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ProductDevelopment.io
Clients & meetings

From the client call to the cycle, without retyping

A built-in CRM linked to the applications you build, and meeting notes whose action items become tickets you reviewed. The why behind the work stays attached to the work.

Clients & meetings

From the client call to the cycle, without retyping

If you build for clients, the reason behind a ticket is usually a conversation. ProductDevelopment.io keeps the customer, the meeting and the resulting tickets linked — so the developer, and the agent, can see why the work exists and who it is for.

1Bring in the meeting
Nordlys · kickoff callGranola

## Next steps

  • Add Arabic to the booking flow
  • Send staging link for sign-off by Friday
  • Quote phase two: staff scheduling
  • Ask about their hosting contract
2Review what becomes work
ProjectNordlys booking app
CustomerNordlys Hotels
Reviewed noteversion 3
Create 3 tickets
3Tickets linked both ways
NOR-218Add Arabic to the booking flow kickoff call Nordlys Hotels
NOR-219Send staging link for sign-off kickoff call Nordlys Hotels
NOR-220Quote phase two: staff scheduling kickoff call Nordlys Hotels
Three ways inImport from Granola with your own API key and a private preview, upload a Markdown or text file, or paste the notes. Each Granola meeting imports once per workspace.
No surprise ticketsUnchecked tasks, TODO and ACTION lines, and bullets under a next-steps heading are suggested — found by fixed rules, not a model. You pick; converting again never duplicates.
A CRM that knows the workCustomers carry contact, stage and notes, and link to the applications you build for them. Open a customer and see its projects; open a ticket and see the meeting behind it.
Customers

A CRM that knows what you are building

Customers carry a contact, email, stage — Lead, Active, Paused or Archived — notes and value. Link them to their applications, open a customer to see every linked project, and move a project to another customer when things change.

  • Paginated, searchable customer directory
  • Customer detail with linked projects
  • Viewer role for people who only need to look
Nordlys HotelsActive
ContactIngrid Berg
Emailingrid@nordlys.example
StageActive
Value€48,000
Linked projects Nordlys booking app Nordlys websiteMeetingsKickoff call · 4 actionsDesign review · 2 actions
Granola import

Your meetings, previewed privately

Connect Granola with your own API key. Browse your meetings, open a private preview, edit what should be kept and pick the project — then import. Each meeting imports once per workspace, so a second click cannot duplicate it.

  • API key encrypted with AES-256-GCM
  • Previews expire after 10 minutes
  • Or upload a .md/.txt file up to 200 KB, or paste
Granolapreview expires in 10 min
Nordlys · kickoff callToday 10:00Preview
Harbor · weekly check-inYesterdayImported
Internal · planningMonNot imported

Transcripts, attendees and private notes stay out. Your API key is stored encrypted, and only you see your previews.

Action items

Suggested by rules, chosen by you

Unchecked Markdown tasks, TODO and ACTION lines, and bullets under an actions or next-steps heading are offered as actions. No model reads your client's words. You select up to 100, and they become tickets linked to the note version you reviewed.

  • Converting again never creates duplicates
  • Link an action to an existing ticket instead
  • Type rules set owner and starting stage
Nordlys · kickoff callGranola

## Next steps

  • Add Arabic to the booking flow
  • Send staging link for sign-off by Friday
  • Quote phase two: staff scheduling
  • Ask about their hosting contract

Keep the client, the call and the code together

Request access and bring a real client project. We set up the customer, the application and your meeting import with you.

Request accessSee the product