Client memory

Everything is recorded.Nothing is known.

The record-everything decade worked. What it produced is a pile. Fireflies captures it and Attio holds it. Sachiv reads fifty scattered calls and turns them into the structured state your own product runs on — pushed straight into your SaaS, so even complex B2B clients get onboarded without ever feeling like they were.

Fireflies capturesAttio holdsSachiv qualifiesyour product onboards

The loop

Your stack, with one thing added.

Capture stays where it is. Your team keeps working in the CRM they already use. Sachiv sits between them and does the part neither can do: deciding what a conversation meant, proving it, knowing when the work is finished, and handing the answer to your own software.

Notetaker — yours already

  • Fireflies
  • Granola
  • Plaudnext

Fireflies

Bot, silent desktop, mobile. Phone calls, WhatsApp, conference corridors, site visits.

Granola

Notes, natively, for whoever will not switch.

Client mail

Forwarded to your Sachiv address, attachments and all.

goes straight to Sachiv

CRM — where your team already works

  • Attio
  • Closenext

Attio

  • People, companies, deals
  • Notes and timeline
  • Facts, written by Sachiv
  • Needs-review list

Nobody on your team leaves this screen.

Sachiv — the qualifier

  • The part that thinks
  1. 01

    Reconcile

    Every capture is on a record or in the queue. There is no third state where something quietly vanished.

  2. 02

    Resolve

    The doorman places what metadata cannot: hallway audio, a nickname, one call covering three accounts.

  3. 03

    Extract

    Typed facts against your ontology. Constraints, commitments, preferences, each carrying the quote it came from.

  4. 04

    Gate

    Coverage with the gaps named, and an alarm the moment agreed terms are reopened.

  5. 05

    Render

    Documents from the live record, internal lines stripped from the copy that leaves the building.

Your SaaS — onward

  • Webhooks
  • Read API

Your own systems

Typed facts and lifecycle signals pushed into the software your business actually runs on.

Transcripts already move on their own — that pass is free and we simply use it. Sachiv reads the record back, works out what each conversation meant, and writes the part no integration can. The result does not stop at the CRM: it lands in your own product, shaped to the fields your business actually needs, so an account fills itself in while the client thinks they were only having a conversation.

The four layers

Swap any box. The loop still holds.

Sachiv is not married to one notetaker or one CRM. Each layer is a slot with a driver behind it, so the tools below are what run today and the rest arrive when a client actually needs them.

  1. Ubiquitous notetaker
    • Fireflies
    • Granola
    • Plaudnext

    Whatever your team already talks into. Bots on calls, a silent desktop recorder, mobile for in-person.

  2. CRM
    • Attio
    • Closenext

    Where your team already works, and where the client record stays. Nobody has to leave it.

  3. Sachiv
    • The part that thinks

    The layer we install between them: resolution, typed facts with receipts, completion gates, documents.

  4. Your SaaS
    • Webhooks
    • Read API

    The structured result, pushed into your own product so accounts provision themselves out of what was said.

What it does

Four things, and nothing else.

Not a dashboard, not a score, not another place to log in. Four capabilities that compound into a client record which writes and proves itself.

Files itself

Every conversation lands on the right client, including the ones metadata cannot place: the hallway recording, the call about three accounts at once, the counterparty nobody typed into the CRM.

Facts with receipts

Constraints, commitments, requirements and preferences, typed against your ontology. Every single one carries the quote it came from and a link back to the moment it was said.

Documents out

A counterparty one-pager renders from the live record in one click, every line cited, internal notes stripped from the copy that leaves the building.

Knows when you are done

Onboarding and close are evidence rules, not checklists. Coverage is a percentage with the missing items named, and reopened terms raise an alarm.

What it looks like

Four moments that make the case.

Beat 01

The backfill

Months of recordings you already have become populated client records in minutes. The system arrives knowing your book.

Beat 02

The coverage meter

74% context on this account, and the missing 26% is named: jurisdiction limits, offtake floor. A to-do list that writes itself.

Beat 03

One click, one document

The one-pager renders with every line cited. The external copy provably contains nothing marked internal.

Beat 04

The regression alert

A later call quietly revises an agreed number. Sachiv flags terms reopened and shows you both quotes, side by side.

The obvious questions

Why this and not that.

Why not Granola?
Granola remembers meetings. Sachiv remembers clients. And Sachiv reads your Granola.
Why not the native Fireflies to Attio sync?
That is transport, and we use it. It attaches transcripts to people it can match by email. It cannot file the hallway recording or the call about three clients at once, and it types nothing. Transport is the entry fee. Qualification is the product.
Why not an AI-native CRM?
They replace your stack with their CRM, built for SaaS pipelines. Sachiv composes the stack you keep, and models what your business actually runs on: bespoke constraints and exchanged documents.
Why not point a chatbot at the transcript folder?
Great for one question, useless as a system of record. No registry, no supersession, no gates, no documents, no audit trail.

Need this for your business?

Never re-read a transcript again. Four weeks from first call to live, installed on the tools your team already pays for and tuned to how your business actually works.