ACTIVITIES & VOICE

Every visit, captured by voice.

Log every visit, call, and field action by voice. Henry AI turns natural speech into structured CRM data — forms filled, summaries written, GPS verified.

Book a demo

Verify visit on the map Locating

2.5km · from customer

Northside Battery · 42m from store

Pre-visit brief Henry AI

HenryAI

Sales Overview

Sales weakening — competition + returns are biggest risk this quarter.

Recurring issuesLate deliveries reported in 3 of last 5 visits.

Missed opportunitiesAGM expansion suggested but never quoted (Mar 14).

Positive pointsBrake pad attach rate up +18% YoY.

TrendsFilter sales pacing +12% above plan.

Pending itemsQuote #2214 open 6 weeks — needs follow-up.

Activity types

Visit142

Call87

Meeting34

Prospect21

Recent timelineLast 7 days

Visit · Northside Battery

Apr 23 · 10:30

by Sara Lima

Inbound call

Apr 22 · 14:15

by Kevin Taylor

Note · AGM rollout

Apr 21 · 09:42

by Sara Lima

Planned visit · Q3 forecast

Apr 19 · 11:00

by Victor Jones

Less typing. More selling.

From the first ring of the doorbell to the last note in the CRM — Activities work the way the field works.

Speak — Henry writes it

Tap the mic, talk through the visit. Henry transcribes, extracts answers, and fills your form — voice or text mode.

Activity report Henry AI

Visit Report AI auto-fill

Customer

—

Contact

—

Topics

—

Outcome

—

Next step

—

Your own activity types

Visit, call, prospect — plus any custom type your team needs. Color-coded, with linked forms per type. Add new types in seconds.

Activity typesConfigure types and their forms

Settings

Visit2 forms · Default

Inbound call1 form · Default

Outbound call1 form · Default

Meeting0 forms

Prospect1 form · Default

TrainingJust added · 0 forms

Custom forms for every interaction

Drag-and-drop fields, link forms to activity types. Capture exactly the data you need, every time.

Form builder Drag & drop

Visit Report

Visit objective

Products discussed

Follow-up needed

Next steps

Recipients

Boolean field

Field types

Text

Select

Boolean

Number

Attachments

With knowledge

Every interaction, on one timeline

Visits, calls, notes, quotes, AI insights — all the customer history in chronological order, filterable by type and team.

Customer timelineNorthside Battery Co. Ltd.

All types

All Visits Calls Notes

Visit Form GPSApr 23 · 10:30

Discussed Q2 orders. Confirmed AGM rollout — 200 units/month from May.

Sara Lima

Henry summaryAIApr 23 · 11:02

3 weak points · 1 missed opportunity · trend: +18% on AGM SKUs.

Henry AI

Inbound call FormApr 22 · 14:15

Customer asked about catalogue pricing for AGM range. Quote requested.

Kevin Taylor

Note · AGM rolloutApr 21 · 09:42

Sales lead reports interest in extended warranty bundle.

Sara Lima

Quote sent · #2214Apr 20 · 16:08

Kevin Taylor

Activity types

Visit, call, prospect, custom — color-coded with linked forms per type.

Customer timeline

Every interaction in chronological order on the customer profile.

AI form assistant

Form mode for structured fields, dynamic mode for free-form capture.

Attachments & uploads

Photos, docs, signatures — attached to the activity record.

Activities 360

Per-activity report with submissions, verification, and full audit trail.

Pre-visit Henry brief

Walk in prepared. Henry summarizes recent issues, pending topics, and trends per customer.

NextSales Sell smarter with automation and focus

See WiseParts in 20 minutes.

A specialist walks you through your data — no slides, no hard sell.

Book a demo

No credit card required · 30-min walk-through