Turn Voice Notes into CRM Updates
Record visit summaries by voice. AI transcribes and extracts key details — amounts, dates, names, objections. Your CRM stays updated without typing a single word.
Voice-First CRM Updates
From Voice Memo to Structured CRM Data
Four steps that eliminate the 'I will update CRM later' problem forever.
Finish a Meeting, Tap Record
Walk out of a client visit and tap the microphone button. No forms to fill, no menus to navigate. One tap and you are recording.
Speak Naturally
Talk about what happened — objections raised, pricing discussed, next steps agreed, who you met. Speak in English or Hindi.
AI Extracts Data
AI transcribes your note and pulls out structured data: contact names, amounts mentioned, follow-up dates, competitor references, and objections.
CRM Auto-Updates
Deal notes updated, next action created, follow-up reminder set, competitor field populated — all without your rep touching a single form field.
One-Tap Recording After Every Visit
After leaving a client's office, the rep taps the microphone button and speaks for 30-60 seconds about the meeting. No typing on a phone keyboard in the car. No "I'll update CRM when I get to office" — which never happens.
Works offline too. If the rep is in a basement warehouse or a rural area with patchy signal, the recording saves locally and syncs when connected. Zero data is ever lost.
- One-tap recording from any deal or account screen
- Offline recording with automatic sync when connected
- Auto-linked to the account and deal being viewed
Met with Mr. Kumar at Sharma Hardware today. He said their budget is around 2.5 lakhs for this quarter. They want delivery by March 15th. Main concern is pricing is higher than CompetitorX. Need to follow up next Thursday with revised quote.
AI That Extracts, Not Just Transcribes
The AI does not just convert speech to text. It understands what was said and extracts structured data. Mentioned "2.5 lakhs"? Deal value updated. Said "follow up next Thursday"? Reminder created. Mentioned "they're also talking to CompetitorX"? Competitor field updated.
Said "Mr. Kumar was not convinced about pricing"? Objection logged. Every piece of actionable information is captured, categorized, and pushed to the right CRM field — automatically.
- Deal value auto-updated from mentioned amounts
- Follow-up reminders created from date references
- Competitor mentions and objections automatically logged
- Contact names linked to existing CRM contacts
English and Hindi Now. More Languages Coming Soon.
BoldReach AI currently supports English and Hindi for voice transcription and entity extraction. Tamil, Telugu, Kannada, Malayalam, Bengali, Marathi, Gujarati, Punjabi, Odia, and Assamese are on the roadmap. Speak naturally in English or Hindi — the AI understands context and extracts structured data from either language.
No need to think about which language to use. Just speak the way you naturally speak after a meeting. The AI handles both English and Hindi natively and extracts contacts, amounts, dates, and objections from either language.
- English and Hindi voice transcription with accurate entity extraction
- Tamil, Telugu, Kannada, and 7 more Indian languages coming soon
- Entity extraction works across all supported languages
"Sharma ji ne kaha ki unka budget around 2 lakh hai. Delivery March end tak chahiye. Unko competitor ka quote already mila hai. Maine 10% discount offer kiya agar order next week confirm ho jaye."
Problems Your Team Faces Every Day
Voice notes solve the three biggest data-capture problems in field sales. Here is how.
"My reps say they'll update CRM 'later' but it never happens."
By the time your rep gets back to the office, they have forgotten half the meeting details. The other half gets lost in WhatsApp messages to their manager. CRM stays empty.
A 30-second voice note right after the meeting captures everything while it is fresh. The rep walks to their car, taps record, and talks. By the time they start driving, the CRM is already updated.
"Critical deal info lives in reps' heads, not in the system."
Your best rep leaves the company. Their 200 accounts have thin notes like "good meeting" and "will follow up." The new rep inherits nothing useful. Three months of relationship-building — gone.
AI extracts and structures every detail from every visit — amounts discussed, objections raised, competitor mentions, decision-maker preferences. When a new rep takes over, they have the full context of every conversation.
"Our reps speak Hindi — English-only tools don't work."
Your reps speak Hindi in the field. Generic speech-to-text tools are English-only and produce garbled output. So reps stop using the feature entirely after the first week.
Full Hindi and English support. The AI understands both languages natively. Data extraction works identically in both. Tamil, Telugu, Kannada, and 7 more Indian languages coming soon.
Stop Typing. Start Talking.
Let your reps record voice notes after every visit. AI handles the rest. Free 30-day trial. No credit card required.