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Case · Field sales

A CRM that fills itself on the way back from a meeting.

No more empty CRMs after field meetings. Automatic transcription and structuring of notes.

Model case: we assume the company looks like this and show how much it would yield.

  • Model case
  • Lovable
  • Whisper
  • Raynet

Starting point

Data lost in the field

Salespeople in the car don't write up their meetings. Information about deals stays in their heads, on scraps of paper or simply gets forgotten. The CRM stays empty and the follow-up steps fall through the cracks.

  1. Before

    No meeting notes

    NO NOTES

  2. After

    Dictating into the phone

    VOICE INPUT

What we would build

From voice to record

From a voice recording to organised data in the CRM.

  1. 01

    Voice input

    Mobile app (Lovable PWA)

  2. 02

    Transcription

    Whisper API (OpenAI)

  3. 03

    Sorting

    GPT-5.2 pulls out tasks and notes

  4. 04

    Writing to the CRM

    Automatic entry into Raynet CRM

Tools
  • Lovable · Mobile app
  • Whisper · Speech to text
  • GPT-5.2 · An AI that understands and sorts the text
  • Raynet · Target CRM

Rollout steps

How the rollout would go.

  1. 01

    DAY 01 to 03

    Mobile interface

    Designing screens for fast one-handed input.

  2. 02

    DAY 04 to 07

    Speech transcription (Whisper)

    Tuning for Czech business terms.

    openai.Audio.transcribe(...)

  3. 03

    DAY 08

    Ready for the field

    The salesperson can dictate notes straight from the field.

Model assumptions

Where the result comes from.

We take a typical company from the sector and the situation from the brief, add labelled assumptions and calculate the result. If the inputs change, so does the result, so you can recalculate it for your own company.

Model company

A model company with 8 field salespeople. Meeting notes do not get written, information stays in their heads and the CRM is empty.

Inputs

Field salespeople (assumption)
8
Meetings per day per person (assumption)
3
Working days per week
5
Manual CRM entry (assumption)
10 min per meeting
Dictation and check (assumption)
2 min per meeting
Labor rate (assumption)
24 EUR / h

Calculation step by step

  1. 01

    Meetings per week

    8 × 3 × 5= 120

  2. 02

    Manual entry per week

    120 × 10 min= 1 200 min (20 h)

  3. 03

    Dictation per week

    120 × 2 min= 240 min (4 h)

  4. 04

    Time saved per week

    1 200 min − 240 min= 960 min (16 h)

  5. 05

    Value of the saved time per week

    16 h × 24 EUR= 384 EUR

This is a gross saving of time and money. We include the cost of rollout and running only where it is visible in the calculation.

  1. Model results

    What would change after rollout.

  2. Model case

    −16 h/week

    10 min by hand versus 2 min by dictation across 120 meetings

    Time

  3. Model case

    384 EUR/week

    16 h × 24 EUR

    Cost of time

Your numbers belong in the model, not ours. The calculator shows where to start, and we work out the real values on your data.

Start here

15 minutes is enough for you to know whether it makes sense.

You tell us what is bothering you. We tell you whether we can help, roughly what it costs and where I would start in your place. No presentation.

Address
Legerova 1820/39, Praha 2

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