Klime
All routines

Review CRM follow-ups

Deal updates and CRM tasks from your emails, ready to approve.

Activate
When
When an email arrives
Better with
Meeting notes

Example output

Deal update

HubSpot: Move Brightfold to Negotiation

Maya de Vries, in an email this morning:

Could you send the final quote before Thursday? We'd like to sign this month.

Customize

What it needs to know about you

  • When should a deal move stage?
  • Which deals should I keep an eye on?
  • What should become a CRM task?

Guardrails

What it won't do

  • Never changes a deal without your approval.
  • Doesn't apply changes itself, only proposes them.
  • Won't create a task that already exists.
  • Never proposes a change without the email it came from.

Related routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Weekdays at 8:00
Message

Your top priority today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Onboarding with Kettle & Co, first call since they signed
  • 14:00 Brightfold renewal

Waiting on you:

  • Maya at Brightfold: "Can you send the updated quote before our call?"
  • Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Draft meeting follow-up emails

A recap email after every customer meeting, with next steps and owners.

After each meeting
Email draft

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

Hi Tom, thanks for the time today. To recap: you'll start with the support team in November, and we'll set up the Zendesk import this week.

Next steps:

  • We send the import checklist (me, Wednesday)
  • You confirm the five pilot users (you, Friday)

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Nudge unanswered customer emails

A friendly nudge every few days until they reply, four at most.

Weekdays at 9:00
Email draft

To Lisa de Wit, Orbit Legal

Re: Your quote

Hi Lisa, any questions on the quote I can answer? Happy to walk your IT lead through the SSO part if that helps.