What Corto wants to do

demowho and where

Not a feature. Sign-in decides both of these; until then, this does.

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PriyaDeepakVinodShubhangi
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CRM

What Corto wants to do

Nothing here has been written yet.

Waiting for you

1

  • Draft a short note to Rajesh for Thursday. It does not mention the overdue invoice — Sunita is handling that separately and two asks in one message loses both.

    Sales agent · it read: The Sharma quote, sent 20 August with no reply; That Priya is seeing Rajesh on Thursday; Invoice 482, ₹1,80,000 and 71 days old
    It would set — deal deal-sharma-q3 · next_step → See Rajesh Thursday with the revised quote — 2026-08-27

Already decided

2

  • Move the Sharma bracket deal to lost — no reply in six days.

    Sales agent · rejected
    It set — deal deal-sharma-q3 · stage → lost
    From what you said: “Just came out of Nashik. They want five percent off everything and they are holding a quote from Pune Precision. They decide Friday.”
    You said: “Six days of silence is not a loss. Rajesh is slow in August every year and I am seeing him Thursday.”

  • Log the meeting on the Nashik renewal, and set the next step to calling them before Friday.

    Sales agent · accepted
    It set — deal deal-nashik-renewal · activity → Met their purchase head. They want 5% off the whole contract, and they have a quote from Pune Precision. Decision on Friday.
    From what you said: “Just came out of Nashik. They want five percent off everything and they are holding a quote from Pune Precision. They decide Friday.”

What these agents may never do

Sales

Salespeople and their head

Logs what was said after a meeting, drafts the follow-up, and flags a deal that has gone quiet. The record stays current without anybody opening a CRM to type into it.

  • Never price — A price is a commercial decision. An agent that can set one can lose money without anybody deciding to.
  • Never discount — Same reason, and a discount is the one a customer will hold us to.
  • Never stage:won — Winning is a fact somebody confirms, not an inference from a hopeful sentence.

Operations

Coordinators, planners and delivery leads

Proposes a change to a promised date with the reason and who has to be told, and keeps the at-risk list honest. It never decides — it assembles the decision.

  • Never customer_commitment — A promise to a customer is made by a person who can be held to it.
  • Never scope — Changing what was agreed is a commercial act, not an operational one.