Edward

star star star star star 0.0 (0 reviews) | Sales Tools Software · AI Sales Assistant Software

Transform your sales process with Edward, the AI-powered personal assistant that automates reporting and keeps your CRM data accurate and up-to-date.

Get Pricing play_circleWatch Demo

Product Overview

Edward serves as a personal sales assistant enhanced by artificial intelligence, specifically designed for field teams. It streamlines the process of reporting and data collection through automation. With a focus on mobile usability and voice-activated workflows, it necessitates engagement from sales representatives. By offering proactive suggestions, it eliminates the need for manual updates in CRM systems, ensuring that customer interactions, follow-up activities, and pipeline information remain precise and up-to-date.

Product Details

What Is Edward?

Edward is an innovative intelligence engine developed by 2040 Sp. z o.o. designed to assist sales professionals as a proactive digital ally. Operating in the background on a salesperson's mobile device, it utilizes speech recognition and event logging to track customer interactions. Edward provides real-time summaries and follow-up prompts after calls or meetings. By integrating directly with CRM systems and communication tools, it alleviates the burden of memory reliance and employs sales-aware AI to suggest optimal next actions while monitoring team performance.

Edward Pricing

The pricing for Edward is tailored to meet the needs of both individual representatives and large-scale enterprise management.

Request a customized price quote for Edward that fits your business today!

Edward Integrations

Edward seamlessly integrates with existing CRM platforms and Office 365, along with essential communication tools such as calendars, email (via IMAP), and telephone systems, ensuring that calls, meetings, and messages are automatically synchronized into your CRM.

Request a complimentary demo of Edward to explore its integration features further.

Who Is Edward For?

Edward is ideal for dynamic sales organizations, including:

Field sales representatives and real estate agents
Insurance and financial advisory teams
High-volume outbound sales teams

Is Edward Right For You?

Edward represents a strong option for sales leaders who value data accuracy and productivity in the field. Its key advantage lies in its proactive approach, capturing data at the moment it is generated, which has been associated with a reported 24% increase in field sales effectiveness. This platform is particularly beneficial for teams that depend on phone calls and face-to-face interactions but face challenges with manual CRM entry.

If you're still uncertain about Edward, reach out to our support team at info@softwareseekers.com for additional assistance.

Sales Tools Software Features

cancel Activity

cancel Mobile App

cancel Bulk Search

cancel Sales Tools

cancel Lead Scoring

cancel Time & Billing

cancel Call Recording

cancel Sales Coaching

cancel Verified Email

cancel CRM Integration

cancel Lead Enrichment

check_circle Lead Management

check_circle Task Management

cancel Order management

check_circle Sales Automation

cancel Sales Enablement

check_circle Activity Tracking

cancel Data Connectivity

check_circle Email Integration

cancel Sales Forecasting

cancel Activity Dashboard

cancel Applicant Tracking

cancel Catalog management

cancel Collaboration Tool

check_circle Contact Management

cancel Content Management

cancel Customizable Forms

cancel Meeting Scheduling

cancel Reporting/Analytics

cancel Sales Acceleration

cancel Sales Intelligence

cancel Account Development

cancel Attendance Tracking

cancel Collaboration Tools

cancel Document Management

cancel Proposal Generation

cancel Reporting & Analytics

cancel Cloud-Based Software

cancel Field Sales Software

cancel Inventory Management

check_circle Performance Tracking

cancel White Space Analysis

cancel Asynchronous Learning

cancel Business Intelligence

cancel Procurement Management

cancel Customizable Dashboards

cancel E‑signature Capabilities

cancel File Sharing & Management

cancel Real-Time Communication

check_circle Reporting and Analytics

cancel Supply Chain Management

cancel E-Signature Capabilities

cancel Embedded CRM Integration

cancel Market Signal Monitoring

cancel Sales Analytics Software

cancel Sales Platforms Software

cancel Data enrichment / AI Fields

check_circle Sales Pipeline Management

cancel Access Controls/Permissions

cancel Human Resources Management

cancel Integration With CRM & Tools

cancel Sales Intelligence Software

cancel Customizable Dashboards / Views

cancel Predictive Sales Intelligence

cancel Compliance and Risk Management

cancel Human Resources Management (HRM)

cancel Revenue Operations Intelligence

cancel Customer Relationship Management

cancel CRM integration and data services

check_circle Customer Relationship Management (CRM)

cancel Cross-Selling & Up-Selling Recommendations

cancel Revenue Operations Intelligence Software

cancel Activity Tracking, Reporting and Analytics

cancel Sales Intelligence (via technology tracking)

Pros & Cons

Pros

checkProactive mobile prompts increase CRM data accuracy and adoption.

checkVoice-to-text dictation saves field reps hours of manual reporting time

checkThe assistant automatically captures calls and meetings into the CRM

Cons

closeReps must grant extensive phone permissions for the background monitoring

closeUsers with low activity volume may see less relative benefit from automation

User Reviews

0.0

star star star star star

0 reviews

Positive

Neutral

Negative

rate_review

No reviews yet

Be the first to share your experience with Edward.

Frequently Asked Questions

Edward software does not offer an API.

Yes, Edwars offers a mobile app.

Currently, the assistant and its documentation are primarily available in English and Polish, with limited support for other languages.

Edward pricing is customized to support both individual sales efficiency and enterprise-scale management. You can request a personalized Edward cost quote for your business today.

Edward integrates with CRM systems, Office 365, and core communication tools including calendar, email (IMAP), and telephone systems to automatically sync activity data.

Edward is built for movement-heavy sales organizations, including field sales and real estate teams, insurance and financial advisors, and high-volume outbound sales teams.

Edward provides comprehensive support through direct email and structured online ticketing, supplemented by a library of video guides and documentation to ensure seamless CRM integration.

Still deciding on Edward?

Talk to a specialist — they'll compare it against your shortlist for free.

chat_bubbleTalk to an expert

Edward

How would you rate the overall quality?

Overall Rating

☆ ☆ ☆ ☆ ☆

Ease of Use

Value for Money

Customer Support

Functionality