Stop chasing your team for updates that never come.
As your Relationship Managers log meetings in the field, you see it the moment it happens. WorkBuddy sends you a daily AI digest at 9am, flags stale deals and missed follow-ups, and surfaces coaching signals for each RM — without a single status call.
9am
Daily AI digest
100%
Field visibility
0
Missed follow-ups
"I have no idea what my RMs did in the field until the weekly review."
"Status updates take forever. I spend half my day chasing the team on calls."
"Deals go cold and follow-ups get missed before I ever hear about them."
WorkBuddy gives you live field visibility — without adding a minute of admin for your RMs.
Everything below is included in the Teams plan at ₹999/mo.
See every meeting, call report, and deal update the moment your Relationship Managers log it in the field. No waiting for the weekly review.
Start each morning with an AI summary of yesterday's field activity: visits logged, deals advanced, and what needs your attention today. No more status calls.
WorkBuddy surfaces where each RM is strong and where they're slipping — call volume, conversion, follow-up discipline — so your 1:1s are about coaching, not chasing data.
Get proactively alerted when a deal goes quiet or a follow-up is missed — before it costs you the deal. Step in while there's still time to win it.
Roll up activity across teams and regions. Zonal and Business Heads see the whole field force — branch by branch, RM by RM — in one leader dashboard.
Need the numbers for a review or MIS? Export any team's activity, pipeline, or call reports to Excel/CSV in one tap. Your data lives securely in the WorkBuddy app.
Real field activity. Real visibility.
Vikram, RM (in the field)
Records a voice note after a branch meeting: "Met the CFO at Sunrise Textiles about a ₹2 Cr working capital line. They want revised terms, sending docs Friday."
WorkBuddy
Call report saved for Sunrise Textiles:
Priya (manager) sees it live in her activity feed.
Priya, Sales Manager (9am)
Opens her daily AI digest: "12 visits logged yesterday, 2 deals advanced. 1 deal with Anya has gone quiet for 9 days."
WorkBuddy
Stale-deal alert: "Metro Logistics" — no activity for 9 days. 🚩
Suggested action: nudge Anya to follow up before it slips.
Give your RMs the assistant and yourself the visibility — the Teams plan is ₹999/mo with unlimited everything. Start with a 7-day free trial.
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