Post-Demo CRM Log
Post-Demo CRM Log is a routine your Townie AI assistant runs after each demo or intro call on your calendar: it pulls the qualification details and agreed next steps, writes a clean structured note, and logs it against the right contact and deal in your CRM — flagging any follow-up you owe.
See it work: the demo ends, the CRM is already right
Keep my CRM current after every demo call
Every field filled from the call itself — nothing from memory.
How this routine works
Gmail
Google Calendar
HubSpot
Salesforce
Attio
Pipedrive
Outlook
GongIt runs when the demo ends
Your Townie watches your calendar for demo and intro calls — when one wraps, it gets to work. No reminders, no end-of-day backlog.
It captures what qualifies the deal
The prospect's situation, pain, budget and timeline signals, and the next steps everyone agreed to — structured to whatever qualification framework you run.
The note lands in the right place
A clean, skimmable note logged against the correct contact and deal, deduped against what's already there — with any follow-up you owe flagged.
Post-Demo CRM Log FAQ
It's a routine your Townie AI assistant runs after each demo or intro call: it pulls what you learned — the prospect's situation, qualification details, and agreed next steps — writes a clean structured note, and logs it against the right contact and deal in your CRM. Follow-ups you owe get flagged so nothing slips.
You decide. Many people let it log notes on its own and hold anything bigger — stage changes, new deals — for approval. Access stays scoped to the accounts you connect; read more in our security overview.
Your calendar to know when demos happen, your email or meeting notes for the substance of the call, and your CRM — HubSpot, Salesforce, Attio, and others all work. Your assistant adapts to whichever you use.
Yes — MEDDIC, BANT, or your own homegrown checklist. Tell your assistant the fields you care about and every note comes back in that structure.
It only acts on demo and intro calls, and you draw the line: by calendar keyword, by external attendee, or by a list you give it. One message adjusts the filter.
