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Sales rep

Leave the note-taking to AI. You just meet customers and move deals forward, with the full customer picture always at hand.

A familiar scene

Your time all goes into filling out forms

It is nine at night. You have just finished three customer visits, and there are still three entries to log in the CRM. Picking field after field, fifteen minutes go by, and what you actually talked about has nowhere to go.

On Friday you write the weekly report, scrolling through chat logs to remember who you even met this week.

The voice in your head

“I am here to sell, not to fill out forms.”

After you use Youdian

Fewer forms, more customers

After a visit, say a few sentences on the way back and the log is done in thirty seconds. AI recognizes the person, company, and project, files it automatically, and builds backlinks. The proposals you send and the requirements you receive become knowledge cards you can query. Before the next meeting, just ask: where did we leave off, what was the quote. It is all at hand.

  • Log by voice in one sentence
  • AI organizes it into records automatically
  • Pull up the full customer picture anytime
  • Follow-up rhythm no longer relies on memory
Voice loggingWorkLog summaryCustomer profileAI Q&A

Find the use case that fits you

Book a demo and we will give you practical advice based on your sales scenarios and team size.