Voice capture for field sales
Voice notes that become editable CRM drafts.
Talk through the call or visit while it's fresh. Review the draft, fix anything, and choose when to save.
14 days free · $0 today, then $60 per licensed seat/month. Payment method required; cancel before the trial ends to avoid a charge.
Speak. Review. Save.
Three steps, and you're in control of the last one.
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01
Speak
Recording starts only when you tap the microphone.
“Spoke with the buyer. Left two samples of the new line. She wants to give feedback Thursday.”
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02
Review
- Result
- Spoke with buyer
- Sample
- 2 units · new line
- Follow-up
- Thursday · sample feedback
- Order
- None recorded
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03
Save
Nothing is saved until you confirm. If voice is unavailable, the manual capture form still works.
Illustrative example
One stop, several results.
A single visit can include a conversation, a new contact, pricing, a sample, an order and a dated follow-up. Knockwell keeps each one distinct, and a conversation-only stop doesn't create a sample or an order.
- Conversation
- New contact
- Pricing discussed
- Dated follow-up
- Sample left
- Order taken
A record the team can trust.
- Voice starts only when the rep taps the microphone.
- The transcript returns as an editable draft.
- A conversation-only stop doesn't create a sample or order.
- Corrections preserve history and require manager review.
- Review and edit before saving.
- Manual capture stays available when voice is unavailable.
Questions
Does voice capture save anything automatically?
No. Voice creates an editable draft. The rep reviews it, makes changes, and confirms before anything is saved.
What if voice isn't available?
The same interaction can be entered through the manual capture form.
Is my recording stored?
Knockwell doesn't save raw microphone audio as a customer recording or CRM attachment. The Privacy Policy explains how recordings are processed to create the draft.
Can a saved activity be corrected?
Yes. Corrections preserve the history and require manager review.
Capture your next visit on a free trial.
14 days free, $0 today, then $60 per licensed seat/month. Payment method required; cancel before the trial ends to avoid a charge. Stripe shows your exact first-charge date. Self-serve signup is available in Oklahoma, Maine and Washington.