What gets agreed in a meeting is lost if nobody records it, and what gets promised to a client slips if nobody follows it. We take it on: scheduling on your calendar, minutes of every meeting and projects tied to each client, with tasks, milestones and owners.
Meetings booked by the system or by your prospects, on your real calendar, with reminders and links.
Agreements, open items and owners recorded on the client record after every meeting.
Tasks, milestones, calendar and progress on what you promised each client, visible to your team and, if you want, to the client.
Overdue tasks, milestones at risk and stalled projects are flagged before the client notices.
Your calendar and your meetings are connected to the system through your provider.
Minutes and commitments stay on the record; projects are born from the closed sale.
Progress, overdue items and risks in the weekly report; the client sees their portal if you enable it.
| Software | Vendors and positions | Market cost USD |
|---|---|---|
| Project management, scheduling and meeting notes tools | Executive assistant | $400 to $1,100 per month per user |
Public market references as of September 2026, approximate and in Mexican pesos; they are there to size the order of magnitude, not as a quote.
Yes, through the connection with your calendar provider. Meetings are created and updated there.
If you enable it, they get a portal with the progress of their project, with no access to the rest of the system.
Yes, from the meeting itself and with your review if you want it; the commitments turn into tasks.
No piece works alone. Three combinations that add up with what you just read, and why.
Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.
You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.
Schedule a discovery session with your Account Director. Proposal in 24 hours.
Setup in hours · Zero consultants · Operating from your first login