Salfio is client co-pilot for agencies, consultancies and other B2B services.

We help your team stay on top of your customers by remembering every client conversation, answering questions about clients and by powering AI workflows. We do it across 3 domains:

Revenue -> spot churn risks, scope creep, upsell signals
Operations -> keep project team fully briefed, make client handovers easy, detect open loops
Customer experience -> everyone’s briefed before client calls, after calls - recaps are shared with customers.

You can talk to Salfio in Slack, in your LLM (Claude & ChatGPT) or in its own interface.

learn more at salfio.com

Salfio

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Salfio

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