Client Summary Assistant
ExtensionWorkflow & Planning



Overview
Dashboard with rotating content and client summary features.
The Client Summary Assistant is a Chrome extension that generates professional AI-powered summaries for sales teams. With a few keystrokes, it produces polished Win/Loss reports, Path to Purchase narratives, and Close Plans — saving 15–20 minutes of manual writing per summary.
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Details
- Version1.0.0
- UpdatedMarch 14, 2026
- Offered byInnov8Edge, LLC
- Size462KiB
- LanguagesEnglish (United States)
- DeveloperInnov8Edge, LLC.
8130 Glades Rd #517 517 Boca Raton, FL 33434-4064 USEmail
martind1881@gmail.comPhone
+1 954-275-7216 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
- D-U-N-S138612740
Privacy
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Client Summary Assistant has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
Client Summary Assistant handles the following:
Personal communications
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
Support
For help with questions, suggestions, or problems, please open this page on your desktop browser