For sales managers and sales directors: Your field team, visible the same day.
When updating the CRM is as easy as talking, your team updates it. The sales manager sees visits the day they happen, asks for each rep's sales, and gets the weekly report without asking for it.
“How are sales by rep looking this month?”
| Rep | Net sales | Against target |
|---|---|---|
| Rui Lopes | €62,400 | 125% |
| Marta Pinto | €58,900 | 118% |
| Nuno Faria | €51,300 | 103% |
| Joana Reis | €44,700 | 89% |
| Diogo Matos | €38,200 | 76% |
| Sara Leal | €28,500 | 57% |
Total €284,000
3 below target · 9 selling days left
Mid-month
Who's on target, in one question.
A question in chat
- Rep09:30
How are sales by rep looking this month?
- toolquery_erp·sales by rep
- emily09:30
€284,000 month to date. Rui Lopes leads with €62,400 — 125% of target. Three reps are still below target, with nine selling days left.
What changes
Sales management, without chasing reports.
Visits in the CRM the same day
Notes dictated in the car reach the CRM before dinner.
Read moreSales by rep
By period, customer or product — and compared with the previous period.
Read moreMonday's report
The week's sales by rep, by email or on WhatsApp, every week.
Read morePipeline
Deals, stages and close dates, with the weighted forecast.
Alerts
Overdue debt and stock below minimum, before anyone asks.
Read more
FAQ
Frequently asked questions.
Yes, within your access rules: every CRM note and task carries the name of whoever logged it, the date and the channel.
Yes. The sales report can be filtered to one rep and scheduled to arrive by email or on WhatsApp.
Only if you give them that access. Access is set per person, per company and per topic.
You might also like.
- Sales reportsSales by customer and rep, stock and debts — scheduled, by email or WhatsApp, and in Excel.
- Ask your ERPSales, invoicing, debts and stock — asked out loud, answered in seconds.
- Voice CRMCompanies, contacts, deals, notes and tasks — updated by talking, on WhatsApp or in the browser.
- Proactive alertsOverdue debt and stock below minimum — flagged before anyone asks.
- For business ownersVisibility without reports: just ask how the business is doing.
- 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.