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AI meeting intelligence for field sales

All talk. No typing.

Field reps and account execs talk through the visit while Halosight writes the notes, follow-ups and opportunities into your CRM. Plus, managers finally get to see what’s happening in the field.

Get a walkthroughWatch a visit
A field rep showing a customer the Halosight app on a tablet across a parts counter
Logs to Salesforce
Works offline

Built for outside sales in

  • Aftermarket auto parts
  • Industrial distribution
  • Equipment & machinery
  • Manufacturing
  • Medical devices

01The problem

Field sales runs on conversations. Your CRM hears none of them.

02How it works

Watch a visit turn into CRM data.

One visit. One short debrief on the way back to the truck.

01Talk

Back in the truck, the rep taps Log a visit and talks it through.

What the rep said

  1. [00:04]

    “Just left . Talked to at the counter.”

  2. [00:11]

    “He wants from one supplier before Q4.”

  3. [00:19]

    “If our bulk pricing beats his current rate, he’ll switch. Call it forty-eight K a year.”

  4. [00:27]

    “I owe him a quote by Friday.”

  5. [00:33]

    “He also wants a trial delivery to the Route 66 yard on the 14th.”

  6. [00:41]

    “Heads up: he already has a competitor’s quote on his desk.”

02Structure

Halosight pulls out the summary, follow-ups, opportunities and risks, straight from what was said.

03Sync

It lands in Salesforce as a logged visit with tasks and an opportunity. The manager sees it the same day.

What lands in your CRM

Visit record

Activity
Visit, In person, Today, 10:42 AM
Summary
Ben will move hydraulic fluid and filters to one supplier before Q4 if bulk pricing beats his current rate.
Task
Send bulk pricing quote, Due Fri
Task
Book trial delivery, Due Oct 14
Opportunity
Supplier consolidation, Proposal, $48,000
Risk
Competitor quote on the table

Logged by Halosight. Edits sync back.

Synced

Your CRM stays. The typing goes.

  • SalesforceLive write-backEdits in the app sync back.
  • HubSpot, Microsoft Dynamics and othersAsk about your setup

03Proof

Three years of data

$240M Revenue increase.

Results from one of the largest aftermarket auto parts retailers in the U.S., over the last three years.

  • +22%

    Operational efficiency

    About a day a week back per rep

  • +54%

    More time with customers

  • +7%

    Customer quality score

“It saved me like hours a day.”

“No one’s excited about CRM… but if you can turn it into a money maker for them… they’re gonna love it.”

Customer, industrial distributor

04For managers

See the field without the ride-along.

Your CRM, this morning

Visit activity4 new

  1. Jordan Lee10:42 AMDesert Rock Supply

    • 2 tasks
    • 1 opportunity
    • 1 risk

    Logged by Halosight

    RiskCompetitor quote on the table

    Excerpt from the debrief

    “He already has a competitor’s quote on his desk.”

  2. Sam Ortiz9:15 AMMesa Fleet Services

    • Price pressure flagged

    Logged by Halosight

  3. Priya ShahYesterdayOrtega Truck Wash

    • 1 opportunity

    Logged by Halosight

  4. Jordan LeeYesterdayAcme Co

    • Renewal at risk

    Logged by Halosight

  1. Coach on what was said

    Read the visit, not a one-line note.

  2. Catch risk early

    Competitor quotes, price pressure and champion changes get flagged as account risks the same day.

  3. Trust the pipeline

    Opportunities come from real conversations, with the amount the rep heard on the visit.

05Before, during, after

Before. During. After.

  1. Before

    / Parking lot

    30-second prep

    A field rep in her car reviewing an account before a visit
    10:12 / Parking lot

  2. During

    / Warehouse floor

    Eyes on the customer

    A field rep talking with customers on a warehouse floor
    10:18 / Eyes on the customer

  3. After

    / Back in the truck

    One minute in the truck

06Who it's for

Built for people who sell from the truck.

  • Two people talking across a parts counter, one holding a brake rotor01

    Aftermarket auto parts

    CapturesPrice matches, stock gaps, counter promos

  • Two workers in hi-vis vests checking a shipment on a loading dock02

    Industrial distribution

    CapturesReorder timing, supplier switches, delivery windows

  • Two technicians inspecting a hydraulic hose on a yellow machine03

    Equipment & machinery

    CapturesService dates, parts on order, upgrade timing

  • Three machinists checking an aluminum part with calipers beside a CNC machine04

    Manufacturing

    CapturesLine changes, spec requests, trial runs

  • Three clinicians gathered around a medical device in a lab05

    Medical devices

    CapturesCase schedules, product trials, contract renewals

07Trust

AI you can check.

Field data is customer data. Here’s how Halosight treats it.

Read how we handle security

ComplianceSOC 2 Type II

Example from the Halosight app: an account risk with the excerpt it came from.

Desert Rock Supply

Bulk pricing before Q4

Account Risks

Risk

Competitor quote on the table

Excerpt00:41 into the rep’s debrief

“Heads up: he already has a competitor’s quote on his desk.”

  1. Labeled

    The AI summary is marked as AI. No mystery text in your CRM.

  2. Editable

    Tap any line to fix it. Edits sync back to Salesforce.

  3. Grounded

    It works from what was said in the visit, and every account risk shows the line that flagged it.

  4. Private

    Your data never trains our models. Encrypted in transit and at rest.

Get out of the CRM. Get back in the field.

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