Call context and relationship history
Walk into every call already caught up.
What they said last time, the personal detail worth remembering, the concern to address — save it to Stashy and pick up like no time passed.
Why it matters
Long-term client relationships are built on remembering the small things, but those details fade between calls. Stashy keeps a light history per client — what was discussed, what matters to them — so every conversation feels continuous.
Messages you might send
Note: Claire is launching in March, wants weekly updates.
What did the Acme client raise on our last call?
Remember Daniel prefers quick calls after lunch.
What Stashy can remember
- What happened on the call
- The client and the date
- Personal details worth remembering
- Anything to raise next time
Common questions
Can I keep a history per client?
Yes. Save notes with the client's name over time, and you can ask Stashy what was discussed before your next call.
Is this like a CRM?
It is lighter than a CRM. Stashy is for the personal relationship context that usually lives only in your memory or scattered chats.
Let Stashy remember call context and relationship history.
Send it once in the chat you already use, then ask for it later when the question comes back up.