Conversations update the deal

Stop retyping what was said. After a recorded meeting, or a reply on an email thread about a deal, Solstral works out the next steps, a new stage, amount or close date, and people who matter, each with the words it rests on.

• Suggest or Auto. Suggestions wait on the deal and on each attendee's record to be accepted; in Auto they are made at once, each with an Undo and a Why?.
• Only the fields you allow. Tick "Conversations may update this field" on stage, amount, close date or any other ordinary field.
• Your values stand. Auto never changes a value someone set in the last 30 days, and a stage's required fields still apply.
• New people. A CFO who signs off is found by their address, or added, and linked to the deal.
• A follow-up in one click. A draft email to each attendee, from the notes, in the composer. Nothing is sent by itself.