More time with customers
Less time updating systems. More time in front of buyers.
For Field Reps
Spend More Time Selling.
Less Time Remembering.
Otto is your AI sales coordinator on a phone call. Before a customer visit, Otto calls with the context you need. After the visit, you call Otto with what happened. Otto updates CRM, drafts follow-ups, flags quote actions, and keeps your opportunities moving.
otto · live
Otto calling…
Morning briefing · 2 min
Today's Route
1Apex Welding — quote aging 12 days
2Metro Supply — renewal due
3Cleveland Industrial — expansion lead
Post-visit admin handled
CRM updated · Follow-up drafted · Manager notified
The reality
Your day runs away from you.
The visit starts with a plan. The day doesn't end with one.
- You start with a plan. Then the day takes over.
- You spend the day driving between customers.
- Quotes need updating. Follow-ups get pushed to tomorrow.
- A customer asks a question you can't answer on the spot.
- Meeting notes stay in your notebook.
- CRM waits until later, then until tomorrow, then until Friday.
The problem is not activity. The problem is the admin that follows it.
Your day with Otto
A field rep's day, with Otto in it.
- Morning
Otto calls with the day ahead
Accounts, quotes, renewals, and follow-ups that need attention today delivered before your first visit. Otto tells you what matters and what to skip.
Before your first visit, before your first coffee.
- Before a visit
Otto briefs you on the customer
Customer history, open quotes, recent orders, service issues, and the talking points worth raising. No more digging through five systems before the door opens.
Walk in already knowing the buyer.
- During the visit
Call Otto for any answer
Stock, lead times, product specs, account history. Ask on the call. Get the answer while you're still with the customer, not after they've left.
Stay with the customer. Stay sharp.
- After the visit
Otto does the admin
Logs the meeting, updates CRM, drafts follow-ups, flags quote actions, updates the opportunity, informs the manager. The admin is already moving while you drive.
Before you reach the next stop.
What you get back
Time, clarity, and a pipeline that moves.
- Hours saved / mo
- 60+
- More follow-ups
- 3.2×
- Evening CRM
- 0
Better preparation
Walk into every visit already knowing what matters.
Faster answers in the field
Get product, stock, and account information while you're still with the customer.
Follow-ups that don't slip
Quotes, renewals, and next steps keep moving even when your day gets busy.
No evening CRM catch-up
Finish the day without admin waiting for you at home.
More deals closed
Show up prepared. Follow up faster. Win more of the opportunities you already have.
See it for another role
Otto looks different for every team.
Ready to see it live?
See what your first day with Otto looks like.
Walk through a real visit with Otto in your pocket. No deck, no setup, no script. Just a 30-minute call with the team.
30 minutes. Live with the team. No deck.