Open any Salesforce contact. Press the Instil button. A complete briefing, giving history, relationship signals, wealth data, and recent interactions, appears in 30 seconds.
AFTER THE MEETING
Speak for 60 seconds. Done.
Call the Instil Voice Assistant. Describe what happened. The AI structures it and logs it directly to the Salesforce contact record before you reach your car.
BEFORE YOU ASK
Works with your existing Salesforce
No migration. No new system to learn. Instil reads your data where it already lives.
Your data never trains AI models
Built on Anthropic's commercial agreement, contractual guarantee, not a policy claim.
Messy data is fine
Instil works with what's there and surfaces gaps. You don't need a clean room to start.
Unlimited seats, one flat price
Every gift officer on your team. No per-seat surprises when you add someone new.
SIMPLE PRICING
One retained major donor covers the annual cost of Instil.