emily connects to your ERP and to the tools your team already uses. Talk to it and it answers out loud, in real time — handling the calendar, email, ERP questions and reporting, and keeping the whole team moving, hands free.
In pilot with B2B sales teams in Iberia
The voice assistant connected to your ERP — emily does the work, shaped around each person's role on the team.
Sales
Just ask out loud
From the morning briefing to the approved follow-up — speak, and emily answers, decides and acts on the data you already have.
emily reads across ERP, calendar and email and comes back with the day's three priorities — by voice or text.
emily
Visit · 10:30
Aveiro Dist. · briefing ready
ERP
€82K open · 14 days
Priority
Norte Textiles · follow-up due
Business intelligence
The same conversation that guides the sales day answers management too — Dynamics 365 and the ERP you already run, in plain language, with no reports and no filters.
Friday · 8:47
Revenue · month
€284,000
+12% vs last month
Receivables
€47,300
3 overdue · oldest 22 days
Margin alert
Norte Textiles
−4% vs target
Action needed
Aveiro Dist. · €82K
14 days overdue
“Shall I draft a payment reminder for Aveiro Dist. and flag the Norte Textiles margin at the next account review?”
Results in pilot
What the first teams using emily report in their opening weeks.
less time updating the ERP after each visit
(estimate)
areas connected — sales, owners, finance and admin
more time spent generating sales
(estimate)
Estimates based on pilot teams; results vary by sector.
You“How much did we bill this month?”
The same assistant, connected to your data — speak and it answers out loud, in a real conversation, whether that's on a call, on WhatsApp or in writing.
A real conversation: you speak and emily answers out loud. Notes, briefings and ERP — all spoken, hands free.
Carry on in the channel the team already uses — quick requests, summaries and follow-ups.
Widget and written chat on a laptop or tablet — good for reviewing, copying and pasting into the ERP.
emily connects to SAP, Microsoft Dynamics 365, Outlook and Google Calendar, and integrates with the ERP you already run — custom fields and objects included — so everything stays in step and the team can concentrate on selling. Connected to the calendar, it knows where you need to be next: proactive, integrated and built for people who live in the field.
The systems you already run
Cegid PHCERP
SAPERPIn development
Microsoft Dynamics 365ERPIn development
Google CalendarCalendar
OutlookCalendarYour team, wherever they are
“emily lets us integrate deeply with our ERP — even with our custom configuration.”
Pilot programme
We stopped losing the thread between visits. emily summarises what matters and I finish the day with the follow-ups already done.
Ana RibeiroSales manager · B2B distribution
The pre-meeting briefing saves me ten minutes a customer — and I always arrive with the right context.
João MartinsSales representative · Consumer goods
The team took to it by voice in the car. We have not put meeting notes off to the end of the week since.
Sofia CostaRegional director · Insurance
I ask emily for the account's margin before a meeting instead of asking finance for a spreadsheet.
Miguel AlvesSales director · Manufacturing
The calendar and the CRM stopped drifting apart — the admin team is grateful.
Inês FerreiraOffice manager · B2B distribution
Finally a tool that speaks our ERP's language. The sales team feels supported, not monitored.
Rita MendesCommercial director · Consumer goods
Follow-ups go out the same day. Our pipeline has never been this clean.
Pedro SilvaSales representative · Manufacturing
We stopped losing the thread between visits. emily summarises what matters and I finish the day with the follow-ups already done.
Ana RibeiroSales manager · B2B distribution
The pre-meeting briefing saves me ten minutes a customer — and I always arrive with the right context.
João MartinsSales representative · Consumer goods
The team took to it by voice in the car. We have not put meeting notes off to the end of the week since.
Sofia CostaRegional director · Insurance
I ask emily for the account's margin before a meeting instead of asking finance for a spreadsheet.
Miguel AlvesSales director · Manufacturing
The calendar and the CRM stopped drifting apart — the admin team is grateful.
Inês FerreiraOffice manager · B2B distribution
Finally a tool that speaks our ERP's language. The sales team feels supported, not monitored.
Rita MendesCommercial director · Consumer goods
Follow-ups go out the same day. Our pipeline has never been this clean.
Pedro SilvaSales representative · Manufacturing
We stopped losing the thread between visits. emily summarises what matters and I finish the day with the follow-ups already done.
Ana RibeiroSales manager · B2B distribution
The pre-meeting briefing saves me ten minutes a customer — and I always arrive with the right context.
João MartinsSales representative · Consumer goods
The team took to it by voice in the car. We have not put meeting notes off to the end of the week since.
Sofia CostaRegional director · Insurance
I ask emily for the account's margin before a meeting instead of asking finance for a spreadsheet.
Miguel AlvesSales director · Manufacturing
The calendar and the CRM stopped drifting apart — the admin team is grateful.
Inês FerreiraOffice manager · B2B distribution
Finally a tool that speaks our ERP's language. The sales team feels supported, not monitored.
Rita MendesCommercial director · Consumer goods
Follow-ups go out the same day. Our pipeline has never been this clean.
Pedro SilvaSales representative · Manufacturing
We stopped losing the thread between visits. emily summarises what matters and I finish the day with the follow-ups already done.
Ana RibeiroSales manager · B2B distribution
The pre-meeting briefing saves me ten minutes a customer — and I always arrive with the right context.
João MartinsSales representative · Consumer goods
The team took to it by voice in the car. We have not put meeting notes off to the end of the week since.
Sofia CostaRegional director · Insurance
I ask emily for the account's margin before a meeting instead of asking finance for a spreadsheet.
Miguel AlvesSales director · Manufacturing
The calendar and the CRM stopped drifting apart — the admin team is grateful.
Inês FerreiraOffice manager · B2B distribution
Finally a tool that speaks our ERP's language. The sales team feels supported, not monitored.
Rita MendesCommercial director · Consumer goods
Follow-ups go out the same day. Our pipeline has never been this clean.
Pedro SilvaSales representative · Manufacturing
emily saves us hours at month-end close — the numbers arrive organised before the meeting.
Carla NunesFinancial controller · Insurance
Dynamics integration without the headache. The team took it up in days, not months.
Hugo DiasIT & Operations · B2B distribution
The morning briefing is the best habit we picked up this year. No surprises in meetings.
Mariana CostaKey account manager · Real estate
Voice in the car, text in the office — it works as promised. Field productivity went up straight away.
Tiago RochaArea manager · Consumer goods
Less time on screens, more time with customers. That is exactly what we needed.
Beatriz AlmeidaVP of Sales · Manufacturing
Human approval on emails gives us peace of mind. Fast technology, full control.
Filipe SousaManaging director · Insurance
emily saves us hours at month-end close — the numbers arrive organised before the meeting.
Carla NunesFinancial controller · Insurance
Dynamics integration without the headache. The team took it up in days, not months.
Hugo DiasIT & Operations · B2B distribution
The morning briefing is the best habit we picked up this year. No surprises in meetings.
Mariana CostaKey account manager · Real estate
Voice in the car, text in the office — it works as promised. Field productivity went up straight away.
Tiago RochaArea manager · Consumer goods
Less time on screens, more time with customers. That is exactly what we needed.
Beatriz AlmeidaVP of Sales · Manufacturing
Human approval on emails gives us peace of mind. Fast technology, full control.
Filipe SousaManaging director · Insurance
emily saves us hours at month-end close — the numbers arrive organised before the meeting.
Carla NunesFinancial controller · Insurance
Dynamics integration without the headache. The team took it up in days, not months.
Hugo DiasIT & Operations · B2B distribution
The morning briefing is the best habit we picked up this year. No surprises in meetings.
Mariana CostaKey account manager · Real estate
Voice in the car, text in the office — it works as promised. Field productivity went up straight away.
Tiago RochaArea manager · Consumer goods
Less time on screens, more time with customers. That is exactly what we needed.
Beatriz AlmeidaVP of Sales · Manufacturing
Human approval on emails gives us peace of mind. Fast technology, full control.
Filipe SousaManaging director · Insurance
emily saves us hours at month-end close — the numbers arrive organised before the meeting.
Carla NunesFinancial controller · Insurance
Dynamics integration without the headache. The team took it up in days, not months.
Hugo DiasIT & Operations · B2B distribution
The morning briefing is the best habit we picked up this year. No surprises in meetings.
Mariana CostaKey account manager · Real estate
Voice in the car, text in the office — it works as promised. Field productivity went up straight away.
Tiago RochaArea manager · Consumer goods
Less time on screens, more time with customers. That is exactly what we needed.
Beatriz AlmeidaVP of Sales · Manufacturing
Human approval on emails gives us peace of mind. Fast technology, full control.
Filipe SousaManaging director · Insurance
Illustrative quotes from teams in emily's pilot programme; names anonymised to preserve confidentiality.
Data protection
Your team's data handled with the rigour the field demands.
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.
emily is AI connected to your data — ERP, contacts and sales history. It helps sales, owners, finance and admin spend less time updating systems and more time generating sales, by voice or text.
Book a demo, or try emily with your team.
emily — AI executive assistant
No credit card for the initial evaluation.
