Right before a call
See which company they’re with and what you discussed last time.
Use it at the three moments when follow-ups slip.
Right after a call or meeting
Log the conversation and set who follows up, and by when.
After you send a quote
Revisions stay under one quote number, and the customer’s acceptance or rejection is recorded with how they replied.
Start with your next customer conversation.
Keep customer details, next steps, and quotes together in Zution.