For sales teams

Coach from what was really said

RichRep gives your team the same help on every call and gives you the record afterwards — so coaching is based on the conversation, not a memory of it.

Your weekExample • Sample data

18

Conversations

12

Follow-ups drafted

9

Next steps agreed

Talk time per day

Sample trend
  • Send the recap to Sample Prospect
  • Call back Sample Lead at 2pm
  • Confirm pricing question
Illustration of the RichRep interface using sample data, not real customer information.

One shared workspace

Your team's contacts, conversations and follow-ups live together. People see the workspaces they belong to, and nothing else.

Coaching from real calls

Review what was said, not what got typed into a CRM afterwards. Point to the exact moment in the conversation.

Patterns, not guesswork

See which concerns keep coming up, how much your reps talk, and which conversations ended without a next step.

Sensible access

Members are invited to a workspace and roles decide what they can change. Recordings and transcripts stay inside it.

Rolling it out

  1. 1

    Invite the team

    Create the workspace and invite your reps by email.

  2. 2

    Connect the tools you use

    Bring in contacts and calls from the systems you already work in.

  3. 3

    Agree what good looks like

    Set the playbook prompts your team should hear on a live call.

  4. 4

    Coach weekly from real moments

    Pick two conversations per rep and review them together.

Contact historyExample • Sample data
SP

Sample Prospect

Head of Ops • Sample Company

Call — 12 min

Today

Budget committed this quarter; revisit in 6 weeks.

Email

Last week

Sent pricing summary and a short case example.

Call — 4 min

3 weeks ago

Wants fewer manual notes after each call.

Next step

Check back on 12 October with the quarterly budget question.

Illustration of the RichRep interface using sample data, not real customer information.

Give every rep the same good instincts

Set up your workspace, invite the team, and start reviewing real conversations.

The parts you would use

Green works today. Amber needs your own account connected first. Grey is still being built, and you can try a sample screen.

  • AvailableWorks today, nothing to connect.
  • Setup requiredBuilt. Works once the account it needs is connected.
  • Limited betaWorks, with the limits listed. Still being proven.
  • PlannedNot usable yet. Sample screens use made-up data.

Dial your list

Setup required

Call the next person on your list without hunting for the number.

Fewer clicks between calls.

A phone number connected in Settings.

Parallel calling

Planned

Ring three or five people at once and talk to whoever picks up.

More live talks per hour.

Calling for many lines at once is still being built. The sample screen never rings anyone.

Live help on the call

Setup required

See what to say next while you are still talking.

You keep your head in the talk, not in your notes.

Speech-to-text turned on for your workspace.

Voice agent for calls you miss

Planned

A helper answers, asks the basics, books a time, or passes it to you.

Nobody hangs up on a dead line.

Answering calls with a voice helper is not built yet. The sample below is a click-through only.

Practice calls

Planned

Run your opener or a hard question out loud before it costs you a deal.

Get the wobble out on a fake call.

Practice with a talking partner is not built yet. The sample shows the steps.

Sales floor

Planned

See who on your team is on a call right now, and drop in to listen.

Coaching without booking a meeting.

Live listening between teammates is not built yet. The sample uses made-up teammates.

Call scoring

Setup required

Score a call against your own checklist, with the quote that proves it.

Coaching from what was really said.

Speech-to-text turned on, so there is a transcript to score.

Voicemail drop and number health

Planned

Leave the same short message in one click and watch how your number is doing.

Less repeating yourself, fewer dead numbers.

Dropping a saved voicemail and number health scores are not built yet.

Call notes and summaries

Setup required

Your write-up is done when you hang up.

No end-of-day admin.

Speech-to-text turned on for your workspace.

Contacts and next steps

Available

One page per person: what was said, what you owe them, when.

Nothing goes cold.

Routes and map

Setup required

Put the day's visits in a sensible order and send them to your calendar.

Less driving, more doors.

Map keys added by whoever runs your workspace.

Start session

Setup required

Record a call, an online meeting, a meeting face to face, or a day of door-to-door visits.

Meetings get notes too.

Speech-to-text turned on, and your microphone allowed in the browser.

News and numbers

Available

Industry news worth reading, and how your week is really going.

A reason to call, and proof you are improving.