CRM for outside sales

The CRM that logs itself

Talk for thirty seconds after the meeting. ClockWork writes the note, sets the follow-up, and updates the record before you're back on the road.

Get early access See how it works

The Overview screen: a labelled left rail, a strip of four numbers for open pipeline, weighted pipeline, follow-ups due and cold A accounts, and a ranked call queue listing accounts with their priority, city, fit score and days since contact.

Voice capture

Say it once, it's everywhere it should be

Record from the driver's seat before you pull away. The transcript becomes a timeline note, a dated follow-up with calendar links, and record updates you approve with one tap. Nothing writes without you.

The recording screen on a phone: the account the note attaches to, a level meter, an elapsed timer, and one large record control in thumb reach.

Pipeline

A pipeline that keeps itself honest

Stages can require the facts before a deal moves. The call queue reorders itself as your data changes.

The pipeline board: stage columns with deal counts, cards showing company, value, unit count and days in stage, and one card held back with the reason it cannot advance.

In the field

Built for the field, not the desk

Open the app in the parking lot and the accounts around you are already sorted by distance. Recording is one tap from the list, and every follow-up lands on whatever calendar you already use.

The mobile home screen: nearby accounts sorted by distance, each row showing priority, segment, days since contact, the miles away, and a record control.

How it works

1
Record
Thirty seconds of talking before you pull away
2
Review
The note, the follow-up, and the updates on one screen
3
Apply
One tap writes it all to the record

What you get on day one

A queue that ranks itself
Every account carries a fit score. The call list reorders as fleet size, contacts and last contact change.
Roles decide who sees what
Reps see their territory, managers see the team, and nobody sees another company's records.
Keeps working on one bar
Recordings queue on the phone and upload themselves when coverage returns.
Follow-ups on your calendar
Apple, Google and Outlook links on every dated follow-up. No account to connect.
Starts from your spreadsheet
Import the territory list you already run on, cleaned and matched on the way in.
Every change on the record
Who changed what, and when, kept for the whole life of the account.

The spreadsheet way

Notes from memory, hours later or never
Follow-ups live in your head until one doesn't
The ranking was right the day you made it

With ClockWork

Every conversation on the record in seconds
Follow-ups dated, assigned, and on your calendar
The queue reorders itself as reality changes

FAQ

Does it work with my calendar?: Every follow-up carries Apple, Google, and Outlook links. No account connection needed.
What happens with bad signal?: Recordings queue on your phone and upload themselves when coverage returns. Nothing is lost.
Can I bring my existing accounts?: Yes. Import starts from the spreadsheet you already run your territory on.
Who can see my accounts?: Your team, by role. Reps see their territory, managers see the team, and no other company can reach your records.
When can my team get it?: Early access is opening territory by territory. Join the list and we'll reach out in order.

Stop typing what you already said

Early access is opening territory by territory, running live with a Southern California sales territory.

Only ClockWork updates, nothing else. Privacy