Contact Intelligence

One page that knows the whole relationship.

Every deal, promise, wobble and close with one person, gathered from your mail. Not a list of emails, a picture of where things stand.

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E

Elena Rodriguez

Northwind Consulting

Healthy

  1. First enquiry

    Opportunity

    Asked what a migration engagement would involve and roughly what it costs.

    12 weeks ago

  2. You promised a scoped proposal

    Commitment

    Committed to a written scope within the week. Marked complete when it went out.

    9 weeks ago

  3. Concern about the timeline

    Friction

    Pushed back on the delivery window ahead of their board meeting.

    5 weeks ago

  4. Revised terms accepted

    Meeting

    Agreed the new dates and asked to book a migration review.

    This week

Assembled from mail already in your inbox. Nothing was typed in.

In action

See it working

One page per person, assembled from mail you already have. Nothing typed in, nothing imported.

A contact page in CevroFlow showing the relationship history, open promises and conversation health
Core capabilities

What it actually does

  1. 1

    It groups mail by person

    Every message with a contact becomes one page. Nothing is imported, nothing is typed in, and there is no setup step.

    Built from the mail already in your connected inboxes.

  2. 2

    It reads the arc, not the messages

    The opportunity, what each side promised, where the friction was, how it resolved. Each entry links back to the message it came from.

    Every claim traces to a source email.

  3. 3

    It watches the pace

    How a conversation is moving compared with the previous two weeks, so a relationship cooling off surfaces before it goes quiet completely.

    Healthy, waiting, stalled, at risk, escalating, resolved.

Conversation health

Where each conversation actually stands

Six states, each one naming the rule behind it. A verdict you cannot see the basis for is a verdict you cannot trust — so every state on this board says what produced it.

  • Assembled from mail already in your connected inboxes. Nothing to import, no fields to fill in.
  • Pace is compared against the previous two weeks, so a relationship cooling off surfaces before it goes silent.
  • Every claim links back to the message it came from, so you can check the sentence behind it.
Moving

Going along normally. Nothing outstanding on either side.

Waiting

One side is waiting on the other. Not a problem yet.

Stalled

Unresolved and quiet for more than 7 days.

At risk

A promise has come due, or they've written twice without a reply.

Escalating

The conversation shows signs of frustration or escalation.

Resolved

Settled. Nothing further expected from either side.

And which way it is moving

Speeding upProgressingSteadySlowingStalledAbandoned

Momentum is a proxy, not a verdict. It compares how many messages moved this week against the two weeks before it, and CevroFlow says so wherever it is shown.

What's different

Why this holds up

0

Fields to fill in

There is no import step, no data entry and nothing to keep up to date. The page is assembled from mail that already exists.

Both

Sides of every promise

What you owe this person and what they owe you, on the same page, with the age of each one visible.

AI Contact Intelligence: Customer 360

One page that knows the whole relationship

Every contact gets a real profile: company, role, every open task and upcoming meeting, and an AI relationship summary built from the entire history, not just the last email.

ThrivingStableAt riskDormant
AI relationship summary

Rachel Kim, Head of Procurement at Acme Corp. 34 emails, mostly about the Q3 contract renewal.

  • Waiting on the updated quote since Tuesday
Open opportunity
  • Renewal worth ~$12,400 mentioned, open to a 2-year term
Send the quote today, this is the second time she's asked.

Generated on your click and cached for a day, not run on every page load. The same discipline as every other AI feature here.

Worth knowing

What it does not do

Every tool has edges. These are ours, so you find out here rather than in week two.

  • This is not a CRM and does not try to be. There are no pipelines, no deal stages and no revenue forecasting.

  • It reflects what was said in email, which is not the same as what is true. An amount mentioned in a thread was mentioned, not invoiced.

  • It only sees inboxes connected to your workspace, and on Business plans only the inboxes a given member is permitted to see.

  • History starts at the thirty-day backfill and grows from there. It does not reconstruct years of past mail.

Works with

AI Reply

Thread-aware drafts you review. Nothing sends without your click.

See how it works

Business-Aware AI

Set up your business once. Every call after that has context.

See how it works

Commitments and Follow-up

Every promise, both directions, with the age of each one visible.

See how it works

Questions about Customer Context

Is this a CRM?
No, and it does not try to be. A CRM is where you record what happened. This is what your email already knows, assembled without anyone typing it in.
Where does the history come from?
From the messages already in your connected inbox. There is nothing to import and no data entry step.
Is what it shows me authoritative?
It is what your email said, which is not always what is true. A figure discussed in a thread was discussed, not invoiced. Treat it as context, and every entry links back to the message so you can check.
Does everyone on the team see the same view?
On Business plans, yes, within the inboxes each member is permitted to see. Per-member inbox access decides what appears.
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