Monitors.
Webhooks from the CRM, your calendar and your inbox, plus a pass over your pipeline every half hour. It sees the deal stalling, the call nobody logged, the meeting that got declined.
Memo watches the calls, calendar, inbox and CRM your team already works in. It notices the deal that went quiet, works out what it’s missing, and has the CRM update, the follow-up email and the next meeting drafted before you open it. You approve in one tap.
A booked call. A recorded meeting. A clean CRM record. Most of a rep’s week arrives in none of those shapes: it’s a phone call from the car, five minutes in a corridor, a reply on LinkedIn. The pattern-shaped tools miss it, and the rep pays twice, once in admin and once in the deal.
One loop, four parts, and it runs whether or not anyone talks to it. Memo can read anything you’ve connected, and it can only ever propose the write.
Webhooks from the CRM, your calendar and your inbox, plus a pass over your pipeline every half hour. It sees the deal stalling, the call nobody logged, the meeting that got declined.
Works out what context is missing, whether this is worth interrupting you for, and which surface to put it on. Every card it raises carries the reason it exists.
Contacts, companies, deals, meeting logs, tasks, calendar invites, email drafts. Deduplicated, stage fields validated, written across every connected system in one pass.
Every approve, edit, reject and dismissal is recorded with its reason and read back into the next draft. Or just tell it: “in situations like this, do that.”
Nudges that name what a deal is missing rather than just flagging the stall, learning we can show measurably moves the next draft, and event triggers on Pipedrive, Attio and Dynamics as well as HubSpot.
Routines are how you hand Memo a job for good. You write one the way you’d ask a colleague: “every weekday morning, draft a check-in for each of my trial deals”. It runs on a clock or on an event from then on, still drafting, still waiting for you. Everything lands in the web app, and in Slack too if that’s where your team already lives.
Four CRMs, all four offered to every customer with no upsell in the way. Google Calendar, Gmail and Tasks. Four note-takers, if you happen to run one. A Chrome extension for LinkedIn threads. Voice in and out, and the whole product in English or Finnish.