For Agencies & Consultants

Turn every client call into a competitive advantage

Grain records every client call, with a bot or without one, and delivers it to Claude, ChatGPT, or any AI tool so your agents can draft the brief, recall the decision, and keep every account moving. 

Grain AI Notetaker integrations with Hubspot, Salesforce & Slack.
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GDPR compliant

Built for firms juggling many clients at once

Every client relationship runs on what was said in meetings. Grain keeps all of it organized by client, searchable by your team, visible only to the people staffed on the account, and ready for your AI tools as client memory. 

Manage Multiple Clients

Organize every call by client, from first pitch to final delivery. 

Build Client Knowledge

Recall any decision, preference, or promise without digging. 

Automate Deliverables

Draft proposals, briefs, and follow-ups from what the client said. 

Enable Your Team

Bring delivery teams in with the full sales context.
Client-by-Client Access

Each client’s calls stay with the people on that account.

Group each client’s calls into a dedicated collection and share it only with the people staffed on the account. As consultants rotate on and off projects, update access without rebuilding anything. 

User interface of Grain showing a Playlists page with a list of companies, their creation dates, assigned team members, and meeting counts.Sharing settings dialog in Grain for 'Meridian Capital Partners' showing workspace members access, individual users Morty Smith and Cindy Snow, and link access with a copy link button.
List of scheduled meetings in Grain showing participants with photos, names, times, and meeting statuses in a digital calendar interface.Grain chat window showing a query about Quest.io's main objections to partnering, with a response listing pricing and budget concerns as the most frequent objections.
Build Client Knowledge

Every client call adds to a searchable memory.

Grain keeps a running memory of each client: past decisions, preferences, open commitments. Ask your AI tools what the client said about budget last quarter and get the answer with the call it came from. 

Automate Deliverables

From client call to first draft. 

Generate proposals, briefs, and follow-ups from current and past conversations. Your agent handles the first draft, so your team spends its time 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, 
‍
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.
‍
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.

Give project teams, new hires, and account managers the full client history, so a new face on the account doesn’t mean the client starts over. 

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

Carlos Almonte
Founder at Motevo Co
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I like how clean everything is. It looks really simple.

Matt Rocha
Co-Founder at B2B Catalyst
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It's a time saving opportunity... really taking away a lot of the admin tasks.

Gareth Evans
Group COO at Oakleaf Partnership
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Works where your team and clients already work

Native integrations with HubSpot, Salesforce, Zapier, and Slack, plus Grain’s Claude connector and ChatGPT plugin, so every client call reaches your CRM, your channels, and your AI tools.

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Try Grain today. It’s free forever.

Capture every meeting. Enrich your transcripts. Feed your AI.
Transcribe and summarize meetings, no bots required.
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Frequently Asked Questions

Can we take our client history with us if we leave?

What if a client doesn’t want a bot on the call?

Can I use client calls in Claude or ChatGPT?

Can Grain draft proposals and briefs from client calls?

Can I share a call with a client without exposing other clients?

Can each client’s calls stay private from the rest of the firm?