Redefining excellence in client engagements.
Check out SOFI’s features of perfect memory, pattern recognition, and data-driven insights.
Enhance client relationships
Free yourself up for client focus.
Automate meeting notes
Generate context-aware, targeted follow-ups.
Boost productivity
Integrate data with your tech stack.
Templated output
Automatically populated bespoke templates.
Uncover critical insights
Maximise opportunities through prompted support.
Meeting Library
Store, organise and access a complete library of all your meetings. Analyse key insights, batch meetings into groups and sync them with your CRM to track performance.
Meeting Replay
Capture all the key information in your own format with templates to expedite the post-call follow-up and actions.
Instant Follow Up
Post-meeting, SOFI provides instant actions and checklists to ensure any required follow-up is easily identified.
Seamless Follow Up
With automated summaries, reminders, and information capture, your follow-up becomes streamlined, allowing you to focus on your client relationships while SOFI handles the details.
Tracking Delivery
Continuously improve your presentation skills by tracking metrics across meetings.
Integrate with Salesforce
API-based integration with Salesforce calendar to automate call tracking and client data.
