Turn wasted time & insights into more closed deals
Save up to 75% of your time on prep and admin, boost close rates by 20%, and get up to 10x more CRM adoption with a proactive AI assistant for field sales.
The real struggles of field sales
Wasted time on the road?
Turn your field sales reps’ commuting time into productive time. Donna stays by your side 24/7, proactively manages your day to keep you focused and ready to sell.
Conversation-based
Talk to Donna anytime, anywhere
Donna proactively guides you through your day and sales process. She helps you show up sharp because she understands your business context, accounts and active deals. She prepares you for your meetings with the right context and talking points leading to stronger conversations and more conversions.
Start every meeting prepared
Communicate how & when you like via text, voice notes, or call
Syncs with your daily flow and how and where you work
"Donna saves so much time, especially in the car, and it's nice to have everything captured immediately.”
Eveline Boúúaert from LiantisCRM & integrations
Automate sales admin
No more late-night follow-ups or after-hours CRM updates. Call Donna to automatically log meeting notes, draft emails, and create opportunities or quotes. Everything is synced and ready right after your meeting, so field sales reps can focus on closing more deals.
Automatic CRM updates that never slip
Follow-up drafts ready before you are
Reduce admin time by 75%
Note taking
Spotless notes from every meeting
With Donna, sales reps don’t lose focus or forget key details. Everything is logged instantly when you are meeting online or in person, so follow-ups are faster and more accurate. With every detail captured, Donna fuels smarter, playbook-driven coaching that helps every field sales rep improve.
Capture every detail from online or in-person meetings
Fuels smarter, playbook-driven coaching
Notes are logged instantly
"Thanks to Donna, the sales reports of our reps are now more consistent and insightful."
Ella Adam from SantensReporting Insights
Gain full visibility into field sales
Donna gives sales managers the transparency they’ve always wanted. CRM updates happen on time, every time, so sales leaders finally have reliable data and insights to fuel strategy and coach their teams effectively.
Reliable data leaders can finally trust
Insights that sharpen strategy and playbooks
Clear coaching that lifts team performance
Coaching & training
Prepare & guide sellers without extra effort
Empower your sales teams to perform at their best, without adding to their workload. Donna keeps every seller sharp with real-time guidance, personalized coaching, and insights drawn from your own playbook.
Proactive nudges to manage pipelines and stay focused before every meeting.
Coaching aligned to your sales playbook
Continuous learning powered by tapping into resources like a knowledge base.
Integrates with your CRM, e-mail, and calendar tools
Donna connects with Salesforce, SAP, Microsoft Dynamics 365, Outlook, and more. Even with custom CRM objects, Donna keeps everything in sync so you can focus on sales. And because she’s deeply connected to your calendar, Donna automatically knows where you need to be next. Seamless, proactive, and built for field sales teams on the go.
Salesforce
Microsoft Dynamics 365
Hubspot
Google calendar
Outlook
SAP
Enterprise-grade Security
Our commitment to security and privacy is unwavering. Recognizing the importance of safeguarding your data, Donna is ISO 27001-certified and fully compliant with GDPR, CCPA, and SOC 2. We keep your data private and protected with enterprise-grade security you can trust.
Talk to Donna today
Discover how Donna can simplify life for field sales teams
FAQs
Got questions? Donna got answers. Here’s what field sales teams ask most.
What is Donna and how does she help field sales teams?
Donna is a proactive AI assistant for field sales reps delivering hyper-personalized briefings, capturing every detail, and killing the admin time. She helps sales reps save time by preparing meetings, taking notes, updating the CRM, and drafting follow-ups automatically. With Donna, sales teams spend less time on admin and more time selling. Faster execution, stronger CRM adoption, and more wins, without longer hours. Happier, sharper teams start today with Donna.
Does Donna take notes during meetings automatically?
Yes. Donna listens, online and in person, to your meetings or calls, captures key points, and structures them into clean notes. Everything is stored and ready for review, so you can stay focused on the customer instead of typing. If you are not comfortable having a notetaker in your meeting, you can always update Donna afterwards.
Can Donna really update my CRM for me?
Absolutely. Donna automatically updates or creates contacts, opportunities, prepares quotes in your CRM and drafts follow-up mails. All data stays accurate and up to date without manual entry.
What tools and CRMs does Donna integrate with?
Donna integrates with Salesforce, SAP, Microsoft Dynamics 365, Outlook, Google Calendar, and more. Even if your CRM includes custom objects and fields, Donna connects seamlessly to keep everything in sync. Find all integrations here.
How much time can sales reps save by using Donna?
Sales teams typically spend less time on admin by 75%. By automating meeting prep, note-taking, and CRM updates, Donna helps reps reclaim time to focus on customers and close more deals.
Is Donna secure and GDPR-compliant?
Yes. Donna is ISO 27001 certified and fully compliant with GDPR, CCPA, and SOC 2. All data is encrypted in transit and never used to train AI models.
Our CRM is customized. Can Donna handle this?
Yes. Donna works with both standard and custom CRM objects and fields. Whether your setup is simple or highly customized, Donna connects seamlessly and keeps all your data accurate and up to date.
How is Donna different from other AI sales tools?
Donna’s purpose is built for field sales. Unlike generic AI assistants, Donna connects with your CRM, captures meeting notes, and updates contacts and opportunities automatically, even on the go. As Donna is deeply integrated into the day-to-day of field sales teams, she delivers a proactive, voice to voice and hyper-personalized experience.
How long does it take to set up Donna?
Donna connects to your CRM and calendar quickly, with most teams fully onboarded in less than two weeks. Setup requires less than a month, and our team supports every step of the process.