Chronological materials
Preserve how commitments evolved by adding recordings, transcripts, or notes in the order they happened.
Deal next steps tracker
Keep the next step current as the Deal changes.
A Deal rarely ends after one call. Deal Todo maintains one current action-item list across the full conversation history, so new commitments update the work instead of creating another isolated set of notes.
- Keep each client sales thread separate.
- Process recordings and transcripts from oldest to newest.
- Review every proposed change before it becomes current.
The real problem is not capturing notes; it is maintaining state
After several calls, the same task may be clarified, reassigned, delayed, or completed. A folder of summaries does not reliably show the latest agreed state.
Deal Todo uses the chronological material history to propose changes against one accepted list, while leaving the final decision with the user.
One Deal, one current source of next steps
Current Todo list
Work from one accepted list rather than reconciling tasks scattered across call summaries.
Reviewable change log
See which later material suggested an addition, field update, or possible completion.
How to track next steps across a Deal
- 1
Start the Deal
Create the client thread and process the first material to establish the initial list.
- 2
Maintain the list
Complete, edit, or add Todos manually as the work moves forward.
- 3
Process the next conversation
Add the next recording or transcript after the conversation occurs.
- 4
Resolve suggestions
Use the evidence to apply or reject each change and keep the list current.
Know which conversation changed the plan
Each AI-generated suggestion retains the source material and matching quote. That makes it possible to review not only what changed, but why the change was proposed.
Deal next-step tracking questions
Is this a CRM or sales pipeline?
No. Deal Todo is a focused action-item workspace for ongoing client conversations, not a CRM dashboard or pipeline-management system.
Can I manage several Deals?
Yes. Each Deal keeps its own materials, Todos, and suggestions isolated from the others.
Does AI automatically mark work complete?
No. It can suggest MAYBE_DONE when later evidence supports it, but the user decides whether to apply the change.
Build the complete workflow
Sales call action items
Turn sales call recordings or transcripts into source-backed action items, then keep one reviewable Todo list current across every conversation.
Learn moreTranscript to Todo
Convert a sales or client meeting transcript into a reviewable Todo list with exact source quotes and controlled updates across later meetings.
Learn moreClient meeting follow-up
Create a practical client meeting follow-up checklist from recordings or transcripts, with owners, due dates, source quotes, and later updates.
Learn moreGive one active Deal a reliable current list.
Add its conversations in order and keep every next-step change reviewable.
Open Deal workspace