People & Relationship Tracking for Consultants
Remember Every Client Like They're Your Only Client
Remember everyone. Forget nothing. Win more trust.
You're managing 30 client relationships at once, and the details that build trust — Sarah's daughter starting college, Marcus's passion for fly fishing, the offhand comment about a rough Q4 — slip through the cracks. Forgetting those moments doesn't just feel bad. It costs you relationships.
Example conversations
How Beckett helps Consultants
Every client detail, always at your fingertips
Tell Beckett anything about a client — their kids' names, the deal they almost lost last year, the competitor they're nervous about — and it's filed permanently under that person. Pull it up in 10 seconds before a call. You'll walk in knowing more than anyone in the room expected you to remember.
Follow-ups that never fall through the cracks
Consultants lose business not from bad work but from bad follow-through. Beckett tracks every commitment you make: 'I'll send Marcus that intro by Thursday' becomes a task tied to Marcus's profile. When Thursday comes, you're reminded — with context about who Marcus is and why this intro matters.
Pre-meeting prep without the scramble
Five minutes before a client call, ask Beckett to brief you. It surfaces the last conversation you logged, any open follow-ups, key personal details, and notes from previous engagements. You stop starting calls cold and start every conversation like someone who's been paying close attention — because you have been.
Frequently asked questions
Enterprise CRMs are built for sales pipelines and team reporting — they require manual data entry and turn relationship management into a chore. Beckett is built for your personal memory. You talk to it like a human, it remembers like a computer, and the whole thing takes seconds per client. No forms, no fields, no pipeline stages.
Yes — that's exactly what it's built for. The iPhone app is the primary experience. Walk out of a meeting, open Beckett, and say what you want to remember. It captures it, categorizes it under that person, and you move on with your day in 30 seconds.
No — Beckett's search is conversational, so you never have to browse a list. Just ask 'what do I know about Renata?' or 'which clients have I talked to about M&A in the last quarter?' and it surfaces exactly what's relevant. The more you add, the more useful it gets.
Completely. Your data is private to your account, never shared, never used to train models. Client notes you enter are yours alone. Beckett is designed from the ground up for individual use — there's no team visibility, no admin dashboard, no data pooling.
If you've connected your Gmail, you can ask Beckett to search or surface relevant email threads for context. You can also just paste in a summary or key details from a conversation and tell Beckett to file it under that client. Capturing notes takes less than a minute per client.
I never want to walk into a client call cold again.
Beckett remembers every detail so you show up prepared every time.
See what Beckett can do