01
Memory, not automated sending
POSHIM helps your team review the relevant client context before follow-up. It does not send messages without review.
Client memory
Know the client contextbefore every follow-up.
POSHIM turns scattered sales records into structured client memory, keeping commitments, concerns, buying signals, and next actions clear.
Records commitments and objections
Tracks outstanding items over time
Keeps each memory source-backed
Source records
Emails, meeting notes, chat excerpts, and sales notes
Client memory
Timeline, commitments, concerns, open items, and next actions
Memory updated
Acme Studio
Client memory timeline
Acme Studio2 open items
Qualified opportunityToday
Northline Labs1 open items
Decision review7 May
Memory timeline
Today
Requested relevant case studies before vendor selection.
Email correspondence · 10:42
7 May
Budget signal: $20k–$35k if the first phase is well defined.
Discovery meeting
Pain
Lead quality declined after the last redesign.
Signal
Budget range is available if the first phase is well controlled.
02
Built for scattered records
Bring email correspondence, meeting notes, chat excerpts, and sales notes into one client timeline.
03
Every memory is source-backed
Commitments, concerns, and buying signals retain the original excerpt for efficient review.
Structured client memory
Keep a clear record of what each clientsaid, requested, questioned, and agreed.
POSHIM converts scattered sales correspondence into a timeline your team can rely on before the next follow-up.
01timeline
Client timeline
Build a dated record of meaningful client interactions without reviewing the full correspondence each time.
3
records
2
signals
1
next action
02signals
Buying signals
Capture budget indicators, urgency, decision makers, alternatives, and signals that an opportunity is progressing.
03items
Commitments andoutstanding items
Track what your team has committed to, what the client has committed to, and what still requires confirmation.
04follow-up
Next follow-up note
Prepare a concise note before the next email or call: what to remember, what to ask, and what to avoid.
Memory plans
Start with oneclient memory.
Use one real client correspondence record first. Assess whether POSHIM reduces repeated context review for your team.
Plan 01
One client memory
Create one client memory from a real email, meeting note, or chat excerpt.
$0/month
- Manual conversation input
- Client memory timeline
- Commitments and outstanding items
- Next follow-up note
Plan 02
RecommendedTeam memory pilot
Support a small B2B service team in maintaining sales context across active clients.
$500/month
- Weekly client memory updates
- Buying signal tracking
- Source-backed team notes
- Follow-up note refinement
Plan 03
Enterprise
Private workflows for teams requiring integrations, permissions, and customised memory fields.
Custom
- Custom input formats
- Gmail, CRM, or chat integrations
- Team permissions
- Private deployment options