Field Sales AI

Every meeting becomes a CRM entry — automatically.

Record or sync field and online meetings and get transcripts, summaries, action items and a one-click Salesforce entry — so reps sell instead of typing notes.

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The problem

Field reps lose selling time to note-taking and CRM admin, and pipeline data ends up incomplete or stale.

How it works

The agentic flow, end to end.

01Record / sync meeting

02Transcribe

03Summarise & extract actions

04One-click to Salesforce

Use cases

Field-meeting capture on mobile
Auto-sync of Workspace meetings
Action-item & key-point extraction
One-click CRM entry on your workflow

Human-in-the-loop

Reps review the summary and action items before anything syncs.

At a glance

StatusDeployed

Channels

Mobile

Deployment

Cloud

Integrates with

SalesforceMicrosoft 365Google Workspace

Talk to us

Bring us a workflow. We'll bring back a system.

Tell us the workflow, the constraints, and where the data has to live. We'll tell you honestly whether an agent is the right fit.

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