Deal memory

Know where every deal stands.

TellMyCRM keeps a short, up-to-date summary of every deal: who is involved, what they need, what each side agreed, and what is still open. Each point shows the email or meeting it came from.

Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.

Built from your emails, meetings and CRM notes. Nobody fills it in.

TellMyCRMWhatsApp
what's missing on Acme?
Acme renewal — MEDDIC. What we have: economic buyer — Helen Price (meeting, 5 Aug); champion — possibly Gail Morton ("I'll push this through"); timeline — October (meeting, 5 Aug). Still to find: decision criteria and decision process. Worth asking in the next email.
Where it comes from

Nobody has to fill it in.

Your emails, Teams calls and voice notes already say what is happening on each deal. TellMyCRM reads them and writes it up for you.

It only reads emails with people in your CRM. Your data is never used to train a public AI. What it reads →

Teams meeting · 5 AugHelen Price signs it off. They want to automate allocation without losing control.
Email from Gail Morton · 16 Sep“Could we get this closer to twenty?”
Voice note from DanFrom Gail: “I’ll push this through.”
Deal memory

Acme renewal · Proposal · £30,000

Who’s in it: Helen Price, the decision maker meeting, 5 Aug. Gail Morton, possibly the champion voice note.

Open: Gail asked “could we get this closer to twenty?” email, 16 Sep

On the record: budget stays £30,000 until a lower price is agreed.

One deal, in full

Ask “what’s going on with Acme renewal?”

No rep typed any of this. Each thing the customer said shows the email or meeting it came from.

What people said is kept apart from TellMyCRM’s own opinion. Its opinion is always labelled, with the evidence.

TellMyCRMWhatsApp
what's going on with Acme renewal?
Acme renewal — Proposal, £30,000, closes 31 October (Dan). Who's in it: Gail Morton, possibly the champion (meeting, 5 Aug) and Helen Price, the decision maker (meeting, 5 Aug). They want to automate allocation without losing control (meeting, 5 Aug). Open: Gail asked "could we get this closer to twenty?" (email, 16 Sep). Waiting on Helen's approval (meeting, 5 Aug). Last met 11 Sep: Gail and Helen want to be live in October; Gail sends the cleansed sheet by 18 Sep. Our read: cooling — replies 4 days (was same-day). Activity: 2 emails, 1 meeting in the last 30 days.
Accuracy

Three rules that keep each summary honest.

Facts and opinions kept apart

If Gail writes that the budget is £30,000, that is a fact, shown with the email it came from. If TellMyCRM thinks the deal is cooling, it says that is its own view, and why.

No getting carried away

One keen line in an email, like “I’ll push this through”, does not make Gail your supporter inside Acme. TellMyCRM calls it a maybe until there is more to go on.

No false alarms

If Gail asks you to call back after Acme’s board meets, TellMyCRM won’t warn you the deal has gone quiet before then.

What you get from it

Ready before the meeting, and when a deal goes quiet.

Checked against how you sell

If your team follows a sales method (MEDDIC, BANT, SPIN, Challenger or your own checklist), TellMyCRM shows what is still missing on each deal. The gaps go into the next follow-up email.

A briefing before each meeting

An hour before a customer meeting, TellMyCRM sends you who will be there, what each side owes, what they asked last time, and what is still unknown.

A warning when a deal goes quiet

You get one message, with the evidence. On Pro, a follow-up email is waiting in your Drafts for you to send.

Every deal, in a few lines.

On Core, £19, the deal summaries are built from your CRM’s notes and changes. Pro, £39, adds what your emails and Teams meetings say, and writes the follow-ups.

Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.