I have been experimenting with a voice-first CRM and wanted to ask people who actually use CRMs every day about something.

say a sales rep walks out of a meeting and has a bunch of information in their head like......who they met, what the customer needs, quantity, budget, next follow-up date and some random notes.

what actually happens next?

do you open the CRM and update everything immediately? write it somewhere and enter it later? use voice notes? or does a lot of this information simply never make it into the CRM?

I have been experimenting with letting someone just speak all of this after the meeting and automatically turning it into a structured CRM record. they can then speak again later to find or update the record.

I have tested the idea quite a bit myself but I don't really know how big this problem is for people who use CRMs every day.

would be interested to know how you currently handle this.