Stop losing meeting details to forgotten notes and late updates.
After a client meeting, open the app and record a quick voice note. WorkBuddy turns it into a structured call report, updates the deal stage, and sets your follow-up — automatically. Built for field sales and BFSI Relationship Managers.
Voice
Meeting capture
Less
Manual typing
Clear
Follow-up next steps
"I met 5 prospects today. By evening, I can't remember who said what."
"My manager wants updates daily. I spend more time reporting than selling."
"I'm always on the road. Typing up call reports at night kills my evenings."
With WorkBuddy, you just talk. The AI writes the report, updates the deal, and sets the follow-up.
Features designed by sales pros, for sales pros.
Record a short voice note after every meeting. WorkBuddy writes a structured call report — who you met, what was discussed, objections, and next steps — saved straight into the app.
"Move the HDFC loan to Credit Discussion" — just say it. WorkBuddy advances the deal stage and logs the change. Your whole pipeline stays current without opening a single form.
"Remind me to call the client on Friday" — WorkBuddy sets the follow-up and nudges you at the right time. Overdue follow-ups never slip through the cracks again.
Walking into a meeting cold? Ask WorkBuddy to research the company first and get a quick briefing — so you sound prepared from the first handshake.
Snap a photo of any business card. WorkBuddy extracts the contact details and saves them instantly. Perfect for branch visits, expos, and networking events.
Log field visits with location so every client meeting is on record. Your data lives securely in the WorkBuddy app, with one-tap Excel/CSV export whenever you need it.
The salesperson records a quick note instead of waiting until night. WorkBuddy prepares the report and next step while the details are fresh.
Follow-ups are captured from the conversation and queued for review, so the salesperson does not depend on memory or scattered notes.
Give your field routine a voice-first assistant for reports, follow-ups, and cleaner next steps. Start with a 7-day free trial - no credit card needed.
Start Selling Smarter