An AI personal CRM that remembers every client.
Keep the details that build trust with each person, and turn what you promised into tasks.
Updated September 2026
You’re managing dozens of client relationships, and the details that build trust slip away: a daughter starting college, a passion for fly fishing, an offhand comment about a rough quarter. Forgetting them costs more than it seems.
Every detail, filed with the person.
Say what a client told you and it goes on their page, ready before your next call.
Follow-through you can count on.
“I’ll send Marcus that intro by Thursday” becomes a task with a date, tied to Marcus.
Prep in seconds.
Ask what you know about someone before a call, and walk in like you’ve been paying close attention. Because you have.
Just tell it.
Call with Dana Reyes. Her firm is expanding into the Southeast and she’s worried about hiring. Her son just graduated.
Added to Dana’s page: the Southeast expansion, the hiring worry, and her son’s graduation.
Call with Tom Whitfield tomorrow. What should I remember?
He’s COO at Meridian. Last time you discussed their supply chain audit, and you promised a benchmarking report that’s still open. He prefers short calls with the data up front.
Who am I waiting to send something to?
Two people: Tom is waiting on the benchmarking report, and Dana on the hiring resources.
Questions.
How is this different from Salesforce or HubSpot?
Those are built for team pipelines and reporting. beckett is your personal memory for the people you work with: what they told you and what you promised.
Can I add notes right after a meeting?
Yes. Open beckett on your phone, dictate what you want to remember, and it goes on that person’s page.
What if I have hundreds of contacts?
You don’t browse a list. Ask “what do I know about Renata?” and beckett brings back what’s relevant.
Does it connect to my email?
No. Paste in the key points or say them, and beckett keeps them with the client.
Is client information kept private?
Your information stays in your account. We don’t show ads or sell your data, and none of our service providers use it to train their own models.
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Start with what’s
on your mind.
iPhone, iPad, Mac, and the web.
