Use casesSales & CRM
Every touchpoint on the deal, in one place.
Calls, threads and notes from everyone who has touched an account, resolved onto one record, with the current number and the one it replaced.
Nadia confirmed the pilot budget moved to 40k, up from the 32k we agreed in February. Security review is the blocker now, not procurement.
- Pilot budget is 40kReplaces the earlier value
32k, agreed 3 Febkept, dated - Blocker is the security reviewReplaces the earlier value
procurementkept, dated - Nadia Haddad is the economic buyer
What is the budget, and what is holding the deal?
40k as of 28 July, up from 32k in February. The security review is the blocker, and this call is the source.
The problem
Where CRM assistants lose the deal
01
The objection was in month two
Nine months of calls and emails, and similarity surfaces the three cheerful ones over the call where security raised a blocker.
02
The number is wrong and it sounds right
February's budget and July's sit side by side with no ordering. Half the time the assistant quotes the stale one, just as confidently.
03
Handovers reset the account to zero
Stage, amount and close date transfer. The objection, the politics and the promise made on a Thursday call leave with the rep.
What memory changes
One account record, always current
01
The current number, with the old one kept
Ask what the budget is and you get July with its source. Ask what it was and February is still there, dated.
02
One account, however it appears
A personal address, a shared inbox and a name in a transcript resolve onto one node, including after a job change.
03
Answers with the call behind them
Every answer carries its evidence, so a rep can open the exact exchange before walking into the next conversation.
Economics
The bill does not grow with the history.
The usual alternative is to send the whole record to the model on every question, so cost climbs with every message you have ever stored. We read a roughly fixed amount per question whether the record holds a hundred thousand tokens or ten million.
- 23x cheaper per question than sending 1M tokens of history, on the same model
- 232x cheaper at 10M tokens, where no production model can hold the context at all
- Around 96% less context read per question at 1M tokens of history
Integration
Three calls, and nothing to host.
One input shape: text plus a timestamp. You do not pick an embedding model, chunk anything, maintain entity tables or write prompts that decide which of two conflicting statements is current.
- Four endpoints and one bearer token, called directly over HTTP
- Ingestion is idempotent by content hash, so a crashed backfill just re-runs
- SOC 2 Type II, ISO 27001 and ISO 27701, with the API inside that same scope
Why Revo Memory
Why revenue teams pick Revo Memory
Built for organizations, not users
Most memory layers scope to one user. Evidence here accumulates across every employee and every source onto one entity.
Load the whole CRM history
Backdatable timestamps mean years of threads land on their real dates rather than all arriving today.
Flat cost per question
An account with four years of history costs about the same to query as a new one.
Permissioned retrieval
The audience filter runs inside the search, so a shared assistant cannot surface a deal a rep should not see.
No schema to define
Text plus a timestamp. No field mapping exercise before the first useful answer.
Every call returns its cost
The usage field on each response makes it straightforward to price a feature or cap an account.
More use cases
The same engine, other shapes of work.
Tell us what you are building.
Keys are issued by hand while the API is in early access. Bring your volumes and the shape of your integration, and we will tell you straight whether it fits yet.