Intelligent Client Relationship Management
Elevate your client management with AI insights, automated workflows, and proactive relationship building.
How It Helps You
Focus on Relationships, Not Busywork
Client Whisperer streamlines your workflow and provides the insights you need.
Stay Organized & Proactive
Unified Dashboard
See reminders, client health, and activity at a glance.
Intelligent Reminders
AI-generated prompts for follow-ups and key dates.
Integrated Meetings & Calendar
Log meetings and sync events with Google Calendar.
Deepen Client Understanding
Comprehensive Client Profiles
Track info, interactions, health scores, and lifecycle.
Client Health & Lifecycle
Monitor health scores and track journey stages.
Automated Email Intelligence
Ingest emails, analyze sentiment, generate summaries.
Communicate Effectively
AI-Powered Outreach
Craft effective messages with AI suggestions.