CRM Follow-up Discipline

Every active deal should have a next action.

Workflow

1. Run crm tasks list and crm deals list.
2. For each open deal, ensure there is a task or nextFollowUpAt.
3. After any call, email, or meeting, log an activity.
4. Complete tasks only when the action is actually done.

CLI Examples

crm activities create --deal-id deal_123 --type call --body "Discovery call completed; buyer wants security review."
crm tasks create --deal-id deal_123 --title "Send DPA and SOC2 note" --due-at 2026-05-08T17:00:00Z
crm tasks update task_123 --completed-at 2026-05-05T18:00:00Z