Search deals and customer history in seconds
Train a Cassidy Assistant to search all deal-flow knowledge so your sales team can lookup any customer and previous information in seconds.
Automate RFPs, RFIs, and security questionnaires with AI
Utilize the Cassidy AI Assistant to streamline the process of answering Requests for Proposals (RFPs).
Automatically transcribe, save, and query meeting notes
Cassidy captures and organizes your meetings so your team can search, summarize, and act on discussions with ease.
Find key decision-makers to multithread sales deals
Automatically research companies, identify key decision-makers, and populate your CRM with comprehensive data to enhance multi-threading efforts.
Auto-enrich leads in your CRM software
Connect Cassidy to 20+ different CRMs to auto-enrich information about the person and company.
Automate preparation for daily sales meetings
Generate sales meeting prep and automatically deliver comprehensive daily summaries so reps enter every call fully informed and confident.
Draft compelling sales emails based on 10-K reports
Take any public company's 10-K to write targeted messaging towards key decision makers.
Generate on-demand summaries of meeting invitees to prepare for upcoming calls
Take any invitee's name and email to research their company, role, and opportunities to engage leads such as mentioning interests, skills, or company milestones.
Streamline team responses with verified answers
Automatically provide your team with access to a repository of verified answers, ensuring consistency and accuracy in every response. Empower your team to respond confidently and efficiently, reducing time spent searching for information.
Personalize sales meeting follow-up emails to close deals faster
Take transcripts of your meetings to automatically write personalized follow-ups to clients based on the action items.
Write cold emails to prospects
Use our AI cold email action block to generate messages to get more replies from your outbound leads.
Automate lead scoring in your CRM based on past deals
Setup a workflow that searches for a lead’s profile, information about their company, and generates a lead score on the spot.
Auto-generate case studies from past deals
Generate new sales enablement content by taking a few pieces of information to write on-brand content.
Write personalized cold emails that actually sound like you
Use Cassidy’s chrome extension in combination with an AI sales assistant to come up with personalized emails right away, without ever having to leave your tab.
Automatically enrich new leads
Prepare for demo calls with a concise overview of your potential client.
Analyze CRM data with a custom AI assistant
Gather valuable insights, statistics, and graphs from CRM data to strategize sales and marketing improvements within a custom AI assistant.
Automatically outreach new leads with approved cold emails
Draft personalized cold emails from web signups and automatically outreach new leads with human approval.