Mochi for your work
Walk into every check-in knowing the account.
Before a check-in, Mochi reads your past calls with the customer and writes a one-minute brief. During it, Mochi takes the notes without a bot. After it, the summary and next steps are on the account in your CRM and in the team's Slack.
Before
- A brief from every past call with the account: open issues, promises, and who was in the room.
- Customers book on your page, with questions about what they want to cover.
After
- The summary, the action items and a follow-up email, one click each.
- Logged on the contact in HubSpot, Attio or Pipedrive, and posted to Slack.
- In a shared folder, so the next person on the account has the full story.
Across accounts
Ask Mochi Chat which customers raised the same problem this month, or what you promised an account last quarter (on Executive).