The call ends.
The notes, the CRM and the to-dos are already done.

1. 1
   Call recorded

   Zoom, Meet, Teams or phone, with consent.

2. 2
   Summarized

   What was said, what was agreed, what is next.

3. 3
   Filed in the CRM

   On the right client record, automatically.

4. 4
   Tasks assigned

   Each action goes to the person who owns it.

5. 5
   Nothing to type

   Everyone leaves the call knowing their next step.

The client and tasks are examples. Recordings are only made with the participants' consent and can be deleted after the summary.