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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

ConnectVault is an innovative AI networking application designed for founders, sales teams, business development professionals, and partnership leads who want to maintain connections with individuals they meet at various events. Users can easily capture contacts by scanning business cards, visiting cards, badges, or QR codes, as well as pasting LinkedIn profiles, and even recording voice notes or meetings. The app automatically eliminates duplicate contacts and allows for seamless importing of LinkedIn and phone contacts. ConnectVault organizes people, companies, meetings, and notes, all linked to the specific events where connections were made. To ensure user privacy, data is encrypted both during transmission and when stored, with a strict policy against selling user information. Additionally, ARIA enhances user experience by providing morning briefings, preparing for meetings, generating summaries with actionable items, drafting follow-up messages in a personal tone, maintaining a prioritized follow-up queue, and offering a Network Health Score to track networking effectiveness. The free Starter plan comes with basic AI capabilities, while the Pro and Plus plans provide additional credits and advanced AI functionalities. ConnectVault is accessible on both Android devices and the web, making it convenient for users to stay connected anytime and anywhere.

Description

Sombra transforms a client meeting into a comprehensive file note ready for advisers, which then informs ongoing work, creating a dynamic client record that highlights relationships requiring focus and ensures relevant follow-up actions are contextualized. Specifically tailored for Australian financial advice firms and compliant with AFSL regulations, it enhances team capabilities rather than diminishing them. Sombra offers suggestions, organizes information, and sets priorities, allowing advisers to review, approve, and make informed decisions. In addition, a continually expanding array of specialized AI teams operates alongside, with tools like Regulatory Watch available in real time. Hosted in Australia, your information is never utilized for training AI models, ensuring data privacy. Start off with three complimentary file notes without needing to provide any payment details. This innovative approach not only streamlines client management but also fosters stronger adviser-client relationships.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

₹499/month
Starter is free forever. Pro costs ₹499/month or $7/month, and Plus costs ₹1,499/month or $20/month. Pro includes a 7-day free trial. Teams costs $5/user/month with a three-seat minimum.
Free Trial Yes 
Free Version Yes 

Pricing Details

$49 AUD/month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DAMUK Innovations

Founded

2023

Country

India

Website

connectvault.ai

Vendor Details

Company Name

Sombra

Founded

2023

Country

Australia

Website

getsombra.com

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration No 

Product Features

Note-Taking

Categories / Organization No 
Clip From Web No 
Document Scanning No 
Formatting / Markdown No 
Handwriting No 
Hyperlinking No 
Image Insertion No 
List/Checklist Creation No 
Printing No 
Search No 
Sharing / Collaboration No 
Syncing No 
Templates No 
Voice Notes No 

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