Relationship Intelligence
Every contact gets a health status — Growing, Stable, or At Risk — built from sentiment trends and commitments across all your meetings with them.
Relationships decay quietly: a contact goes cold, a promise slips, a champion stops smiling. Relationship intelligence watches every meeting you record with each contact and turns the pattern into a health status you can see at a glance — Growing, Stable, or At Risk.
Behind each status is the full story: sentiment trend across meetings, a timeline of every conversation, and the commitments still pending on either side. When Joanna hasn't met with you since February and her last call went quiet, you'll know — before the renewal reminds you the hard way.
What you can do with relationship intelligence
Health scores per contact
Growing, Stable, or At Risk — computed from meeting frequency, sentiment trends, and open commitments, not gut feeling.
Full contact timelines
Every meeting with a contact in one place: recordings, summaries, sentiment, and what was promised on each call.
Attention-needed alerts
At-risk contacts surface on your dashboard with AI recommendations — 'Joanna went quiet, schedule a check-in.'
How it works
- 1
Record meetings with your contacts
Every recorded call automatically builds each contact's profile — no data entry.
- 2
Health statuses appear
Contacts are classified Growing, Stable, or At Risk from sentiment and momentum across meetings.
- 3
Act on the alerts
The attention-needed list and AI recommendations tell you exactly who to re-engage and why.
Everything included
- Automatic contact profiles from recorded meetings
- Health status per contact: Growing / Stable / At Risk
- Sentiment trend across every meeting with a contact
- Meeting timeline with recordings and summaries
- Pending commitments tracked per contact
- Attention-needed list with AI recommendations
- Top contacts view with health and next actions
- Searchable and filterable by health and recency
Frequently asked questions
Where does the health status come from?+
From your recorded meetings with that contact: sentiment across calls, how recently and often you've met, and whether commitments are piling up unresolved.
Do I need to enter contacts manually?+
No. Contacts are created automatically from the people you meet with — their history builds itself with every recorded call.
How is this different from a CRM?+
A CRM tracks what you type into it; relationship intelligence tracks what actually happened in conversations. Use both — PepoSmart syncs with HubSpot and Salesforce.
Try relationship intelligence today
Free plan includes unlimited meetings and every core scheduling feature. Upgrade anytime.
Get started freeRelated features
AI Meeting Notes
An AI notetaker joins your Zoom, Google Meet, or Teams call, records it in HD, and delivers a transcript, summary, and action items minutes after you hang up.
AI Call Prep
A one-click briefing before your next meeting: who you're meeting, what happened last time, and what's still open.
Coaching Scorecards
Every recorded call gets a score out of 100 — talk ratio, questions, filler words, pace — with trends and personalized exercises to improve.