客户覆盖
顾问要在一大批客户之间兼顾年度回顾、规划会议和日常跟进。Laxis 不用机器人就能录下每次会议，按客户整理笔记，自动列出待办事项，每一项跟进和承诺都不会漏。
面向理财顾问
深化客户关系，记录每一句话
Laxis 不用机器人就能录下并转写每一次客户回顾和规划会议，记下你给出的建议，并把笔记同步到 CRM——理财顾问每周省下 10+ 小时，客户触点多 3 倍。
免费开始，无需绑卡。
客户会议、笔记、合规要求，一件接一件。
记录与档案
为了留档而记录建议内容和客户对话，既繁琐又容易出错。Laxis 生成准确的转写稿和摘要，可以留存和导出，为讨论内容和给出的建议留下可靠的书面记录。
文书 vs. 顾问
手动记笔记和更新 CRM，把顾问从客户身边拉走。Laxis 自动记笔记，并把下一步同步到 Salesforce、HubSpot 等 CRM，每周给顾问还回 10+ 小时，用来做真正的顾问工作。
智能工作流。
Client Health
Every conversation
92
Health Score
Acme Corp · QBR
Sentiment
Positive ↑
Call recorded2:34 PM
3 action itemsExtracted
步骤 01：记录
录制客户会议
Laxis 不用机器人就能录下并转写年度回顾、规划会议和日常跟进，实时高亮重点，支持 100+ 种语言。每一次客户对话都按家庭归档整理。
步骤 02：记录
记录建议与决策
Laxis 从每次会议中提取关键要点、决策和待办事项，形成一份清晰、可搜索的记录，涵盖讨论内容和给出的建议——既方便留档，也便于客户查阅。
Insights Dashboard
Auto-extracted from conversations
Action items extracted
Key takeaways captured
Follow-ups scheduled
Insights summarized
Relationship Sync
3x more touchpoints
Syncing
0
Clients synced
100%
CRM accuracy
Every sync
Summaries, follow-ups & actions
步骤 03：自动化
自动跟进与 CRM 同步
Laxis 起草跟进摘要，把下一步同步到 CRM，并推送提醒——对客户的承诺件件兑现，不用手动录入。
从客户会议到书面记录——Laxis 全程覆盖
每位顾问每周省下的小时数
10+
更多客户触点
人工流程
使用 Laxis AI
3x
客户对话全部留档
100%
受到来自 4,000+ 组织的 100,000+ 用户信赖
"Save time. I spend most of my time in meetings and then more time after that organizing my notes. With Laxis, I have saved at least two hours every week. That's not all. I have also improved my note-taking and CRM admin!"
Martin Broadhurst
Digital Strategist
"Running a B2B SaaS company across Australia, New Zealand, means constant video calls. Laxis has made a real difference — the transcription accuracy on Google Meet is strong, and the AI-generated summaries and action items mean I can stay engaged in conversations instead of scrambling to take notes."
Sam Hassan
CTO
"Laxis allows our sales team to record, transcribe, and review call notes to confirm client buy in, identify concerns, and shorten our sales cycles. We have been able to create a collaborative space to share calls with one another to showcase best practices amongst the team."
Genevieve M.
Senior Manager, Sales & Partnerships
"I just want to say that I am very happy with my summaries and transcripts in Spanish, it really helps me to have it all in one place and I can now use this with my client and know what we spoke about, what the next steps are and the tasks I need to focus on. Great work!"
Claudia Molina Kramer
Owner & Digital Marketing Consultant
"Gather intelligence. Laxis allows our marketing team to gather intelligence about what is important to clients and prospects so we can craft better messages. The technology allows me to have better conversations with my colleagues and clients rather than being distracted taking notes."
Joe Aunce
Marketing Manager
"Save time. I spend most of my time in meetings and then more time after that organizing my notes. With Laxis, I have saved at least two hours every week. That's not all. I have also improved my note-taking and CRM admin!"
Martin Broadhurst
Digital Strategist
"Running a B2B SaaS company across Australia, New Zealand, means constant video calls. Laxis has made a real difference — the transcription accuracy on Google Meet is strong, and the AI-generated summaries and action items mean I can stay engaged in conversations instead of scrambling to take notes."
Sam Hassan
CTO
"Laxis allows our sales team to record, transcribe, and review call notes to confirm client buy in, identify concerns, and shorten our sales cycles. We have been able to create a collaborative space to share calls with one another to showcase best practices amongst the team."
Genevieve M.
Senior Manager, Sales & Partnerships
"I just want to say that I am very happy with my summaries and transcripts in Spanish, it really helps me to have it all in one place and I can now use this with my client and know what we spoke about, what the next steps are and the tasks I need to focus on. Great work!"
Claudia Molina Kramer
Owner & Digital Marketing Consultant
"Gather intelligence. Laxis allows our marketing team to gather intelligence about what is important to clients and prospects so we can craft better messages. The technology allows me to have better conversations with my colleagues and clients rather than being distracted taking notes."
Joe Aunce
Marketing Manager
面向理财顾问的 AI：常见问题
Laxis 不用机器人就能录下并转写年度回顾、规划会议和日常跟进，按客户整理笔记，自动列出待办事项。顾问每周省下 10+ 小时，每场会议都带着准备进去，而不是会后再手忙脚乱地整理笔记。
可以。Laxis 生成准确的转写稿和摘要，可以留存和导出，为每次会议讨论的内容和给出的建议留下清晰、可搜索的书面记录——既方便你自己留档，也便于客户查阅。
可以。Laxis 自动把摘要、待办事项和下一步同步到 Salesforce、HubSpot 等 CRM，每一次客户对话都有记录，管线始终准确，不用手动录入。
可以。无需机器人的 Mac 应用低调地录下并转写线下和线上的客户会议，支持 100+ 种语言，不会有机器人加入通话——客户关系保持自然，细节一个不漏。