For agencies, consultancies & SaaS revenue teams
Client brain for your team. Including your AI agents.
Salfio turns every customer conversation into a memory layer your team can query and build AI workflows on top of.
Run every account like your best one.
More revenue, happier clients, a sharper team, and full visibility — built into how your team works.
Catch the revenue you're leaving on the table.
Salfio listens to every client conversation and surfaces upsell openings, scope creep, and at-risk accounts before they slip. Your team acts on real signals — not gut feel.
Catch the revenue you're leaving on the table.
Salfio listens to every client conversation and surfaces upsell openings, scope creep, and at-risk accounts before they slip. Your team acts on real signals — not gut feel.
Every meeting starts informed. Ends with a recap.
Teams arrive briefed, the whole pod is aware of what is happening, and no client is ever forgotten. Salfio sits behind the scenes and makes the team look senior.
Specialists do work. PMs manage. Sales sells.
Salfio saves your team time so that they focus on client work. Preparing for calls, updating colleagues, writing recap emails, updating CRMs — all this should happen automatically. With Salfio it finally does.
See your portfolio in real time. Coach with real data.
As a team lead you need to know which customers are thriving, which are at risk, how each account manager is showing up and if there are any frictions. Get automated weekly digests or simply ask in Claude.
Level up your client-facing team with AI workflows.
Each one is wired from real customer setups. Open any row to see the tools, the steps, and the outcome — then borrow what fits.
Salfio reads every customer call, email and Slack message, extracts the data relevant to your CRM, and pushes it in — no one ever opens HubSpot or Monday.com to "update a client".
Plug Salfio into your team's Claude or ChatGPT. Ask things like "what is the latest on the Acme renewal process?" or "what did we promise Pixel Labs about Q3?" — and get answers grounded in real conversations. Ask portfolio-level questions to get an overview and items requiring attention.
Every Monday, your client-facing team gets an update based on last week's conversations: what was discussed, what was decided, what's blocked, what's next.
For every client call: a brief sent in the morning before the call + a draft email recap in your tone of voice and preferred format prepared after the call.
From conversation to action — automatically
Three steps from raw conversation to live AI workflows running inside your stack.
Capture communication
Gmail, Outlook, Google Meet, Zoom, Slack, Jira, Linear — Salfio captures all the client conversations you want it to see.
Structure the data
Every conversation deepens Salfio's understanding of each client — their goals, concerns, and expectations — always up to date.
Get tasks done
Connect outputs to CRMs, Slack, Notion or any MCP tool to build automations — or simply ask questions about your clients in plain language.
We help you build your workflows in 3 steps.
From discovery to live workflow — using tools you already have.
A discovery call to understand how your team works today and where the leaks are.
We don't arrive with a generic playbook. We start by mapping your real process — your tools, your team shape, the moments that hurt — and we agree on the 2–3 outcomes worth chasing first.
Borrow what works.
We've built workflows for companies like yours. You don't start from a blank page — you start from a library of proven patterns we adapt to your way of working and your tools.
Claude Routines, n8n, Zapier — whichever you already use. We don't force a new stack.
Your team keeps using the tools they know. We compose the workflow in your stack and stay on call to evolve it as the business changes.
Automate work across the apps your team already uses.
Pick an app to see examples of actions Salfio can take — from drafts to CRM fields to tickets.
Claude with full client knowledge
Your team never needs to copy emails or video calls into the context window. With the Salfio MCP, Claude has access to all client knowledge — ready to answer questions or produce the client materials you need.
- Ask what happened with clients, what was promised, how the situation stands
- Build reports combining client relationship data with performance
- Create client presentations & proposals grounded in client knowledge
Claude with full client knowledge
Your team never needs to copy emails or video calls into the context window. With the Salfio MCP, Claude has access to all client knowledge — ready to answer questions or produce the client materials you need.
- Ask what happened with clients, what was promised, how the situation stands
- Build reports combining client relationship data with performance
- Create client presentations & proposals grounded in client knowledge
Right person, right moment
Salfio notifies the right person in your team when something important happens with your clients and provides team-wide updates. Your team can talk back to it to ask for details.
- Notify account owners about important client updates
- Surface churn risk, upsell intent & scope changes
- Post weekly account digests or praise from clients in the right channel
Draft replies in your voice
Salfio drafts emails to clients with the full context of the relationship — ready to send, in your team's tone of voice.
- Auto-draft recaps after every video call.
- Get check-in emails drafted when it's time to check in.
- Help your team maintain best practices and tone of voice in client communication
Your team's evolving knowledge
Salfio writes every meaningful conversation into Notion so your team has a searchable, structured record of every account.
- Keep an evolving knowledge base about every client.
- Get client cases including testimonials drafted automatically.
- Build a library of best practices for your team.
Keep your CRM record alive
Salfio keeps HubSpot up to date based on real conversations — updating the fields but also providing contextual updates on where the relationship is and where it's going.
- Update the fields automatically, with a human in the loop when necessary.
- Automatically create tasks based on client conversations.
- Auto-draft notes based on client conversations.
Run the work without chasing updates
Salfio moves items, updates fields, and creates sub-items in Monday.com based on what actually happened in client conversations.
- Update client boards with what happened last week.
- Move items across boards based on real conversations.
- Update item fields, owners & due dates automatically.
Engineering hears the customer
Salfio turns customer conversations into Jira tickets — with context, priority signals, and links back to the source call or email.
- File issues from customer bug reports & requests, with a human in the loop if necessary.
- Comment on tickets with fresh context from calls.
- Re-prioritize the backlog from real customer signals.
Compose workflows in whatever tool you prefer.
Native in Claude Routines, visual in n8n, no-code in Zapier — Salfio runs in your stack, not in ours.
Claude Routines
NativeAuthor workflows in plain English. Salfio runs them in your account.
n8n
VisualSelf-hosted or cloud — visual workflow builder for complex pipelines.
Zapier
No-codeConnect 7,000+ apps in clicks. Perfect for fast experimentation.
Turn your client conversations into your team's brain.
15-min demo · see workflows from teams like yours.