Otto is an AI sales coordinator reps talk to on the phone. Your CRM stays current, quotes keep moving, and nothing slips after a visit.
A good rep leaves a visit with a lot in their head: the pricing the customer asked for, the competitor they named, the follow-up they promised. Then they are driving to the next plant. There is no good moment to write it all down, so some of it waits, and some of it slips.
The rep does what they are good at, the visit. Then they call Otto and say what happened. Otto handles the rest.
A CRM can only hold what someone has time to type in. Otto keeps track of what actually happens across the account, and hands the rep the next step.
A CRM shows last week. Otto shows now.
You already have a CRM. The problem was never where the data goes. It is getting what happened in the field into the system before it disappears. Otto sits between the field and the tools you already run.
Which accounts to see today, and why.
The last order, any open quote, the history.
One call. Everything logged, follow-ups set.
Which quotes went quiet and need a nudge.
Which accounts and deals need attention.
A quote rarely gets a no. It just goes quiet, and with a full route to cover, it is easy to miss. Otto watches for the cases below and flags them.
Otto flags each one in time to act.
Otto captures every visit and quote as it happens, so you can back your reps up on the accounts that need attention now, instead of finding out at Friday's pipeline review.
Instead of chasing reps for what happened, coordinators get clean visit summaries, customer requests, pending follow-ups, and quote updates, ready to act on.
After a visit, reps already talk it through, to a coordinator, a teammate, or themselves. Otto listens to that same debrief and turns it into the CRM update and follow-ups. The rep does not change what they do.
No dashboard to open and no login. The rep dials a number.
The visit is captured as the rep speaks, not from memory hours after.
The rep calls between visits, while the details are still fresh.
Every rep gets their own, instead of waiting on a shared coordinator.
Nothing to switch. Otto reads from and writes to your existing tools.
If your reps spend the day in the field and your revenue depends on follow-up, Otto fits.
Otto works with customer and account data, so here is how it is kept and controlled.
The rep finishes a visit and calls Otto. Otto updates the CRM, sets the follow-ups, and tracks the quote. The rep goes to the next visit. That is the loop, after every call.
15 minutes. We run it on a visit that looks like yours.