How business brokers use Marbles to remember sellers and buyers
The short answer. A broker juggles sellers, buyers, lenders, and advisors across many listings. Your CRM tracks the deal. Marbles remembers the people: the seller's reason for selling, the buyer's family move, the lender who just switched banks. Before each call, a short brief on your Mac gives you an easy opener and flags what to handle with care.
Brokers are one example. Marbles works the same way for founders, sales teams, investors, recruiters, and consultants.
How brokers can use it
- Sellers: remember why they want to sell, who else in the family is involved, and what they care about for their team.
- Buyers: remember their background, where they live, and what they told you about their search.
- Advisors and lenders: remember the personal side of people you refer business to and from.
How it works
Record calls in Granola Business as you already do. Marbles pulls out personal details, sorts them into 16 categories, and links each to its meeting. Before you meet again, a Mac notification opens one screen: What to open with, Worth remembering, and Handle with care.
What stays in your CRM
Marbles leaves out deal terms, pricing, tasks, and your to-dos. Keep those in your CRM.
What you need
Granola Business or Enterprise, and an Apple silicon Mac on macOS 15 or later. Pricing is $12/mo or $96/yr. Founding: $6/mo for 12 months. 14-day trial.
Confidential listings
Put confidential calls in a Granola folder and exclude it in Marbles. Excluded folders are not imported.
Example
Before you meet
Dana Reyes
Someone you've met · 10 minutes ahead by default
What to open with
How was Maya’s first week of kindergarten?
Q3 planning
Still set on the Chicago run in October?
Last check-in
Worth remembering
Maya starts kindergarten Monday.
Dana, on a Q3 planning call
They closed on the cabin.
Five minutes before the agenda
Handle with care
Kept separate. Never suggested as an opener.
Asked to keep the job search quiet for now.
End of a check-in
A Marbles brief before a call with a business seller.
Best fit and not the best fit
Best fit: brokers who record calls in Granola Business on an Apple silicon Mac and talk to the same sellers and buyers many times.
Not the best fit: brokers who need listing management, buyer matching, NDAs, or a team CRM. Marbles has none of those.
Related: how searchers remember owners and the search fund CRM guide.
FAQ
Is Marbles a broker CRM?
No. It remembers people, not listings or deals. Use it next to your CRM.
Can I keep confidential calls out?
Yes. Exclude the Granola folder those calls are in. Excluded folders are not imported.
Does it remember deal terms or asking prices?
No. It leaves out deal terms, pricing, tasks, and to-dos on purpose.
What does it cost?
$6/mo for 12 months on the monthly plan, then $12/mo (or $96/yr), plus tax, with a 14-day trial. Card charged on day 15; cancel anytime before. 50 founding spots. You also need Granola Business or Enterprise.
Does it work on my phone?
No. Marbles runs on Apple silicon Macs on macOS 15 or later.
Requires an Apple silicon Mac on macOS 15 or later.