One system.
Every document that sells something.
If it leaves your company as an attachment and money depends on it — it should be a personalized, tracked web page instead. Pick your genre.
Sales proposals & quotes
A Naimi proposal greets the client by name, shows their numbers, lets them pick a package and pay a deposit — and tells you the moment they open it.
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Sales presentations
Stop sending the same generic deck to every prospect. Each client opens a version made for them — and you see exactly what happens next.
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Price lists & pricing pages
Each client opens their prices — with their discount, in their currency — at a link that always shows the current version.
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Client reports & QBRs
The monthly report is your retention tool — if anyone reads it. A Naimi report is personal, visual, and tells you it was read before the renewal call.
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Event invitations & RSVPs
Each guest gets a personal page — their name, the agenda, one tap to confirm and a field for how many colleagues they’re bringing.
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Client onboarding
New clients get one link with everything: their plan, their timeline, their contacts, and the intake form — already knowing what you learned during the sale.
Explore →Your next client deserves more than an attachment.
Build your first template with your AI agent today — send a personalized link tomorrow morning.
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