For Field Reps

Work in the field. buddi handles the desk work.

You didn’t become a field rep to update CRM fields. buddi turns field conversations into visit notes, CRM updates, and follow-ups, so you can focus on the customer.

Book a demo See a day with buddi
A field sales conversation outdoors, with the rep and customer standing together
Out with the customer.
After the visit Illustrative workflow

  1. Visit notes

    Key details

  2. CRM updates

    Account context

  3. Follow-ups

    Next steps

Your day, from first visit to last

A day in the field, before and after buddi.

Illustrative workflow

  1. 8:30 AM

    On the way

    Before

    Drive to first visit, trying to remember prep notes from last quarter.

    With buddi

    Review the last visit's notes and open follow-ups before arriving.

  2. 9:00 AM

    With the customer

    Before

    Scribble notes on your phone while the conversation moves on.

    With buddi

    Stay present while Buddi records the conversation.

    Fully present.

  3. 12:30 PM

    Between visits

    Before

    Skip lunch to type up three visit summaries in CRM before they fade.

    With buddi

    Review the visit summaries, then take a break.

  4. 5:00 PM

    Heading home

    Before

    Finish the day with visits still to document.

    With buddi

    Review CRM updates and follow-ups before heading home.

    A clearer end to the day.

Visit notes

The conversation, summarized

CRM fields

Account details, structured

Follow-ups

Next steps, ready to review

Context

Past visits, easy to find

Wear it. Sell. Go home on time.

Visit notesIllustrative workflow
Rep

What should we cover next?

Buyer

Send pricing to our ops lead.

Structured visit note

Topic
Pricing options
Contact
Operations lead
Next step
Send pricing before next visit

CAPTURE

Capture without thinking.

Clip on Buddi before your visit. Record the conversation and review the transcript and summary afterward.

CRM mappingIllustrative workflow
Visit noteCRM field
  • Northside siteAccount
  • Pricing discussedActivity
  • Send pricingNext step

Review context: pricing, operations lead.

SYNC

CRM ready to review.

Prepare contacts, activities, and follow-up tasks from the recorded visit for your connected CRM.

Conversation recallIllustrative workflow

Query example

What did we discuss last visit?

From the last site conversation

Pricing
Options requested
Stakeholder
Operations lead
Next visit
Review pricing together

RECALL

Find the detail you need.

That pricing discussion. The competitor they mentioned. The decision-maker's name. Find the context in your recorded conversations.

More time with your customers

Stay in the field.
Leave the desk work to buddi.

Book a 30-minute demo. We’ll walk through capture, the AI, and CRM sync in action.

Book a demo