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Compile detailed cutomer profiles with company and user data from various sources to ensure support teams have access to critical context.
Use Cassidy's Research Agents to generate reports on any company including their executive team, customers, news, target audience, and much more.
Seamlessly integrate meeting details into your Knowledge Base and CRM, allowing you to reference and keep record of important information.
Answer common risk assessment related questions using your knowledge base, such as data policies.
Automatically research companies, identify key decision-makers, and populate your CRM with comprehensive data to enhance multi-threading efforts.
Connect Cassidy to 20+ different CRMs to auto-enrich information about the person and company.