The AI Assistant For Field Sales Teams
Let your sales team spend your time where it counts—closing deals and building relationships. Lisa handles the tedious tasks that drain your team.
Integrates in minutes with
Caitlyn King
Sales Manager
Hey, I just had a meeting with John at Oak Wholesale...
Your AI Assistant
Creates new contact & deal
Adds meeting note & summary
Draft context aware email follow-up
Schedule follow-up meeting
Sell More.
Less Tedious Tasks.
More Revenue.
Better Data.
Less Busywork.
Sell More.
Less Tedious Tasks.
More Revenue.
Better Data.
Less Busywork.
Sell More.
Less Tedious Tasks.
More Revenue.
Better Data.
Less Busywork.
Boost Team Productivity
CRM Updates & Follow Ups in Seconds
Eliminate the tasks that drain your team - tedious data entry, scheduling meetings, taking notes etc.
Voice note to CRM enriched opportunity
Log meeting notes, surface action items, and update your CRM automatically—so your team can stay focused on closing.
Automated, context aware follow ups
Automatically draft personalized messages based on the context of the CRM and past conversations.
Voice note to CRM enriched opportunity
Log meeting notes, surface action items, and update your CRM automatically—so your team can stay focused on closing.
Make the most of every route
AI-optimized routes helps maximize face time and minimize drive time—so every day is more productive.
AI Your Team Will Be Excited About
More Revenue
Less Headache
Save Time
Sales teams should sell—not schedule, follow up, or take notes.
Increase Revenue
Your team gets more time to sell, instead of admin work.
Data Accuracy
A continuously updated CRM that allows you to forecast accurately in real time.
Everyone Deserves an Assistant
How It Works
Talk or chat anytime with Lisa, your team’s AI Assistant. The rest is handled.
You
You
You
New Deal
Amount: $14,000
John Smith
Making AI Easy
Integration Partners
Seamlessly integrates with the tools you already use to power your sales team.
Let Your Sales Team Sell
“Field Intelligence gave our team back hours per week otherwise spent in the CRM.”
