01
What was agreed at each visit
The outcome goes on the account while you are still in the parking lot.
- “Miller Hardware will take the fall display if we cover freight”
- “The buyer wants samples of the new line”
Field sales CRM
An AI assistant and field sales CRM you update out loud, between one visit and the next.
Hey Alix is a field sales CRM with an AI assistant you talk to. After each visit you say what was agreed and who gets what by when; before the next one you ask for a recap. It reads every entry back and saves after your “yes”. It is built for the rep's own memory. It does not do pipelines, forecasts or reports for a manager.
02
Who gets an offer by when
Each promise becomes a task on the customer with a date you can ask about.
- “Offer to Mr. Green by Thursday noon”
- “What's due this week?”
03
The day as a list of meetings
Ask in the morning and hear your visits and tasks in order.
- “What do I have today?”
- “Add Fox Supply on Wednesday at two”
04
A recap before you walk in
Thirty seconds in the car and you know what was said last time and what you owe them.
- “Where did we leave things with Carter Auto Parts?”
- Answered from that customer's history
Seven visits and one parking lot at a time
Field sales is a day of short, dense conversations with long gaps of driving in between. In each store or office something specific is agreed: a trial order, a price to check, a sample to drop off, a name to call at head office. The details matter and they do not survive until evening.
Most reps know the routine. Updates get done on Friday afternoon, from memory, in whatever the company requires, as briefly as will pass. The record that results is good enough for a report and useless for the rep walking back into that account six weeks later.
What you would actually say to it
Do it before you start the engine. Open Hey Alix in your phone's browser and talk the way you would on the phone to a colleague. It splits the sentence into a note, tasks and the next visit, then reads them back. Talk parked, not on the move, and follow the road rules.
- “Just left Miller Hardware. Jim will take two pallets if we can deliver before the fifteenth. I need to confirm with the warehouse and call him back tomorrow.”
- “Offer for Fox Supply on the contractor line, to Mrs. Fox by Thursday.”
- “Note on Carter Auto Parts: new purchasing manager, Dana, started this month.”
- “Next visit to Green's Garden Center in three weeks, Tuesday morning.”
- “What does our price list say for the five-gallon sealer?”
What goes on a customer's card
Who actually buys, who signs off and who you should never skip saying hello to. What they stock from you and what they get from someone else. When they reorder, how they like to be visited and which day of the week is hopeless.
Then the running story: what you offered, what they pushed back on, the complaint about the late delivery in March and how it was settled. You can also upload a file such as your price list, and the assistant answers questions from it, which helps when a buyer asks for a number and the binder is in the trunk.
What it does not do for a field sales rep
Hey Alix has no pipeline, no deal stages and no forecast. It does not build quotes or offers; it remembers that you owe one and by when. It does not optimize your route or put visits on a map. Your day is a list of meetings in the order you gave them.
It is also not a team system. There are no shared accounts, no task assignment and no activity reports for a manager. If your company runs a sales platform for forecasting and reporting, Hey Alix does not replace it or feed it. It is the notebook that makes your own follow-up reliable. It sends no emails and makes no calls to customers.
Today, and what is planned
Today Hey Alix runs in the browser on phone and computer, with nothing to install. It needs a microphone and an internet connection, so there is no offline mode for dead zones. The assistant speaks English and Polish. Access is through a waitlist and pricing has not been announced.
Planned and not yet available: hands-free calls to the assistant through CarPlay, apps for iOS and Android, and reminders where the assistant speaks up on its own, for instance when an offer is due or a meeting starts in an hour.
Questions
A CRM designed to be used away from a desk: quick to update after a visit and quick to consult before one. Hey Alix does both by voice, in the browser on your phone.
No. There are no deal stages, forecasts or quotas. It keeps customers, visit notes, tasks with due dates and your calendar of meetings.
No. It reads out your day as a list of meetings and tasks. It does not sort visits by location or give directions.
No. Hey Alix is a personal tool. Each account's data is isolated, and there is no team reporting or shared view.
Use it parked, between visits. Hands-free calls to the assistant through CarPlay are planned and not available yet. Whatever the setup, follow the road rules.
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