AI-assisted field CRM

We've addressed the essential SMB software needs and integrated our solutions into one clean, intuitive, and robust system.

SYSTEM TYPE

CRM, PM, Customer Service

MAIN PROBLEM

data clutter & time lost on entry

LEADING SOLUTION

AI speech-based automation

KEY METRIC

av. 15% boost in team performance

KEY PAIN-POINTS

  1. Manual data entry wastes time and frustrates field teams working under pressure.

  2. When software creates friction, implementation cost increases while productivity drops.

  3. Data clutter leads to slow reaction time, misleading reports, and flawed decisions.

SOLUTIONS

  1. Speech-to-action functionality for quick and accurate data entry on the go.

  2. Simplified, intuitive interface with mobile-first design for easy adoption.

  3. Automated, AI-driven inbound communication management.

  4. Automated contact details enrichment based on provided website.

  5. AI summaries and checklist generation for clear and fast data overview.

RESULTS

With time-saving automation and the ability to enter data on the go, each field team member saves an average of 1 hour per day, translating into up to 15% productivity increase. Additionally, personnel can track all incoming messages in one centralized location and quickly respond on the go.

CONCLUSION

We swapped a frustrating software workflow that drained productivity for a natural every-day companion that delivers competitive advantage. Voice input eliminates friction while AI automation handles complex data processing leading to team performance improvement, greater work engagement, and better customer experience.