For field sales
Sell in person.
Skip the typing.
Site visits, showroom meetings, calls. Say what happened, and the lead, the follow-ups and your report are done.
Debrief on the drive back.
Thirty seconds, in your own words. Instalead updates every lead and task you mentioned.
Your manager’s already caught up.
Reps in other cities? Each one’s summary is written from their debriefs and finished tasks, on your schedule.
Nothing goes quiet.
Follow-ups by due date, with reminders. A nudge when a lead has had no activity for a working week.
Online meetings too.
On a computer, Record picks up the call’s sound and your mic. Same notes, same follow-ups.
