Deal Todo
Keep one Deal's Todo list current.
Paste each new conversation in order. Deal Todo updates the same working list, keeps your completed work intact, and shows the exact source behind every suggestion.
One current list, conversation after conversation
A focused text workflow for turning the next customer update into changes you can review.
Keep every Deal separate
Create a Deal for each sales thread so its materials, current Todos, and suggestions stay in one place.
Add conversations in order
Paste one transcript or note at a time, from oldest to newest, to preserve the Deal's real sequence.
Update the current Todo list
The first material creates the starting list. Later materials suggest additions, field updates, or possible completion.
Check the original words
Every AI-created Todo and suggestion includes a matching quote from the material that produced it.
You decide every change
Review and apply or reject later suggestions. Existing progress is never silently replaced.
Use credits across Deals
Your first successful material is free. Additional processing credits belong to your account and work with any Deal.
Simple Early Access
One payment for 20 successful material updates, shared across all of your Deals.
Early Access
20 successful material processing credits
- 20 successful material updates
- Use credits with any Deal
- Source quotes on AI suggestions
Frequently asked questions
What to expect from the focused Early Access workflow.
Bring the next conversation back to the same list.
Create a Deal, paste its first text material, and keep its current Todo list moving without losing the decisions you already made.