Use case

The CRM, filled in by voice

A rep comes out of a meeting, gets back in the car and moves on to the next one. By evening nothing has reached the CRM: not the contact they met, not the deal taking shape, not the follow-up due in three months. It isn't a discipline problem — typing into a CRM has never sold anything. So we come at it from the other end: they talk the meeting through out loud, a machine drafts the records, and they approve with one click.

The rep talksMeeting, voice note, message.
The assistant draftsContact, deal, reminder, email.
The rep approvesOr corrects it in a sentence.
The CRM is up to dateWith a record of who approved.

Nothing is written to your CRM until step 3 has happened.

Sound familiar?

If two of these sentences get said in your company, this process is costing you money every week.

The CRM is current on closed business and empty on everything still in the making.
What a rep knows about their patch leaves with them the day they go.
The pipeline meeting is spent asking out loud for what should already be in the CRM.
A client gets chased six months late, because nobody wrote the date down.

How we do it

We pick up what is already being said
A video meeting, a voice note dictated on the way out, a message typed in a hurry. It all comes in through the tool your teams already have open all day — Teams, WhatsApp, your internal chat. No new app to install, no extra screen to learn.
The assistant drafts records, not minutes
It picks out the contact, the company, the deal and the deadline that was mentioned. It checks your CRM for what already exists — so a record gets updated rather than duplicated — and drafts the follow-up email and the dated reminder that go with it.
The rep approves, and only then is anything written
They get the proposals one at a time, with the before and after whenever it's a change. They approve, correct in a sentence — “make that reminder 15 January” — or dismiss. Nothing enters the CRM without that click, and every write keeps who approved it and where it came from.

The assistant decides nothing and sends nothing on its own: it drafts, the rep approves. That is what makes teams accept it — a tool that writes to the CRM without their say-so gets worked around within a fortnight. And what gets written stays with you, in your CRM, not in one more tool.

A rough order of magnitude

No lead lost for lack of a follow-up: each one is logged and dated

= 20% more business, with the same team

15 salespeople × 5 meetings a week × 8 min of typing

= 10 hours of sales time a week

An estimate, not a measurement: these are starting assumptions, not a result obtained somewhere else. Swap the numbers for yours — that's exactly where the audit starts.