For relationship managers
WorkBuddy helps RMs speak once after a meeting and convert that update into structured follow-ups, reports, and manager visibility.
Relationship managers spend the day inside conversations: branch visits, client calls, renewal discussions, distributor updates, and follow-up promises. A heavy form at the end of the day does not match that rhythm.
WorkBuddy helps RMs convert voice, chat, and image input into structured sales output. It is meant to reduce the reporting load while keeping the relationship work visible and organized.
Managers get more reliable field visibility because updates are captured closer to the actual meeting. Teams can use the Teams plan for manager dashboards, daily summaries, coaching signals, and leader views.
Yes, WorkBuddy is especially relevant where RMs handle many external conversations and need to remember promises, follow-ups, client context, and manager updates.
WorkBuddy can help draft and organize communication, but important client-facing messages should be reviewed before sending.
A solo RM can use Individual at Rs 499/month. A manager-led team should use Teams at Rs 999/seat/month because it includes the team visibility layer.
Start with the 7-day free trial. No card required.