Walk in knowing.
Talk for thirty seconds after a meeting. Prexo transcribes it, updates the client record, books the follow-ups, and briefs you before the next one — so you never forget a client conversation again.
The Prexo dashboard — today's meetings, overdue follow-ups, live pipelines
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Talk. Approve. Done.
The entire data-entry step of a CRM, replaced by a voice note. Keep scrolling — the loop runs itself.
01You talk
A 30-second voice note on Telegram, on the walk to the car. Any language — English, Farsi, whatever you think in.
02Prexo listens
Whisper transcribes it. The AI figures out who the meeting was about, what changed, and what was promised.
03It drafts, you approve
Every extracted fact lands in a review queue with a confidence score. Nothing touches a client record without your tap.
04It remembers for you
The CRM updates itself, follow-ups get scheduled, and a memory brief arrives before your next meeting.
Prexo Assistant
online
One system, five layers deep.
Voice goes in at the top; a perfectly-kept relationship record comes out at the bottom.
Capture
Telegram voice notes — any language, zero forms
The whole input surface is an app already on your phone. Voice notes, text questions, one bot — nothing new to install, nothing to type.
Intelligence
Transcription + AI extraction & briefs
Transcribes what you said, figures out who the meeting was about, extracts the facts, drafts the follow-ups, and writes your pre-meeting briefs.
Review
Human approval before anything is written
Every AI suggestion carries a confidence score and waits for your tap. Nothing touches a client record without you — ever.
CRM Core
Contacts, meetings, tasks, funnels, calendar
The system of record: multi-role contacts, meeting timelines, and configurable pipelines with automation rules.
Foundation
Boring, reliable, private infrastructure
Encrypted credentials, an activity log on every change, and soft deletes everywhere — your data is never lost and never shared.
Everything downstream of a voice note.
The CRM is the container. These are the things the intelligence layer does with it. Click any screenshot to see it full-screen.
Memory briefs, before you ask
Eight minutes before a meeting, a full relationship brief lands on your phone: family details, financial snapshot, open items, and talking points synthesized from every conversation you've ever logged.
AI Memory Brief — who they are, open items, talking points
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Ask your book of business anything
"Homeowners without life insurance." "Who has a mortgage renewing this year?" Plain English in, the right contacts out.
Pipelines that act on their own
Client acquisition, recruiting, licensing — same engine, your stages. Rules fire tasks and emails automatically; stale contacts get flagged before they go cold.
Review queue with receipts
Every suggestion shows its confidence and the sentence it came from. Approve one, approve all above 80%, or reject — from Telegram or the web. The AI even tracks its own accuracy score from your ratings.
Voice note review — approve or reject each AI suggestion
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A calendar that files itself
Two-way Google Calendar sync. Imported events auto-create and link contacts from attendees; meetings you log push back to Google. Your schedule and your CRM stop being two different truths.
Calendar month view with color-coded meetings and tasks
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0s
of talking replaces a form
0
fields typed after a meeting
0 min
before a meeting, your brief arrives
0%
of AI writes are human-approved
The next meeting you walk into, walk in knowing.
Stop losing relationships to forgotten details. Your clients' stories deserve better than a spreadsheet — and you deserve to do less typing, not more.