How does Grain help manage multiple clients?

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.

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.

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Built for agencies and consultants who create premium client experiences

Wow your clients at every step in the journey with the insights and deliverables that show you truly understand their business.

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.

Screenshot showing a transcript tab in Grain with a conversation between Lana Morris and Alex Stoutenburgh discussing a global account development group and AI-powered Spiced Qualification framework in a software interface that includes a video of a woman speaking and search functionality.

Hey Alex,
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Here’s a follow-up from our last meeting:
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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.
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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

Screenshot of an email draft showing a follow-up message with sections summarizing sales meeting outcomes, pricing feedback, deal timing, and customer concerns.

User interface in Grain of a transcript viewer showing a conversation with highlighted text and a video of a woman speaking on the right side.

Meeting summary outlining the purpose of evaluating Grain as a note-taking alternative to Gong, chapters with timestamps, outcomes regarding workflow and HubSpot integration, and action items assigned to Lina Morris and Alex Stoutenburgh.

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.