Memo
An AI sales worker, not another tool

Your AI sales worker. Turns your customer touchpoints into action.

Every call, email, and meeting is a touchpoint — and every one of them leaves work behind. Memo picks it up across every channel you already work in. Preps your meetings, updates the CRM, drafts the follow-ups, closes the tasks. You approve in one tap.

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01

Talk to Memo.

Notes, a meeting, a transcript — whatever your team already has. Memo picks it up.

02

Memo proposes.

Reasons through the CRM, drafts every action and the next step. In plain English.

03

You approve.

Tick what you want, untick what you don’t. One tap to upload — everywhere at once.

Plate I · Live demo A meeting transcript arrives. Memo proposes the CRM writes, the email, and the follow-up — the rep ticks and uploads.
The problem

Your team is losing winnable deals to admin work.

Sales teams already have notes and transcripts. But the notes sit in notebooks, the transcripts sit in Fireflies, summaries are messy, the CRM still needs manual updating — and the next steps still fall on the rep.

i.

The CRM stays empty.

Notes don’t fill fields. Reps update the CRM manually, or don’t. Pipeline data can’t be trusted.

ii.

Next steps get forgotten.

Follow-up emails and calendar invites that should go out after every call go out late, or never.

iii.

Hours lost every week.

Even with a note-taker, reps spend 5–10 hours a week on post-call admin instead of selling.

By the numbers

The cost is deals, not just hours.

Every hour spent on admin is an hour not spent on the deal you just had a great call with. Four numbers on the table.

70%
of rep time goes to non-selling work.
Admin, CRM updates, internal email. Only 30% of a rep’s week is actual selling.
5–10h
lost per rep, every week.
Wasted on manual CRM entry and follow-up admin that should never need a human.
79%
of deal data, never logged.
It lives in a transcript, a notebook, or a memory. The pipeline runs blind.
71%
of hot leads, wasted.
No follow-up, no second chance. Gone to a competitor that replied first.

[1] 30%: Salesforce, State of Sales, 6th Ed. 2024 (7,700+ reps). [2] 5.4h: Forrester 2023 / HubSpot 2024 Sales Trends. [3] 79%: Validity, State of CRM Data 2025 (602 respondents). [4] 71%: InsideSales / Forbes 2012 (10,000+ companies).

How it works

From every touchpoint to action.

Touchpoints in. Everything else out. Memo updates the CRM the way a human would, drafts the email that should follow, and books the meeting that’s next.

Context arrives.

From a Fireflies or Gong transcript, a calendar event with notes attached, or a DM you sent yourself in plain English. No copy-paste, no forms.

Memo reasons.

The agent searches the CRM, deduplicates contacts and companies, validates deal-stage fields, and surfaces the overdue task that’s already on file.

You review & upload.

The proposed updates, follow-up email, and next-step invite arrive in plain English. Tick what you want, untick what you don’t. One tap to send.

What Memo does today

  • Structured, sales-specific summaries From notes or a meeting transcript — not a generic recap.
  • CRM contacts · companies · deals Created or updated, with dedup and stage validation.
  • Tasks and follow-up reminders Including the overdue ones already on the deal.
  • Email follow-up drafts Pre-written, addressed, ready to send.
  • Calendar invites for next steps Time-checked against your schedule, with the right attendees.
  • Talk to your CRM in plain English DM Memo a question; it answers.

In the next chapter

  • Voice — Memo calls, you talk through your day A short call between meetings; Memo handles the rest.
  • Manager dashboard Pipeline hygiene, working agreements, team-level signals.
  • MEDDIC and BANT auto-fill Qualification fields written from the conversation that just happened.
  • More CRMs — Salesforce, Attio Same agent, more places.
The proactive side

Memo doesn’t wait to be asked.

A morning brief in your sales channel before the day starts. The same context on a desk at memo.app/today. Stalled deals surfaced. Tasks pre-grouped by what’s overdue.

Plate II The same items, on a desk — memo.app/today.
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Today
M
MemoAPP8:16 AM
Morning digest — 10 CRM tasks, 3 meetings, 3 stalled deals
Three external meetings today starting at 09:00 — plan to log each one before moving to the next item.
Stalled deals
Sundara Energy (stage: Demo completed) Stalled 24d in Demo completed; needs movement.
Aldwick (stage: Lead contacted) Silent 27d; prioritise after stalled demos.
Latimer Marine (stage: Lead contacted) 20d without update; flag for pipeline review.
Today’s meetings
Sales review: Mira <> Aaro — 11:00 with mira@sentmemo.com, aaro@quanlux.com
No note yet.
Lunch: Pavel <> Mira — 09:00 with pavel@halden.com
Log after.
Weekly pipeline review — 07:00 with petrus@sentmemo.com
Internal — no log needed.
CRM tasks — tick any to close
Build stale-deal digest — weekly Slack summary 10d overdue
Send one-pager — Jonas S., Markham Robotics 4d overdue
Feedback call #4 — Kinos (Oskar L.) 3d overdue
Cold outreach — Carillon today
Pilot interest check — Antti Tuominen today
Mark selected complete Open /today on the web for full detail.
Plate III The morning digest — the same context, posted where the team already chats.
Integrations

Works with the tools your team already uses.

Memo is channel-agnostic. The CRM you already pay for, the note-taker you already run, the chat your team already lives in — Memo plugs into the work, not around it.

Available now

Microsoft Dynamics 365Dynamics 365
FirefliesFireflies
GongGong
Google CalendarGoogle Cal.
GranolaGranola
HubSpotHubSpot
PipedrivePipedrive
SlackSlack

Coming soon

Leexi
Fathom
Notion AI
Salesforce
AttioAttio
Teams
Outlook
Pricing

Simple, per-seat. Pays for itself.

One rep’s admin time saved pays for Memo many times over.

Starter
€49
per seat / month

Your AI sales worker. Hands off the admin so you can stay in the conversation.

  • Preps you before every call — briefs you in Slack with who they are, open deals, last conversation, suggested talking points
  • Captures the meeting for you — DM your notes in plain English, or let Fireflies, Gong, Granola, or your calendar feed straight in
  • Updates the CRM in the background — contacts, companies, deals, notes, tasks in HubSpot or Pipedrive, done before you reach the next call
  • You stay in the driver’s seat — every change is a one-tap approval; Memo proposes, you confirm
Team
€89
per seat / month

A sales worker for every rep, plus an extra set of eyes on the pipeline.

  • Everything in Starter
  • Moves deals forward when you’re heads-down — surfaces stalled deals and untouched leads with a suggested next step, before the manager has to ask
  • Holds the team to its playbook — working agreements (“log external meetings within 24h”) posted to a shared channel with compliance tracking
  • Speaks your team’s CRM dialect — custom field mapping and per-stage required fields, so every rep’s data lands the same way
Enterprise
Talk to us
Annual or per-seat.
  • Everything in Team
  • SSO & admin controls
  • Custom integrations
  • Dedicated CSM
  • SLA guarantee

A rep earning €60k saves roughly €6,000 a year in admin time. Memo costs around €600 a year. Ten to one.

Join the waitlist.

Memo is rolling out to sales teams in waves. Leave your details and we’ll reach out when a spot opens — and walk you through it on a sample HubSpot or Pipedrive instance, then on yours.

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