Field visit reports from a 60-second voice note.
Reps record a quick note after each visit — in their own language. Intexting writes a structured visit report with requirements, quantities, competitor intel and commitments, plus a follow-up email for the customer.
A visit report managers actually read.
Customer & contact
Company, location and who you met — logged automatically.
Purpose of visit
Why you went, in one line.
Requirements & quantities
Products, volumes, specs and prices — exactly as discussed.
Competitor intel
Who else they are talking to, and at what price.
Commitments
Delivery dates and payment terms both sides agreed.
Follow-up & email
Next actions with dates — and a ready-to-send customer email.
A 60-second voice note. A report your manager can use.
“Sharma ji se mila, Pune plant. Unko trial order chahiye chaar sau units ka, trial theek raha toh har mahine do hazaar. Doosra supplier thoda sasta de raha hai. Delivery baarah March se pehle, payment tees din. Friday tak quotation bhejna hai.”
Met the purchase manager at the Pune plant. Requirement: trial order of 400 units, rising to 2,000 per month if successful. A competing supplier is quoting slightly lower. Delivery before 12 March on 30-day terms. Revised quotation due Friday.
One standard, every rep.
Report + follow-up email
The same note produces the manager's report and a polished email to the customer.
Talk in any language
Reps speak Hindi, Marathi, Tamil or Spanish — reports arrive in clear English.
Your company format
Need your CRM fields in the report? Send us your format.
After the session, send it as an official email.
Share on WhatsApp for speed, and email for the record. Send the finished notes to one or many customers in one tap. It looks professional, adds value to what they pay you, and keeps everyone accountable to what was agreed.
Add as many email addresses as you need, in To and Cc: the client, their family, partners or your own team.
Your name and reply-to address on every email, so replies come straight back to you.
A short summary in the email, the full document attached as PDF or Word, and a secure link with the audio.
Every email is logged with recipients, date and time, so there is never a doubt about what was shared.
“Why not just use free ChatGPT, Claude or Gemini?”
Free AI chatbots are brilliant for answering questions. But they were not built to sit in your meeting, listen for an hour and hand you the paperwork. Here is the same job done both ways.
Times are typical estimates for a one-hour meeting and will vary with the meeting and the person.
| What your work needs | Intexting | Free ChatGPT, Claude, Gemini |
|---|---|---|
| Accuracy on long, mixed-language meetings | ✓ Built and tuned for it — highest in our open accuracy test | General-purpose; long audio gets summarised loosely and details are missed |
| Record a 1–3 hour meeting in the room | ✓ Yes — phone or browser, with noise filtering | Not designed for it; voice mode is for talking to the AI |
| Handle long, large files | ✓ Audio up to 1 GB, PDFs & images up to 50 MB — processed in full | Upload limits; long audio is often cut or refused |
| Automatic summary | ✓ Created with every document | Only if you ask — every single time |
| Ask questions about your meeting | ✓ Chat with your document — answers come only from your recording | Paste the text in again; answers can drift beyond what was said |
| Know who said what | ✓ Automatic speaker identification | Usually one block of text |
| Same professional format every time | ✓ 7 ready document formats | You write and re-write the prompt each time |
| Check any line against the audio | ✓ Every sentence links to the recording | No link back to what was said |
| Word, PDF & Excel | ✓ One click, properly formatted | Copy, paste and re-format by hand |
| Keep records | ✓ Every recording, document, summary and chat saved and searchable | Mixed into your general chat history |
| Share with a client | ✓ Secure link or official email to many recipients — no login needed | Send screenshots or paste text |
| Your data and AI training | ✓ Never used to train AI | Free plans may use chats to improve models unless you opt out |
| Cost | ✓ Free 30 min/month · from $5 | Free, but it costs your time |
AI chatbots change often; this describes their free consumer plans in general, not every feature of every version.
Tuned for accents and mixed-language speech, and every line links back to the audio.
Full multi-hour recordings, plus PDFs and images up to 50 MB. Bigger on Enterprise.
Key points and action items on top — without asking.
“What did the client agree on price?” — answered from your recording only.
Send a link or email it to everyone at once. They read the document and play the audio in any browser.
Every recording, document, summary and chat kept and searchable.
Sales teams that follow up faster.
“Our field sales reps travel across Maharashtra visiting industrial clients. Dictating visit summaries in Hindi or Marathi on the road and getting clean visit reports in minutes doubled rep productivity.”
“Rep visit reports used to arrive incomplete on Sunday night. Now reps speak right from their car outside the factory and the CRM-ready summary is sent before they start driving.”
“Client requirements and pricing objections are preserved verbatim in the draft follow-up email. Our deal close turnaround dropped from 4 days to 4 hours.”
Every review on this page comes from a real, verified customer — shared with their permission.
Field Visit Report questions.
Can reps use it on their phones?
Yes. Record in the Android app — even offline — and the report is ready as soon as the phone reconnects.
Does it write the customer email too?
Yes. The same voice note produces a polished follow-up email you can copy or share.
Can managers see every rep’s reports?
Yes, with a team plan. Every report follows one format, whoever recorded it.
Can it fill our CRM fields?
Reports export to Excel today, and our API lets you push them into your own CRM.
Give your reps their evenings back.
Record or upload, pick Field Visit Report, and it's written. 30 free minutes every month.