Voice CRM · for field sales teams: The CRM your team actually keeps up to date.
CRMs fail because updating them is work. With emily, you just describe the visit out loud: she writes the note on the right customer, sets the follow-up task and keeps everything linked — companies, contacts and deals.
- Stage
- Proposal → Negotiation
- Next step
- Revised quote by Wednesday
- Close date
- 15/10
Done: a note on the Norte Textiles deal and a task to call them Thursday. Want me to prepare the order too?
In practice
One voice note, three records.
The rep walks out of the customer's office and talks for fifteen seconds. Before the next stop, the note is on the right deal, the task is set and the CRM is current.
A WhatsApp voice note
Done: a note on the Norte Textiles deal and a task to call them Thursday. Want me to prepare the order too?
What's in the CRM
Everything linked, the way your team thinks.
João Ferreira
Head of purchasing · Acme, Lda
+351 912 345 678 · joao@acme.pt
Companies and contacts
Every company with its contacts, deals, notes and tasks — one click or one question away.
Deals and pipeline
Stages, values and close dates, with a weighted pipeline forecast.
Dated notes
The summary of every visit or call, written from your own words.
Tasks
With due dates, priorities and owners — and handed to a colleague by name.
Attachments and recordings
Files, links and meeting recordings linked to the right deal.
Activity history
Who changed what, when, and on which channel. Nothing lands in the CRM anonymously.
No wrong records
She asks before she guesses.
If the name you said could be more than one company or contact, emily checks the CRM and asks which you mean — rather than creating a duplicate or filing the note in the wrong place.
Deleting records is reversible and limited to managers and admins. Reps log and update within their own scope.
Already have a CRM?
If your team already runs a CRM and keeps it current, you can connect it to emily instead of (or as well as) using hers: she answers from it and updates it the same way.
FAQ
Frequently asked questions.
On every channel: WhatsApp (calls, voice notes and messages), a normal phone call, browser voice and web chat.
emily checks the CRM and asks which you mean before saving, so there are no duplicates and nothing lands on the wrong customer.
Yes. Every change is recorded with the person, what changed, when, and on which channel — voice, WhatsApp or chat.
It doesn't have to. If your team already keeps a CRM up to date, you can connect it to emily. If not, emily's CRM is the one your team really does keep current, because all it takes is talking.
You might also like.
- Voice visit reportsThirty seconds of talking in the car — and the visit report sits on the right customer, with the follow-up.
- Business cards to CRMOne photo on WhatsApp — and the contact is created in the CRM once you confirm.
- Meeting recording and transcriptionRecord, transcribe and keep meeting notes — linked to the right customer in the CRM.
- Traditional CRM vs voice CRMWhy CRMs go stale — and what voice changes.
- For sales repsContext before every visit, and the follow-up done before you drive off.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
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.