You have twenty active deals. Before any call, you need to know: where is this prospect in the decision process, what objections have they raised, who else is involved, and what's the next agreed action. That's not in Claude's memory. It's in your CRM — and nobody actually reads CRM notes before a call.
The practical reality: most reps re-brief Claude from scratch before every prep session. "Here's the account, here's what I know about their situation, here's what we discussed last time." It takes five minutes. It's the same five minutes, every time.
Stash is a hosted record store Claude talks to over MCP. Your prospect and deal notes live in Stash. Claude fetches them on demand. The re-briefing disappears.
CRMs capture activity (calls logged, emails sent, stage changes). They're bad at capturing the relational and qualitative layer that actually predicts deal outcomes:
| What CRM tracks | What falls through |
|---|---|
| Call dates, email count | What the champion actually said they're worried about |
| Stage (Discovery → Proposal) | The blocker the IT team raised informally over Slack |
| Contact names and titles | Who the real decision-maker is and what they care about |
| Deal value | Competing vendors in play, their strengths vs yours |
| Close date forecast | The budget cycle constraint that makes that date unrealistic |
That qualitative layer is what Claude is useful for — synthesising, drafting, strategising. But it needs the input to work with.
The pattern is simple: one collection per prospect or account, each record capturing the context that matters for the next conversation.
Example record — "accounts" collection: "Meridian Logistics. Champion: Sarah (Ops Director), warm, owns the problem. Blocker: CTO is skeptical, hasn't joined any calls. Budget locked until Q3. Competitor: evaluated Vendor X, didn't like their implementation timeline. Agreed next step: joint call with CTO + demo of the reporting module. Sarah's main concern: our support SLA for multi-region deployments."
You add this after a call. Thirty seconds. Claude now knows everything that matters about this account in any future session.
CRM notes are great for audit trails. They're bad for prep, for two reasons: they're structured for reporting, not for thinking, and nobody actually reads them before a call because the UX isn't built for it.
Stash notes are written for Claude, not for your manager. They capture what you actually need to know. And Claude fetches them in ten seconds flat.
This isn't about replacing your CRM — you still log activity there. It's about having a parallel layer that makes you better prepared for every conversation.
If you have twenty active deals and do serious call prep, you'll hit 50 free queries in two to three weeks. A deal that closes because you were better prepared than the competition is worth a lot more than £8/month.
The conversion calculus for sales reps is clearer than almost any other role: better prep → better calls → more deals closed. The Pro tier pays for itself the first time it improves a close.
https://app.stashlite.com/mcpFree tier: 2,500 records, 50 queries/month. Pro: £8/month.
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