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Moments
✓ verifiedFreemium
AI relationship-management assistant that monitors email, calendar, and CRM to flag cooling client relationships and draft follow-ups.
17K saves
Pricing
Lite: $9/month (75 credits/month)
Starter: $19/month (150 credits/month)
Pro: $49/month (500 credits/month)
Power: $99/month (1,500 credits/month)
Core features
- ✦Tracks open commitments across email, calendar, and CRM
- ✦Flags clients/deals at risk of going cold
- ✦Drafts and schedules follow-up messages across channels
- ✦Daily brief, inbox digest, and meeting-prep agents
- ✦Custom agents definable in plain English
- ✦Integrates with Gmail, Outlook, HubSpot, Pipedrive, Salesforce
Use cases
- →Preventing client and deal relationships from going cold
- →Preparing briefed context before every client call
- →Automating recurring client check-ins and follow-ups
- →Delegating inbox triage and daily planning to AI
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