For sales admin and back-office teams: Less rework. The calendar and the CRM, in step.
What the rep says once, out loud, lands in the calendar, the CRM and the task list — and orders arrive as drafts to review. The back office stops retyping what the field already said.
Norte Textiles
Braga · last order 12 Sep
Cotton yarn · case
TX-240 · last price
€3,680.00
200 × €18.40
- Subtotal
- €3,680.00
- VAT 23%
- €846.40
- Total
- €4,526.40
Nothing is finalised — the back office reviews every draft.
An ordinary afternoon
Said once, logged everywhere.
WhatsApp messages
What changes
The back office, without retyping.
- 01
Orders to review
Draft invoices in Cegid PHC, with customer, products and prices already resolved.
- 02
A CRM that's current
Visits logged from the field, on the right customer, with nobody writing notes up.
- 03
A calendar without clashes
Meetings booked and moved by voice, with invites updated.
- 04
Business cards
One photo on WhatsApp and the contact is created — no typing.
- 05
Delegated tasks
Tasks handed to a colleague by name, with a due date and priority.
FAQ
Frequently asked questions.
They go into Cegid PHC as unsigned draft invoices. The back office reviews and finalises them — nothing is posted without a person.
Yes — in browser chat, where emily can do the most, or on WhatsApp.
Deleting companies, contacts or deals is reversible and limited to managers and admins.
You might also like.
- Voice CRMCompanies, contacts, deals, notes and tasks — updated by talking, on WhatsApp or in the browser.
- Voice ordersDictated in the car, confirmed with you, left as a draft in Cegid PHC.
- Calendar and meetingsMeetings booked in one sentence, in Outlook or Google — always with a confirmation.
- Business cards to CRMOne photo on WhatsApp — and the contact is created in the CRM once you confirm.
- Email with approvalYour inbox summed up and replies drafted — sent only with your yes.
- For sales repsContext before every visit, and the follow-up done before you drive off.
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.