Spire Saathi
Your RMs talk. Spire does the typing.
Saathi is the assistant built into Spire. Ask for what you need in plain words, or dictate a note after a meeting — in Hindi, Gujarati, English or any other Indian language — and Saathi prepares it for you to check.
Real Spire screens with sample data
What needs me today?
One tap shows today's follow-ups, reviews due and queries waiting on you, the same list as your Home, each with a button to open it.
Find anything by asking
"My leads with no follow-up date" or "Mehta family" — Saathi finds the records you're allowed to see, even with spelling slips.
Spoken note to draft lead
Dictate a meeting note in your own language and Saathi fills in the lead form for you — name, product, amount and next date.
Spots existing clients
If the person is already a client, Saathi suggests linking the new lead to them instead of creating a duplicate.
Never acts on its own
Saathi only drafts and proposes. Nothing is saved, changed or sent to a client until a person at your firm confirms it.
Your firm decides
Owners switch Saathi on or off for the whole firm, and it only ever sees what the signed-in person is allowed to see.