The platform integrates with various applications commonly used by businesses, including email, CRM, and support software, to provide a centralized location for customer information. Users receive alerts before meetings with a one-page summary of all relevant information, including recent emails, CRM data, and necessary files. After the meeting, the platform automatically logs the meeting to CRM and prompts users to record meeting details. The platform is easy to set up with minimal IT involvement, offers encryption for data security, and works in multiple languages. The company has filed for patents and plans to implement machine learning and artificial intelligence in the near future.