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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

nudge is an AI-driven sales follow-through and customer action management platform built specifically for founders, early-stage sales teams, and small businesses that struggle with maintaining consistent follow-up after customer conversations. Unlike traditional CRMs that focus heavily on pipelines, dashboards, forecasting, and manual data entry, nudge focuses on the operational reality that most deals are lost because follow-up actions are forgotten, delayed, or poorly organized after meetings. The platform automatically imports and analyzes call transcripts, customer notes, meeting recordings, emails, and documents from integrations such as Granola, Google Drive, Gmail, Fireflies, and Google Meet, then intelligently organizes them into structured customer pages containing conversation history, extracted action items, commitments, ownership assignments, due dates, and follow-up timelines. nudge uses AI to identify next steps from conversations, generate task lists, draft personalized follow-up emails, prepare account summaries before meetings, and centralize every customer-related action into a single operational workflow. Its unified task dashboard allows users to manage all customer actions across accounts from one streamlined interface while AI-generated meeting prep briefs summarize deal stages, blockers, stakeholder information, known context, and unanswered questions ahead of sales conversations. Designed as a lightweight alternative to traditional CRM systems, nudge eliminates the need for extensive setup, manual maintenance, and administrative data entry while helping sales teams build stronger customer relationships through consistent, timely follow-through.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Fireflies.ai
Gmail
Google Drive
Granola

Integrations

Fireflies.ai
Gmail
Google Drive
Granola

Pricing Details

$49 AUD/month
Free Trial
Free Version

Pricing Details

$15/month
Free for the first 5 customers tracked then $15 per month for unlimited
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Sombra

Founded

2023

Country

Australia

Website

getsombra.com

Vendor Details

Company Name

nudge

Founded

2026

Country

United States

Website

nudgeapp.us

Product Features

Note-Taking

Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes

Product Features

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