Sachiv

Sachiv reads call transcripts, notes and forwarded email about a client and turns them into typed facts that your own software can use for onboarding. It is meant for B2B companies with complex clients who would otherwise fill in long setup forms.

It sits between the tools you already use. Fireflies or Granola capture conversations, client mail is forwarded to a Sachiv address, and facts are written back into Attio, with Close and Plaud listed as next. The team keeps working in its CRM while a review list flags anything uncertain.

Sachiv reconciles every capture to a record, works out which account a hallway recording or nickname belongs to, extracts facts and decides when the information is complete, then pushes the result into your own product.