Call notes → CRM
The moment you hang up, everything updates.
Three sentences dictated as you put the phone down. The system pulls out the decision-maker, the budget and the next step, updates the CRM record and creates the tasks. Nothing to retype.
- Call with Camille Rouxel, MD of Atelier Bréhat.
- They go from 8 to 12 people in January, client follow-up still runs on email.
- Budget mentioned: around €18k for the first phase.
- She wants a quote before Thursday, committee decision on Friday.
- Sticking point: the confidentiality of client files.
- Status
- ProspectMeeting attended
- Decision-maker
- —Camille Rouxel, MD
- Budget
- —€18k · phase 1
- Next step
- —Quote · Thursday
Tasks created
- Draft the phase 1 quote
- Attach the GDPR note
- Follow-up scheduled · Friday 9am
Sample data. The fields extracted depend on your CRM and your own vocabulary.