Built for complex B2B sales where coaching, CRM, and field trip planning belong in one place — not three separate tools.
Six KPIs scored on every call — each rated x.x/10 with a plain-English explainer tied to specific moments in the transcript. Not a generic checklist. Your actual conversation, analysed.
Every report closes with a Strength and a Development Area — one moment you got right, one you should have handled differently, with specific coaching on what to do next time. Grounded in SPIN Selling, Challenger Sale, and MEDDIC frameworks.
Upload an audio file (MP3, MP4, M4A, WAV, WEBM) for automatic transcription with speaker labels, record a voice memo directly in the app, or paste a transcript manually. The entire workflow — from recording to coaching report — lives in one place.
Select a call context — Commercial, Discovery, Clarification, or Relationship — and the AI scores accordingly. KPIs that don't apply are marked N/A, not penalised. A relationship call doesn't get docked for not closing.
Add an optional objective and the coaching gets more specific. This is what makes reps actually log every call — not just the ones where they were trying to close.
Companies, contacts, and pipeline all built in. Search, filter, import via CSV. Every contact links to their full call history and outstanding tasks — no switching between tools to find context before a call.
Every company and contact record shows linked calls, meetings, tasks, and deals in one place. See the full history of every interaction — phone calls with scores, field meetings with AI summaries, outstanding tasks, and pipeline deals — without switching between tools.
Pipeline is a 6-stage kanban: Prospecting through to Closed Won. Drag deals between stages, see time since last activity, and keep momentum visible at a glance.
When your call analysis runs, tasks are pulled directly from the conversation. Rep says "I'll send the spec by Friday" — it shows up as a task, assigned, with a due date. No manual entry.
Filter by Today, Overdue, or All Active. Tasks link back to the contact and company they came from, so nothing falls through the cracks between calls.
Week or month view. Planned calls appear as colour-coded blocks with contact, time, and call context. Log directly from a calendar entry — no jumping between pages.
Your calendar now shows both phone calls (blue tiles) and field meetings (purple tiles) in one unified view. Trip meetings appear automatically based on stop dates. Click any meeting to jump to the trip.
Today's scheduled calls surface on the dashboard so reps always know what's next. Unscheduled calls sit at the bottom until they're given a date.
The leaderboard tracks calls, average score, momentum (weekly score change), and revenue progressions across any time period. Know who's improving, who's plateauing, and where to focus coaching.
Role-based access keeps it clean — reps see their own performance, managers see their team, admins see everything. Add coaching notes directly to any call report. The social feed celebrates team wins, milestones, and personal bests — keeping the team motivated and connected.
Plan multi-day field sales trips with stops pulled directly from your CRM or created on the fly. Set start and end locations for each day (hotel, airport, office), then hit Optimise Route. Google Distance Matrix calculates the most efficient stop order and estimates drive times between each.
Drag-and-drop to manually reorder — transit times and suggested meeting times recalculate automatically. Open the full day's route in Google Maps with one click. Set a buffer between meetings so you're never rushed. Works for any team size — from solo reps to coordinated field teams.
After each meeting, log notes or record a voice memo directly in the app. AI generates a structured CRM summary with key discussion points, actions and next steps, opportunities, and relationship notes — all attached to the stop and visible on company and contact records.
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