contact intelligence · you see a name, i see a pattern

You see a name. I see a pattern.

Heidi's Contact Intelligence builds a behavioural profile of every person you meet, by itself. A CRM stores the fields you remember to type. Heidi reads the relationship, how they decide, what they respond to, what makes them go quiet, from your calls, your emails and your own notes. Then it hands you the one behavioural move that changes the next conversation, and warns you when a relationship starts to cool.

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Live

Marc Rivera

VP Operations · NorthBeam

71Pulse
74TrustCooling
66Impact

What Heidi reads

Budget-drivenSeeks consensusData over storytellingShort emails, replies fast
Built fromCallsEmailsYour notes
Heidiheidi's move

Reference his Q3 goal, not your pipeline. Keep it under five lines, and ask him to bring Sofia.

The profile writes itself fromYour callsYour emailsYour notesNothing scraped
it fills itself

No fields to tick. It just learns them.

Behaviour, habits, decision style, the things you would never get around to logging, and that no CRM field was going to capture anyway. Built from the conversations you were already having, always current, never busywork.

How they decide: slow or fast, alone or by consensus, and who else has to say yes.

How they talk: short emails or long, quick to reply or slow, decks or no decks.

Where you stand: warmth, momentum, and whether the relationship is holding.

learned signalsLive
Decision styleSlow, consensus-driven, needs SofiaLearned
Comms styleShort emails, replies fast, no decksLearned
Heidi's moveReference his Q3 goal, not your pipelineMove

Your email now feeds the read too. Frequency, responsiveness and who reaches out first shape the Trust score, and the way someone writes back shapes their profile. Nothing scraped, nothing bought, nothing enriched from strangers.

cautious on purpose

It tells you when it doesn't know yet.

Most tools would rather look confident than be right. Heidi does the opposite: a Trust score doesn't appear until there has been enough contact for it to mean something, and an early read says it is still calibrating rather than pretending to be fact.

Hypotheses

One meeting in

You get working assumptions, clearly flagged as assumptions. No spectrums, no confident claims, no invented personality from a single conversation.

Calibrating

A few meetings in

The read starts to firm up and says so. Trust appears once there is enough interaction behind it to be worth trusting.

High confidence

A real relationship in

Ten interactions or more and the profile stops hedging. By then it is built on your actual history with the person, not on inference.

Your data only

Always

Every line traces back to a conversation you were in. Nothing bought, nothing scraped, no photos pulled off the internet. Contacts appear as initials.

HeidiA profile that pretends to know someone after one call is worse than no profile. I would rather say I am still working it out, and mean it.
catch the cooling

I flag the relationship going cold.

Slowing replies, a flattening tone, an unanswered thread, weeks of quiet nobody registered. Trust carries freshness decay, so a relationship you stop maintaining loses ground on its own, and you hear about it while you can still fix it.

It reaches you where you already look

  • Your daily challenge
  • The radar on your home screen
  • Your personal analytics
  • The contact's own Tips tab
  • A push notification after a long silence
Cooling alertWatch

Marc Rivera

No contact in 3 weeks

Trustcooling
Heidithe angle to reopen

Lead with his Q3 goal, keep it short. Hit Draft for the tactics; sending the email itself is the Email feature.

We read every note. Tell us what would make this a no-brainer for you.

before / after

Same forty contacts.
Two completely different quarters.

The people don't change. What changes is whether you can hold forty relationships in your head at once, and nobody can.

Your CRM knows his job title. That is the whole file.

You update the record on a Friday. Badly. Sometimes.

An account goes quiet. Green in the CRM. Gone by renewal.

You handle everyone the same way and hope.

You push your champion, who was never going to sign.

Forty relationships, one memory, no chance.

anatomy of a save you'd have missed

The account that was 'fine', until it wasn't.

Ana manages a few dozen relationships and prides herself on knowing them. One account was quiet, no complaints, green in the CRM, she would have sworn it was solid. Because nothing was obviously wrong, nothing screamed for attention.

But Heidi had been reading the small stuff: replies that used to come in hours now taking days, the warmth in the last two calls gone flat, a question asked twice and never fully answered.

Ana reached out before the renewal conversation rather than after it. A small frustration had been quietly compounding. She named it, fixed it, and kept an account she didn't know was at risk, because the warning signs were spread across a dozen tiny interactions no human tracks at once.

Heidiheidi's read

This one is cooling. Here is why, and here is the angle for the message you should send today.

HeidiYou can't feel a relationship cool across thirty inboxes. That's literally my job.
the human, not the record

A dossier on every contact, written by me.

Marc, NorthBeam, VP Operations. Your champion, not the signer.

Trait

Decides slowly, needs Sofia

Consensus-driven. Won't push without his boss bought in.

Heidiwhat to do

Don't go around him. Ask him to bring her.

Trait

Budget-driven

Price is the lens he reads everything through.

Heidiwhat to do

Anchor the outcome before you quote. Always.

Trait

Keeps it short

Long messages get postponed forever, not read.

Heidiwhat to do

Under five lines or you lose him.

Cooling

Trust cooling

Warmth down, and it has been three quiet weeks.

Heidiwhat to do

A proactive nudge now beats an awkward one at renewal.

HeidiYour CRM knows his job title. I know he won't read anything over five lines. One of those actually wins the deal.
3 weeks

of head start before a healthy-looking account would have slipped.

“It told me one account was cooling three weeks before I would have noticed. We reached out, fixed the real issue, and saved it. It is a CRM that actually thinks: I walk into every call knowing the human, not just the company.”

Camille, CS Lead · Bordeaux, France

HeidiThree weeks early is the difference between a save and a goodbye.
more than a nicer CRM

I'm not a nicer CRM.
I'm one that knows people.

A CRM stores names and the notes you remember to type. Heidi reads tone and behaviour across your calls and emails, fills the profile itself, and tells you the move: not stage negotiation, but reference his Q3 goal, not your pipeline.

CRMstores the data you type in
Stage labelnegotiation, so what?
Your memorycan't hold forty people's habits
Heidi
Heidi

A self-filling profile, a behavioural move, and a cooling alert, for every contact you have.

Keep your CRM. Heidi pushes recaps into it and can import your contacts from it, then does the job it was never built for.

who it's for

Who is Contact Intelligence for?

Anyone holding more relationships than a human brain was built for.

Know who signs and who only nods, before you pitch

Handle each buyer the way that buyer actually works

Catch a deal cooling weeks before it stalls officially

Push recaps into HubSpot, and import your contacts from it

your contacts stay yours

Fills itself from your own conversations

Encrypted, never sold

Never trains anyone else's AI

plans

Which plan includes Contact Intelligence?

Contact Intelligence starts at Pulse.

Core

49,90 €/mo

40,84 €/mo billed annually

  • 10 live meetings per month
  • Live Copilot, the basics
  • Basic analytics
  • Contact Intelligence not included
Contact Intelligence

Pulse

89,90 €/mo

74,17 €/mo billed annually

  • Full Contact Intelligence: profiles, moves and cooling alerts
  • CRM and email connected
  • Unlimited live meetings
  • Full Live Copilot and live scoring
Try me free for 14 days

Prime

149,90 €/mo

124,17 €/mo billed annually

  • Everything in Pulse
  • VoIP connected
  • Unlimited live audio with Heidi
  • The full Team view
straight answers

The questions people actually ask.

Updated August 2026

the full picture

Contact Intelligence is the people.

Twelve features, one Meeting OS. Here is where this one sits.

The people

Contact Intelligence

You are here. A profile that fills itself, a behavioural move, and a cooling alert, for every contact.

Before

Smart Prep

The goal, the agenda and a read on the room, built from your own history.

Discover Smart Prep
After

Insights

The honest read on every meeting: wins, warnings, and a graded verdict.

Discover Insights
Live

Stop guessing how to handle people.

14 days of the full Prime experience, 0 today. Ask me about any contact and get the move to make.

Try me free for 14 days

Card required · cancel in one click · starts with a ~90-second voice onboarding where Heidi interviews you

one last thing ✦

You think your CRM already does this. It doesn't. Want proof?

Ten seconds, and I'll go first.

Sound on, it's a real voice call