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Sales & Marketing agent

CRM clean-up after calls

The call ends and the deal is updated from what was said: notes, next step, new contacts and a recap drafted for the rep. A new close date or amount waits for the deal owner to confirm.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for CRM clean-up after calls: four items, three done, and one (Close date moves) waiting for the deal owner, who is asked: Northgate Clinics now expects January. Move the close date from November?
How it works

Nobody types up the call. The deal is still up to date.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for CRM clean-up after calls, in 5 steps. It starts with “A call wraps up” and ends with “A deal that’s current”. Each step lists what automation, the agent and your team do there.
CRM clean-up after callsA typical run
Starts withA call wraps upYour call tool saves the recording and transcript: a pricing call with Northgate Clinics, three people on it.
Automation: Matches the attendees’ email addresses and the calendar invite to the open Northgate Clinics deal and its contacts.
~5h/mo

Step 1 of 5Find the deal

  • Automation

    Matches the attendees’ email addresses and the calendar invite to the open Northgate Clinics deal and its contacts.

    Who was on the call and which deal the invite came from are both already on record.

Reads
  • Calendar
  • CRM
Writes
  • CRM

~5 hours a month back

The agent: Hears that their COO joined, a demo is set for Tuesday, a rival is in the running, and they now expect to sign in January.
~30h/mo

Step 2 of 5Read the call

  • The agent

    Hears that their COO joined, a demo is set for Tuesday, a rival is in the running, and they now expect to sign in January.

    Nobody says “close date: January”. They say “realistically it’ll be after the holidays”.

Reads
  • Call recordings
Writes
  • CRM

~30 hours a month back

The agent: Fills your notes format from the call: the problem, who decides, budget and timing, and the next step, one line each.
Automation: Adds the COO as a contact, sets the next step to Tuesday’s demo and logs the call on the deal.
~25h/mo

Step 3 of 5Write it up

  • The agent

    Fills your notes format from the call: the problem, who decides, budget and timing, and the next step, one line each.

    Turning a 32-minute conversation into five lines a manager will read means choosing what mattered.

  • Automation

    Adds the COO as a contact, sets the next step to Tuesday’s demo and logs the call on the deal.

    Once the new contact and the next step are named, each has a field waiting for it.

Reads
  • CRM
Writes
  • CRM

~25 hours a month back

Where teams differTeams that qualify deals on a set method want its questions answered. Others want three plain lines.

Automation: A new close date, amount or stage is suggested, not saved, and goes to the deal owner with the line from the call.
IfYour team: Moves the Northgate Clinics close date from November to January, or keeps November and notes why.
~4h/mo

Step 4 of 5Confirm the forecast

  • Automation

    A new close date, amount or stage is suggested, not saved, and goes to the deal owner with the line from the call.

    You list the fields that feed the forecast, and those are never saved without a yes.

  • Your teamIf it moves the forecast

    Moves the Northgate Clinics close date from November to January, or keeps November and notes why.

    A slipped close date changes the numbers leadership plans on. The rep who owns the deal should say so.

Reads
  • CRM
Writes
  • CRM

~4 hours a month back

Where teams differSome let reps move dates freely. Others want the sales manager to see any deal that slips a quarter.

The agent: Writes a short recap in the rep’s drafts: what was agreed, Tuesday’s demo and what to bring. The rep sends it.
~20h/mo

Step 5 of 5Draft the follow-up

  • The agent

    Writes a short recap in the rep’s drafts: what was agreed, Tuesday’s demo and what to bring. The rep sends it.

    The recap has to sound like the rep and get Tuesday’s details right, which a template can’t do.

Reads
  • Call recordings
Writes
  • Rep’s inbox

~20 hours a month back

Ends withA deal that’s currentNotes, contacts, next step and a task on the deal, a recap in the rep’s drafts, and the close date confirmed.
Total~84h/mo

What changes

Each call lands on its deal in your notes format, with the next step set and a recap drafted. Changes that move the forecast wait for the deal owner to confirm.

  • 3steps automated
  • 3steps for the agent
  • 1call kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~84 hours a month back

$60,500 a year in time

For a sales team logging about 400 customer calls a month, at $60 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never moves a close date or amount on its own

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentRecordings and transcripts from your call tool, updates into your CRM.

  2. Your rules

    The limits and exceptions it works to.

    For this agentWhich fields it fills, which it only suggests, and your notes format.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentThe deal owner for anything that moves the forecast, a manager if you want one too.

  4. Your channels

    Where your team hears from it.

    For this agentA Slack or Teams message to the rep after each call.

  5. Your output

    What it hands back, in the format you already use.

    For this agentAn updated deal, a follow-up task and a recap drafted for the rep.

Lead briefs and proposals are other agents in the catalog. Coaching on the calls themselves stays with your sales managers.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your reps and sales managers.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past calls, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real calls.
The number we agree

The share of calls with the deal updated the same day. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, a month of recorded calls and the deals they touched, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and a month of recorded calls and the deals they touched.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past calls.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

Questions

About this agent.

Does it need call recordings?
It works from the transcript your call tool already makes. Where there isn’t one, a few lines from the rep, typed or spoken, can stand in.
What about recording consent?
Your call tool and your policy handle consent, as they do today. The agent only reads calls your team already records.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the share of calls with the deal updated the same day. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

What should every call leave behind in your CRM?

Tell us how your team handles calls today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

Let’s build your agentBack to Sales & Marketing
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  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
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