For account managers & field sales
Dictate your visit. Drive off. Everything is ready.
Two minutes of voice memo in the parking lot is enough: Rapportly turns it into your visit report, your team update and your draft follow-up email, in your own tone.
Your texts, your style: learned from your own emails and reports.
Sound familiar?
- Your best conversations evaporate because the report "still needs doing".
- Friday afternoon = CRM catch-up afternoon. And the follow-up email slips while the conversation cools down.
- You end up typing on the couch at night anyway.
Your new routine
After the visit: dictate for 2 minutes
What was discussed and agreed, or paste your notes or transcript later.
Rapportly writes three things
A visit report for your CRM or file, a short team update and a draft follow-up email to your client.
You check and send
Paste the report into the CRM, send the email: done before your next appointment.
Why this feels different from loose AI chats
It sounds like you
Style learned from 1–3 of your own emails or reports, not generic AI text.
A fixed routine, no prompt puzzling
One button, three documents. The same every time, right every time.
Everything together per client
Client folders keep reports and emails together per relationship.
Bring your team when you like it
Invite a colleague: you both get a free month for it.
Basic €24.99/mo · Pro €39.99/mo with Word export and no watermark.
Need a team deal? Send your manager the team page: Rapportly for sales teams
Frequently asked questions
Is my employer okay with this?
You remain the owner of your drafts and send them yourself; data stays in the EU and doesn't train AI. Unsure about company policy: ask, or show your manager the team page.
I don't have recordings.
Notes or a dictated memo work just as well. Anything that becomes text works.
Does it work with my CRM?
Pasting always works; an automatic integration is possible via the API/webhooks (team version).
Won't it sound robotic?
Upload two of your own emails and compare for yourself: that is the whole test. Rapportly writes in the style it learns from your examples.
What does it cost after the free version?
€24.99 per month, less than one hour of your time.
Next client visit: try it once.
Dictate for two minutes and see what comes out. Free, no credit card.
Try for freeEU hosting · data processing agreement as standard · doesn't train AI · export always possible · everything is a draft you check before sending