Build context around each contact
Keep background notes and session history together, and edit the memory Tamloot builds about each person.
Tamloot · CRM & marketing
Keep your relationships at the center of your follow-ups.
Looking for CRM and marketing tools? Start with the conversations behind each relationship. Tamloot connects contact history, notes, and next steps so you can prepare more relevant follow-ups.
Create an accountKeep the relationship in view
Find the conversation behind the next step
Revisit questions, themes, and commitments across sessions with the assistant.
Organize follow-up tasks
Review tasks extracted from conversations alongside the action items in session notes.
Write with context
Draft follow-up messages grounded in your conversations, then review and adapt them.
Put conversation context to work
Prepare a relationship check-in
Ask the assistant what came up in recent sessions with a contact and what you agreed to revisit.
Spot recurring questions
Ask which contacts discussed a particular topic. Use the answers to inform messages you write and review.
Create a regular relationship review
Ask for a weekly email summary or digest to your own account, then decide which follow-ups to prioritize.
How it works
- 1
Create your account
Add a contact and record or upload a conversation using a supported recording method. Obtain the necessary consent before recording.
- 2
Review the notes
After transcription, review and edit the AI notes, action items, and extracted tasks. Link the session to the right contact.
- 3
Ask, prepare, and follow up
Ask the assistant about your history, draft a follow-up, or save a note. Review AI output before using it. Connected tools require setup in Connectors.
Questions before you start
Is Tamloot a full marketing automation platform?
The workflows here cover relationship context and follow-up preparation. Bulk campaigns, automated funnels, lead scoring, and campaign reporting are not promised.
Can I organize information about my contacts?
Yes. Contacts have background notes and linked sessions. Tamloot also keeps editable contact memory so later conversations have continuity.
Can it send a recurring digest?
The assistant supports reminders and digests delivered to your account email. This is a personal review workflow, not a bulk marketing email service.