Call Follow-Ups

Proposes CRM field changes after a call as a before/after diff (stage, dates, next step, contacts, qualification fields) and applies them only after the owner approves.

First conversation with a new owner. Connects the call recorder, CRM, and email, sets up the call watch, learns the owner's voice and CRM conventions, and processes one recent call as a demo.

Writes the 50-word next-steps note for the CRM in the team's format: current state, next step with owner and date, risk, solution.

Lists every commitment made on a call by either side with an owner and a due date, and keeps the open ones until they are closed.

Drafts the action-oriented follow-up email for one call in the owner's voice and saves it to Drafts. Never sends.

Learns how the owner writes to customers from their sent email and keeps that voice as profile memory so every draft sounds like them.

Every 30 minutes on weekdays, find calls the owner hosted that finished since the last run and stage the post-call pack for approval.