Comparison · traditional CRM vs voice CRM: The CRM doesn't fail. The effort of updating it does.
A traditional CRM depends on forms filled in at the end of the day. A voice CRM depends on one sentence said walking out of the customer's office. The difference is in what actually gets recorded.
- Stage
- Proposal → Negotiation
- Next step
- Revised quote by Wednesday
- Close date
- 15/10
Logged on the Acme deal.
Side by side
Where the difference is.
| Voice CRM (emily) | Traditional CRM | |
|---|---|---|
| How it's updated | By talking, on WhatsApp or in the browser | Forms, on a computer |
| When it's updated | Walking out of the customer's office | At the end of the day — or the week |
| Visit notes | Dictated in 30 seconds | Typed up, or forgotten |
| ERP figures alongside | Yes, in the same conversation | In another system |
| Follow-up | A task created as you talk | Down to memory |
| Record of who changed what | Yes, with the channel | Depends on the CRM |
Already have a CRM?
You don't have to replace it.
If your team already runs a CRM and keeps it current, you can connect it to emily: she answers from it and updates it the same way. If not, emily's CRM is included in the plan — and it's the one your team actually keeps up to date, because all it takes is talking.
FAQ
Frequently asked questions.
It doesn't have to. Connect the CRM you already use, or use the CRM included with emily.
No. It's included on both plans.
You might also like.
- Voice CRMCompanies, contacts, deals, notes and tasks — updated by talking, on WhatsApp or in the browser.
- Voice visit reportsThirty seconds of talking in the car — and the visit report sits on the right customer, with the follow-up.
- emily vs DonnaTwo AI assistants for sales teams, module by module.
- emily vs ChatGPT and CopilotGeneric assistants, or one connected to your ERP?
- For sales repsContext before every visit, and the follow-up done before you drive off.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
Ready to get your team talking to the ERP?
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