Activity Tracking

Every interaction that flows through your AI employee is automatically logged as an activity in the CRM. Emails sent and received, phone calls made, meetings scheduled, and follow-ups completed are all recorded with timestamps, participants, and summaries. This happens without any extra effort on your part — the AI silently maintains a complete record of all business interactions.

Beyond automatic logging, you can add manual notes to any contact or company record. Had an in-person conversation? Tell your AI employee — "note that I met David at the conference and he mentioned they are expanding their team." The AI logs this as a note with today's date and links it to David's contact record. Manual notes fill in the gaps that automated logging cannot capture.

View activity history at any level — for a specific contact, company, deal, or across your entire CRM. "Show me all activities with ACME Corp this month" gives you a chronological timeline. "What was the last interaction with David?" finds the most recent touchpoint. Activity history is invaluable for preparing for meetings, following up on conversations, and understanding the full context of any business relationship.

The CRM tracks several types of activities: emails (sent and received), phone calls (outbound and inbound), meetings (scheduled and completed), notes (manual entries), tasks (created and completed), deals (stage changes), and documents (proposals, contracts, invoices sent). Each activity type has appropriate metadata — emails include subject lines, calls include duration and summaries, and deals include stage transitions with values.