Mobile app with voice AI
Native Android and iOS apps for reps working on the road: walking out of a meeting they say out loud how it went, and AI transcribes it and updates the opportunity.
People who sell are not sitting at a desk. They are in the car, on a site or in the next customer's waiting room, and that is exactly the moment when what was said is still fresh. The app lets them check their portfolio, review the customer record before walking in and log what happened without waiting to get back to the office.
By dictating, new opportunities are created and visit outcomes recorded: AI files each detail into its field (the amount, the next step, the follow-up date) and leaves the text there to be reviewed. Tasks can be created by voice too, which is what kills the classic "I'll write it up later".
What makes this matter is not convenience: it is that information not recorded in the moment never gets recorded at all. A CRM dies the day keeping it current is more work than letting it slide.
Recording by voice
How recording a visit by voice works
The rep walks out of the meeting, opens the app and says out loud what happened, the way they would tell a colleague. AI transcribes it, picks out the details that matter and files them into the opportunity fields.
What it picks up
- The visit outcome and the next step agreed.
- The amount put on the table and the expected decision date.
- The follow-up task, with its date, so it does not depend on remembering.
Nothing is saved blind: the proposal is shown on screen and confirmed or corrected before it is stored. New opportunities can be created by dictating too, with no typing on a phone while standing in the street.
The day in your pocket
All the customer information before ringing the bell
The app is not a cut-down version of the CRM: it is the part used outside the office. Before walking into a meeting you check the customer record with its history, what was quoted last time and any open issues, which is what stops you asking something that was already answered.
Through the day, the rep sees their portfolio, the day's tasks and the opportunities due this week. Everything they record reaches the office immediately, so admin can prepare a quote without waiting for somebody to come back in the afternoon.
Available for Android and iOS as a native app.
Why it matters
A CRM nobody updates is not a CRM, it is a list of names
The reason so many rollouts fail is not the software: it is that logging activity becomes an extra chore at the end of the day, when neither energy nor memory is left. Three weeks in, half the team records the bare minimum and the reports start to lie.
Being able to speak instead of type changes that equation, because recording happens while the information is still fresh and the effort is close to zero. It is not a flashy feature: it is what gives the rest of the CRM data to work with.
Clearing things up
Frequently asked questions
Answers to what we get asked most.
Which phones does the app run on?
There are native apps for both Android and iOS. From them you can check your portfolio, see the full customer record before a visit and log what happened without waiting to get back to the office.
What does the AI pick up when I dictate a visit?
The meeting outcome and the next step, the amount put on the table, the expected decision date and the follow-up task with its date. Each detail is filed into its opportunity field and shown on screen to confirm or correct before saving.
Can new opportunities be created by voice?
Yes, by dictating the customer and deal details, with no typing on a phone while standing in the street. Tasks can be created the same way, which is what kills the classic "I'll write it up later".
Does the AI save anything without me reviewing it?
No. What it extracts is shown as a proposal and has to be confirmed or corrected before it is written to the opportunity. AI speeds up the recording, but the decision stays with the person.
CRM and sales management
Opportunities in kanban, list and calendar views, with email, tasks and quotes attached to every deal. Plus a mobile app that records what happens on the road by voice.
Opportunities and sales pipeline
The complete sales pipeline in three views of the same information: kanban to move each opportunity from stage to stage, a list to work in volume with filters, and a calendar to see what is due this week.
View moduleTasks and sales activity
Every opportunity builds up its own tasks (the follow-up call, the visit, sending the proposal) assigned to a person with a deadline and a reminder.
Quotes from the opportunity
The sales quote is generated from the opportunity itself, with the customer and their commercial terms already filled in, and stays linked to it.
Integrated email and tracking
Company email is read and answered inside the CRM itself, and every message stays attached to the opportunity it belongs to.
Automatic leads from your website and inbox
Your website contact form creates the opportunity in the CRM the moment somebody submits it, with its source tagged and its owner assigned.
View moduleHistory and change tracking
Every opportunity keeps a record of where it has been: the stage history with dates, the team's comments, attached documents and who has access to it.