Remember everyone. Walk in prepared. Capitalize on every opportunity.
Mash rolls your voice memos, notes, and to‑do lists into one easy app, built around your book of business, referral network, sphere of influence, and career connections. Say it once, and it’s remembered and ready to act on.
You know more people than you can keep up with — so most of them quietly go cold.
- 1
You properly keep up with about ten. The other hundred slowly become strangers.
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Important relationship details are scattered across your brain, phone, notes apps, emails, and spreadsheets. Or forgotten altogether.
Mash enables you to leverage and grow your network.
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Everyone in your network stays connected with thoughtful moments.
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Mash spots them and does the work — you just approve.
Capture important information about your network and business
Talk, text, record a meeting or snap a photo. Mash updates the rest.
Talk or text to it, record a meeting, or snap a photo.
Mash automatically updates people, relationships, and to-dos based on what you give it.
Like a personal CRM in your pocket
Your whole network, organized for you. No tagging, no A–Z lists.
Your entire network managed, updated, and organized automatically. No tagging, no A–Z lists.
Surfaces who matters right now, and proactively creates opportunities for you.
- Priya ShahMade partner at Northline
- Marcus WebbOpening a Miami office
- Elena RuizDaughter starts at Michigan
- Derek BrooksMoved to the Denver office
- Lena ParkTalked pricing at the booth
- Derek BrooksWants the fleet deck
- Ana LópezOps lead · hiring
- Raj MehtaSame panel, day 2
Stay on top of all your professional commitments
The intro you promised, the deck they owe you. Mash reminds you of both.
Mash creates and organizes your to‑dos, so nothing gets lost: the intro you promised, and the deck they owe you.
It reminds you before it’s late, and does the work for you when it can.
- Send Marcus the fleet deckMW
- Loop Elena in before ThursdayER
- Set up the fleet financing callMW
- Intro Priya to Webb PartnersPS
- Book lunch with AaronAB
- Send the Miami timelineNewMW
“Marcus asked me to send the Miami timeline.”
Develop a deeper understanding of your entire network
Mash spots new roles and news, so you’re the first to reach out.
Mash extracts relevant context from your relationship history.
It spots new roles, raises and news on LinkedIn, X and in the press, so you’re the first to reach out.
She posted 20 min ago. You last talked in August. Send a congrats?
Draft a noteLatershe posted
Priya · Work friends
You introduced her to Webb Partners.
Client meeting or conference, walk in prepared
A brief on everyone who’ll be there. Listen on the drive over.
Before a client meeting, a dinner, or a conference, Mash briefs you on everyone who’ll be there: what’s new, what you have in common, and anything you owe them.
Listen on the drive over, or read it in your inbox.
- Last talkedLunch, back in April
- Since thenStarted his own firm
- AskHow the first hire went
The follow-up is written before you’re back at your desk
Mash drafts the note, the thank-you or the intro. You hit send.
A new role, a closed deal, an intro you promised: Mash spots it in what you say and drafts the note, the thank-you, or the introduction.
You just approve and send.
Works with the tools you already use
Your calendar, inbox, and messages, plus what’s public on the web. Mash keeps it all current.
See all connectors
Built for relationship sellers
If your book of relationships is the business, Mash is for you.
Wealth managers & advisors
Keep every client and prospect warm across decades-long relationships and life events.
Real estate agents & brokers
Commercial or residential — stay in touch with buyers, sellers and tenants through the long quiet stretches between deals.
Investor relations & fundraising
Track every LP, allocator, and stakeholder — who’s engaged, who’s gone quiet, what they want.
Agency owners & founders
Keep in touch with clients, partners and the people you’re talking to — once there are more of them than you can hold in your head.
Insurance & mortgage brokers
Never miss a renewal, rate window, or life change worth a timely, personal call.
Consultants & dealmakers
Turn a lifetime of contacts into introductions, referrals, and repeat business.
Put your whole network to work
