AI context

Product

All talk. No typing.

Halosight is AI meeting intelligence for outside and field sales teams. Reps capture an in-person visit by voice on iOS or Android, and Halosight writes the visit summary, action items with due dates, opportunities, and account risks, then writes the result back to the CRM.

Name

Halosight

Category

AI meeting intelligence for field sales

URL

https://halosight.com

Who it is for

Primary

• Outside sales reps
• Field sales reps
• Field account managers

Secondary

• Sales managers
• Sales leadership
• Revenue operations teams

Features

1. 01

   Voice capture in the field

   One tap to start taking notes and one tap to finish, on iOS and Android. Offline capture uploads when the rep is back online.

   Reps talk instead of typing after the visit.

2. 02

   AI visit summary

   Halosight writes a summary of each in-person visit.

   Managers and teammates can read what happened without asking.

3. 03

   Action items with due dates

   Follow-ups from the visit are listed with due dates.

   Fewer dropped commitments.

4. 04

   Opportunities

   Opportunities mentioned during the visit are pulled out of the conversation.

   Selling chances do not stay buried in notes.

5. 05

   Account risks with the excerpt that flagged them

   Each risk shows the part of the conversation that raised it.

   Reps and managers can check the source and fix anything that is wrong.

6. 06

   Pre-visit prep

   Before the next visit, Halosight shows "Last time" and "Ideas for next time".

   Reps walk in knowing where things stand.

7. 07

   CRM write-back

   Salesforce write-back, with edits syncing back.

   The CRM is updated without manual entry.

CRM support

1. CRM

   Salesforce

   Write-back to Salesforce, with edits syncing back.

2. CRM

   HubSpot

   Ask about your setup.

3. CRM

   Microsoft Dynamics

   Ask about your setup.

Use cases

1. Field sales rep

   After a customer visit

   A rep taps to finish and gets a visit summary, action items with due dates, opportunities, and account risks.

2. Field sales rep

   Before the next visit

   The rep opens prep and reads "Last time" and "Ideas for next time".

3. Sales operations

   Keeping the CRM current

   Visit results are written back to Salesforce, and edits sync back.

4. Sales manager

   Seeing the field without chasing updates

   Managers read visit notes, action items, and risks as they are logged.

Typical questions

What is Halosight?

Halosight is AI meeting intelligence for outside and field sales teams. Reps capture a visit by voice, and Halosight writes the summary, action items, opportunities, and account risks.

Who is Halosight for?

Outside and field sales teams of 10 to 200+ reps in distribution, industrial, automotive aftermarket, equipment and machinery, manufacturing, and medical devices.

How does a rep capture a visit?

By voice on iOS or Android. One tap starts the notes and one tap finishes them. Offline capture uploads when the rep is back online.

What does Halosight write after a visit?

An AI visit summary, action items with due dates, opportunities, and account risks. Each risk shows the excerpt that flagged it.

Does it connect to my CRM?

Salesforce write-back is supported, and edits sync back. For HubSpot and Microsoft Dynamics, ask about your setup.

Is my data secure?

Halosight is SOC 2 Type II audited. Data is encrypted in transit and at rest, customer data is never used to train our models, access is role-based, and people sign in with Microsoft or Google work accounts. Security documentation and questionnaires are available on request.

How do I get started?

Ask for a walkthrough at halosight.com/contact, email sales@halosight.com, or call (801) 874-3335.