How Soda works
02
Captures what you'd otherwise forget
A name dropped on a call. A detail on a profile. A decision buried in a thread. Soda picks up on what matters and holds onto it, building living profiles for every customer, prospect or partner. All there for when you or your team need it
03
Knowledge that compounds
Every call and every conversation adds to what Soda knows. The context that should be in your CRM but never gets written down. The details you meant to log but didn't have time. Over time, Soda builds the most complete picture of your customers, and it keeps getting better
Anti-admin
If you spend more time updating tools than actually talking to customers, this is for you.
For the last decade, every new problem got the same answer: another tool, yet another app to check. Asking already busy people to stop doing their work and pick up the admin.
Soda was built to work differently. It stays out of your way, and shows up only when you need it. Move your cursor to the bottom left of your screen, from any app, any window, and Soda is right there. Present, and quietly aware.
You're halfway through a proposal and can't remember what pricing you agreed. Or you're prepping for a renewal and need to know what concerns came up during onboarding.
Tap ⌘⌘ from anywhere on your Mac. You ask the question, you get the answer, and you never leave what you're working on.
(even works mid-meeting)
Shared team brain
Customer profiles can be shared across the account team. What the AE uncovers during the sales cycle, CS have before the first onboarding call. What CS learns about a customer's evolving priorities, the AE sees before the renewal conversation.
One shared memory of every customer. Everyone contributes to it. Everyone benefits from it. No handover doc required.
private
Privacy Policy
It’s your voice
Transcription happens on your device. The audio from your calls is processed locally and never leaves your Mac. No recordings stored in the cloud, no audio files sitting on a server somewhere.
Sharing is your choice
Even if you join Soda as part of a team, your memories are private by default. Nothing is visible to anyone else unless you choose to share it. You decide what goes to the team and what stays with you.
100% in control
You choose which meeting platforms Soda can listen to and which are off limits. Google Meet but not Zoom, Teams but not WhatsApp, whatever combination suits you. And if something sensitive comes up mid-call, you can pause Soda at the click of a button until you're ready to resume.
AI Notepad
Some people think best when they're writing. If that's you, jot down whatever comes to mind during a call and Soda will use the conversation to enrich your notes with the full context. Your shorthand becomes the starting point, not a replacement. **
**But don't feel obliged. Soda captures everything regardless. The notepad is there for people who want it, not required for people who don't.
Stakeholder connections
Every time Soda sees people together on a call, it learns the connection. Over time, you build a map of who knows who across your accounts without ever having to log it.
Structured facts, not just summaries
Soda doesn't just summarise. It extracts structured facts and keeps them current. If a contact changes role, the profile updates. And nothing gets overwritten. Full history is always there, so you can see how things have changed, not just where they stand now.
Traceable to source
Every fact in Soda links back to the exact moment it was captured. The words that were used, the call it came from (even if you weren’t there yourself). You don't have to wonder where something came from or whether it's still accurate. You can check.
Changes are visible
When a customer profile is shared between sales, CS, and anyone else on the account, things change fast. Someone uncovers a new stakeholder. A timeline moves. A concern gets raised on a call you weren't on. Soda highlights what's changed on each profile so you can see updates at a glance rather than reading through everything to spot what's new.
One shared customer profile, maintained by everyone, with changes that are actually visible.
Connects to your calendar
Soda connects to your calendar so it knows who you're speaking with next. The customer profile ready, there when you need it.
Connect up to 10 calendars**
**if you need more please contact us, we’ve the number of a therapist we can refer you to.
