Field sales

The rep calls from the car. The outcomes are in the CRM before they park.

The best sales calls happen between meetings and nobody writes them down. TidyVox turns a mobile call into a transcript, a summary and three outcomes to approve.

How it works in the field

Four steps between the parking lot and the office.

1

Calls from their own mobile

Through the TidyVox line. The customer sees the company number, not a private one. The rep installs nothing on day one.

2

The call recorded and transcribed

An announcement, a recording, a Polish transcript. All in the EU, the recording deleted at the carrier.

3

A notification after hang‑up

“3 outcomes to approve”: a meeting, the customer's e‑mail, a task. Each with a quote from the call.

4

One click

The meeting in the calendar, the e‑mail in the CRM, a message draft for the customer ready to send. Before they finish parking.

What the company gains

Five things that cannot be enforced today.

The company number instead of a private one

The customer calls and texts a number that stays with the company, even when the rep leaves.

No more notes from memory

Outcomes come from the call, not from what the rep remembers in the evening.

A pipeline built from calls

The manager sees what was actually agreed with customers, not just a CRM status.

Promises kept

“I'll send the offer by Friday” becomes a task with a deadline, not a wish.

Customer history in one place

Every call with a summary on the customer record. Taking over a customer after a rep change takes minutes.

Zero training

Calling as always plus one screen with an “Approve” button.

Who it's for

Wherever sales happen by phone between meetings.

B2B sales. Services, software, telecom, energy. Long cycles and many calls with one customer.
Technical and medical reps. What was agreed with a doctor or an engineer must reach the system exactly as it was said.
Brokers and advisors. Real estate, insurance, financing. Many promises, many dates, many documents to send.

How many reps do you have in the field?

We start with one team and one number.

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