects to a CRM designed around relationships, conversations, and action — not endless fields and manual updates.
Unified people view
Contacts, companies, relationships, and history in one place.
Meeting intelligence
Track interactions, follow-ups, and next steps automatically.
Document context
Emails, notes, and attachments tied to the right person.
AI-generated outreach
Draft follow-ups, texts, and emails from real context.
Trust & Integrations
Enterprise-ready from day one.
Built for leaders who need security, flexibility, and practical results without the big consulting project.
Microsoft Partner
Deep integration with Microsoft 365 and Teams.
Google Partner
Connect Gmail, Calendar, and Workspace.
SOC 2 Compliant
Security and privacy controls built in.
Encrypted
Data encrypted in transit and at rest.
Ready to see it in action?
Start with a conversation. We'll show you how Annie and the CRM fit the way your team already works.