Internal operations · Live demo
Work logging by voice
Consultants call in after client work and talk. The agent writes the timesheet, expenses and follow-ups into your systems.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Consultants hate filling in timesheets and expense forms on a phone, so entries are late, short or missing. Finance chases them before invoices can go out, and follow-up work mentioned on site gets lost.
How it works
- Staff call a number or tap a button when they finish a session with a client
- The agent asks for hours, who was there, expenses, what was done and anything to follow up
- Checks the engagement code against open engagements in your project system
- Writes timesheet entries and expenses straight into the right systems
- Adds follow-up work to the CRM as a lead for the account owner
What it connects to
- Jonah (consultant)Hi Max, just finished the workflow workshop at Copperline Printing on Boylston Street.
- AgentThanks Jonah. That's engagement BA-4471. How many hours, and who was with you?
- Jonah (consultant)Me and Aisha Rahman, three and a half hours each.
- AgentGot it. Any expenses, and anything to follow up?
- Jonah (consultant)Twelve printed workbooks, 180 dollars. And their COO wants a proposal to run the same workshop with the warehouse team.
- AgentAll logged against BA-4471. I've added the warehouse workshop to Salesforce as a new lead for Theo Lindqvist, who owns the Copperline account.
Illustrative conversation. Names, numbers and details are made up.
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CRM updates by voice after client meetings
Directors and account managers call after a client meeting and talk it through. The agent updates the opportunity, contacts and next steps in the CRM.
Want this agent in your business?
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