Meetings that end up on the right client record
- Organization
- Financial services organization
- Built with
- Zoho CRM, Deluge, WordPress, Fathom
The problem
Advisors and agents recorded their calls, but the recordings and summaries stayed in a notetaking app. The CRM never knew a meeting happened, and follow-ups depended on someone remembering to type them in.
What I built
- An automatic feed of every recorded call into the CRM as soon as the recording is processed.
- A matching step where calls that couldn't be matched automatically wait in a queue until someone points them at the right record.
- A note on the matched record with the meeting summary.
- Tasks created from the action items, assigned and dated, so follow-ups don't depend on memory.
What changed
The client record shows every meeting, what was discussed, and what's next. Follow-ups happen because they're on someone's task list, not because someone remembered.