✓ Moments
AI Relationship & Client Management Assistant
AI that watches your email, calendar and CRM to flag cooling client relationships and draft the follow-up.
Why we recommend them
Moments connects to Gmail, Outlook, Calendar, and CRMs like HubSpot, Pipedrive and Salesforce to track commitments, prep you for meetings, and surface clients or deals going cold. Built for agency and service business owners, it drafts follow-ups in your voice and can schedule them across email, SMS and WhatsApp. Setup takes under 5 minutes with no migration required.
✓Free plan available; paid tiers from $9–$99/month based on monthly credits
✓No credit card required to start
✓Includes prebuilt agents (morning brief, inbox triage, meeting prep, follow-ups) plus custom agents on Pro plans
What we actually verified
7.5/10 TrustScore—Money-back guarantee verified
✓Free trial available“…ail… Filtering to clients… Ranking by what moves your week… No credit card required Works with Gmail, Outlook, Calendar, Notion C”
—Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Vetted 2026-07-13 · How we vet →
Common questions about Moments
Is Moments legit and safe to buy from?
Yes — Moments passed the WhatiseBrokering.com vetting checklist (try before you buy, no fine-print returns, a real way to reach them, realistic claims only) before being listed. We remove companies that stop meeting the standard.
Can I try Moments before committing, or get my money back?
Every company in our directory must offer a free trial or, at minimum, a 7-day money-back guarantee from the day your product arrives — with no fine-print return conditions like "unopened" or "original packaging". Moments met this requirement at the time of vetting.
How do I reach Moments if something goes wrong?
Moments publishes a real customer-service contact (phone or email) — that's a listing requirement. If you can't get a response, tell us at [email protected] and we'll review their listing.
Why is Moments listed on WhatiseBrokering.com?
We discovered and vetted Moments ourselves. They don't pay us anything — they're listed purely because they meet the standard.
Had a bad experience with Moments?
This directory only works if every listing keeps earning its place. If Moments didn't live up to the standard — refused a return, unreachable support, misleading claims, anything — tell us. We'll re-review them against our vetting criteria, and if they're not abiding by our rules, we remove the listing. No exceptions, no pay-to-stay.