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Showing 1–24 of 26 tools for “relationship”
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Paid

Kaizan

Customer analysis

Kaizan is a client intelligence platform for professional-services teams that unifies meeting, email, and chat data to assess relationship health, flag risks, and suggest follow-up actions. It is sold through paid pilots and client-based subscriptions.

Client conversation aggregation Relationship health and risk signals
Paid

Bloks

Meeting summaries

AI meeting and relationship assistant for capturing notes, organizing contacts and preparing for professional conversations. Check current integrations and retention settings.

Meeting notes and summaries Contact context
Paid

Ferret

Business intelligence

Ferret uses AI and data sources such as news, legal records, and corporate information to provide relationship intelligence and risk checks on people and businesses. Subscription options are presented on the service.

Relationship intelligence and due diligence Person and business searches
Freemium

Salesforce Einstein AI (Agentforce)

Task automation

Salesforce has moved its Einstein GPT branding into its broader Agentforce and Einstein AI portfolio. Salesforce offers AI agents, predictive and generative AI capabilities, and developer tools integrated with its CRM. Agentforce Foundations is free to start; usage-based Agentforce pricing also includes $500 per 100,000 Flex Credits or $2 per conversation, with additional licensing options.

CRM-embedded generative and predictive AI Agentforce agents and builder tools
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