Calls
A call ends, and everyone knows what's next.
Headroom reads the notes from each call and turns what was agreed into tasks with owners and dates.
Live demoRunning on sample records
Closing Sherpa
View all deals
GH
2 Active
1 In review
2 Waiting on lender
2 Active
Property | Buyer | Closingai | Inspectionai | Financingai | Urgency |
|---|
1 In review
Property | Buyer | Closingai | Inspectionai | Financingai | Urgency |
|---|
2 Waiting on lender
Property | Buyer | Closingai | Inspectionai | Financingai | Urgency |
|---|
Agreed on the call. Done after it.
Picks up the notes
Notes and transcripts come in from Granola, or you paste them onto the meeting yourself.
Ties the call to the right record
Headroom matches each meeting to the client or job it was about, using who was there and what was said.
Turns decisions into tasks
Next steps become tasks with an owner, a due date and a priority, so nothing lives only in someone's head.
Reminds people before it's late
Task owners get a reminder ahead of the deadline, on the timing you set.
Common questions
Does it record our calls?
No. It works from the notes and transcripts you already have, through Granola or by pasting them in.
Which calendars does it work with?
Google Calendar and Outlook.
Who gets the tasks?
The people responsible, with a due date. You can change any of it.
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