Changelog
What's new in Dovio.
AI meeting notes
Taking notes during a sales call splits your attention, and turning those notes into tasks afterward eats another 20 minutes. AI meeting notes do both for you, straight from the call.
- A summary of the call you can skim in seconds, so you don’t have to replay the recording to remember what was said.
- Follow-up tasks with deadlines, picked up from how the meeting was phrased (‘by next Friday’, ‘end of the month’).
- The right assignee and contacts are filled in for you, so accepting a task is one click instead of setting it up yourself.
Kanban boards
A list view is fine for finding a deal, but it’s a poor way to look at your pipeline. A board shows you exactly where every deal stands and lets you drag them forward. Now any list in Dovio can be worked as a board.
- Switch any list view into a board in one click, so you drag deals through stages instead of clicking into each row.
- Add a new stage straight from the board, so adapting your pipeline doesn’t mean a trip into settings.
- Recover boards you archived by mistake, in case someone cleaned up a little too aggressively.
AI email drafts
The follow-up email after a meeting is the one that always gets pushed to ‘later’ and then forgotten. Dovio writes the first draft for you, with the recap and next steps already in the body.
- A draft shows up after every meeting, ready to read in the Emails page or on the contact’s email tab.
- Edit the recipients, subject, and body like a normal email, so you stay in control of what actually goes out.
- Send from your own connected inbox, so it lands in the recipient’s inbox the same way any other email would.
Email in Dovio
When emails live in Gmail and contacts live in your CRM, half your day goes to keeping the two in sync. Email now lives inside Dovio, right where the contacts are.
- A new Emails page that collects all your drafts in one place, so the half-written follow-ups you started yesterday are easy to find and finish.
- Every contact and company has its own email tab, so the conversation history sits right there when you open the record.
- New emails coming in create the contact for you, so people you’ve never spoken to are already in the CRM by the time you reply.