Call or WhatsApp emily. She answers from your ERP, books the calendar, drafts the email and keeps the CRM current. Hands free.
In pilot
with B2B sales teams in Iberia.
Every email waits for your yes before it goes.
The film
Turn the sound on: this is what your team hears.
How it works · a day in the field
Follow a rep through an ordinary Tuesday. They just talk: a call, a voice note, a quick message. emily reads the ERP, writes the CRM, books the calendar and drafts the email, and every answer lands where it belongs.
08:1201 / 06
Home, before the first visit
One question on a call. emily reads your calendar, your inbox and the ERP at the same time, then tells you out loud the three things that matter today.
What have I got today?
Three things. Aveiro Dist. at 10:30, and your briefing’s ready. They still owe €82K, fourteen days late. And Norte Textiles is waiting on your follow-up.
Visit · 10:30
Aveiro Dist.
ERP · receivables
€82K open
Priority · follow-up
Norte Textiles
Tools emily ran:
09:4002 / 06
In the car, leaving Norte Textiles
No typing at the next red light. emily transcribes the note, files it on the right account, sets the call-back and drafts the order, so the CRM and the ERP are up to date before you park.
Just left Norte Textiles. They want 200 cases of the Reserva next month, call them back Thursday.
CRM note · Norte Textiles
Wants 200 cases of Reserva for next month.
Draft order · delivery next month
200 × Reserva · cases @ €21.90
€4,380.00
Task · due Thursday
Call back Norte Textiles
Tools emily ran:
11:1503 / 06
Car park, Aveiro Dist.
Two minutes before the meeting, you ask. emily writes the query, runs it against the live ERP and reads the answer back, along with the one thing you should raise in the room.
What’s Aveiro’s margin this quarter?
22.6% on €212,640, up 1.1 points on last quarter. One thing to raise: €82,140 is still open, fourteen days overdue.
Gross margin
22.6%
+1.1 pts vs Q2
Tools emily ran:
13:3004 / 06
Lunch, between visits
emily checks next week against your calendar, offers three slots that fit around your visits, and books the one you pick, invite included.
Wed 10:00–10:30 · invite sent to Rita
Tools emily ran:
16:0505 / 06
Back at the office
emily pulls the overdue invoices from the ERP and drafts a polite, specific reminder. Nothing leaves without your approval. Tap once and it's sent.
Hi Ana,
Thanks for your time this morning. As we discussed, three invoices are now past their due date:
| Invoice | Overdue | Amount |
|---|---|---|
| FT 2026/1184 | 14 days overdue | €31,420.00 |
| FT 2026/1207 | 9 days overdue | €28,960.00 |
| FT 2026/1231 | 3 days overdue | €21,760.00 |
| Total | €82,140.00 | |
Could you confirm a payment date this week? Happy to resend copies if that helps.
Best regards,
Nothing is sent without you. Or just say “make it firmer”.
Tools emily ran:
18:3006 / 06
Home
The day closes itself. emily closes the follow-ups you talked through, checks nothing is left hanging, and sends your manager a one-screen report on WhatsApp.
Carlos Pinto
Area manager · WhatsApp
Daily report · Tuesday
Tools emily ran:
Six conversations. Every one landed in the ERP, the CRM or the calendar, without a single form.
Your ERP · on call
Ask out loud, the way you’d ask your finance lead. emily writes the query, runs it against your ERP and answers in seconds — the number, where it came from, and what to do about it.
Ask your ERP
Try asking
Out loud
Call · 08:14
You
Who's our most profitable customer this quarter?
emily
0:09Aveiro Dist. — €48,200 in gross margin this quarter, at 31%. Norte Textiles sells more, but at 13% it earns less than half of that.
On screen
Sent to WhatsApp · 08:14
Gross margin by customer
This quarter · top 5 of 212
| Rank | Customer | Gross margin | % |
|---|---|---|---|
| 01 | Aveiro Dist.Rev. €155,400 | €48,200 | 31% |
| 02 | Lusomar FoodsRev. €132,900 | €35,900 | 27% |
| 03 | Casa MouraRev. €98,600 | €29,600 | 30% |
| 04 | Norte TextilesRev. €171,300−4 pts vs target | €22,300 | 13% |
| 05 | Agro Vale SousaRev. €76,800 | €19,200 | 25% |
The query · read-only
PostgreSQL
SELECT TRIM(cl.nome) AS customer,
SUM(pn.etiliquido - pn.epcusto * pn.qtt) AS margin
FROM pn JOIN ft USING (ftstamp) JOIN cl ON cl.no = ft.no
WHERE ft.anulado = false
AND ft.fdata >= date_trunc('quarter', CURRENT_DATE)
GROUP BY 1 ORDER BY margin DESC, customer LIMIT 5SELECT TRIM(cl.nome) AS customer,
SUM(pn.etiliquido - pn.epcusto * pn.qtt) AS margin
FROM pn JOIN ft USING (ftstamp) JOIN cl ON cl.no = ft.no
WHERE ft.anulado = false
AND ft.fdata >= date_trunc('quarter', CURRENT_DATE)
GROUP BY 1 ORDER BY margin DESC, customer LIMIT 5Ask next“Why is Norte Textiles' margin so low?”
Illustrative data · customers, products and figures are examples
Every morning · 08:00
emily reads what changed overnight — revenue, what’s overdue, the margin that slipped — and briefs you on the way to your first visit. Then she offers the next move, and waits for your OK.
Straight from your ERP whenever you ask — not from last month's spreadsheet.
emily flags them and drafts the follow-up. Nothing goes out until you approve it.
The close arrives organised — what moved, what slipped and what to ask about — by email or WhatsApp.
Name no company and emily asks all of them, then breaks the answer down company by company.
Monday · 08:00 · your accounts
Revenue · month
Overdue
Margin alert
Action
emily
0:41“Shall I draft a payment reminder for Aveiro Dist. and flag the Norte Textiles margin at the next account review?”
Connects to your ERP
Sales, invoices, customers, margin and stock. Orders you dictate arrive as drafts for you to confirm — nothing is posted on its own.
Cegid PHC
Live
Ahora ERP
Live
SAP
In development
Dynamics 365
In development
Platform · 12 of 100+ tools
No menus, no forms, no training day. Ask the way you'd ask a colleague — emily picks the right tool, does the work in your ERP, calendar, inbox or CRM, and tells you when it's done.
A rep says: Move my 3pm with Hugo to Friday.
emilyDone — Friday at 15:00. Hugo has the updated invite.
reschedule_meeting·Outlook·0.8s
A rep says: Take an order: 200 cases for Norte.
Norte Textiles
Braga · last order 12 Sep
Cotton yarn · case
TX-240 · last price
€3,680.00
200 × €18.40
Nothing is finalised — the back office reviews every draft.
emilyDraft's ready at their last price — €4,526.40 with VAT. Shall I send it to the back office?
take_order·Norte Textiles·awaiting you
A rep says: Send the weekly sales report to the team.
emilySent on WhatsApp — the summary, plus the full spreadsheet attached. €61.4K this week, up 8%.
send_report_whatsapp·W38·xlsx attached
A rep says: Summarise yesterday's meeting with Mariana.
emilyThree decisions, two next steps — she wants the lease draft by Friday.
plaud_get_summary·42 min
A rep says: What did Carla say about the invoice?
emilyShe's approved it — she just wants the PDF re-sent with the PO number. Shall I draft the reply?
read_email·Carla Nunes·1.1s
A rep says: Log that Aveiro wants a tasting.
emilyNoted on Aveiro Dist., with a follow-up task for Thursday.
create_note·Aveiro Dist.
A rep says: What's left on my list?
emilyThree: Norte's quote, samples for Rita, and Pedro at nine.
read_tasks·3 open
A rep says: Remind me to call Pedro at 9.
emilySet for tomorrow at 09:00 — I'll message you on WhatsApp.
set_reminder·09:00
A rep says: Anything I should know today?
emilyTwo things. Want me to draft a payment reminder for Aveiro first?
get_insights·2 open
A rep says: What's our pitch for the organic range?
emilyLead with the 30% margin, then the nine-month shelf life. It's on page 4 of the playbook.
search_knowledge·Organic playbook v3
A rep says: Brief me on Europartners before tomorrow.
emilyPorto-based, around 140 staff, opened a Seville warehouse in June. Four sources.
web_search·4 sources
A rep says: What did we agree with Tiago last month?
emily5% off orders over 500 units, reviewed in Q4 — from your call on 18 August.
recall_past_conversations·18 Aug
And the rest — a few more of the tools she reaches for
Channels
Same emily, same memory, three ways in. Call from the car, message between visits, type at the desk — she picks up where you left off.
0
apps to install. She's a contact in the WhatsApp your team already has — call her, send a voice note or just type.
WhatsApp voice call
emily
02:14
YouWhat's Norte's margin this quarter?
emily31.2% — four points under target. Want it by product?
Call
No app neededA real conversation: you speak and emily answers out loud. Notes, briefings and ERP — all spoken, hands free.
Best for · The car, between visits
Today
Carry on in the channel the team already uses — quick requests, summaries and follow-ups. Voice notes and photos welcome.
Best for · Quick asks, voice notes, reports
Top customers by margin this quarter, as a table?
| Customer | Margin |
|---|---|
| Norte Textiles | 31.2% |
| Aveiro Dist. | 28.9% |
| Europartners | 27.4% |
Text
Widget and written chat on a laptop or tablet — good for reviewing, copying and pasting into the ERP.
Best for · Tables, drafts, review
One memory across all three. Start a thought on a call in the car, finish it in the chat at your desk.
recall_past_conversations·call·→ chat
Industries
Built around how field teams actually sell, from industrial distribution to insurance. Pick yours to see what emily does there.
Who it’s for
Reps talk. Owners see. Finance trusts the numbers. Admin stops retyping. One assistant, reading the same ERP, calendar and CRM for all four.
08:40get_briefing·Aveiro Dist.·WhatsApp call
A briefing before each visit, notes dictated in the car, and orders taken without opening the ERP at night.
08:40Before the visit
They say: “Brief me on Aveiro Dist. before I go in.”
emily: Last order 12 days ago. €82K open, 14 days overdue — and they asked for spring pricing last time.
get_briefing·query_erp·1.4s
11:15In the car
They say: “Note for Aveiro: they want 40 units of Linen 240. Call back Thursday.”
emily: Logged to Aveiro Dist. Callback set for Thursday at 10:00.
create_note·create_task·0.8s
19:30Instead of the ERP
They say: “Put in this morning's order for Aveiro.”
emily: Draft invoice ready — 40 × Linen 240, waiting for your OK.
take_order·1.1s
Pilot results · Iberia
What pilot teams in distribution, consumer goods, manufacturing and insurance reported once the admin moved to voice.
75%
less time updating the ERP after each visit.
ERP time per visit · relative
4
areas connected — sales, owners, finance and admin.
One assistant · one source of truth
+20%
more time spent generating sales.
Selling time per week · relative
Estimates based on pilot teams; results vary by sector.
In their words · 2 voices from the pilot
Spotlight a company
emily is really useful and saves me a lot of time organising information, especially customer data. In one minute I have all the information I need on my phone. She prepares and sends emails for me and reminds me of the tasks I have to do.
Translated from Portuguese
emily gives me time back! She helps me simplify my day, cut the tasks that used to eat my time, and stay focused on what really matters: the business, the clients and the results.
Translated from Portuguese
Integrations
emily reads your ERP where it lives, works inside your calendar and inbox, and answers on the channels your team already uses. Nothing new to install on anyone’s phone.
query_erp·take_order·read_orders
Cegid PHC. Sales, margin, receivables and orders — read live, written as drafts.
Your data
Your day
Trust & control
emily drafts the email, the reminder, the order. A person approves it. Nothing leaves your company on her say-so — and every change is logged with who asked for it.
Hi Rui,
A quick reminder that invoice FT 2026/0412 for €82,140.00 is now 14 days past its due date. Could you let me know when we can expect payment?
If it has already gone out, please ignore this — and thank you.
Best,
Ana
query_erp·FT 2026/0412·€82,140.00·14 days overdue
Nothing is sent until you approve
09:41draft_email·Aveiro Dist.·awaiting approval
--:--waiting for a person
--:--not sent
Built for teams in the EU, with access controls by organisation and role.
Data protected in transit and at rest; calendar tokens encrypted in the application.
The content of your meetings is never used to train third-party models.
Every CRM change is logged — who asked, what changed, when, and on which channel.
Meet emily
No spinner, no awkward silence. On a call, emily tells you what she’s doing. On screen, her orb shows you: listening, pulling your figures, booking the visit, waiting for your OK.
Put me in with Aveiro Dist. on Thursday, and chase that overdue invoice.
One request
· eight states
· 11.4 seconds
At +0.0s
Listening
Your words flow in. Talk over her any time.
voice·3.1 s · pt-PTAt +3.1s
Thinking
Works out what you asked and which tools it takes.
plan·3 tools · 0.6 sAt +3.7s
Pulling your figures
Reads the ERP live: what Aveiro owes, since when.
query_erp·€82K · 14 days lateAt +4.9s
Booking
Finds Thursday free in Outlook and holds 10:30.
schedule_meeting·Thu 10:30 · 45 minAt +6.0s
Writing it up
Drafts the payment reminder, in your tone.
draft_email·96 words · pt-PTAt +7.6s
Your OK
Reads it back. Nothing leaves without a yes.
approval·“Yes, send it.”At +10.8s
Sending
Sends it, and notes it on the account in the CRM.
send_email·logged to CRMAt +11.4s
Done
One sentence back: booked, sent, noted. Then quiet.
done·3 jobs · 11.4 semily · out loud · 08:12
“Booked: Thursday 10:30 with Aveiro Dist. And the reminder for the €82K went out after your yes.”
Try her
Every kind of job emily does has a state of its own. You learn them in a day and read them at a glance, even from the corner of your eye. Watch a call, pick a state, or tap her to say hello.
Incoming call
Incoming WhatsApp call from the field.
Sales question · WhatsApp call
Watch a call
FAQ · straight answers
The six things sales leaders ask us before a pilot, answered honestly. Anything else? Write to hello@call-emily.com.
emily is an AI assistant for B2B field sales teams, and the one you talk to. Call her from the car, send a WhatsApp voice note or type in the browser, and she answers out loud, in real time.
Behind the voice she reads your ERP, runs your Outlook or Google calendar and email, keeps the CRM current and builds your reports. Reps spend the day with customers instead of screens, and managers see what’s happening without asking for a spreadsheet.
Almost. After a visit, talk for thirty seconds in the car, on a call or as a WhatsApp voice note. emily turns it into a structured note on the right company, contact or deal, and sets the follow-up task. If you record meetings with Plaud, she can read the transcript and summary too.
What she won’t do is guess. If a name is unclear she asks, and anything that leaves the building, like an email or an order, waits for your OK.
Yes, and it’s the reason emily exists. Cegid PHC and Ahora ERP are live today. SAP and Microsoft Dynamics 365 are in development.
She reads sales, margins, receivables, invoices and products and answers in plain language, with every figure coming straight from your database. If the data isn’t there, she says so. She never fills the gap with a number that sounds right.
emily is built for teams in the EU, with GDPR in mind and access controlled by organisation and role. Data is encrypted in transit and at rest, and calendar tokens are encrypted again inside the application.
The content of your meetings is never used to train third-party models. And emily drafts while people decide: no email goes out until someone on your team says yes.
Days, not months. We connect your ERP once for the whole team, and each rep links their Outlook or Google calendar in a couple of clicks.
There’s no data migration and no new screen to learn. The rep picks up the phone and talks.
No. emily works over a normal phone call and over WhatsApp, with voice, voice notes and text. On a laptop or tablet she’s in the browser.
There’s nothing to download, nothing to update and nothing for IT to push to devices. If your reps can make a call, they can use emily.
Still curious? She’s better at answering than we are.
Ask emily yourselfYour move
Book a demo, or try emily with your team. Connect the ERP and a calendar, and your reps are talking to her within days.
No credit card for the initial evaluation.
hello@call-emily.com
