sachiv-ai
Sachiv turns recordings and other client conversations into cited client facts, coverage signals, and documents, then sends structured results to a company's own SaaS. It is for teams onboarding complex B2B clients while keeping their existing notetaker and CRM.
Who it's for
- B2B onboarding teams handling complex client accounts and needing conversations converted into structured records.
- Teams using Fireflies, Granola, or Plaud alongside a CRM such as Attio or Close who want conversations reconciled and facts written back.
- SaaS teams that need client facts and lifecycle signals delivered into their own product through webhooks or a read API.
How it fits your workflow
Keep capturing conversations with the team's existing notetaker and keep working in the existing CRM. Sachiv sits between those tools, resolving which client a conversation belongs to, including captures metadata cannot place.
Sachiv extracts typed facts against the business's ontology, attaches quotes as evidence, tracks coverage and missing items, and flags reopened terms. It can render a cited counterparty one-pager from the live record, stripping internal lines from the external copy.
Structured facts and lifecycle signals are pushed to the company's own SaaS through webhooks or a read API. The page describes a four-week path from first call to live, with installation on existing tools and tuning to the business.
Pricing
The vendor doesn't publish prices. Check with sachiv-ai directly.
Prices checked on Nov 11, 2026 from the vendor's site. They can change; confirm before you buy.
Key features
- Conversation-to-client reconciliation
- Files conversations to client records, including cases metadata cannot resolve, such as hallway recordings, a call involving multiple accounts, or a counterparty not entered in the CRM.
- Typed facts with supporting quotes
- Extracts constraints, commitments, requirements, and preferences against the company's ontology. Each fact carries the quote it came from and a link to the moment it was said.
- Coverage and completion gates
- Shows coverage as a percentage, names missing items, and treats onboarding and close as evidence rules rather than simple checklists.
- Reopened-term alerts
- Flags when a later conversation revises an agreed term and presents the relevant quotes side by side.
- Cited document rendering
- Generates a counterparty one-pager from the live client record, with cited lines and internal notes stripped from the external copy.
- Structured delivery to customer software
- Pushes typed facts and lifecycle signals into a company's own product through webhooks or a read API.
Works with
- Fireflies
- Granola
- Plaud
- Attio
- Close
- Webhooks
- Read API
Getting started
- Book a call with Sachiv using the contact information on the page.
- Install Sachiv on the tools the team already uses and pays for.
- Tune the setup to the business's workflow; the page says the process runs from first call to live in four weeks.
Frequently asked questions
Why use Sachiv instead of Granola?
The page distinguishes Granola as a meeting-memory tool and Sachiv as a client-memory layer that reads Granola's notes and organizes information into client records.
Why not use the native Fireflies-to-Attio sync?
The page says that sync transports transcripts and attaches them to people it can match by email, but does not resolve cases such as hallway recordings or calls about multiple clients, and does not type facts. Sachiv uses transcript transport as an input and adds qualification.
Does Sachiv replace the CRM?
No. The page says Sachiv composes the stack the team keeps, with the CRM remaining where the team works and the client record stays.
Why not point a chatbot at the transcript folder?
The page says a chatbot can answer a question but lacks the registry, supersession, gates, documents, and audit trail needed for a system of record.
How long does implementation take?
The page states four weeks from the first call to live, installed on the tools the team already pays for and tuned to the business.