Fragmented client history
Notes in email, details in your head, last meeting recorded nowhere. When you need context before a call, you're piecing together fragments from three different places.
Client Portfolio · AI-Enriched
Every client conversation.
One intelligent portfolio.
Reedly builds your client portfolio automatically from field reports. Track companies, contacts, interaction history, and relationship health—all enriched by AI. No manual data entry. Just structured client intelligence.
S
Selectour Lyon Bellecour
Travel agency · Lyon 2nd
7Meetings
4Contacts
82%Score
Aggregated needs IA
Summer allotment
Greece circuits
MICE corporate
Last contact
March 12 — Field visit · Pierre D.
Challenge
Client data lives everywhere.
Except where you need it.
Field sales teams collect valuable client insights daily, but most of it stays scattered across notes, memory, and old CRMs. Without a complete picture, relationships weaken and opportunities slip through.
No relationship visibility
How strong is your relationship with each account? Which clients are engaged, which are drifting? Without tracking interaction quality over time, you're flying blind.
Manual portfolio updates
Updating client records after every meeting means choosing between accurate data and productive selling. Most reps choose selling—and the portfolio goes stale.
How it works
AI builds your portfolio.
You focus on relationships.
Every meeting you record with Reedly automatically enriches your client portfolio. AI extracts companies, contacts, needs, and sentiment—then aggregates everything into intelligent client cards.
1
Record meetings, enrich automatically
Each recorded meeting updates the relevant client card. AI extracts mentioned needs, discussed products, key contacts, and relationship signals—no manual logging required.
2
View aggregated client intelligence
Every client card shows a complete timeline of interactions, aggregated needs across meetings, key contacts involved, and an AI-calculated relationship score based on engagement quality.
3
Track portfolio health at a glance
See which accounts are active, which need attention, and where opportunities are emerging. Filter by territory, relationship strength, or last interaction date.
Benefits
From scattered notes
to structured intelligence
Zero-effort portfolio updates
Client cards update automatically from every recorded meeting. No forms to fill, no fields to update—just accurate, current client data.
Complete interaction history
See every meeting, call, and touchpoint with a client in chronological order. Know exactly what was discussed, when, and with whom.
AI-aggregated client needs
Reedly identifies and consolidates needs mentioned across multiple meetings, showing you what matters most to each account over time.
Relationship health scoring
AI analyzes conversation tone, engagement level, and interaction frequency to calculate a relationship score for each client—spot risks early.
Multi-contact tracking
Track all stakeholders within an account. See who you've met, their roles, and which contacts are most engaged with your solutions.
Territory-wide visibility
Managers see aggregated portfolio health across their entire team. Identify which accounts need support and where relationships are strongest.
Use cases
Built for field teams who manage complex accounts
Prepare for follow-up meetings
Before meeting a client, review their complete history, previously discussed needs, and relationship score. Walk in fully prepared without hunting through old notes.
Identify cross-sell opportunities
See aggregated needs across your portfolio. Spot clients who mentioned requirements that match new products or services you can offer.
Manage account transitions smoothly
When accounts change hands, the new rep gets complete interaction history, key contacts, and relationship context—no knowledge lost in handoff.
Monitor portfolio engagement
Track which accounts you're actively nurturing and which have gone quiet. Plan outreach based on relationship health, not just last contact date.
FAQ
Frequently asked questions
Every time you record a meeting, Reedly's AI extracts company names, contact details, discussed needs, and relationship signals from the conversation. This data automatically updates or creates the relevant client card—no manual input required.
The relationship score analyzes conversation tone, client engagement level, objection patterns, commitment strength, and interaction frequency over time. It gives you a quantified measure of account health.
Yes. The client portfolio is available in both the mobile app and the manager web hub. You can access complete client cards, interaction timelines, and aggregated needs on any device.
Reedly's client portfolio works independently but can complement your CRM. Reports and client data can be exported, and future integrations will enable direct CRM syncing for teams that need it.
Yes. In the manager hub, you can view aggregated portfolio data across your entire territory—see all client interactions, relationship scores, and needs by account or by rep.
Reedly consolidates all interactions with the same client into one card, regardless of which rep recorded the meeting. You get a complete multi-rep interaction history for each account.
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.