Clean Up CRM Work2.0.0
Sales Call Deal Sync
Clean Up CRM Work
CRM cleanup
Sales Call Deal Sync
This pack helps you take a rambling sales call and turn it into something your CRM can actually use. Instead of re-listening to calls, piecing together notes, and forgetting follow-ups, you get a cleaner summary of what happened, what matters, and what should happen next.
Format
MD + JSON + MJS
Files included
6
Tools used
0
What's Included
A ready-to-run call recap workflow — Feed it a transcript and get back CRM-friendly notes plus a readable summary
Automatic deal signal extraction — Pulls out budget, authority, urgency, and timing cues so the important parts do not get lost
Clear next steps — Turns spoken commitments into usable follow-up items your team can actually act on
Better pipeline clarity — Gives you a practical stage recommendation instead of leaving every call in vague limbo
Risk flags you can spot early — Surfaces blockers, hesitation, and rollout concerns before they become hidden deal problems
A realistic example to test first — Includes sample inputs so you can see how it behaves before you trust it with your own calls
A smoke test and simple config — Easy to verify, easy to adapt
What You Can Customize
inputPathstringRequired
Path to a JSON file containing transcriptText and optional metadata.
outputDirstring
Directory where normalized CRM payloads will be written.
Default: ./dist
pipelineStagesarray
Allowed pipeline stage labels.
Default: ["Discovery","Qualified","Proposal","Closing"]
defaultCurrencystring
Currency code used for extracted budget amounts.
Default: USD
ownerNamestring
Default CRM owner for tasks when the transcript does not identify one.
Default: AE Owner