For field sales reps: Arrive with context. Leave with the follow-up done.
A briefing before every visit, notes dictated in the car, and orders taken without opening the ERP at night. emily handles the admin side of the sales day, so the rep can handle the customers.
What changes
Less ERP, more visits.
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Before the visit
The customer's balance, recent purchases and latest notes, in one question.
Read moreA day in the field
Before the visit, and straight after.
emily
0:30
- RepBrief me on Aveiro Dist. before I go in.
- emilyLast order 12 days ago. €82,140 open, 14 days overdue — and they asked for spring pricing last time.
- RepNote for Aveiro: they want 40 units of Linen 240. Call back Thursday.
- emilyLogged to Aveiro Dist. Call-back set for Thursday at 10:00.
A WhatsApp call
All on WhatsApp
Your team talks to emily on the WhatsApp they already use — hands free in the car, by message between visits. Nothing to install.
FAQ
Frequently asked questions.
No. The rep talks to emily the way they'd talk to the office — on a call or on WhatsApp — and she handles the CRM, the calendar and the ERP.
Yes. WhatsApp voice calls are hands free: you ask and hear the answer without typing anything.
They see the notes and tasks in the CRM, within your company's access rules — which is what replaces the weekend reports.
You might also like.
- Pre-visit briefingsBalance, recent purchases, overdue items and the latest notes — one answer, two minutes before you walk in.
- Voice visit reportsThirty seconds of talking in the car — and the visit report sits on the right customer, with the follow-up.
- 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.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
- For sales managersYour team's visits the same day, and sales by rep in one question.
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.