For Agencies & Consultants

Turn every client call into a competitive advantage

Record client conversations to capture every detail, generate instant deliverables, and build institutional knowledge that wins deals and renewals.

Grain AI Notetaker integrations with Hubspot, Salesforce & Slack.
Manage Multiple Clients

Organize and share client calls with peace of mind.

Create dedicated Playlists for each client to organize their entire journey. Share the entire Playlist or specific recordings with the right stakeholders while maintaining confidentiality across all of your clients.

Build Client Knowledge

Build a searchable memory of every client conversation.

AI analyzes all client calls to surface past decisions, preferences, and project patterns. Ask questions across their entire history to deliver recommendations that show you truly understand their business.

Automate Deliverables

From conversation to polished deliverable in minutes.

Generate client-ready proposals, briefs, and follow-ups using context from current and past conversations. AI handles the first draft so you can focus on strategy, not formatting.

Hey Alex, 

Here’s a follow-up from our last meeting:

Sales Meeting Outcome
Alex Stoutenburgh and Lina Morris discussed the implementation of Grain for Questi.io’s sales team, which will launch in January. Alex plans to start with two to four licenses for his team and is interested in features like easy snippet sharing and customizable meeting summaries. Lina provided pricing details at $29 per user per month for the annual plan and confirmed that support resources are available for onboarding. Both parties agreed to reconnect in early January to finalize the setup.

Pricing Feedback
Alex expressed satisfaction with the pricing of $29 per user per month for the annual plan, indicating it was reasonable for their small team. He seemed optimistic about starting with the service in January and appreciated the clarity on costs.
Deal TimingThe sales deal is expected to be finalized and signed in January, as Alex Stoutenburgh plans to implement the solution for his team at Quest.io shortly after their full market launch.
Customer concernsWill Leonard expressed concerns about the segment they are selling to, describing it as "extremely flaky and not traditional, like B2B." He mentioned experiencing a painful number of ghosted demos since going to market. Will also raised issues regarding the tech-savviness of their target audience, interior designers, noting that they often do not join Zoom calls or are confused by the presence of the recording bot. Additionally, Will inquired about the ease of pulling out snippets from recorded calls, emphasizing that no one would list
Enable Your Team

No more 'I wasn't on that call' moments.

Share organized client conversation history with project teams, new hires, or account managers. Seamless transitions from sales to delivery mean clients never feel like they're starting over with someone new.

I had my assistant do an analysis across 12 different tools... And Grain came out as the winner.

Carlos Almonte
Founder at Motevo Co

I like how clean everything is. It looks really simple.

Matt Rocha
Co-Founder at B2B Catalyst

It's a time saving opportunity... really taking away a lot of the admin tasks.

Gareth Evans
Group COO at Oakleaf Partnership

Made to work with all your favorite tools

Native integrations with HubSpot, Salesforce, Zapier, Slack, and more make it effortless to share your customer call insights anywhere you need them.

Explore Integrations
Grain AI Notetaker integrates your calendar, video conferencing solution, automation, and CRM

Proven ROI for Agencies & Consultants

See return on investment in your first month.