Customer Memory & Intelligence Library

Source-linked preferences, previous objections, and commitments.

Rahul Sharma(ABC Enterprise Technologies)PreferenceAuthoritative CRM Fact

98% Confidence

Prefers WhatsApp for follow-up communications and contract updates.

Evidence Excerpt:

"Rahul: "Please send all contract updates on WhatsApp directly.""

Source: WhatsApp Conversation (12 Aug 2026) • Created: 12 Aug 2026

Priya Mehta(Starlight Corp)ObjectionAI Suggested

92% Confidence

Concerned about annual subscription payment terms vs quarterly installments.

Evidence Excerpt:

"Priya: "We usually pay quarterly, so annual upfront is a concern.""

Source: Discovery Call Transcript (10 Aug 2026) • Created: 10 Aug 2026

Amit Patel(TechCorp India)CommitmentUser Confirmed

96% Confidence

Customer agreed to review final security proposal with CTO by 20 Aug 2026.

Source: Email Thread: Security Review (11 Aug 2026) • Created: 11 Aug 2026Due Date: 20 Aug 2026