Sonia transcribes meeting notes and listens to keywords to document important client decisions.
No need to manually update your CRM. Your notes will automatically be entered after each meeting.
Sonia seamlessly plugs into your calendar, conferencing provider, and most CRMs like RedTail so you can focus on your clients.
Sonia leverages AI to extract summaries and decisions so notes can be shared between associates and advisors.
Find what you need and review old meeting notes to build rapport with clients. All valuable information is just a click away.
Sonia helps make organizations 10x more productive
Unnecessary meetings (and most are) are a mutually-assured destruction of time. Learning how to avoid them is a prerequisite to doing anything great.