AI Field Notes: Automated CRM Meeting Notes for Field Sales Reps

Turn conversations into CRM actions – without lifting a finger

In the distribution world, sales don’t happen over Zoom — they happen across the counter, at the job site, or in the field. But for too long, CRMs have ignored how distribution reps actually work.

That’s why we built AI Field Notes, a first-of-its-kind CRM feature that captures in-person sales meetings, generates summaries, and creates follow-up tasks — all automatically.

Why Field Sales Reps Need AI-Powered CRM Notes

Manual CRM updates are one of the biggest time-wasters in sales. Reps forget to log notes. Follow-ups fall through the cracks. Managers are left chasing down updates with little visibility into what’s happening on the ground.

AI Field Notes solves this problem by automating CRM data entry and sales follow-up. With just a tap in the White Cup mobile app, reps can record conversations, and AI will:

• Generate a structured meeting summary
• Extract follow-up actions and decisions
• Auto-create tasks in White Cup CRM

Streamline CRM Data Entry and Sales Follow-Up

Reps spend an average of 12 minutes per meeting typing up notes and logging action items manually. Multiply that across a team and you’re looking at dozens of hours lost each week.

AI Field Notes gives that time back. It’s the sales follow-up automation tool your team didn’t know they needed.

• No more manual notes or lost context
• CRM task creation happens instantly
• Managers get clean, structured data for coaching and forecasting

Built for Distributors — Not Zoom Calls

Other AI note-taking tools are built for virtual meetings. AI Field Notes is purpose-built for the realities of distribution:

• Fully mobile and field-ready
• Works across job sites, counters, and branches
• Requires no extra apps, integrations, or tech hassle
• Embedded directly in White Cup CRM

Smarter CRM = Stronger Sales Productivity

By capturing in-person meetings directly in CRM, AI Field Notes helps your team:

• Reduce time spent on admin work
• Ensure consistent sales follow-up
• Improve CRM data quality for pipeline visibility
• Empower managers with real-time insights into field activity

See AI Field Notes in Action

Schedule a White Cup CRM + BI demo to experience how AI Field Notes can streamline your field sales process and unlock more value from your CRM.