The relationships that pay your bills deserve a black book.
Your CRM remembers the deal. It forgets the person. The Client Intel keeps a private dossier on every relationship that matters, and turns it into a sharp briefing before every meeting. One place for the contract and the human being behind it.
- Mariëlle, partner, runs a gallery in Haarlem
- Floor (16), field hockey final on Saturday · Douwe (13)
- Shellfish allergy · golf, handicap 12 · Balvenie 14
Every tool you own remembers the deal. None of them remember the person.
Pipeline, stages, amounts
Contacts, deals, activity logs, some reports. Built so your manager can read the funnel, not so a client feels remembered. It answers "what is the deal worth", never "who is this person and what do they need from me right now".
The things nobody logs
The daughter's name. The promise you made in March. The fee pressure he mentioned off the record. The right hour to call. Today that lives in your head, in notebooks, or nowhere. When you forget, or leave, it walks out the door with you.
Salesforce works for your employer. The Client Intel works for you.
The deepest intelligence about your relationships should never live in a system your employer owns. Your book is yours. It moves with you, and only you hold the key.One private dossier per relationship. Six layers deep.
Everything you know about one person, on one screen. Not scraped, not guessed. Written by you, structured by the system, ready the moment you need it.
One click before you walk in.
Add a line of context if you want: lunch tomorrow, he brings his CFO, renewal in six weeks. Fifteen seconds later the briefing is on your screen, built from everything the dossier knows.
Communication style · Direct
Fast pace, task first. Decisions over discussion, results over rapport.
Discussed the Vantage mandate. He is under board pressure on fees since the merger. You promised a benchmark before this lunch. He asked for it printed, not mailed.
- Open with Floor's final. He raised it twice, it matters to him.
- Bring the printed fee benchmark. The promise that anchors this lunch.
- Ask for the Q3 pre-read slot before the board sets its agenda.
- No renewal push. Six weeks too early, he will read it as pressure.
- Do not raise the Meridian exit. Sore subject.
- No small talk past two minutes. To a D it reads as stalling.
Chairman at Arcturus since 2019, ex Meridian. Formal on paper, warm once you are inside. The relationship carries €2.4M across two mandates.
Family first, always. Floor's final is the honest opener. The gallery opening on Sept 4 is a natural reason to reconnect after the summer.
Hand over the benchmark early, let him react. Then secure the pre-read slot. You want to shape the board paper, not respond to it.
Arcturus made the FD Gazellen list on Monday. Congratulate him before someone else does. He reads the FD at seven.
Every briefing stores its exact inputs, model and prompt version. You can always see why it said what it said. Trust requires receipts.
The briefing only knows what you logged. No scraped profiles, no invented color. Your judgement in, sharper judgement out.
On your laptop before the call, on your phone in the taxi. Thirty seconds of reading and you walk in as the best prepared person in the room.
Type it like you'd tell a colleague. The book files it.
Dump the messy note after a call. The Scribe turns it into intel entries, commitments, tasks and a logged touchpoint. Nothing to format, nothing forgotten.
call with marco went long but good. elena starts at bmw in september, he's proud. budget frozen till q1 BUT wants the proposal end of nov anyway. promised him an intro to sanne for the logistics piece. he keeps booking the 7am slot because of cdmx time. follow up in two weeks
- TouchpointCall · today · outcome Advanced
- Intel · FamilyElena starts at BMW in September. He is proud, ask about it.
- SignalBudget frozen until Q1. Proposal still wanted end of Nov.
- You oweIntro to Sanne, logistics · open
- TaskSend proposal · due Nov 28
- NudgeFollow up in 14 days
A health score you can check the math on.
Every relationship gets a 0 to 100 heat score. No black box: four components, visible in every dossier, recalculated on every touch.
A note is thinking, not contact. It never inflates the score.
Your judgement is a component, and you can override the total at any time.
Hendrik Bosch is going quiet. 47 days since last contact against a 30 day cadence. Heat dropped from 74 to 58. Renewal in 90 days.
The backbone a CRM has. The black book it never will.
You just saw the intelligence layer: the briefing, the scribe, the heat score and the nudges. Underneath it sit the other two layers, so nothing about a client lives anywhere else.
Contacts & companies
People and the organisations behind them, linked. Roles, tiers and full history.
Deals & pipeline
Opportunities from first touch to signed, with stages, value and probability.
Renewals & contracts
Value, term and end dates per account, with alerts that fire before a renewal slips.
Tasks & follow-ups
Due dates and reminders on every commitment, so nothing you promised quietly disappears.
Tags & segments
Slice your book by tier, industry or status, and act on a whole segment at once.
Reporting
Pipeline, retention and activity at a glance. Who is active, who is at risk, what renews.
CSV import
Bring your book over from a spreadsheet or your current CRM in one afternoon.
Email & calendar sync
Two way with Google and Outlook, so meetings and mail land on the client automatically.
Relationship memory
Milestones, the people in their world, what matters to them. Expandable profiles for partner, kids and colleagues.
Conversation hooks
Interests, their team, the last holiday, the running joke. You never open cold.
Preferences
Coffee order, dietary needs, gift no-gos. The small things that land disproportionately big.
Personal milestones
Birthdays, work anniversaries, the day you closed your first deal. Surfaced in time to act.
International clock
Live local time on every card, with their good-time-to-reach window in your timezone. Never wake a key account at 6am again.
Topics to avoid
The sensitivities worth remembering, flagged in every briefing before you walk in.
Home & office, mapped
Both addresses on a glanceable mini map. Useful for visits, gifts and context.
Personal, not invasive.
You log only what clients share with you. The things a real relationship is built on. The Client Intel is for remembering what people tell you, not for building dossiers on strangers. That is a product decision, not fine print.
No scraping, ever
Nothing is pulled from LinkedIn or the open web behind anyone's back. Manual curation is the product, and the privacy promise.
EU metal, EU rules
Hosted in Falkenstein, Germany. Your data does not leave the EU. GDPR aware by design, with export and full deletion on request.
Backups only you can open
Nightly encrypted backups where you hold the only key. Dossier content never appears in logs. Sessions are hardened by default.
Your AI, not their training
Briefings run on Claude through the commercial API. Your dossiers are never used to train models, and every generation is stored for audit.
Priced like what it protects.
Your book carries six and seven figure relationships. This is the layer that keeps them warm. Start free on the one relationship you cannot afford to lose.
The Vault
Test it on your single most important relationship.
- 1 dossier, every layer, full depth
- 3 briefings per month
- Heat score & nudges
- Export anytime
Professional
For the operator with a focused book.
- 15 dossiers
- Unlimited briefings
- The Scribe: notes filed for you
- Full black book & backbone
Principal
For the director whose network is the business.
- 50 dossiers
- All agents, priority briefings
- Signal feed & health alerts
- Ask your book from your own AI
The Firm
When the book must outlive any single operator.
- Unlimited dossiers
- Memory Agent & account handover
- Team graph, privacy walled
- SSO, admin & audit
For context: Affinity runs $2,000 to $2,700 per seat per year and 4Degrees up to $8,000. One renewed contract covers The Client Intel for years. Cancel any month, export everything on the way out. Your book stays yours.
Before you ask.
Is this a CRM replacement?
No, and on purpose. Your CRM reports the funnel to your employer. The Client Intel sits beside it as the relationship memory layer that is yours. It holds the backbone too, so solo operators can run everything here, but the point is the layer no CRM has.
Where does my data live?
On EU servers in Falkenstein, Germany. Nightly encrypted backups where only you hold the key. Export your entire book as JSON whenever you want, delete everything on request. No lock-in by design.
Does it scrape LinkedIn or enrich contacts automatically?
No. Every competitor scrapes; we refuse. You log what clients share with you, because that is what a real relationship is built on. What you write down is the thinking. The AI sharpens it, it never replaces it.
Is my client data used to train AI?
No. Briefings run on Claude through Anthropic's commercial API, which does not train on your data. Every briefing stores its exact inputs, model and prompt version, so you can audit what the AI saw.
What do I actually get on the free tier?
One full dossier with every layer, three briefings a month, the heat score and nudges. Enough to run it on your most important relationship and judge the difference in one real meeting.
When can I get in?
We onboard in small cohorts, five operators at a time, so every early member gets white glove onboarding and a direct line to the founder. Request access below and you will hear from a person, not a drip campaign.
Be the person your clients never want to leave.
The Client Intel is rolling out to a first cohort of key account directors, private bankers and advisory partners. Small on purpose. Every early member shapes the product and locks in white glove onboarding.