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Overview
Edward is an AI-powered personal sales assistant for field teams that automates reporting and data capture. Its mobile-first, voice-driven workflows require adoption by reps, but it removes manual CRM updates through proactive prompts. This keeps customer interactions, follow-ups, and pipeline data accurate and current.
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Starting Price
Custom
Edward Specifications
Lead Management
Sales Pipeline Management
Contact Management
Sales Automation
What Is Edward?
Edward is an intelligence engine built by 2040 Sp. z o.o. to support sales professionals as a proactive digital companion. It runs in the background of a salesperson’s phone, using speech recognition and event logging to capture customer interactions. Edward prompts real-time summaries and follow-ups after calls or meetings. With direct CRM and communication integrations, it removes reliance on memory and uses sales-aware AI to recommend the next best actions and monitor team activity.
Edward Pricing
Edward pricing is customized, focusing on both individual rep efficiency and enterprise-scale management.
Edward Integrations
Edward integrates with existing CRM systems and Office 365, plus core communication tools like calendar, email (via IMAP), and telephone systems so that calls, meetings, and messages sync into your CRM automatically.
Who Is Edward For?
Edward is built for movement-heavy sales organizations, including:
- Field sales representatives and real estate agents
- Insurance and financial advisory teams
- High-volume outbound sales teams
Is Edward Right For You?
Edward is a robust choice for sales leaders who prioritize data accuracy and rep productivity in the field. Its primary value lies in its proactive intervention, which captures data at the moment of creation, leading to a reported 24% growth in field sales effectiveness. The platform is particularly effective for teams that rely on phone calls and face-to-face meetings but struggle with manual CRM logging.
Still not sure about Edward? Contact our support team at (661) 384-7070 for further guidance.
Edward Features
The software features an AI-driven personal companion that manages the daily "administrative chaos" for sales reps by organizing contacts, tasks, and communications. This proactive assistant monitors phone events and suggests immediate actions, allowing reps to focus on building relationships rather than manual data entry. By automating routine operations, it ensures that field professionals stay organized and productive throughout their entire workday.
The platform utilizes a smart notification engine that delivers timely reminders based on real-time sales behaviors and CRM data. The system alerts reps to forgotten leads, upcoming meetings, or deals that have stalled, ensuring that no opportunity is lost due to human error. These reminders are contextual and actionable, appearing directly on the smartphone to guide the salesperson through their next best action in the field.
Edward features an AI sales assistant that allows representatives to dictate meeting notes and call summaries using natural speech. This intelligence captures the context of every interaction and automatically transcribes the data into the linked CRM system without requiring the rep to type. This hands-free automation is specifically designed to increase CRM data quality while saving field reps hours of manual reporting time.
Edward provides managers with automated, real-time reports that track the "activity pulse" of the sales team, including calls made, emails sent, and meetings held. The software synthesizes data from mobile interactions and calendars to offer a transparent view of team efficiency and sales behavior trends. This automated visibility allows for data-driven coaching and eliminates the need for manual end-of-week reporting sessions.
