| What it does | AI sales assistant that turns customer conversations into deal memory and next actions
| Rules-based file organization for Windows
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| Paid
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| Pricing | Not given
| $14.99 USD one-time purchase. Updates within the same major version are included. 14-day refund guarantee.
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| Key features | - Voice capture with automatic customer and deal identification
- Screenshot sharing to extract customer feedback without retyping
- Natural language deal updates
- Structured deal memory with BANT information
- Next action tracking with notifications
- Six-month sales forecast by close date
- Weighted forecast based on deal amount and win confidence
- User-adjustable forecast results
| - Custom Rules Engine: match files by name, extension, type, size or age
- Real-Time Folder Monitoring: watch local folders and sort new files using your rules
- Undo and Dry Run: preview predicted actions and undo supported operations from Activity History
- Smart Collision Handling: choose SmartRename, Rename, Overwrite, Skip or Ask
- JSON Rules and AI Template: write custom JSON rules or use downloadable template
- Local File Processing: organize files on your computer offline after activation
- Inspect up to 1,000 proposed actions in Dry Run before changing files
- Activity History with undo support persists across restarts
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| What makes it different | - Designed for individual salespeople, not teams or managers
- Capture methods adapt to field sales workflows instead of forcing rigid forms
- Automatic organization of fragmented communications into actionable deal records
- No complex CRM required for maintaining deal and forecast clarity
| - Preview all changes before execution with Dry Run and undo support via persistent Activity History
- Offline file processing after one-time activation with no recurring internet check required
- Five collision handling options including SmartRename to keep both files with a numbered name
- Customize rules by combining conditions for file name, extension, type, size and age
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 21 ▲ +1 (up) since last check | 1 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 5 | 0 |
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| Citation Flow (Majestic) | 28 | 14 |
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| Referring domains (Majestic) | 33 | 3 |
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