THE PROBLEM
Events Generate Leads.
Admin Kills Momentum.
At exhibitions, trade shows, conferences, B2B networking events or out in the field:
-
Conversations happen fast
-
Notes are rushed or forgotten
-
CRM updates happen days later or not at all
-
Valuable context is lost
-
ROI becomes guesswork
Voice2CRM fixes this at the point of interaction.
WHY VOICE2CRM?
-
Instant voice notes direct in to the fields of your CRM - The most powerful CRM AI upgrade to hit hit your sales process -
-
Slick and seamless data integration - No typing, no checklists and customer data sheets, no sitting for hours at your computer inputting data, just simple voice driven automation
-
Never forget to follow up a lead! - AI driven action identification with automatic follow up prompting -
-
Digital voice recognition for brand specific references, manufacturer name, make model and many more
-
Digital noise reduction for use at trade shows and in busy retail settings
-
Accurate data cross referencing to match new voice notes with existing CRM records
-
Enhances data protection by removing the need for written notes, paper, forms and files
-
Up to the minute sales lead dashboard access for senior executives
Voice2CRM
Record Naturally
Speak into your phone immediately after a conversation with a customer. No scripts. No forms.
AI Structures the Data
Voice2CRM extracts names, intent, budget, timelines, next actions and tags.
All fields can be set to match your in-house CRM
Sync with your CRM
Push your Client interactions to your CRM
or Export to CSV
Ready to get started?
Product Features
Marine Sector Modules
Bespoke Templates for Marine Sector
including:
Boat Show
Boat Valution / Survey
Marina Dock Walk
Motoring Sector Modules
Bespoke templates for motoring sector
Trade Shows
Car Valuation
Car Evaluation / Service
Fully Tailored for your CRM
Product tuning for your Industry sector and jargon.
Tailored to match your CRM fields
Global teams
Supports 57 Languages.
Translation capability for single language CRM systems.
Assign Tasks & Follow Ups
Voice2CRM will listen for future tasks and Follow Ups and add them to the dashboard
Offline / Online Mode
Take voice notes even with no-wifi or phone network.
Then sync to your CRM when back online
Turn Conversations Into CRM Records. Instantly.
Voice2CRM lets brokers and sales teams capture structured voice notes at trade events or in the field and automatically sync them to their CRM.
No typing. No lost leads. No post event admin.