Kaizen
iPhone app · The diary becomes the CRM

Process My Day

At the end of the day, Process My Day reads the work diary and turns it into the records a CRM is supposed to contain. It extracts the sales stops from the entries: which companies were visited, which contacts are new, what follow-ups were promised, what needs a quote. It presents each stop for review, one at a time, with the company matched to an existing record or flagged as new, the industry suggested, and the contacts listed. The technician confirms or skips. The CRM gets filled in from the day as it was lived, not from a form nobody filled in at 6pm.

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Free · iOS 15.1+ Also in any phone browser Office and field on one record
Kaizen CRM iPhone app: Process my day. The diary read back as sales stops: companies visited, new contacts, promised follow-ups, each confirmed into a CRM record with one tap.
Process my day The diary read back as sales stops: companies visited, new contacts, promised follow-ups, each confirmed into a CRM record with one tap.
01

What it does

01

Extracts the stops

"We extracted 3 stops from today's diary." Each stop is one place the technician was and what came out of it.

02

Matches or creates the company

An existing company is linked; a new one is suggested with its industry. Create new or link to an existing record, one tap either way.

03

Lists the people

Contacts mentioned in the entry appear as new or existing, with first and last name ready to confirm.

04

Queues the follow-ups

Promised callbacks and quote requests become tasks on the record, with the diary entry attached as the source.

05

Review before anything is written

Nothing is created until it is confirmed. Skip anything the extraction got wrong; re-analyse if the diary changed.

02

Why it matters in the field

This is the feature that answers the oldest complaint about CRMs: the data entry. A CRM is only as good as what is in it, and what is in it depends on a tired person typing at the end of the day. Process My Day moves the typing to the system and leaves the person with a review, which takes a minute and is the part a human is good at.

It also catches the things that never got written down anywhere: the new contact at the site, the "ring me in spring," the quote the foreman asked for in passing.

03

On a Tuesday

  1. 5:40, end of dayTap Process My Day. Three stops extracted from today's entries.
  2. Stop 1 of 3Shadowfield, a new company, industry suggested as Security. One new contact, two follow-ups. Confirm and next.
  3. Stop 2Meridian Logistics, existing record. Sarah's follow-up on the warehousing add-on becomes a task for Thursday.
  4. DoneTwo tasks, one new company, one new contact, all on the record, with the voice entries attached as evidence. Nothing typed.
04

Common questions

What does Process My Day do in the Kaizen app?
It reads the day's voice diary entries and extracts the sales stops: companies visited, new contacts, promised follow-ups, and quotes needed. It presents each one for review with the company matched or flagged as new, and creates the CRM records only when you confirm.
Does it create records automatically?
No. Every stop is reviewed before anything is written. You confirm, edit, or skip each one, and you can re-analyse the day if entries were added later. The extraction does the typing; you do the checking.
What if it matches the wrong company?
Each stop offers "create new" or "link existing" with a search, so a wrong suggestion is a tap to correct. Skipped stops are left alone.

Keep exploring

Work diary Keeping track of callbacks Drowning in admin Kaizen in the field

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