Team memory for client-facing professionals

Remember everyone your team knows.

You and your team meet the same client people in hallways, at events and on calls. TellKeep keeps what each of you learns, so any of you can walk in knowing the person, the project and the last conversation.

Say it, type it, email itYour team remembersConfidences stay yours
By phone or WhatsApp. Nothing to install. English and Spanish.
Works with WhatsApp Any phone Google Calendar Microsoft 365 HubSpot Slack On the roadmap
Sound familiar?

How many times have you walked into a meeting without the prep you needed?

I told this to John two weeks ago.

Your client, in the middle of the meeting. Nobody in the room knew.

Didn't someone from your team already ask me that?

Three of you, the same question, the same client.

Wait, who promised them the revised quote?

The promise was made in a hallway. The follow-up never happened.

Sorry, remind me where you went on vacation?

They told you last month. They noticed you forgot.

Each of those moments costs a little trust. TellKeep is how you and your team stop paying it.
The problem

Trust is earned in the little details, not in transactional meetings.

Those details live in notebooks: who you met, what they care about, what they said last time. You keep one, everyone on your team keeps another, and none of them share. Your CRM tracks the forecast, not the people.

The hallway

Five hellos on the way to a meeting.

You know their faces. Do you remember whose daughter just started college, or who was out last month? They remember whether you did.

The client event

You and your team talk to thirty people in one evening.

The next morning, what they learned is spread across eight heads. By next quarter, most of it is gone.

The executive meeting

You see their CEO twice a year.

Your directors saw the client every week. You walk in knowing the numbers but not what your own team already covered.

When a client hires a firm, nothing beats trust. TellKeep helps you and your team earn it, one detail at a time.
How it works

Say it once. You and your team remember it.

1

Say it, type it, email it

After a hallway chat, an event or a call, tell your assistant however suits the moment: a WhatsApp voice note, a typed message, a call or an email. No difference: same assistant, same result.

Today email handles scheduling; filing a conversation by email is coming soon.

"Ran into Johan at Acme. The POS rollout starts up north, pricing by March. His son just got into Michigan."
2

TellKeep files it

It finds the right person and company, even from a misheard name, and splits the note. The business goes to team memory. What was said in confidence goes to your private notes, and only you will ever see it.

3

Anyone can ask

Before a meeting, you or anyone on your team can ask "brief me on Johan" or "remind me what the Acme POS project is about" and get the team's last conversations in seconds.

For the people who see the client least

Before you meet their CEO, know what your team already covered.

You carry the relationship, but you are not in the hallway every week. TellKeep gives you what your team knows, in their own words, the moment you need it.

  • Ask in plain words, by WhatsApp or phone
  • See who on your team spoke to them, and when
  • Pick up the thread instead of starting over
Johan Berg · Acme RetailTeam brief
AR
Anabel · Oct 3
Replacing the POS in 40 stores. Wants pricing by March.
CM
Carla · Sep 18
Rollout starts in the north region. Training needed for store managers.
You
Your task · due Fri
Send the POS quote.
Anything Johan told Anabel in confidence is in her private notes, not here.
One workspace

Don't let trust fall through the cracks. Delegate, follow up and deliver.

TellKeep is the workspace where you and your team get things done. Coordinate the work, connect your calendars, hand scheduling to your own AI email assistant and follow up on every task. Nothing you confide in us slips.

Say it, type it, email it

A voice note, a typed line or a call: more of the same, however you send it. Several quick notes in a row become one conversation, matched to the right person.

Ask the team's memory

"Who talked to Acme about training?" "Brief me on Johan." Answers come from your team's conversations and your own tasks.

Your private notes

Family, trips, preferences: the details that build rapport are kept for you alone, and shown to you before you meet them again.

A morning brief

Each morning: today's meetings, what's due, and what colleagues still owe you. Nothing slips because nobody wrote it down.

Follow-ups that happen

"Remind me Friday to send the quote." "Ask Ana to pull the invoices." Tasks land on the right list, and you are told when they are done.

Your own AI email assistant

"Find 30 minutes with Marco next week." Your assistant has its own email address: it writes to each guest, reads the replies and books it on your calendar.

Manage multiple calendars

Work, personal, a client's: connect Google, Microsoft 365 or CalDAV, as many as you use. Your assistant sees all of them, books around every one, and puts meetings on the calendar you choose.

WorkflowsComing soon

A quote that needs inventory, delivery and procurement becomes one process: each step on the right person's list, and you can see where it stands.

Fewer tools

Replace a drawer full of tools with one place.

You and your team juggle a notebook, a scheduling link, a task list, file transfers and a signature app. TellKeep brings them together, connected to the people they are about.

Available

Team memory and private notes

Instead of notebooks and notes apps

Shared business context, with confidences kept yours.

Available

Your AI email assistant

Instead of scheduling links and email ping-pong

Writes to each guest, reads the replies, books it on your calendar.

Available

Tasks, delegation and reminders

Instead of to-do lists and follow-up spreadsheets

Said out loud, tracked until done, and you hear when it is.

Available

Secure file sharing and receiving

Instead of attachments and file-transfer links

Send files or ask a client for theirs through a private link, and know when they were opened.

Coming soon

Workflows

Instead of chasing a process across five inboxes

Every step on the right person's list, and where it stands.

On the roadmap

TellKeep Sign

Instead of e-signature apps

Get the proposal signed where the conversation already is.

Keep your AI note-taker. Let your assistant do its homework.Coming soon

Forward the summary your note-taker sends after a meeting, and your assistant turns it into what nobody else does: who owes what, by when, followed up until it's done. TellKeep itself never joins or records your meetings.

Try it with your own clients this week.Start free
Built on trust

Your team shares what happened. What a client tells you in confidence stays yours.

AI is a tool. People still buy from other people. TellKeep helps you and your team remember the details that earn trust, and keeps the confidences that protect it: yours, your team's and your clients'.

Confidences stay with whoever heard them

Personal details are kept apart from the start. Colleagues, managers and admins never see them, and team summaries are written without them.

We never record your clients

TellKeep hears you telling it what happened, after the fact. Never the client conversation itself.

Preparation, not surveillance

There is no manager dashboard of who said what. Senior people use TellKeep to prepare, the same way everyone else does.

A wall of safe-deposit boxes; one is yours. The box keys are kept behind the main vault door.Your boxBox keys, locked in
How we keep it safe

Think of a bank with a safe-deposit box for each person.

Private notes are what make clients trust you, so we lock them up the way a bank would.

  • Your own box

    Your private notes sit in your own box, locked with your own key. Colleagues, managers and admins don't have it.

  • The keys stay in the vault

    Each box key is itself locked inside the main vault, never left lying next to the boxes. Security people call this envelope encryption.

  • A stolen copy is only locked boxes

    If someone ever copied our database or a backup, they would walk away with locked boxes and no keys.

Encrypted in transit and at rest
Never used to train AI models
Every company walled off from the rest
We never record your clients
What changes

You and your team, remembered for remembering.

No cold handovers

A new director picks up an account with the team's history, not a blank page.

Clients feel known

Whoever they meet from your team remembers the last conversation. That is how satisfaction and renewals are earned.

Your CRM stays current

The business side of each conversation can flow to HubSpot, so the forecast reflects what really happened.

Pricing

Free for one person. Per person for a team.

Start on your own at no cost. When your team joins, everyone keeps the same memory, and each person is billed.

Questions

The things everyone asks first.

Is this another CRM?
No. We care about your work and the rapport you build, not about competing with your CRM. Your CRM keeps the pipeline and the forecast. TellKeep keeps what you and your team know about the people on the client side, and can send the business side of each conversation to HubSpot so your CRM stays current too. No CRM at all? TellKeep works on its own.
Can my colleagues read my private notes?
No, and neither can admins or managers. What a client tells you in confidence is kept for you alone. Colleagues see a summary of the business side, written without the personal details.
Can managers see everything their team does?
No. There is no manager view of who said what. A senior person asks TellKeep the same way anyone else does, to prepare for a meeting, and gets the team's business summaries. Never a colleague's raw notes or private notes.
How is this different from a personal AI that remembers people?
Personal AI assistants are built for your private life, and many learn about people by reading the apps you connect. TellKeep is built for client work, for you and your team. What it knows about a client comes only from what you or your team chose to tell it; it never combs through your inbox or apps to build files on people. What a client tells you in confidence stays locked in your own box, and everything lives in your company's workspace, under your company's rules.
Do we have to install anything?
No. You and your team use WhatsApp or a plain phone call, recognized by your number. There is a web app for reviewing notes and tasks, but it is never required.
Do you record our client conversations?
Never. TellKeep only hears you, after the conversation, telling it what happened. Your client never talks to TellKeep.
Is this an AI that talks to my clients?
No. AI is a tool; people still buy from other people. Your clients only ever talk to you and your team. TellKeep talks to you, after the conversation, so you remember the details that earn their trust.
Does it work with Slack?
It's on our roadmap. You and your team will be able to ask your assistant in a Slack message and get task notices there, with the same rules as everywhere else: you only see what you could see in TellKeep, and private notes are never posted to Slack. Today, everything works by WhatsApp, phone, email and the web app.
Which languages does it speak?
English and Spanish today, on WhatsApp and on the phone. It also handles names it mishears: María and "Maria" are the same person.
What does it cost?
Free for one person, no card. Teams pay per person. See pricing, or book a demo and we will walk your team through it.
Get started

Make every interaction count.

See how you and your team would use TellKeep with your own clients, in 20 minutes. Or create a workspace now: company name, your name, your email. No card.

Free for one person. No credit card.