Reps leave.
The context stays.
Known helps growing revenue teams preserve customer context across reps, handoffs, and accounts.
When someone leaves, changes roles, or hands off an account, the next owner should not have to rebuild the relationship from old emails, call recordings, CRM notes, and Slack threads. Known turns that scattered history into a living account record your team can trust.
Private cohort for SMB and mid-market teams. 20-minute fit call.
Your customers remember what they told you. Your company often has to go find it.
Customer context gets scattered across emails, calls, Slack threads, support tickets, and CRM notes. That works until something changes:
A rep leaves or territories shift.
A closed-won deal moves from Sales to Customer Success.
A customer escalates or a key renewal gets close.
Your CRM tracks the account milestones. Known remembers the relationship context.
We aren't competing with your CRM. We are completing it.
Shared account memory for growing revenue teams.
Known connects to the tools your team already uses and creates a living account record around every customer.
Automated Capture
Gathers context from emails, call recordings, meeting notes, Slack threads, CRM updates, support tickets, and rep debriefs without relying on perfect manual entry.
Handoffs With History
Organizes scattered interactions into a trusted relationship timeline so new owners understand what happened, what matters, and what needs attention.
Risk Alerts
Flags the things your team should not miss, like an account going quiet, an unaddressed commitment, negative sentiment, a new decision-maker, or an incomplete handoff.
We are looking for a small group of SMB and mid-market revenue teams as foundational design partners.
This is a match if your team has:
$25k+ Account Values
You manage high-touch accounts where relationship context carries real revenue weight.
Dedicated Account Ownership
Reps or CSMs manage named customer books, not purely high-volume transactional sales.
Active Transitions
Growth, territory changes, Sales-to-CS handoffs, or rep movement create account context risk.
Context Blindness
Managers spend too much time reconstructing account reality before pipeline reviews, renewals, escalations, or customer calls.
You do not need pristine data or a perfect workflow.
If your CRM hygiene is imperfect and important handoffs happen in messy Slack threads, you are exactly who we are building this for.
What Design Partners Get
- Direct input into the product roadmap
- Hands-on collaboration with the founding team
- White-glove setup around your current workflow
- Early access to living account records and risk alerts
- Locked-in launch pricing
We are selecting a small number of teams for hands-on product input and early access.
Apply for Design Partner Access
Private cohort for SMB and mid-market revenue teams. 20-minute fit conversation.
No purchase required. We're looking for teams with real account continuity pain.
Built by Operators Who Have Lived the Problem
Known is being built by operators with firsthand experience across sales, product, GTM, and enterprise software.
Patrick Phillips is an 18+ year sales and product leader who has built across SMB, mid-market, and enterprise workflows at CareerBuilder, Upwork, Hootsuite, and EverTesting AI.
We've seen how easily customer context gets trapped in tools, handoffs, and employee memory. Known exists to make that context belong to the company.
Help build the customer memory layer for growing revenue teams.
We are selecting a small number of SMB and mid-market revenue teams as foundational design partners. If rep transitions, customer handoffs, missing context, or account risk are real problems for your team, we'd like to compare notes.
Private cohort · 20-minute fit conversation