Relationship Intelligence
Every contact gets a health status — Growing, Stable, Declining or At risk — built from sentiment trends and commitments across all your meetings with them.
PepoSmart tracks each contact across the meetings it recorded with them and assigns one of four relationship health labels — Growing, Stable, Declining or At risk — from meeting cadence, sentiment trend, average call score and outstanding commitments. Each contact page shows the meeting timeline and which commitments are pending, completed or overdue.
| Available on | Starter and above. |
|---|---|
| Requires | Recorded meetings with the contact. The signal comes from transcripts, not from your calendar or inbox. |
| Limits | No cap on the number of contacts tracked. |
| Last verified | 22 August 2026 |
Relationships decay quietly: a contact goes cold, a promise slips, a champion stops smiling. Relationship intelligence reads the meetings you recorded with each contact and turns the pattern into one of four health labels you can see at a glance — Growing, Stable, Declining or At risk. Contacts with only one recorded meeting have little signal and default to Stable.
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, Declining or At risk — computed from meeting frequency, sentiment trends, and open commitments, not gut feeling.
Full contact timelines
Every recorded 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, Declining 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 the meetings PepoSmart recorded 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
What Relationship Intelligence does not do
The limits, stated up front rather than discovered later.
- Contacts with only one recorded meeting have little signal and default to Stable.
- Relationships conducted mostly over email or phone will not be reflected, because those are not recorded.
- The labels are prompts for a human to review, not verdicts about the relationship.
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
The free plan includes unlimited booking pages and unlimited scheduled meetings, plus 2 AI recordings to try the notetaker.
Relationship Intelligence is available on: Starter and above.
Get started freePlans, limits and integrations on this page come from our product facts registry. If anything here disagrees with that page, the product facts page is correct — please tell us at [email protected].
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Every recorded call gets a score out of 100 — talk ratio, questions, filler words, pace — with trends and personalized exercises to improve.