Use case · Sales
Walk into every call briefed
Account history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.
The problem
- Pre-call prep means reading the CRM, inbox and support queue separately
- Renewal risk signals sit in support and finance, not in the CRM
- What was promised on the last call is in someone's head
How Memtro helps
- One question assembles the brief from the CRM, support, billing, email and calendar
- Decisions and promises stated in chat are remembered as shared facts with provenance
- A weekly job summarises pipeline movement and risk signals for the team
Example queries
- › Brief me on BigCo before the 3pm renewal call
- › Which deals over £20k have an open support escalation?
- › What did we promise Acme on the last call?
Jobs to schedule
- schedule: Every Monday at 8, list renewals due in 30 days with open tickets or overdue invoices
- schedule: Every Friday at 4pm, summarise this week's closed deals for the team
Say any of these in Chat and Memtro creates the job. See Jobs.