Sales visit reports · by voice: The visit report, done before you drive off.
Nobody likes writing visit reports at night. With emily, the rep talks for thirty seconds in the car — on WhatsApp or in the browser — and she turns it into a structured note on the right customer, with the follow-up task set.
“Had a meeting with Aveiro Dist., it went well, they're going ahead with the proposal. Send the new price list by Thursday.”
What it looks like
Say it in your own words. It's filed properly.
There's no form: what you say is what gets logged, written up as a note rather than word for word. If a name is ambiguous, emily asks before she saves.
emily
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- RepHad a meeting with Aveiro Dist., it went well, they're going ahead with the proposal. Send the new price list by Thursday.
- emilyLogged on the Aveiro Dist. deal, with a task to send the price list by Thursday.
A voice note after the visit
Why it works
The report that actually gets done.
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At the right moment
Walking out of the customer's office, while the details are fresh — not on Friday afternoon.
Prefer a template?
We have a free sales visit report template with the fields that matter — to print, copy, or simply dictate to emily.
FAQ
Frequently asked questions.
By voice on any channel: a WhatsApp call or voice note, a normal phone call, or browser voice. You can also type it in chat.
No. She writes an organised note from what you said — the essentials, without the ums — on the right customer or deal.
emily can create the company and the contact in the CRM. If the name looks like an existing customer, she asks which one first.
Yes, within your company's access rules. Notes sit in the CRM, dated and with the name of whoever logged them.
You might also like.
- Voice CRMCompanies, contacts, deals, notes and tasks — updated by talking, on WhatsApp or in the browser.
- Pre-visit briefingsBalance, recent purchases, overdue items and the latest notes — one answer, two minutes before you walk in.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
- For sales repsContext before every visit, and the follow-up done before you drive off.
- Meeting recording and transcriptionRecord, transcribe and keep meeting notes — linked to the right customer in the CRM.
- Sales visit report templateEverything a good visit report covers — copy, download or print it.
Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.