For sales & account management teams
Your salespeople sell. Rapportly writes.
Every client conversation automatically becomes a visit report for the CRM, an internal update and a draft follow-up email to the client: the same day, in your team's tone.
English as a first language. Your data doesn't train AI and stays in the EU.
What every sales manager runs into
- The CRM is empty or weeks behind: steering on pipeline becomes guesswork.
- The follow-up email that was coming "tomorrow" costs deals. Every day of delay cools the conversation down.
- When an account manager leaves, the client knowledge leaves with them.
From conversation to CRM and follow-up, without the typing
Visit report, ready for the CRM
Short, businesslike, structured: paste it in or push it in automatically via the API/webhooks.
Internal update
The team knows the same day what's going on and what was promised.
Draft follow-up email
Agreements confirmed, next steps clear: the salesperson reviews and sends. The follow-up that keeps slipping now actually goes out.
Also for the bigger work: account plans, quotes with a report, quarterly reviews. Same principle, your house style. And it works just as well on a voice memo from the car as on a transcript.
The math
4 conversations a day × 25 minutes of admin = 1.5 hours per salesperson per day. That is over 30 hours a month not spent on clients, per salesperson. A team of 10 loses more than a full-time salesperson to typing.
Why Rapportly
Your tone, not a robot's
Rapportly learns the writing style from your own examples: client emails sound like your best account manager.
Fills your CRM instead of replacing it
Reports go into the CRM by pasting or via the API/webhooks. Rapportly works alongside Salesforce, HubSpot, Pipedrive or whatever you use.
Works the way salespeople work
Voice memo in the car after the client visit? Notes on paper? Anything that becomes text works.
Serious about data
EU hosting, data processing agreement, strictly separated per company. Built under the strictest supervisory regime there is.
Enterprise from €399/mo (5 users). Smaller team? Pro €39.99 or Pro+ €79.99 per user per month.
Frequently asked questions
We already have an AI note-taker (Plaud, Fireflies, Granola).
Those summarise the meeting. Rapportly starts where they stop: a finished visit report, an internal update and a sendable client email, in your style. You can paste your note-taker's transcript straight in.
Our salespeople aren't tool people.
There is nothing to learn: recording or notes in, three texts out. Simpler than what they do now (or leave undone).
Can it go into our CRM?
Pasting always works, and via the API/webhooks the report can land in the CRM automatically.
What does the client notice?
Only that the confirmation email now arrives the same day instead of "when we get to it". The salesperson reviews every draft before sending.
What does it cost?
From €24.99 per salesperson per month; teams of 5 or more on Enterprise from €399 per month. Weigh that against 30 hours of typing per salesperson per month.
Curious what comes out of your own sales conversation?
Book the demo and bring a recording or transcript: you'll see the result live, in your own tone.
Book a demoEU hosting · data processing agreement as standard · doesn't train AI · export always possible · everything is a draft you check before sending