Smarter meetings. Anywhere. Synced with your CRM.
Your reps are out there running account meetings while their CRM collects dust. We turn their visits into flawless CRM updates. Automatically.
Smarter meetings. Synced with your CRM.
We turn your field visits into flawless CRM updates. Automatically.
• Send ROI analysis
• Present ROI analysis
• Discuss contract terms
Lost context. Missed commitments. An empty CRM.
A frustrated sales manager staring at an empty CRM means missed customer opportunities.
Context Bleed Out
Your rep finishes a great meeting, gets in the truck, and... sits there for 20 minutes trying to remember if the client's kid plays soccer or baseball. Spoiler: They pick soccer. It was baseball.
The Admin Tax
Sales reps spend an average of 2 hours per day on CRM updates. That's 10 hours a week NOT selling. Math isn't fun when it's counting money you're not making.
The Incomplete Picture
Half-filled CRM fields, vague notes like 'follow up soon,' and opportunities that mysteriously never got created. Your pipeline isn't leaky—it's a sieve.
Here's the kicker: Your reps aren't lazy. They're just human. And humans are notoriously bad at data entry after a 3-hour drive and back-to-back meetings.
How It Actually Works
Four steps. Zero excuses. Maximum results.
Capture conversations, analyze with AI, and update your CRM automatically.
Smarter Meetings. Happy Customers.
We're not trying to replace your CRM. We're making it actually usable. There's a difference.
Intelligent Meeting Notes
Automatically organized, searchable, and actually useful. Not just a wall of text that nobody reads.
→Key points, action items, and decisions highlighted
Narrative Intelligence
Names, titles, roles, and the good stuff—hobbies, interests, pain points. Build relationships, not just records.
→Remember who loves the Cubs and who hates small talk
Opportunity Detection
Our AI spots buying signals and creates opportunities automatically. Because 'they seemed interested' isn't a pipeline stage.
→Never miss an upsell or cross-sell opportunity
Context Awareness
Understands your industry jargon, product names, and technical specs. Trained on real sales conversations, not Wikipedia.
→Gets the difference between a bearing and a sales bearing
Follow-Up Automation
Creates tasks with actual context and deadlines. 'Call John next week' becomes 'Call John Tuesday at 2pm re: Q2 hydraulic pump order.'
→Your reps will actually follow up (shocking, we know)
Pipeline Intelligence
Real-time insights into deal health, sentiment analysis, and forecasting. Finally, a pipeline you can trust.
→Know which deals are real and which are hopium
Plays Nice With Your Stack
"An AI agent is only as smart as what it connects to"
Active Listening
Seamlessly integrates with Salesforce, HubSpot, Microsoft 365, Showpad, and Snowflake to keep your sales stack in sync.