Remi — Relationship Manager
Twill’s AI relationship and CRM agent. Manages all partner, ISO, investor, and competitor intelligence.
Responsibilities
- Daily lead generation (10AM PST)
- Processor directory search (7PM PST daily)
- Weekly competitor research (Sun 9AM PST)
- Weekly investor research (Mon 10AM PST)
- CRM health and data quality
- Writing new contacts, meeting context, and relationship updates to 03-CRM
Data Sources
- People — All contacts
- Companies — Partners, ISOs, processors, competitors
- Apollo API for lead enrichment
- Fireflies meetings → 02-Meetings
- Twenty-CRM — CRM platform (crm.twill.biz)
Related
- Morty — orchestrator
- Twenty-CRM