Customer context
Keep the context close
Customer history beside the next step. Designed to help your team spend less time searching for details and retyping information it already has.
Agent-first CRM. Human-led.
Super intelligence.
More time for
what matters.
Meet ToddSI. Super Intelligence designed to reduce repetitive reply, follow-up, and invoice work—so your team can spend more time with customers, with people in control.
Less retyping. Less routine admin. More time for local business.
From inquiry to next stepIllustrative workflow
Sample inquiry
“Can I book a consultation?”
Todd prepares the next stepAgent draft
“Thanks for reaching out. What day works best for you?”
Customer contextSuggested reply
Human oversight
Your team reviews. Then decides.
Relationships at the centerAgents with a purposePeople in control
Meet ToddSI
A CRM with a
next-step mindset.
Everyday admin takes time: switching between inboxes, finding customer history, and typing the same details again. That is time your team could spend on the next customer.
ToddSI is being built to bring that context and repetitive work into one flow. Super Intelligence prepares useful next steps; your team guides the work and reviews sensitive actions.
See the approachProduct direction
Less everyday admin.
More customer time.
Designed to reduce the repeated steps around each relationship. Capabilities and availability vary by workspace and configuration.
Conversations
Spend less time switching
The goal is less inbox switching and fewer trips between conversations and customer records, with agents preparing replies for people to review.
Follow-through
Follow up with less chasing
Bring tasks, appointments, and invoice work into the same story. Designed to help agents prepare the next follow-up faster and keep loose ends visible.
Reputation
Respond with the context
Connect feedback to the relationship, so your team can prepare a response without rebuilding the history each time. People stay responsible for what gets sent.
How it is designed to work
Good assistance.
Clear human judgment.
The goal is to make drafts and routine follow-ups easier to prepare, so your team can focus its time on judgment and customer care.
- 01
A customer reaches out
Start with a real customer need: an inquiry, a question, or a follow-up.
- 02
Todd brings the context
Customer history beside the inquiry, so your team can spend less time hunting for details or typing them again.
- 03
An agent prepares a next step
Agents are designed to prepare reply drafts, follow-ups, and invoice details, helping your team move through repetitive work faster.
- 04
Your team stays in charge
People review sensitive actions, handle exceptions, and decide what happens next.
Human oversight belongs in the workflow.
Our product direction puts review, permissions, and clear action history alongside agent assistance. Sensitive decisions deserve a person.
A few useful answers
Get to know Todd.
A clearer picture of the product and how to access your workspace.
What is ToddSI?
ToddSI means Todd Super Intelligence. It is an agent-first CRM being built for local businesses, with customer relationships and human oversight at its center.
What does agent-first mean?
The product direction is for agents to gather context and prepare useful next steps, helping reduce retyping and routine admin. Your team sets the boundaries, reviews sensitive work, and handles the moments that need a person.
Are the workflows shown here live?
The workflow on this page is an illustrative example of the product direction, not a live customer workspace. Available capabilities depend on your workspace and configuration. No live provider integrations are claimed by this page.
How do I access my workspace?
Use Log in to reach the existing organization sign-in page. If you need an account or help accessing your workspace, contact your organization administrator.
Your customers. Your team. Your next step.
Make room for
what comes next.
Already have a ToddSI workspace? Your team’s next chapter starts there.
Log in to ToddSI