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Sales Buddy features
Features that turn calls into deals
Everything Sales Buddy does for the rep on the phone and the manager watching the pipeline. Built for Android, in Hindi, Hinglish and English.
Voice Add
Update a deal by talking, not typing
After a call, tap Voice Add and say what happened, the way you would tell a colleague. Sales Buddy transcribes it and AI pulls out the details that belong in the CRM. You check the result, fix anything that looks off, and save.
- Speak in Hindi, Hinglish or English
- Customer name, product or service, budget, stage and next step are filled in for you
- Pick the product from your own catalogue, or type one that is not listed
- A follow-up time you say out loud becomes a reminder
- You always review before saving, because AI can make mistakes
“Rahul ji ko 3BHK dikhaya, budget 1.2 crore hai. Kal shaam 5 baje call back karna hai.”
Sample data for illustration
Call detection
Every finished call finds its customer
With your permission, the app reads the phone's call log and works out what a finished call was about. It checks your assigned calling data first, then every deal the customer already has, in any status. A new number starts a fresh lead.
- Assigned customer: their details are filled in for you
- Existing deal, in any status: the conversation is added to the old deal
- Unknown number: full AI capture for a new lead
- Calls are picked up when you open the app, and a Sync Calls button refreshes them on demand
- Only the number, time, duration and direction are read. Call audio is not recorded
Sample data for illustration
One customer, one deal
The same customer never becomes two deals
Everything about a customer sits on one deal: calls, voice notes, WhatsApp Business chats and emails. When a repeat customer calls again, the new conversation is added to the old deal instead of creating a duplicate.
- One timeline per customer, however they reached you
- Duplicate check across the organisation, with private details hidden unless your role allows seeing them
- Repeat conversations are added to the existing deal
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Follow-ups
A promised callback does not slip
Say "kal shaam 5 baje call back karna hai" and Sales Buddy turns it into a real reminder. The rep gets a notification, the reminder can be added to the phone's calendar, and the manager can see what is due today.
- Reminders created from a voice note, or set by hand
- Notifications and optional calendar entries
- A clear list of what is due today
- Managers can nudge a rep about a deal
Sample data for illustration
Assigned calling data
Upload a list, assign it, watch it get called
Managers upload a calling list and assign it across the team. Every rep sees their own numbers with called and pending status, calls straight from the list, and jumps to Voice Add from any called row.
- Upload a list of numbers and split it across reps
- Each rep sees their own numbers, with called and pending status
- One tap to call, one tap to Voice Add afterwards
- Managers see progress per rep
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Attendance and field visits
Selfie and location proof for teams on the road
Field teams check in with a live selfie and location. Customer visits are logged the same way, so a visit is proof and not a claim. Location is used for attendance and visits, and, if your organisation enables it, during an active shift. It stops when the rep checks out.
- Live-selfie check-in taken inside the app
- Location captured at check-in and at each customer visit
- Visit history a manager can review
- Reps are told what is collected and can withdraw permissions in Android settings
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Manager view
See the work, not just the numbers
Managers get one place to see what the team actually did today: calls, visits and what is due. No chasing reps for updates, and no waiting for the end of the month.
- Calls and visits per rep, by day
- What is due today
- Nudge a rep about a deal
- Review calls that matched no customer, then link or ignore them
- Assign and reassign deals and lists across the team
Sample data for illustration
WhatsApp Business and email
Customer conversations land on the deal
Connect Gmail or Outlook, and a WhatsApp Business number, so the messages and calls that relate to your customers attach to the right deal. You choose what to connect and can disconnect at any time.
- Gmail and Outlook connections per rep
- WhatsApp Business calls and messages set up by an admin
- Everything appears on the customer's deal timeline
- Disconnect whenever you like
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Product catalogue
Brochures and price lists in every rep's pocket
Managers add products with attachments such as brochures, price lists and floor plans. Reps open them in the app while they are on the phone or in front of the customer, and pick the product in Voice Add.
- Managers add products and attach files
- Reps see the latest files in the app
- Products appear as choices in Voice Add
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Roles, privacy and security
Each person sees what their role allows
Access follows the org chart, and the app asks for permissions only when a feature needs them. We do not sell data. Read the Privacy Policy for the full picture.
- Employees see their own leads, team leads see their team's, admins see the organisation's
- Call log, microphone, camera, location and calendar are requested only when needed
- Data is encrypted in transit; sign-in tokens stay in the phone's secure storage
- No call audio is recorded
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FAQ
Common questions
Which languages does Voice Add understand?
Hindi, Hinglish (Hindi written in English letters) and English. AI can make mistakes, so the rep reviews the details before saving.
Does Sales Buddy record my calls?
No. Call audio is not recorded. With the rep's permission, the app reads the phone's call log (number, time, duration and direction) so it can match a call to a customer.
Which phones does it work on?
Android phones. Pilot teams receive the app directly from us. There is no iPhone app at the moment.
Can I bring my existing leads or calling lists?
Yes. Managers can upload a calling list and assign it across the team. Each number then shows up in the assigned rep's list, and finished calls are matched back to it.
Does it work with WhatsApp Business and email?
Yes. You can connect Gmail or Outlook, and a WhatsApp Business number, so those conversations attach to the right customer's deal.
Is my team's data safe?
Access follows roles: an employee sees their own leads, a team lead sees their team's, and an admin sees the organisation's. Data is encrypted in transit, and sign-in tokens stay in the phone's secure storage. Read the Privacy Policy for details.
See it on your own calls
Book a pilot with a small group of reps and judge it on real work.