Agencies & consultancies
The AI knowledge graph for agencies and consultancies
Every client, every call, every promise, remembered by the whole team.
Fivo is an AI knowledge graph for agencies and consultancies. It connects your client calls, email and the tools you already use, then links everything to the right client: what was agreed, what was delivered and what's still open. Anyone on the team, or any AI assistant, can ask about an account and get a sourced answer in seconds.
14 days of full Pro access. No card needed.
+100Why do agencies lose client context?
Because it lives in people, not in a system. The account lead remembers the history, the call that changed the brief, and the extra that was agreed “just this once”. When that person is on holiday or leaves, the agency starts again from zero.
What happens when an account manager leaves?
Years of client context leave with them. The new lead spends weeks re-reading Slack and Drive, and the client notices.
How does scope creep happen without anyone noticing?
Small extras get agreed on calls and never written down. By the end of the quarter they add up to unbilled hours nobody can prove.
Why does every client update take half a day?
Someone rebuilds the week from calls, threads and tickets before every status email.
How do you know an account is going cold?
Usually you don't, until the renewal call. The signals were there: slower replies, a new stakeholder, a mention of budget.
What Fivo builds for you
What does Fivo track for an agency?
| In your graph | Where it comes from | What you can do with it |
|---|---|---|
| Clients and stakeholders | Calls, Gmail or Outlook, HubSpot | See who decides, who influences and who went quiet |
| Deliverables and SOW items | ClickUp, Asana, monday.com, Trello, Jira, Notion | Compare what was sold with what is being done |
| Promises and deadlines | Calls, email | See every “I'll send it tomorrow” with an owner and a date |
| Scope changes | Calls, email | Find every extra agreed outside the SOW, with the quote |
| Decisions | Calls, Notion, Confluence | See why the brief changed and who approved it |
| Account signals | All sources | Get flagged on budget mentions, procurement, silence |
How it works
How does Fivo build the graph?
Connect
Add your email, CRM and project tool, such as HubSpot, Notion or ClickUp. Fivo joins your calls itself, and imports past calls from Fathom or Fireflies.
Graph
Every conversation becomes linked facts: client, person, promise, decision. Each fact carries a date and its source, and nothing is duplicated.
Ask
Ask in plain language inside Fivo, or from Claude, ChatGPT or Gemini over MCP.
Integrations
The tools this vertical actually runs on
Connect one and the graph starts building from your next call.
- Slack
- Gmail
- Notion
- ClickUp
- Asana
- Monday
HubSpot
Google Drive
Google Meet
Zoom
Microsoft Teams
Harvest
Figma
Loom
Calendly
Your AI, with full context
How does Fivo make ChatGPT and Claude smarter about your clients?
Today, asking AI to draft a client update means pasting in calls, threads and briefs until the context window runs out, and it still misses half. Fivo gives your AI the client's facts already structured: promises, decisions, people and deadlines, each with its source. A typical answer costs about 250 tokens instead of 8,000. Your AI can hold every client in context and still have room to think.
- 87% fewer tokens per query
- ~250 tokens instead of ~8,000
- Under 1 second per answer
Example
In Claude, “Write Acme's monthly update.” Claude pulls the month's deliverables, open promises and scope changes from Fivo, and drafts the update with sources.
Use cases
How do agencies use Fivo every day?
Account handovers in a day, not a month
A new account lead asks the graph for the client's history, key people, open promises and recent decisions. They walk into the next call knowing what the previous lead knew, and the client never has to repeat themselves.
Client status updates drafted from what actually happened
Fivo drafts the weekly update from the calls, tickets and messages of the last seven days. Every line links back to its source, so the account lead only edits instead of rebuilding the week.
Scope control against the SOW
Every extra agreed on a call is logged against the client's scope with the exact quote and the date. At month end you know what to bill, what to push back on and what to include in the next proposal.
Pre-call briefs
Before every client call, Fivo prepares one page: what was promised, what shipped, what's still open and what the client raised last time. Five minutes of reading replaces thirty minutes of scrolling.
Early warning on churn
Fivo flags accounts that go quiet, mention budget cuts, bring in procurement or change their main contact, weeks before the renewal conversation.
Onboarding new team members
New hires ask the graph about any client in plain language instead of reading months of Slack. They contribute in their first week.
Ask your graph
What can you ask Fivo about a client?
Ask Fivo
“What did we promise Acme this month that hasn't been delivered?”
Fivo answers
Three items: the revised homepage mockups (Laura, 12 Sep call), the Q4 media plan (due Friday), and access to the analytics dashboard (agreed by email, 3 Sep).
Ask Fivo
“Has Acme asked for anything outside the SOW?”
Fivo answers
Yes, twice: two extra landing pages (call, 5 Sep) and weekly reporting instead of monthly (email, 18 Sep). Neither has been billed.
Ask Fivo
“Which accounts look at risk?”
Fivo answers
Two of 14. Northwind hasn't replied in 21 days, and Globex mentioned “reviewing all suppliers” on Tuesday's call.
Fivo vs the alternatives
Fivo vs a meeting note-taker vs a CRM or wiki
| Meeting note-taker | CRM or wiki | Fivo graph | |
|---|---|---|---|
| What it stores | One summary per call | What someone typed in | Linked facts from every source |
| Connects calls with email, CRM and tasks | No | No | Yes |
| Tracks promises and scope changes | No | Only if logged by hand | Automatically, with the source |
| Answers questions across all clients | No | Search only | Yes, in plain language |
| Works with your AI assistants | Limited | No | Yes, over MCP |
FAQ
Frequently asked questions
- Is Fivo a meeting note-taker?
- No. Fivo captures your calls, but calls are one source among several. It builds a knowledge graph that links calls with email, CRM and project tools, so you can ask about a client rather than read summaries.
- How long does setup take?
- Around 10 minutes. Connect your calendar and one tool, and the graph starts building from your next call.
- Can clients see our graph?
- No. Each company has its own isolated graph, and you decide who on your team can see which clients.
- Does it work with our project management tool?
- Almost certainly. Fivo reads tasks and comments from ClickUp, Asana, monday.com, Trello, Jira and Linear, and pages from Notion and Confluence.
- Where is our data stored?
- In the EU. Fivo is GDPR compliant, and each company's graph is isolated from every other.
- How much does Fivo cost for an agency?
- Every plan starts with a 14-day trial with full Pro access and no card. See the pricing page for the current plans.
Updated 2026-10-11
The best day to start your graph was a year ago.
The second best is today. Connect one tool, and by tomorrow Fivo knows your clients a little better.
14 days. Full Pro access. No credit card.SOC 2, GDPR, EU-hosted