Your calendar is a
goldmine of context
Tact turns meetings into revenue. AI agents that prep, follow up, and sync your CRM, so every conversation moves deals forward.
Today's agenda
Tact AI
Relationships
Trusted by revenue teams at
One for every stage of your meeting
From research to follow-up, Tact agents handle the busywork so you can focus on building relationships.
Research Agent
Automatically pulls company news, funding rounds, org charts, and LinkedIn updates before every meeting.
Prep Agent
Builds a one-pager with deal context, past interactions, open action items, and talking points for every call.
Notes Agent
Captures meeting notes, extracts key decisions, and tags action items with owners and deadlines in real time.
Follow-up Agent
Drafts personalized follow-up emails within minutes of the call ending, with next steps and attached materials.
CRM Agent
Syncs meeting outcomes, updates deal stages, logs activities, and flags at-risk opportunities automatically.
Relationship Agent
Maps stakeholder influence, tracks engagement frequency, and surfaces relationship health scores across accounts.
Built for how operators actually work
Not another tool to manage. Tact works silently in the background, surfacing what matters exactly when you need it.
Calendar-native intelligence
Your calendar is already the operating system for your day. Tact layers intelligence on top of it, no new tabs or dashboards to check. Context surfaces where you already look.
Zero manual input
Stop copy-pasting between tools. Tact agents watch your calendar and CRM, then act. You just review and approve.
Institutional memory
Every interaction, decision, and commitment is captured and connected. When reps leave, the knowledge stays.
Works with your stack
Salesforce, HubSpot, Google Calendar, Outlook, Slack, Zoom, Gong. Tact integrates with the tools your team already uses, no rip-and-replace required.
From first touch to closed-won
Tact agents work around the clock, so nothing falls through the cracks between meetings.
Pre-meeting
Research runs 30 minutes before every call. You get a briefing doc in Slack with everything you need to walk in prepared.
During the meeting
Notes capture key moments in real time. Action items are tagged and assigned before the call ends.
Post-meeting
Follow-ups go out within minutes. CRM updates happen automatically. Nothing waits until Friday afternoon.
Your tools, connected
Tact syncs with the CRMs, calendars, and communication tools your team already lives in. Set up in minutes, not weeks.
CRM
Calendar
Communication
Video & meetings
Revenue intelligence
Productivity
Build your own
REST API, Webhooks, and SDKs for custom workflows. If we don't integrate with it yet, you can build it.
Revenue teams love Tact
"Tact cut our meeting prep time from 25 minutes to under 2. My reps walk into every call knowing exactly what to say."
"Our CRM data went from 40% accurate to over 90% in the first month. Forecasting finally feels trustworthy."
"The follow-up agent is magic. Prospects keep telling us we're the most organized team they've ever worked with."
One platform, not six point solutions
Stop stitching together research tools, note-takers, CRM plugins, and follow-up reminders.
| Capability | Tact | Note-taker | CRM plugin | Research tool |
|---|---|---|---|---|
| Pre-meeting research | ✓ | — | — | ✓ |
| Meeting prep briefs | ✓ | — | — | — |
| Real-time notes | ✓ | ✓ | — | — |
| Auto follow-ups | ✓ | — | — | — |
| CRM sync | ✓ | — | ✓ | — |
| Relationship intelligence | ✓ | — | — | — |
Simple, transparent pricing
Start free. Upgrade when Tact proves its value.
- 5 meetings/week
- Meeting prep briefs
- Basic CRM sync
- Google Calendar
- Unlimited meetings
- All 6 AI agents
- Advanced CRM sync
- Relationship intelligence
- Slack + email integrations
- Priority support
- Everything in Pro
- Custom AI workflows
- SSO + SCIM
- Dedicated CSM
- SLA + BAA available
- On-prem deployment option
Frequently asked questions
Tact connects via OAuth to Google Calendar or Microsoft Outlook. We only read event metadata (title, attendees, time). We never modify or delete events without your explicit permission.
No. Tact integrates with tools like Gong and Chorus that you already use for recording. We process transcripts from those tools, we don't record independently.
Salesforce and HubSpot are fully supported today. Pipedrive and Microsoft Dynamics are on our roadmap for Q2 2026.
Most teams are up and running in under 15 minutes. Connect your calendar, authorize your CRM, and Tact starts working on your next meeting.
Yes. Tact is SOC 2 Type II certified. All data is encrypted in transit and at rest. We never train AI models on your data, and you can delete your data at any time.
Absolutely. Tact complements tools like Notion, Google Docs, and Confluence. Meeting briefs and summaries can be exported or synced to your preferred tool.
All meeting history, relationship context, and deal intelligence stays in Tact and your CRM. When a new rep takes over, they inherit the full context from day one.
Tact is optimized for revenue-generating meetings (sales, CS, partnerships) but works well for any external meeting where context and follow-through matter.
Tact pulls from your CRM, email, and calendar data, so briefs reflect your actual deal history. We show confidence scores and always link back to source data so you can verify.
Yes. Pro and Enterprise plans let you configure agent behavior: which meetings trigger prep, what CRM fields get updated, follow-up templates, and more.
We're building deal forecasting powered by meeting signals, multi-language support, and deeper integrations with revenue intelligence platforms. Join the beta to shape what comes next.
Ready to make every meeting count?
Start free today. No credit card required. See value from your very first meeting.