Works alongside Follow Up Boss, BoldTrail, Lofty and more

Your CRM is only as good as what you remember to type into it.

Tell The Librarian what was said when the call ends. It prepares the note and your next follow-up, ready for the CRM you already use, which stays your system of record.

Then USD 49.99/month
  • No credit card required
  • Setup in minutes
An agent reviewing follow-ups at a desk
The Librarian
3 calls today, notes ready for your CRM
  • MR
    Marco RuizWants to list in spring · follow up March 3
    11:05 am
  • PS
    Priya ShahPre-approval updated to $1.4M
    2:40 pm
  • JB
    Jen BrooksReferral from Marco · first-time buyer
    4:15 pm

The note that never got typed

One call, two weeks of follow-through

You don’t skip the CRM because you’re lazy. The call ends in the car and the next one starts in four minutes. Here’s what changes when the note is one voice note.

11:05 AM

The call ends. You talk, you do not type.

Marco wants to sell his condo next spring. You hang up, tell The Librarian what was said, and drive to your showing.

No form, no CRM login on your phone. The Librarian keeps Marco’s timeline, his price and the stager he needs, ready when you are.

An agent on a call with her lender from her parked car
The LibrarianTue 11:06 am

You: Marco Ruiz wants to list the condo in spring, thinks around $850K. Needs a stager. Check in March 3.

The Librarian: Saved for Marco: spring listing, about $850K, needs a stager. I’ll remind you on March 3 and have a summary ready for your CRM.

Next morning

Your follow-up is ready to review

Your morning brief lists what you promised. Marco’s stager intro has a draft email, and his call summary is ready to add to your CRM.

An agent reading her morning brief at a desk
The LibrarianWed 8:00 am

You: What did I promise people yesterday?

The Librarian: Three things. Marco: a stager intro (draft ready). Priya: updated listings at $1.4M. Jen: a lender contact. Summaries are ready for your CRM.

Two weeks later

Two weeks later, you know who’s calling

When Jen, Marco’s referral, calls back, you know who sent her and what she asked before you say hello.

Your CRM hasn’t changed. You just stop losing what was said between logins.

An agent speaking into her phone outside a home
The LibrarianThu 3:12 pm

You: Remind me who Jen Brooks is again?

The Librarian: Marco Ruiz’s referral. First-time buyer, asked about down payment programs two weeks ago. You promised to send a lender contact.

The Librarian is not a CRM. It helps you bring more to yours.

Keep Follow Up Boss, BoldTrail, Lofty or the CRM you already pay for. It stays your system of record.

Your CRM keeps the record

Contacts, pipeline, tasks and activity history stay in your CRM. Keep managing your business there.

The Librarian carries the context

Share the details when a conversation ends. Turn them into a CRM-ready summary and a personal follow-up draft, ready to review and use.

See every tool The Librarian works with

Also works with

Keep your CRM. Keep what never
made it in.

Start with one call.
Prepare the record and the next conversation.

30 days free, then USD 49.99/month.

An agent reconnects with a client outside her home.

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