Customer calls
After a few weeks of calls, nobody remembers who said what. Ask across your call notes and see which customer said it, in which call.
“What were the three objections on last week's calls?”
Customer calls, client meetings, standups and research. Ask a question and Lumyo answers from the notes you pick, citing the meeting behind each point.
What did customers say about yearly billing?
Priya asked for yearly billing with an invoice 1. Marek said his team would only switch if seats can move between people 2.
1 Call: Priya, Halden Studio2 Call: Marek, Northpine
Call: Priya, Halden Studio
Sep 9
Happy with the trial so far.
Wants yearly billing, paid by invoice, not card.
Follow up after their budget meeting.
Call: Marek, Northpine
Sep 16
Team of eight, mostly remote.
Would switch to yearly only if seats can move between people.
After a few weeks of calls, nobody remembers who said what. Ask across your call notes and see which customer said it, in which call.
“What were the three objections on last week's calls?”
Before you reply to a client, check what was agreed. The answer cites the dated meeting notes, so you can stand behind it.
“What did we promise the client in March?”
Decisions get made in meetings and forgotten by the next quarter. Ask what was decided and open the note that recorded it.
“What did we decide before the board meeting?”
Action items scatter across standups and one-to-ones. Pick this sprint's notes and ask who said they would do what.
“What did Dan promise to ship this sprint?”
Type during the meeting or dictate a note right after the call. Lumyo adds a short summary and files it under a category, so you never sort anything.
One client's meetings, last month's customer calls, this sprint's standups. Lumyo only reads the notes you choose for that chat.
Each answer cites the notes behind it. Tap a source and the note opens at the exact line. If the notes don't cover it, Lumyo says so instead of guessing.
Lumyo answers from what you wrote down. If a call wasn't noted, or a note got a detail wrong, the answer can't fix that. The source link is there so you can check the line before you act on it.
The habit that helps most is a short note right after each meeting: who was there, what was decided, and what each person said they would do.
Lumyo is in development and coming to web, iOS and Android. Join the waitlist and we'll email you the day it opens.