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Ping Assistant Reviews & Product Details

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Ping Assistant Media

Ping Assistant Demo - Meeting Page
Manage meeting notes, action items and client information
Ping Assistant Demo - Revenue Finder
Helping you discover cross and upselling opportunities based on the interactions you're already having
Ping Assistant Demo - Client Intelligence
A centralized location for all your client intelligence from meeting, emails, calls, etc. Updating with each interaction
Ping Assistant Demo - Ping Home Page
AI built for advisory. Advisory, by its nature, creates a lot of moving parts. Ping eliminates admin work around meetings and emails, so you can focus on servicing your client.
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Ping Assistant Reviews (2)

Reviews

Ping Assistant Reviews (2)

5.0
2 reviews
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Verified User in Accounting
IA
Small-Business (50 or fewer emp.)
"efficent Automations and Integrations with a Friendly, Helpful Team"
What do you like best about Ping Assistant?

Deep automations, and a very friendly, helpful team. It works with the apps I need, and the integrations are deep. Review collected by and hosted on G2.com.

What do you dislike about Ping Assistant?

maybe that it is younger so there isint as much of a community Review collected by and hosted on G2.com.

MG
Small-Business (50 or fewer emp.)
"Insightful Tool with Stellar Responsiveness"
What do you like best about Ping Assistant?

I really like the firm overview section in Ping Assistant. It provides valuable insights into how much we are communicating with our clients and how much our staff communicates. This helps us quantify the amount of communication, so we can better evaluate if we're over-communicating or not communicating enough. Additionally, the initial setup of Ping Assistant was very easy. Review collected by and hosted on G2.com.

What do you dislike about Ping Assistant?

It's a new product so there are still bugs that we run into that are being worked out. Review collected by and hosted on G2.com.

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Ping Assistant