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Sales

Every account, remembered.

What was said on every call and in every email, kept per account with dates that stay correct, so representatives and their agents arrive prepared.

For developers

What changes

With Geniffy.

Every account, remembered. Who signs, when it renews and what was discussed, with dates that stay correct.

Preparation in seconds. A briefing before each call, built from what was actually said.

Commitments that are kept. Promises made on calls are tracked until they are done.

How it works

For sales.

  1. 01Calls and emails in

    Transcripts, notes and threads become memories of the account, each dated by when it was said.

  2. 02Answers on demand

    ask() answers "what did we promise, and when does it renew?" from what was said, with sources.

  3. 03Dates that stay correct

    A renewal moved from March to June replaces the earlier date, and the history stays on record.

Three lines, with the Python SDK
mem = client.space(f"account_{deal.account_id}")
mem.memories.add(call.transcript, said_at=call.date)  # dated by the call
brief = mem.ask("What did we promise, and when does it renew?")

Fits your tools

Already in your stack.

  • Gmail
  • Google Calendar
  • Slack
  • Notion
  • Zapier
  • Make

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