A VoiceFlowLab Product
VoiceVisit

Log Every Client Visit in 60 Seconds, Not 60 Minutes

Speak your meeting notes the moment you leave. AI extracts contact, outcome, objections, and next steps — then syncs them straight to your CRM.

See How It Works

Voice Note

"Met with Sarah at Accenture. Liked the demo, main concern is EU data residency. Decision in 3 weeks..."

CRM Record

Contact

Sarah, Accenture

Outcome

Positive — progressing

Objection

EU data residency

Next Step

Send DPA today

Syncs with your CRM

SalesforceHubSpotPipedriveZoho CRMVeeva CRMRepsly

How It Works

CRM Updated Before You Start the Car

No forms, no typing, no logging in on a laptop at the end of the day.

1

Leave the Meeting

Step outside and hit record. Speak your meeting notes naturally — who you saw, what was discussed, what they said, what happens next.

2

AI Structures It

Contact, company, outcome, objections, next steps, follow-up date — all extracted automatically. No typing, no CRM forms.

3

CRM Updated

Review the extracted data, approve with one tap, and it syncs directly to Salesforce, HubSpot, or Pipedrive. Your pipeline stays current.

See It In Action

From Voice Note to CRM Record

Three real-world examples across FMCG, B2B, and pharma sales.

FMCG

Store Visit Report

Voice Note

"Just left Tesco Express on Baker Street. Spoke to Dave, the store manager. He's happy with the current range but wants to trial the new protein bar — says he can give us 2 facing slots from next week. Grenade are pushing hard on the adjacent shelf. Follow up with pricing on the 12-pack bundle by Thursday. Next visit in 2 weeks."

AI Extracted Fields

Contact

Dave (Store Manager)

Location

Tesco Express, Baker Street

Outcome

Interested — trial protein bar, 2 facings

Competitor

Grenade active on adjacent shelf

Action

Send 12-pack bundle pricing by Thursday

Next Visit

2 weeks

B2B Sales

Enterprise Client Visit

Voice Note

"Meeting with Sarah at Accenture, she's the decision maker for the London office. Good demo, she liked the dashboard. Main concern is EU data residency — needs a DPA before going further. They're also evaluating Salesforce. Decision expected in 3 weeks. Actions: send EU data processing agreement today, share KPMG case study."

AI Extracted Fields

Contact

Sarah, Accenture London

Outcome

Positive — progressing to legal review

Objection

EU data residency — needs DPA

Competitor

Salesforce also in evaluation

Action

Send DPA + KPMG case study today

Decision

3 weeks

Pharma

GP Practice Visit

Voice Note

"Visit to Dr. Patel at Greenway Surgery. He has about 3 patients currently on Metformin who could be suitable for the new formulary. Interested in the patient support programme materials — I left 10 leaflets. He mentioned the nurse prescriber, Janet, handles most of the formulary decisions. Follow up with Janet directly next visit in 6 weeks."

AI Extracted Fields

Contact

Dr. Patel, Greenway Surgery

Patients

3 suitable Metformin patients

Materials

10 patient support leaflets left

Key Contact

Janet (nurse prescriber) — formulary decisions

Action

Follow up with Janet at next visit

Next Visit

6 weeks

Industries

Built for Every Field Sales Team

From convenience stores to boardrooms, VoiceVisit captures what matters.

FMCG & Territory Sales

Store visits, buyer meetings, range reviews

"Territory reps visit 8–12 stores a day. CRM notes get done from memory at 9pm — incomplete, inaccurate, and hours late."

Store visit reports & buyer feedback
Range review & ranging outcomes
Competitor activity logging
Promotional compliance checks
SalesforceHubSpotRepslyPitcher

B2B Account Management

Client visits, QBRs, stakeholder meetings

"Account managers leave high-stakes meetings with pages of notes that never make it into the CRM before the next call."

Client visit notes & action items
Quarterly business review summaries
Stakeholder sentiment tracking
Renewal risk & upsell signals
SalesforceHubSpotPipedriveZoho CRM

Pharma & Medical Sales

GP visits, hospital rep calls, KOL meetings

"Medical reps visit 6–8 healthcare professionals a day. Regulatory-compliant visit notes are mandatory — and almost always done late."

HCP visit notes & call records
Prescription intent & patient numbers
Sample distribution logging
Key opinion leader meeting notes
Veeva CRMSalesforce HealthIQVIA OCEMedRep

Features

Everything Your Sales Team Needs

Voice capture, AI extraction, CRM sync — all in one app your reps will actually use.

Post-Visit Voice Notes

Record in the car park immediately after a meeting. Capture everything while it's fresh — no typing.

AI Field Extraction

Contact, company, meeting outcome, objections, next steps, follow-up date — all pulled from natural speech automatically.

Deal & Pipeline Tracking

AI detects deal stage, temperature (hot/warm/cold), and key signals. Your pipeline reflects reality, not assumptions.

CRM Sync

One tap to approve and push to Salesforce, HubSpot, Pipedrive, or Zoho. No duplicate entry, no missed updates.

Manager Visibility

Managers see all rep visit notes in real time. Spot at-risk accounts and coach your team based on what is actually happening.

Offline Recording

Record in areas with no signal. Notes sync automatically when you are back online — no data lost.

Ready to Keep Your CRM Current?

Start your 14-day free trial. No credit card required. Log your first visit in under 60 seconds.

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