Feature
Account and contact context
One record, used by you and by the AI.
Account context is the structured record Axelize keeps for every company you sell to: the contacts involved, the products in play, attached files, and past meetings. It is the same record the live-call assistant reads, so improving your notes directly improves your suggestions.
What it gives you
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Context you can see
Nothing the AI uses is hidden. The record on screen is the record it reads.
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Contacts belong to companies
A person can sit across several accounts, which is how multi-threaded deals actually work.
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Files count as context
Attach a pricing sheet or a security questionnaire and it informs the next call.
How it works
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Create the company
Domain, industry and size, resolved automatically from the website where possible.
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Add contacts and products
Link the people involved and the products you are actually selling into this account.
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Attach anything else
Notes, documents and prior call transcripts all become retrievable context.
Frequently asked questions
- Is this a replacement for my CRM?
- For a small team it can be. For teams already on HubSpot or Salesforce, Axelize syncs with them rather than asking you to maintain two systems.
- Can one contact belong to more than one company?
- Yes. Contacts and accounts are a many-to-many relationship, with a primary account flagged for convenience.