ARC · Attentive Relationship Concierge
It rides out front of every relationship.
The Attentive Relationship Concierge: the layer that reads your whole book of business and rides ahead of it.
Included on every plan · No card required
ARC · Needs your attention
Good morning, Addie. Twelve threads need you.
EV
Eleanor Vance
Gone quiet 14 days · last reply warm
HG
Harrington Group
Deal cooling · no touch in a week
MW
Marcus Webb
Reply waiting 3 days
ARC drafted a note for Eleanor "It's been a while, I was thinking of you..."
SendYour morning brief: who is slipping, and what it will cost you.
Contacts, companies, and deals that behave like people
The core records, minus the filing-cabinet feel.
- Inline editing right in the table views
- Custom fields on every record, editable on the card
- Resizable, per-member saved table layouts
- Timelines that merge email, texts, calls, notes, and meetings
- HubSpot import, CSV import/export, duplicate merging
- Lists with filter builders and saved segments
Automations that run the follow-up
Twelve triggers, from form submitted to email clicked to meeting booked.
- Visual builder with drips, delays, and branches
- Send email (templates or AI), text, create tasks, update fields
- Email a teammate or the record owner when something happens
- Meeting booked/canceled, deal stage, form, and engagement triggers
AI where it earns its keep
Metered, brand-aware, and optional.
- AI meeting briefs: a prep one-pager from the full CRM history
- AI email compose in your captured brand voice
- Brand capture: point it at your website, get colors + voice
- Use platform credits or bring your own key
It travels with the rest of the train