For field sales teams
Your reps won't update the CRM. So we call them.
Skylar AI calls your field team between meetings - capturing notes, updating CRM, and prepping them for what's next.
Trusted by sales teams at innovative companies
How Skylar works in the flow of the day
Skylar calls them
Within minutes, their phone rings. A quick conversation captures what happened and what's next.
CRM updates itself
Notes, next steps, contact updates, opportunity changes - logged to Salesforce automatically (and other CRMs too).
Next meeting prep
Before the next appointment, another quick call briefs them: key contacts, recent activity, what to watch for.
The shift
Old Way
Reps update CRM when they have time
Data is days or weeks stale
Reps prep by scrolling through Salesforce
Admin happens at home, after hours
Follow-ups depend on rep memory
New Way
CRM updates itself from a quick call
Data captured within minutes
Reps get a verbal briefing on the way
Admin happens on the road, hands-free
Follow-ups logged and tracked automatically
What changes
CRM data stays current without chasing reps.
Every meeting captured. Not just the ones reps remember.
Pipeline reviews built on this week's reality, not last month's.
Meeting notes logged before the car park exit.
Field reps don't skip CRM because they're lazy.
They skip it because they're busy.
They're driving between meetings, sitting in car parks reviewing notes, grabbing lunch before the next appointment. The old way is asking them to log into Salesforce and type it all up.
Our way is simple: we call them. A quick chat between meetings. CRM updates itself.
Notes fade fast
By the time they get home, they've forgotten half of what happened.
CRM goes stale
Leaders end up running pipeline reviews on last week's reality.
Follow-ups slip
Next steps depend on memory, not a system.
For sales leaders
Real visibility into what's happening in the field - without turning CRM into homework.
Real-time visibility
Every field meeting captured and logged as it happens.
Pipeline reviews on current data
No more flying blind with stale notes and delayed updates.
Follow-ups don't slip
Next steps are captured immediately and tracked consistently.
For field reps
No typing. No extra admin. Just a quick call between meetings.
Two minutes and done
Answer a quick call, capture the essentials, move on.
Walk into meetings prepared
Get briefed on the account before you arrive.
Leave work at work
Admin happens on the road, not at night.
Common questions
Make CRM updates effortless for your field team
A quick call after each meeting. Accurate CRM. Better follow-ups. Prepared reps.