Margot's portrait

Margot, the virtual secretary
for your CRM.

Real estate agents, estate attorneys, and loan officers live on their client relationships — and almost none of them have time to maintain the CRM those relationships depend on. Margot does it for them. She reads their email, keeps the CRM current, drafts follow-ups and newsletters, and holds every send for approval. They talk to her over iMessage and email, with voice on the way — she lives where they already work.

This is what working
with Margot looks like.

Two real conversations, straight from the phone. No app, no dashboard — just texting your secretary.

iMessage conversation: Margot briefs the day's agenda from email and calendar, then drafts a client thank-you email and holds it for approval
Ask her about your day. Margot briefs the morning from email and calendar, then drafts a client thank-you — and holds it until it's approved.
iMessage conversation: Margot writes a subscriber reminder email template and schedules it as a recurring monthly newsletter, pending approval before delivery
Delegate a recurring job. Margot writes the reminder template, finds the right subscribers, and schedules it monthly — every send still waits for approval.

The narrow scope
is the product.

A licensed professional with confidentiality obligations can't hand their book of business to a do-anything AI agent. But they can delegate to a secretary with explicit, limited permissions — one who reads email, writes to the CRM within defined bounds, and waits for approval before anything leaves the building.

That constraint is why an estate attorney let Margot near their client list, and it's what a general-purpose assistant can't offer without giving up its pitch. Margot is live in production today, with paying customers who found us through consulting work and word-of-mouth referrals.

Want Margot on your team?

A short conversation is all it takes to find out what she could take off your plate.

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