The CRM that fills itself as your team talks.
Egret is the CRM for teams that sell in the field. Every visit is recorded from the conversation itself, with no data entry at the end of the day, and your team sells better with the script on screen and their results as soon as they finish.
For the United States, Mexico and Ecuador. The conversation is processed on your rep's phone.
- 1. OpeningGood morning, doctor. Do you have five minutes?
- 2. DiscoveryHow are you treating your patients with hypertension today?
- 3. PresentationCardiovex controls blood pressure for 24 hours with one dose a day.
- 4. CloseShall I leave samples for your next patients?
- On site
- 40 m from the account
- Interest
- High
- Objection
- Prescribes another
- Next step
- Samples, Tuesday 11
- Opportunity
- Cardiovex · Proposal
- Planned visit
- Done
A CRM is only as good as what your team types into it.
In the field, records get written at the end of the day, from memory and in a hurry. They arrive late, incomplete and optimistic. Egret takes the record from where the sale actually happens: the conversation.
Sell, then type it in
- The rep visits the customer.
- At night, they remember what they can and type it.
- The manager reviews numbers they cannot verify.
- No one knows what was said or how to improve it.
Sell, and the record is done
- The rep talks with the script on screen.
- When they finish, the visit is recorded with what was discussed.
- The manager sees verified data: where, when and what was said.
- Every visit shows what went well and what to practice.
Everything you expect from a CRM.
Accounts, contacts, opportunities and schedules, fed by visits instead of forms.
Accounts and contacts
Each customer with their visit history, what was agreed last time and what is pending. Before each visit, the rep gets that briefing on their phone.
Updated by every visitOpportunities
Your pipeline with its stages and probabilities. Every visit is linked to its opportunity, so you see which conversations move it.
Linked to visitsLeads
Messages from your website arrive as leads with their consent on record, and the people you choose get each one in full by email.
From your websiteSchedule and routes
The day's planned visits, in order and on the map. On arrival, GPS recognizes the place; when the visit ends, the plan completes itself.
Completes itselfReports
Ready-made reports on adherence, coverage, schedule, objections and pipeline, plus your own in SQL, with CSV download.
On verified dataIntegrations
API with scoped tokens, signed webhooks, MCP-compatible AI assistants, and enterprise sign-in with SSO and SCIM.
With your systemsHow it works
Four moments on every visit. The first three happen on your rep's phone.
Plan
The rep opens their day: visits in order, the route and, for each customer, what was discussed last time and the conversation guide.
Talk
They read the short privacy notice and, once the customer agrees, talk with the script on screen, stage by stage, with the answer to each objection one tap away.
Record
When they finish, the phone transcribes the conversation and answers the script right there. The visit reaches the CRM with what was captured, linked to its account, opportunity and plan.
Improve
The rep sees their result. The manager sees the team ranking, where conversations break down and who needs coaching.
Rankings, benchmarks and coaching, with evidence.
Because the CRM knows what was said on every visit, you compare your team by what they do, not by what they report, and coach each person on what they find hard.
| # | Rep | Visits | Adherence | On site | Schedule |
|---|---|---|---|---|---|
| 1 | Lucy Harris | 64 | 91% | 98% | 96% |
| 2 | Andrew Moore | 58 | 86% | 95% | 92% |
| 3 | Anna Price | 61 | 84% | 97% | 94% |
| Team average | 55 | 76% | 93% | 88% | |
| 4 | David Shaw | 52 | 71% | 91% | 85% |
| 5 | Martha Reyes | 39 | 62% | 84% | 74% |
84% this week
Anna went from 79% to 84%; the team average is 76%. Her hardest stage: the close.
Low adherence: Martha Reyes
62% over 14 days, with 18 visits as evidence. Rule: under 70% with at least 5 visits.
Coaching: a joint visit on Tuesday, focused on discovery and closing. Owner: George Vale.
Care for the customer on the other side.
The conversation is heard and processed on your rep's phone, with the customer's consent. The CRM receives the results.
In the United States, Egret asks for a spoken yes before recording, which also meets the states that require every party to agree.
The exact notice the person heard, how they agreed, when, and who recorded it. Also when they said no.
Each organization has its own database, with nightly backups encrypted with its own key and kept in the same region.
Ready for every country you sell in.
Each script says where it is used. Egret writes each country's notice, asks for the consent its law requires and handles people's rights on its deadline.
| Country | Law | Consent | Sensitive data | Rights and deadline |
|---|---|---|---|---|
| United States | State privacy and recording lawssuch as California's CCPA | A spoken yes from the customer | A signature on the phone | Know, correct, delete, limit and port45 days |
| Mexico | Federal personal data protection lawMarch 2025 | Notice, with no objection | Express written consent: a signature | ARCO rights and withdrawal20 business days |
| Ecuador | Organic personal data protection law2021 and its 2023 regulation | An express, unequivocal yes | Explicit consent: a signature | Access, rectification, deletion, objection, portability15 days |