The minutes of every client relationship.

Kept automatically, with receipts.

Join the pilot

Somewhere in here is the deal.

Five emails, a proposal and a 48-minute call.

Seren reads every one.

Signatures, quoted replies and small talk don't count.

And writes down what was agreed.

Every line points back to the exact words it came from.

Ready for anyone to pick up.

What the deal is, what's at risk, what to do first.

Hartwell Academy Trust · 7 items
Proposal v2.pdfDocument · 2 Jul
Pricing
Unit price £899.00 ex VAT, quantity 1,500, inclusive of education pricing.
Standard manufacturer warranty applies.
Priya NairEmail · 5 Aug
Hi Tom,

Following our chat, delivery will now be 22 September to allow for site readiness at Northfield. I'll keep you posted as the install plan firms up.

--
Priya Nair · Account Director, Schools
This email and any attachments are confidential and intended solely for the addressee.
Priya NairEmail · 15 Aug
Hi Tom,

Following Tuesday, we can confirm 2,000 units at £849 per unit, including three years of AppleCare for Education on every unit. We may be able to arrange loan units for exam season too.

Let me know and I'll get the paperwork moving.
Tom ElleryEmail · 15 Aug
Agreed, please proceed on that basis. Finance will raise the PO.

Tom
Sent from my iPhone
Gong callCall · 2 Sep · 48 min
[00:31:12] Tom: If you can do eight-twenty, I can get it through finance this month.
[00:31:40] Priya: Okay, eight-twenty works, as long as the PO lands before month end.
[00:32:05] Tom: Deal.
Tom ElleryEmail · 4 Sep
Morning Priya,

Three quick things: is the PO template OK, can you send the tag format, and can delivery be split between Northfield and the main site?

Sent from my iPhone
Tom ElleryEmail · 12 Sep
Hi Priya,

PO by the 26th at the latest. Sarah Kent in finance signs these off. On insurance sign-off, I'll confirm in due course.

Sent from my iPhone
Hartwell Academy TrustAt risk
Reading 7 items…
2,000 MacBook Airs at £820, arriving today
Unit price
£899
Quantity
2,000 one side
was 1,500
AppleCare
3 years contract says 1 year
Delivery
22 Sep · today
was “before 1 September”
They owe you
A signed PO
Sarah Kent in finance signs it
You owe Tom
An answer: can delivery be split?
Unanswered for 18 days
Only a maybe
Loan units for exam season
never mentioned again
Contract drift

The contract says one thing.
The conversation says another.

Master supply agreement · signed 12 Aug
9.1 Northlight will pass through all manufacturer warranties.
9.2 Devices are covered by a one (1) year limited warranty from delivery.
9.3 Extended cover may be purchased separately.7
Email · Priya Nair to Tom Ellery · 15 Aug
Following Tuesday, we can confirm 2,000 units at £849 per unit, including three years of AppleCare for Education on every unit.
3 years of AppleCare promised on 2,000 units, but the contract says 1 year
Seren won't put a £ figure on the extra cover. No price for it appears in any source.
Raise with Tom
Before every call

Walk in knowing.

A one-page brief for any account: what to lead with, what you owe them, what they owe you, and what changed. Built from the record, not from memory.

  • Hand an account over in ten seconds, not a week of forwarding threads.
  • Drafts for the awkward emails: chase, raise, confirm in writing. Seren never sends. You do.
  • Leads see every account ranked by money at stake and how soon it bites.
Pre-call brief · Tue 22 Sep

Hartwell Academy Trust

with Tom Ellery, IT Director
Lead with
Delivery is due today, but the PO isn't signed until 26 Sep. Chasing it protects today's delivery and the £820
You owe Tom
MDM enrolment guide 3 days overdue
An answer on split delivery 18 days
Ask them
Signed PO by 26 Sep
Insurance sign-off, still “in due course”
The deal
2,000 MacBook Airs at £820 (call only)
AppleCare 3 years, contract says 1
Any client relationship

It isn't about laptops.

Agencies, software, recruitment, accountancy: wherever a client relationship runs on email and calls. Same engine, no setup per industry.

Northlight EducationHartwell Academy Trust
2,000 MacBook Airs at £820, arriving todayAt risk
Delivery is due today, but the PO isn't signed until 26 Sep. Chasing it protects today's delivery and the £820
delivery will now be 22 September
3 years of AppleCare promised on 2,000 units, but the contract says 1 year
three years of AppleCare for Education on every unit
The £820 was only agreed on a call, 20 days ago
If you can do eight-twenty, I can get it through finance this month.

Real output from Seren's engine, run on five fictional client relationships.

The real thing

This isn't a screenshot.

It's the product, running on a fictional team. Tap a risk to see the words behind it.

Private by design

Your information stays yours.
Even from us.

The promise Seren is built on, and the condition for every pilot.

Your toolsGmail, Outlook, calls, CRM, contracts. Read-only.
A sealed vaultReads, links and checks inside hardware nobody can look into. Not the cloud, not our staff.
Your ledgerEvery line points back to its source.
Outside AI modelsOnly ever get anonymous puzzles. No names, companies, amounts or dates.
Read-only, alwaysNever sends, deletes or changes anything in your tools.
Leads see the recordNever anyone's inbox. Accounts are rated, never people.
Never trains AINot ours, not anyone's. Export or delete everything, any time.

In private pilot. Real mail connects only once the vault has been independently reviewed. Until then, the demo runs on a fictional team.

Know what every client
was promised.

Join the pilot

For account, client-services and customer-success teams at agencies and B2B companies.