Edward.ai uses a mobile app to act as a virtual sales rep assistant. It automatically captures customer interactions (calls, meetings, emails) and generates notes, reminders and follow-up tasks. Key features include automated scheduling and calendar management, lead tracking with follow-up reminders, and deep CRM integration. Edward also provides real-time analytics and reporting dashboards for managers. By integrating with telephone, email (IMAP) and calendar systems, Edward ensures incoming leads are handled per company rules and that managers receive timely updates. It is often deployed in mid-size to large enterprises (e.g. banking, insurance, healthcare) where sales teams need to offload manual data entry and boost efficiency.

Pricing only available upon request.

• Automatic call, meeting & calendar event logging
• Speech recognition / voice notes and transcription capabilities
• Smart suggestions
• Lead distribution to reps’ smartphones
• Automatic task & reminder creation after interactions

• Edward does not support any automatic outreach campaigns

• Simple mobile app install for reps
• Simple scenario editor allows admin configuration of workflows
• Integrations described as straightforward options
• No coding required

• No built-in infrastructure, have to connect your own email accounts

• Scenario editor for building/modifying automated behaviors and follow-up rules
• Workflow and report configuration to match existing sales processes
• Integrations with your CRM let Edward populate and use your custom CRM fields

• Sources from your CRM, email (IMAP), phone logs and calendar events
• Data completeness/accuracy depends on the connected systems

• Offers context-aware suggestions and “smart-reply” options after interactions
• Emphasizes quick response templates

• Meant to work alongside a human sales rep

• Office365
• Major CRM softwares
• Calendar apps

• Email support
• Demo requests encouraged
• No public SLA
• Documentation likely provided as part of onboarding

Edward is ideal for mid-to-large B2B sales teams (inside and field sales) and sales managers who want to eliminate manual CRM entry, ensure incoming leads are routed and followed up consistently, and get automated activity reporting - organizations that already use email/calendar/CRM systems and want a mobile, voice-driven assistant to enforce process discipline.