Call notes to CRM
ProblemCall notes stay in a notebook or transcript, so the CRM is always out of date.
Transcript, 35 min: CFO and IT head, budget 'around 20 lakh', want go-live before April
Budget: ~₹20 lakh (stated by CFO) · Timeline: go-live before 1 April
Stakeholders: CFO (economic buyer), IT head (technical)
Gap: who signs? Ask about the approval process.
Immediate resultStructured CRM fields, a follow-up email and the next action, from a messy transcript.


