Trustlead

Trustlead is an AI voice assistant for field sales teams. It lets reps dictate notes after visits, and the AI converts them into structured CRM reports that automatically populate the CRM. The solution aims to boost productivity, improve data quality, and keep CRM data reliable and exploitable. It supports mobile and in-car workflows to help reps stay productive on the road.

Features

• Dictation-to-CRM: Dictate visit notes and have AI generate clear, structured reports that sync with your CRM in one click.
• Real-time CRM context: The assistant provides in-context CRM data before or during meetings, including customer context, opportunities, and history.
• Follow-up actions: Automatically generates follow-up emails, meetings, or tasks based on the visit context.
• CRM integrations: Native integrations with Salesforce, HubSpot, Microsoft Dynamics 365, Sidely, Odoo, Pipedrive, Monday.
• Mobility and voice: Works on mobile devices with hands-free support in car mode.
• Data privacy: Data hosted in Europe; AI models do not store your data.
• Data quality and productivity: Reported gains include +5h per rep per week, +10% sales, x3 more data in the CRM, 70% time saved on reporting, and CRM fill rates improving from 50% to 90%.

Who Is It For?

• Field sales teams (commerciaux itinérants)
• Responsables de secteur (regional managers)
• Real estate agents
• VRP (voyageurs repréentants)
• CHR sales teams

Use Cases

• Dictate post-visit reports; AI generates structured notes and fills the CRM with one click.
• Scan business cards and documents; convert to CRM records.
• Prepare for next meetings with real-time CRM context and insights.
• Use hands-free car mode to report while driving and receive CRM-ready follow-ups.

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