Cassiel CRM

Cassiel CRM is a mobile relationship-management app designed for field marketing and referral teams. The app helps users capture visits, calls, meetings, and follow-up activity while working in the field. Voice capture can be used to quickly record an interaction, identify the related organization and contact, and create follow-up tasks. Key features include: • Voice-assisted activity capture • Referral partner and contact management • Follow-up task creation and reminders • Activity review and confirmation • Notes linked to companies and contacts • User-specific task views Cassiel CRM is intended for authorized users of participating organizations.