Customer memory
Repeat customers, recognized the moment they call
Jodie knows regulars by their number, checks it is them, then confirms details instead of asking again.
7 days free, no card needed. Included on every plan.
Trusted by 1,600+ US service businesses
How customer memory works
- 1
A customer reaches out
Each call, WhatsApp, email and chat is saved to their record.
- 2
They call again
Jodie matches their number and checks it is them.
- 3
You add what matters
Add notes, numbers and emails. Jodie has them next time.
A receptionist who knows your customers
Everything about a customer, in one place
One timeline per customer: calls, messages, notes, numbers and address. Add a note once, like a lockbox code, and Jodie has it on the next call.
- Several numbers and email addresses per customer
- Merge duplicates or import a spreadsheet
- Mark a customer as do not contact
One history across every channel
Whether a customer called or sent a WhatsApp, it all lands in one place. You see it on the web and in the app.
Made for repeat customers
A tenant calls about the water heater again. Jodie confirms it is them and has the unit address. If they mention last week's call, she knows it.
Jodie for property managers Pest control companiesA quarterly customer calls because the ants are back. Jodie has their address and your note about the dog.
Jodie for pest control companies Vet clinicsA pet owner calls about their dog's recheck after surgery. Jodie recognizes them, so they do not have to explain it all again.
Jodie for vet clinicsThe details
- How she recognizes callers
- By matching the caller's number to your customer records.
- What she recalls
- Summaries of up to 10 recent calls and WhatsApp chats, plus important notes.
- Privacy
- Confirms the caller first. Never reads out more than a first name and number ending.
- Customer records
- One timeline per customer across calls, WhatsApp, email and website chat.
- Import
- Paste a list or upload a CSV or Excel file.
- Control
- On by default for new accounts. Turn it off in message taking settings.
Which plans include it
- Basic includes this feature $49/month
- Professional includes this feature $99/month
- Premium includes this feature $199/month
Every feature is on during the 7-day free trial.
Compare plansCustomer memory: common questions
Yes. When a known number calls, Jodie asks, "Just to check, am I speaking with Sarah?" Once they confirm, she uses past calls, chats and your notes.
Related guides
How to get more clients for your veterinary practice
A no-nonsense growth playbook for independent veterinary practice owners: which marketing channels actually pay back, how to win on reviews and word of mouth, and why the demand you spend money to create is wasted if nobody answers the phone.
Best answering service for property management: AI vs human vs voicemail vs in-house
AI receptionist, human answering service, voicemail, or an in-house hire - the four ways to cover a property management phone line, ranked on maintenance triage, after-hours emergency routing, around-the-clock coverage, and real monthly cost.
How to get more customers into your auto repair shop
A practical car-count playbook for shop owners: the marketing that actually books work, what to budget, a one-page plan you can copy, and the one leak that wastes the rest.
Treat every repeat caller like a regular
Start your free trial. Jodie remembers customers from the first call.
7 days free, then from $49 a month. No card needed.