Use cases · Sales & accounts
Know what was agreed with every customer, and what changed since
Discounts, custom terms, and side agreements get made in email threads and call notes, then go missing at renewal time. Galdo learns them from your CRM, inbox, and Slack, keeps the latest version on top, and links each one to where it was agreed.
Illustrative example (# account-northwind): "What price did we agree for Northwind's renewal?" Galdo: "12% off list for two years, agreed in the March renewal email." Source: renewal email · Mar 12. It replaces: 8% off list (2025 contract).
What your team gets
Commitments with a paper trail
Each discount, exception, and custom term links back to the email, note, or CRM record it came from.
Renewals without the digging
See what changed on an account since the last renewal, in order and with dates, before the call.
Clean account handoffs
When an account changes owner, the new rep can ask why it's set up the way it is instead of guessing.
By watching the work, in the browser
No new process and nothing to write down. Galdo Capture is a browser extension that learns how the work gets done as people do it.
An admin picks the sites. Capture only runs on the sites your admin allows. For this work that's usually Salesforce, HubSpot, Gmail, Outlook, Slack, Google Calendar.
Each person agrees in their own browser. Nothing is recorded until they consent. They can decline any allowed site, see when it's recording, and pause it for an hour.
It keeps the steps, not the screen. Page titles, the buttons people click, and the forms they submit. Typed text is redacted. Passwords, payment fields, and screenshots are never recorded.
What Capture records: https://getgaldo.com/privacy#mnemo-capture
Common questions
Does it work with our CRM?
If your team works in it in the browser, yes. An admin adds the sites, such as Salesforce, HubSpot, or a web inbox, and Galdo Capture learns from the work done there.
Where does account data live?
In your workspace, hosted in the US and isolated from every other customer. Data is encrypted in transit and at rest, and workspace owners and admins get an audit log of workspace activity on every plan.
How long does setup take?
An admin turns on Galdo Capture and picks the sites it can run on, then each person installs the browser extension and agrees in their own browser. A procedure is shared with the team once the same task has been seen at least twice.
See it on your own work
Book a demo (https://getgaldo.com/contact#demo) and we'll walk through it with your tools and your questions, or start free and turn on Capture for your first sites today.