Forward any intro email to Kai. It reads the thread, extracts the contact, and creates the opportunity.
@Kai in any channel with natural language. “New intro from Dana at Novaform.” Kai does the rest.
Text or call from your phone. Kai picks up the referral and logs it before you get back to your desk.
Partners submit referrals directly. No email needed, no friction, instant visibility for both sides.
Parsed from email headers, signatures, and body text.
What the referral is about, what they need, any budget or timeline mentioned.
Who made the introduction and through which channel.
New deal in your pipeline, assigned to the right owner, with all context attached.