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Notes from a tour or a deal call are worthless if they never make it into the pipeline in a usable form. Amy turns your raw notes into a clean deal record — tenant details filled in, terms and next steps captured — and updates the CRM so your pipeline stays current without the admin.

Copy and send to Amy

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What you get back

  • A structured deal record built from your raw tour or call notes
  • The tenant enriched with headcount, growth, and funding automatically
  • The CRM updated with a follow-up task and a confirmation of changes

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Required integrations

CRM

Skip the pasting — forward Amy the calendar invite or the email with your notes, and it will pull the tenant and contacts straight from there.