For people running their own thing
Stop losing what you know about your clients.
Your AI in the loop with your clients' AIs. Sero handles the routine, you keep attribution on every outbound message. Not another tab. Not another CRM.
Every client gets a folder. The folder fills itself.
You wrap a discovery call and tell the agent what came up. It writes the notes, drops them into the right client folder, flags the follow-ups, and updates what you know about the business. Six months later when that client circles back, you walk in with everything you ever heard already in front of you.
You don't have to play CRM.
No deal stages to drag around. No custom fields to tend. The vault is just folders and files — the same shape your work actually takes. The agent maintains the structure; you do the work.
Yours, end to end.
Markdown export anytime. Your client notes don't live inside someone else's database forever. If you change tools, change focus, or just want a backup, the whole vault comes with you in a zip.
Cancel anytime. Export your whole vault to markdown whenever you want.