Accounts with pipeline stages
Track accounts from Discovery through Closed Won with automatic stage transitions, deal sizes, and assignees.
Ida is a CRM alternative for technical sales teams who are tired of logging activities in Salesforce. Instead of data entry, Ida captures everything automatically—meeting transcripts, notes, recommendations, stage transitions—and keeps it organized by account.
Track accounts from Discovery through Closed Won with automatic stage transitions, deal sizes, and assignees.
Every meeting becomes a rich session with transcripts, notes, pinned resources, and AI recommendations—linked to the account automatically via calendar integration.
Ida captures meeting data, transcribes conversations, and auto-links sessions to accounts. Reps spend time selling, not logging.
Use Ida alongside your existing CRM or ditch Salesforce completely. Either way, reps get a workspace built for speed.