Unstructured notes waste time
Bullet points and fragments mean managers spend 15 minutes per report just figuring out what happened, what was promised, and what comes next.
AI Structured Report
The automatic client visit report
your CRM has been waiting for.
Reedly turns every field conversation into a complete 11-section report in under 2 minutes. Executive summary, needs, objections, commitments, next steps — structured, searchable, shareable. No typing required.
✓
Executive Summary ✓
Client Profile ✓
Expressed Needs ✓
Objections & Responses ✓
Products Discussed ✓
Competitors ✓
Commitments ✓
Next Steps ✓
Opportunities ✓
Risks ✓
Recommendations Challenge
Information gets captured.
Structure gets lost.
Field sales reps return from client visits with notes, voice memos, or just memory. What's missing isn't the data — it's the organization that makes it useful.
Critical details buried or missing
Objections get summarized as 'price concerns.' Commitments hide in paragraph three. Next steps exist somewhere — if they were written down at all.
No standardization across teams
Every rep has their own reporting style. Comparing accounts, tracking patterns, or generating territory insights requires manual translation work.
How It Works
From recording to
structured report.
Reedly's AI doesn't just transcribe — it analyzes the conversation and automatically organizes insights into 11 standardized sections.
1
Record the client meeting
Launch the app before entering the meeting. Reedly captures the conversation in the background with optimized battery usage and 95%+ transcription accuracy.
2
AI generates structured sections
In under 2 minutes, the AI meeting report is ready: executive summary, client profile, needs expressed, objections raised, commitments made, next steps, opportunities, risks, recommendations, and more.
3
Export or share instantly
Review the automated sales report in-app, export as PDF with 1 click, or let it sync automatically to your CRM. Every report follows the same structure, every time.
Advantages
Why sales teams choose
AI-structured reports.
11 standardized sections
Every automatic client visit report includes executive summary, client profile, needs, objections, products discussed, competitors mentioned, commitments, next steps, opportunities, risks, and recommendations.
Reports ready in under 2 minutes
From end of meeting to complete structured document — faster than manually typing a bullet list, and infinitely more useful.
1-click PDF export
Generate professional client visit reports to attach to emails, share with managers, or archive. No formatting, no copy-paste.
Consistent across the entire team
Every rep uses the same structure. Managers can compare accounts, spot patterns, and generate insights without decoding individual writing styles.
Nothing gets forgotten
Objections, commitments, risks — if it was said, it's captured and categorized. No more 'I think they mentioned something about delivery times.'
Searchable and analyzable
Standard sections mean you can search for all objections about pricing, all commitments made in Q2, or all next steps overdue — across hundreds of reports.
Use Cases
Who uses AI meeting reports
Field sales reps
Stop spending evenings writing reports. Get back 45+ minutes per meeting while delivering higher-quality documentation than manual notes ever could.
Sales managers
Review your team's meetings in minutes, not hours. Every automatic client visit report follows the same structure — spot risks, track commitments, identify coaching opportunities instantly.
Account managers
Hand off accounts with complete context. The AI-generated report captures everything: client needs, competitive threats, open commitments, relationship risks.
Sales operations teams
Analyze hundreds of automated sales reports to identify win/loss patterns, common objections, competitive intelligence, and training needs — all from standardized data.
FAQ
Frequently asked questions
Every report includes: executive summary, client profile, needs expressed, objections and responses, products/services discussed, competitors mentioned, mutual commitments, next steps with deadlines, identified opportunities, potential risks, and strategic recommendations.
Reedly transcribes with 95%+ accuracy, then uses AI to extract and categorize information into structured sections. You can review and edit any section before sharing or exporting.
The 11 core sections are standardized to ensure consistency across teams. You can add free-form notes to any section and edit AI-generated content before finalizing the report.
Under 2 minutes from the end of recording. A 45-minute client meeting produces a complete structured report faster than you can return to your car.
Yes. The 1-click PDF export generates a formatted document with all sections, your company branding options, meeting metadata, and any edits you've made to the AI-generated content.
Yes. The Reedly web hub centralizes all automatic client visit reports from your team, with filtering, search, and territory-level synthesis features.
Chaque rendez-vous terrain
mérite un vrai rapport.
Téléchargez Reedly et générez votre premier rapport en moins de 5 minutes. Essai 7 jours gratuit, sans carte bancaire.