Skip to main content maximizes the potential of your organization’s intellectual capital with innovative features that focus on providing superior visibility, driving growth, and streamlining management.

Expand your emails

Email can be a great starting point for conversations, but it is not the best medium for continuing them. Email threads quickly become chaotic and difficult to navigate. Move away from the noise and insecurity of a traditional inbox.

  • Turn email into posts with a single click.
  • Automatically create new contact account records based on senders and recipients.
  • Track conversations to existing contact & account records’ relationship histories.
  • Carry on conversations in an easy-to-follow message and comment format.

Next-Level Security understands that security is the bedrock of everything we do.

  • Strict controls on public and private messaging.
  • End-to-end encryption on data transfers.
  • SOC-2-level security compliance.

Systems Integration combines access to the numerous internal and external modes of communication, data collection services, and news resources on a single pane of glass. Remove barriers between siloed information and improve your organization’s productivity.

  • Link to CRMs (Salesforce, HubSpot).
  • Install add-ons for email platforms (Exchange, Gmail).
  • Connect with cloud file storage (Dropbox, SharePoint).
  • Bring in professional networks (LinkedIn, Pitchbook, Zoom).
  • Access industry newsfeeds (Owler).

Customer Relationship Management

Whether you have already invested in CRM software or not, belongs in your tech stack. With its automated contact and account creation, is an ideal way to start gaining insight into client interactions. Organizations that currently utilize a CRM system will see increased buy-in and a reduction in licensing expenses.

  • Use simple hash tags to create new records or link information to existing records for contacts, accounts, events, deals, and projects.
  • Instantly expand your contact database with managed email integration.

Relationship Intelligence’s algorithms put an entire information ecosystem at your fingertips. By coordinating your existing tech stack, takes a 360° view of company information. Connect with the right opportunity at the right time with the right approach.

  • View automatically surfaced recent relationship activity including most recent email, meeting, and mention.
  • Use the Connections Graph for a visual analysis of all references to tagged contacts, accounts, events, and deals.
  • Consult a news feed to see the latest happenings with the contact, account, or other topic on your radar.

Knowledge Preservation

Your organization’s intellectual capital is the sum of knowledge gained from each employee hired, conversation held, article read, or process developed across the life of your company. Losing access to existing data diminishes value, struggling to find it wastes time, and manually manipulating it monopolizes staff resources. Preserve and protect this asset.

  • Hashtags capture a source-independent permanent record for important contacts, accounts, events, and deals.
  • Group posting builds a “what happened” resource for the entire organization, not just the individual with access to that in-box.
  • Universal search finds what you are looking for across messages, accounts, contacts, deals, and files.
  • User-controlled distribution lists and alerts channel the info you want directly into your timeline.

External Users

With you can give key collaborators outside of your company (consultants, lawyers, contractors, etc.) limited access to specific areas of your organization’s Streamline project management and cut down miscommunication.

  • Exchange messages and comments, share attachments, access files on internal or cloud drives, follow customized news alerts, and assign and manage tasks with both internal and external users in secure rooms.
  • Invite external users to multiple rooms as needed.
  • External users are not required to subscribe to their own

The benefits you can expect from

Reduce Risk

Protect your internal and external communication with the highest security standards.

Get a Competitive Edge

Access critical information faster and never miss important notifications.

Generate Opportunity

Discover new connections with AI-powered command and control of information.

Grow Revenue

Increase sales and margins with better actionable intelligence.

Maximize Investments

Avoid under-utilized licenses and hiring additional support staff.

Expand Productivity

Make leadership, teams, and individual contributors more effective.


Organize the presentation of your existing software systems on one pane of glass.


Access all relevant information for daily workflow with one tool.


Leverage capacity across your organization with better teamwork.

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It takes minutes to get set up, and you will be blown away by the insights you’ll discover.

Questions we get asked users maintain internal control over their organization’s data and conversations and monitor external access. Unlike collaborating via email—with its risk of spam and phishing—working in a room allows users to exchange messages and attachments only from verified members, keeping conversations entirely inside a SOC-2-compliant environment. is not meant to replace your existing CRM strategy. solves an ongoing problem identified in numerous corporate studies: slow “information velocity”, also described as a consistent high rate of underutilization and adoption failure of valuable systems. is an out-of-the-box solution for providing personalized training, on-demand performance support, and real-time CRM wins metrics that have been identified as crucial to ensuring CRM success. is not a CRM. makes CRM systems better. uses a subscription license model designed to help teams grow. The licensing model includes ability to connect external users at a lower cost as well as integrate with internal applications. The platform is enabled with API for custom integration and provides configuration services to enable teams connect directly into various data sources. network of partners supporting various integration within the customer base including news groups, and CRM application integration can help your organization optimize your use of currently used licenses.

Absolutely! You can invite someone outside of your company to join a room (or rooms) in Inside a room, you can exchange messages and comments, share attachments, provide access to files on internal or cloud drives, follow customized news alerts, and assign and manage tasks with room members both inside and outside your company.

Relationship intelligence is the connection between people and information to gain new insights on current and potential customers. collects these data-driven insights that support a company’s or an individual’s interactions to provide a deeper understanding of past, current or future outcomes, so you can plan for, problem solving around, and communicating in the most effective manner to drive productive outcomes.

Absolutely! From Salesforce to SharePoint to Dropbox, it’s easy to connect to your team’s existing tools in just a few clicks — so you can spend less time toggling between different tools and more time getting a complete view of the connections of contacts, companies and most important information.


Security Overview

Security and privacy are’s highest priorities. Our cloud platform is designed to be safe, secure, scalable, and reliable from the ground up. We earn customer trust by enforcing world-class security practices and standards. To learn more download our white paper.
“ allows us to better leverage our firm’s knowledge to accelerate capital generation. It’s the tool we’ve been missing to link yesterday’s fact-finding and today’s opportunities.”
David Rowe
AE Industrial Partners
“ enables your team to double your business without having to appreciably increase your headcount.”
Jon Nemo
AE Industrial Partners
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