Transform conversations in the field into actionable intelligence. Field Meeting AI instantly converts what was said and presented during in-person meetings into structured summaries, CRM updates, and follow-up emails.
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Maximize selling time. Save sellers five hours of busywork per week to meet with more customers by automating manual note-taking and follow-up admin.
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Eliminate forecasting blind spots. Get near real-time visibility into pipeline reality by having field activities organized into structured, high-quality data in your CRM.
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Unlock critical insights. Adapt your strategy to market changes faster by better capturing competitor intelligence and technical nuances that usually stay trapped in a seller’s head.
Available to all customers on:
Legacy packaging: Expert AI Bundle (add on)
eOS packaging: Expert AI Bundle (add on)
Note: This feature requires a new data sub-processor agreement. Data residency and processing are US-based only. This release is optimized for the iOS mobile workflow and currently supports Salesforce as the exclusive CRM integration.