Customer profiles
Every customer, in one view.
History, notes and what they're likely to need next.
Briefo Dashboard
Know who to follow up with, every morning.
Briefo reads the systems you already run on and tells your team who to reach out to, why, and what's working.
· today
Follow up today · 3
1MT
Mark Tremblay
Annual furnace service due next week
Customer since 2019 · 11 jobs
2DL
Dana Liu
Quote sent 9 days ago, no reply yet
Heat pump install · $14k quote
3RP
Ravi Patel
Warranty ends next month
AC install 2021 · 3 jobs
The dashboard
Your customer data, turned into a daily plan.
Morning briefing
Your numbers, in plain words.
Revenue, repeat customers and what's driving them.
Ask Briefo
Ask your business anything.
Customers, sales, trends. The answer in seconds, not a report next week.
- Who should we follow up with this week?
- How did this quarter compare to last?
- Which customers haven't been back since spring?
- What's our best seller this month?
· ask briefo
Which of our best customers have gone quiet?
2 steps · Finding repeat customers with nothing in 90 days · Ranking by lifetime value
Nine repeat customers haven't bought since June 26. Start with Mark Tremblay: $6.2k lifetime and due for his annual visit. Next are Dana Liu ($4.9k) and Ravi Patel ($3.8k).
Built for your industry
One dashboard, shaped to how you sell.
Retail
Who to call about every new arrival, plus an AI Stylist for your website.
See Briefo for RetailHome services
HVAC, plumbing, electrical. Service reminders, open quotes, repeat customers.
Professional services
Renewals, quiet accounts and upsell moments, before anyone has to ask.
Getting started
Set up with you. Nothing to install.
- 01
Connect your systems
Customers and sales sync on their own.
- 02
Briefo learns your business
Who buys what, how often, and when.
- 03
Your team acts
A clear plan every morning, for everyone.
Right access for every roleNever used to train AIPrivate to your business
Questions
What is the Briefo Dashboard?
An AI dashboard that connects to the systems your business runs on and tells your team which customers to follow up with and why, shows what's driving revenue, and answers any question about customers and sales in plain English.
Which industries is it for?
Any business that runs on repeat customers, including retail, home services and professional services. We shape it to how your business works.
What does it connect to?
Your point of sale or business system, plus email, calendar and documents. Tell us what you run and we'll set it up with you.
Does Briefo contact my customers?
No. It tells your team who to reach out to and why. Your people make the call.
Is my data private?
Yes. Each business is isolated and encrypted on Amazon Web Services, and your data is never used to train AI models.
What does it cost?
Pricing is tailored to your business. Book a short call for a quote.