Personal CRM Agent
Remember the people, not just the meetings.
Built for managers who depend on their relationships.
Record the conversations. Keep every commitment. Draft what's next. Walk in prepared.
A four-minute walkthrough with one customer, Lisa Thompson: record a conversation, keep every commitment, draft what comes next, and walk into the next call prepared.
In the Conversation Hub, the user starts a tagup with Lisa Thompson and taps record. While it runs, they ask the Hub a question and type two note lines. They stop the recording, then confirm the tagup and the follow-up that Tagup proposes.
On Lisa Thompson's profile, the user adds a commitment with a title, a due date and a high priority, ticks a completed one, then hides the completed items.
With Lisa Thompson's brief on screen, the user asks Tagup to draft an email about a timeline risk, reads the draft in the save card, then confirms the save.
The user asks Tagup to catch them up on Lisa Thompson, reads the reply, then asks for an agenda for their next call.
See how Tagup works for…
Managers
Run sharper, more memorable 1:1s with your team.
See how →Consultants
Switch clients without losing the thread.
See how →Coaches & Advisors
Pick up every client conversation right where you left off.
See how →Founders
Brief yourself before every investor, advisor, and key-hire conversation.
See how →Never lose the thread.
Open a person’s profile and the full picture is right there. Their role, local time with offset, and contact channels — and below that: every commitment and follow-up you’re tracking, notes you’ve added, and a full history of your tagups together. The whole relationship, one scroll away.
- Local time with offset and contact channels — no tab-switching before a call.
- Commitments and follow-ups organized by relationship, not scattered across apps.
- Notes and tagup history — everything you’ve captured, in one place.
Record the meeting. Walk away with structured notes.
Click or tap record and stay in the conversation. While it runs, type a word or two — “major delivery risk,” “mitigation plan” — just enough to flag what matters. When the meeting ends, Tagup weaves those fragments with the full transcript and drafts structured notes: topics covered, outcomes, and next steps. Review, edit, and save.
- Tagup knows who you’re talking to — the transcript is tied to a person, not a meeting title.
- Speaker-aware transcription — Tagup knows who said what.
- Tagup proposes commitments and follow-ups — you confirm what counts.
- Saved tagups with notes show up in conversation history and search.
From answers to actions — Tagup proposes; you decide and follow through.
“Add a follow-up with Sarah to review the vendor agreement.” Tagup drafts the card on the spot — date set, priority assigned, description filled in — and queues it for your confirmation. One tap approves it and it lands on Sarah’s profile. Adjust the date first, skip it entirely, or edit any detail before you confirm. The call is always yours.
- Drafts follow-ups, tasks, and next-meeting ideas in a single exchange.
- Shows the proposed action — all the details — before anything is saved.
- Nothing lands on a profile until you confirm it.
Talk to Tagup about everyone you work with.
“Catch me up on Sarah before our 3pm.” Tagup reads everything you have captured for Sarah and answers in plain language.
- Plain-language prep for any meeting.
- Tagup reads only what you’ve captured — no guesses, no fabrications.
- Read mode — Tagup doesn’t change anything until you ask.
Find the moment. Not just the words.
Every tagup, every note, every transcript. Ask in plain language; find the moment in seconds. The longer you use Tagup, the more your memory compounds.
- Search by meaning, not keywords.
- Spans every record type — notes, transcripts, profiles.
- Finds what you forgot you knew.
Pricing that scales with your relationships.
7-day free trial — no credit card required.
Starter
For the twenty people who matter most.
Billed monthly $42.00 billed annually — save 30%
500 AI credits / month
~260 min of recordings, or ~50 AI chat sessions.
5 GB cloud storage
For the files you attach and the artifacts the Hub saves.
Every feature, up to 20 people:
- Up to 20 people — with full conversation history, tasks, follow-ups and notes
- Conversation Hub — your AI partner
- Audio tagups with AI transcription & smart-notes
- Semantic search across every record
- Mobile + desktop sync, data export anytime
Pro
For people who run their work through 1-on-1s.
Billed monthly $126.00 billed annually — save 30%
2,000 AI credits / month
~1,000 min of recordings, or ~200 AI chat sessions.
25 GB cloud storage
5× Starter — room for years of files and artifacts.
Same feature set as Starter, 4× the AI capacity:
- Unlimited people — everything in Starter, no cap
- 2,000 credits / mo — 4× Starter
- Headroom for daily tagups + heavy Hub use
- Upgrade anytime — prorated, immediate
- Priority support
Every feature is on both tiers. Starter holds 20 people; Pro is unlimited. Beyond that, the tiers differ in monthly AI credits and cloud storage. Credits refresh monthly on the day you subscribed. Cancel anytime; export your data anytime.
See full pricing comparison →Frequently Asked Questions
What is the Conversation Hub?
The Conversation Hub is the chat area in the app — where you talk to Tagup, your AI partner. Tagup reads everything you’ve captured (meetings, notes, transcripts, commitments) and answers in plain language. Ask “catch me up on Sarah before our 3pm” and you’ll get a brief in seconds. Tagup can also propose new tasks, follow-ups, and meeting agendas — but it never acts without your confirmation.
Does Tagup actually listen to my meetings?
Only when you press record. You decide which conversations to capture — and by default, Tagup won’t record a contact until they’ve approved it through the built-in consent flow. Once a recording is transcribed, the audio itself is automatically and permanently deleted; only the transcript is kept. Transcripts are yours — delete them any time, never used to train any external model, and never sent anywhere unless you choose to share a specific conversation with the person in it.
Starter vs Pro — what’s the difference?
Starter holds up to 20 people; Pro is unlimited — and the 7-day trial runs on Starter, so the same 20 applies while you’re trying it. Every feature is on both tiers: Conversation Hub, audio tagups with AI transcription, smart-notes, semantic search. Beyond people, the differences are monthly AI credits and cloud storage: Starter gets 500 credits (≈260 min of recordings or ≈50 Hub chat sessions) and 5 GB of storage for your files and artifacts; Pro gets 2,000 credits (≈1,000 min or ≈200 sessions) and 25 GB. The 7-day trial runs on Starter — no credit card required. See pricing for details.
Is my data private?
Yes. Your data is encrypted in transit and at rest, you can export any contact’s full history as a document any time, and deleting a person removes their entire history in one click, permanently. We don’t sell, share, or train external models on your relationship data.
Where does the name “Tagup” come from?
“Tagup” is a baseball term — when a runner touches base before advancing. We borrowed it because that’s what good professional relationships are: every conversation is a small touch, and you can only round the next base if you’ve kept your foot on the last one.