The right proof for every prospect.
In one click.
Casily stores your testimonials and case studies, tags them with AI, and surfaces the most relevant ones for whoever you're selling to, inside a CRM that's just enough.
Free while in early access · No card required
Every sales team has proof. Almost none can find it when it matters. Case studies live in a folder nobody opens, testimonials are scattered across LinkedIn, email and slide decks. And reps default to the same two stories for every prospect, relevant or not.
Proof, organised the way you actually sell.
Store everything, tagged by AI.
Paste text, upload a PDF or Word doc, forward a meeting recap email, or connect your CRM. Casily tags industry, company size, pain point, result and country automatically, and you can edit any tag.
Match proof to any prospect.
Describe a prospect in plain language, fill in three fields, or click AI Match on a deal. Casily returns the 3–6 most relevant items, ranked, each with a reason.
50-person healthcare group in Ireland losing to bigger clinics on Google.
Why: Same industry, same size, same problem.
Why: Local healthcare, competing on Google.
Why: Multi-site clinic, same growth stage.
Create new proof from your calls.
Paste call transcripts or notes from a won deal and Casily drafts the case study or testimonial, using only what your customer actually said, with their approval built into the flow.
...yeah so, um, before we — before Casily we were basically, I mean Sandra was doing all the bookings on DMs, and like, the no-shows, we'd have nine a week, maybe more, honestly I stopped counting. And now it's, uh, two? Two last month. She got — she got about three hours a day back. Three hours. Every day. That's...
NorthStar Fitness cut no-shows by 78% and gave the front desk her day back.
7 hours → under 2 hours
Your calls and wins, in Casily automatically.
Casily works with the tools you already use. Set it up once and proof arrives on its own.
- Case studies and testimonials you already have
- Call transcripts
- Your CRM
- Files and docs
- Zapier and 400+ apps
Loopwork cut activation time from 9 days to 2
Paste or upload — add finished proof you already have, in bulk if you like.
Forward meeting recap emails to your personal Casily address.
Send new recordings straight in with a Zap.
Import closed-won deals with their notes from your CRM.
Contacts, a simple pipeline, and activity notes. Enough to make proof part of your daily workflow, not another system to maintain.
Ask your AI assistant for the right proof.
Casily has an MCP server, so Claude and other MCP-compatible assistants can search your proof library, match proof to a prospect, and draft new case studies without you leaving the conversation.
Connect it in one step from your Casily settings.
Find proof for a 50-person healthcare group losing to bigger clinics on Google.
Northline Clinic, from invisible to page one. Same industry, same size, same problem.
What Casily connects to.
Built for the people who tell the story.
Founders selling their own product
You're the whole sales team. Casily remembers every win so you can deploy it mid-conversation.
AEs and sales teams
Stop sending the same two case studies to everyone. Match proof to the prospect in front of you.
Marketers who own case studies
Turn call transcripts into drafted case studies, get customer approval, and see which proof sales actually uses.
Casily is in early access.
We're building this with a small group of founders and sales teams. Early users get free access while we build, and a direct line to the founder.
Built in Ireland