Luiz Cruz (@84lcruz) organizes his client work using CRUSH folders - one per client. Every interaction, update, or note is recorded to automate assigning the note to the client's folder. He begins the recording with "Folder + [client folder name] instantly routing the tote to the client's folder..

When it’s time to get clarity, he simply asks CRUSH for a summary or uses CRUSH Insight to extract critical details like names, numbers, dates, next steps. It’s like having a smart assistant that remembers everything and pulls it together on demand.

At the end of the engagement, Luiz uses CRUSH to compile a final report, organized by timestamps, and transfers that straight into his formal CRM.
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