Edward
Edward is an AI sales process automation tool that auto-fills CRM data for field sales teams.
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What is Edward?
Edward is an AI-powered sales assistant designed for sales departments, particularly for mobile traders and sales reps with 5 or more team members. It works as a mobile phone application that automatically pops up after calls and meetings, freeing sales reps from manual data entry and CRM work. The system combines data from email, telephone, calendar, and other sources, then analyzes them using artificial intelligence and deep learning algorithms to help sales teams make the right decisions.
Key features include full voice control, natural conversation-based interaction, automatic activity recording from phone calls, intelligent voice notes that transcribe to text, automatic task and reminder creation, lead distribution management, and CRM integration. Edward automates reporting and notes, increases field sales efficiency by up to 24%, and ensures CRM databases stay up-to-date with all activities including phone calls, meetings, emails, voice memo transcriptions, and planned tasks. Managers get a friendly dashboard to monitor team activities and analyze which behaviors affect sales results.
Edward is ideal for sales teams in companies of all sizes looking to streamline sales processes, improve CRM adoption, and increase sales productivity. The assistant supports multi-channel platforms (Mobile, Desktop, Web) with third-party channel support like Slack and Facebook Messenger. For enterprise customers, Edward offers ChatGPT-powered assistance with enterprise-grade security, compliance, customizable training on company data, and on-premise deployment options.
The platform uses proprietary conversational engine to map customer sales processes and turn boring CRM work into interactive conversations. It features scenario-based automation that can be customized to each work style, automatic follow-up reminders, business card scanning, and delegation of tasks to team members with implementation tracking.
Edward pricing
Pricing model: Paid
Edward offers custom pricing plans tailored to company needs. There is no free tier available. For large enterprises, banks, and insurance companies that need more customization or on-premise deployments, custom plans are available with assistant scenarios designed from scratch according to user needs and on-premise integrations with custom B2B software. All pricing tiers route to a sales conversation rather than self-service checkout. Contact [email protected] for pricing details.
Edward pros
- Automates manual data entry and CRM work completely
- Full voice control for hands-free operation on mobile
- Automatically pops up after calls and meetings
- Natural conversation-based interface that is intuitive
- Increases field sales efficiency by up to 24%
- Automatic activity recording from incoming and outgoing calls
- Intelligent voice notes with automatic transcription to text
- Automatic task and reminder creation based on conversations
- Lead distribution management within sales team
- Manager dashboard for team monitoring and analytics
- Integrates with email, telephone, calendar, and CRM systems
- Daily reports on ended day and upcoming events preview
- Business card scanning with camera integration
- Scenario editor for customizing automation workflows
- GDPR compliant with advanced encryption for data safety
- Multi-channel support including Mobile, Desktop, Web, Slack, FB Messenger
- Task delegation to team members with implementation tracking
- Works in background without needing manual activation
Edward cons
- Requires minimum 5 sales reps in the company
- Needs multiple permissions including call log and contacts access
- No free tier available - custom pricing only
- Pricing structure not publicly visible - sales-led only
- No self-serve checkout - must contact sales for pricing
- Public API documentation is auth-walled or absent
- Requires phone call access to work properly
- On-premise deployment only available for large enterprises
- Custom training requires company data submission to vendor
- Limited to companies with sales departments
Frequently asked questions about Edward
What is Edward AI?
Edward is an AI-powered sales assistant for sales departments that supports mobile traders and managers in making the right decisions. It combines data from email, telephone, calendar, and other sources, then analyzes them using artificial intelligence and deep learning algorithms. Using a proprietary conversational engine, it maps sales processes and turns CRM work into interactive conversations.
Who is Edward designed for?
Edward is designed for sales reps and companies with sales departments that have 5 or more sales reps. It is ideal for sales teams in companies of all sizes looking to streamline sales processes, improve CRM adoption, and increase sales productivity. For enterprise customers, it also serves large enterprises, banks, and insurance companies needing customization or on-premise deployments.
How does Edward integrate with CRM systems?
Edward integrates seamlessly with existing CRM systems, telephones, mail, and calendars. It provides existing systems with data and retrieves useful information from them through documented APIs. The assistant ensures CRM databases stay up-to-date with all activities including phone calls, meetings, emails, voice memo transcriptions, and planned tasks. Edward integrates with most popular CRM systems, and for specific integrations, you can contact the support team.
How does voice control work in Edward?
Edward allows full voice control on mobile and works based on natural conversation. Its algorithms allow users to record any content using only voice - you can dictate summaries of conversations or meetings that turn into text and reach your CRM database. Intelligent voice notes recognize your voice and transcribe it, and Edward can automatically schedule calls, meetings, and messages based on voice commands.
What permissions does Edward need to work?
Edward requires Default Assistant permission to work as your default assistant, Read Call Log to automatically register sales call activities, Process Outgoing Calls to show context information after phone calls, and Contacts to add new customers and connect information. Additional optional permissions include Calendar for managing meetings, Camera for scanning business cards, Microphone for recording voice notes, Memory for storing files, and Send SMS for automatically sending call summaries to customers.
How does Edward handle lead distribution?
Edward supports processes related to lead distribution within the sales team. You define how leads should be handled, and the assistant ensures they immediately appear on the sales rep's phone screen. This gives you better control over lead distribution and ensures incoming leads are assigned to the right sales reps automatically.
Is Edward GDPR compliant?
Yes, Edward is fully GDPR compliant. The company takes privacy seriously and uses advanced encryption to ensure data safety. Without prior agreement, they never give third parties access to your data. You can always contact them to get information about stored data and have full control over it. No data is shared with third parties.
Can Edward be customized for my company?
Yes, Edward can be fully customized. For enterprise customers, you provide company data including support queries, knowledge base, and related information. The team analyzes the data to identify patterns for training Edward, then trains it with your data for a personalized experience. You can customize colors, fonts, tone of voice, and messaging to match your brand identity. Assistant scenarios can be designed from scratch according to user needs.
What platforms does Edward support?
Edward is a multi-channel platform supporting Mobile (Android and iOS), Desktop, and Web. It also has third-party channel support including Slack and Facebook Messenger. The front-end uses Hybrid CUI Platform across all these channels, and the application works on the basis of scenarios that can be adapted to each work style.
How do I get started with Edward?
To get started, sign up and try out Edward by visiting the website. You can integrate Edward with your existing CRM, telephone, mail, and calendar systems. Configure lead distribution settings to ensure incoming leads are assigned to the right sales reps, enable automatic reporting to track follow-ups and tasks, and monitor performance through Edward's dashboard. For enterprise deployment, contact [email protected] to discuss customization and on-premise deployment options.