Your whole revenue stack, working as one.
Rev ops runs on a patchwork of tools and the spreadsheets between them. RealMemory sits on top of the stack you already have as one team of agents with one shared memory. They do the work across every tool, remember every account, and ask the right person when they’re unsure.
One account. Three handoffs. Nothing dropped.
Illustration. When an agent isn’t sure, it asks the right person. Then it remembers the answer for next time.
Your stack has a tool for every step. Nothing connects them.
A typical revenue team runs on a CRM plus tools for enrichment, routing, call recording, quoting, e-signature, billing and forecasting, with spreadsheets in between. Each one sees a slice of the customer, and people do the glue work. RealMemory sits on top of all of them as one layer, so the work moves from tool to tool on its own.
Most of the routine work runs on its own. Your team handles the judgment calls.
Agents do the repetitive work across your revenue stack, and bring people in only when a decision needs them.
Runs on top of your stack
Connects to the tools you already use, like Salesforce, HubSpot, NetSuite, SAP and Slack, and reads and writes back across all of them. Nothing to rip out or migrate.
Learns how you sell
The Knowledge Base holds your territories, pricing and policies. Experience Core remembers every account, every deal and every conversation.
Agents do the work
They route, quote, invoice and follow up. When they’re unsure, they ask the right person and remember the answer for next time.
Every step on the record
Each action is logged with what the agent saw, what it did and why, so finance and auditors can trace any number back to its source.
One memory. Every tool in your stack.
RealMemory works across the tools you already use at each stage and does the work between them, so nothing gets lost between marketing, sales, finance and customer success.
Lead to opportunity
Works across your forms, enrichment and scheduling tools. Scores new leads, matches them to existing accounts, and routes them to the right owner.
Pipeline and CRM
Works across your CRM, call recorder and inbox. Keeps every record current and flags deals that have gone quiet before they slip.
Quote to contract
Works across your quoting, contract and e-signature tools. Builds quotes to your pricing rules, routes discounts for approval, and drafts contracts.
Billing and invoicing
Works across your CRM and billing system. Turns signed contracts into invoices and subscriptions, and keeps the two in agreement.
Renewals and expansion
Works across your CRM, product usage data and customer success tools. Spots renewal risk and expansion signals early.
Forecasting and insights
Works across your CRM and reporting tools. Answers questions like “Why did Q3 bookings dip?” with a traceable answer, and keeps the forecast current.
Every account has a story. Your agents remember it.
Automation tools follow rules. They don’t know that a customer’s champion left last month, that finance agreed to net-60 on a call, or that this renewal matters more than the number suggests.
RealMemory agents carry that context from the first touch to the last invoice. They notice what changed, act on it, and tell the right person.
Autonomy your rev ops team can trust.
Your data stays yours
Never used to train anyone’s AI model. Encrypted, kept separate for each company, and stored in US or EU regions.
People stay in control
You decide what agents can do on their own and what needs approval. Discounts, credits and contract exceptions go to the right person.
We build it with you
Our team connects your systems, learns your process, and gets your first workflows live. No migration required.
Give AI real experience.
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