Published on 26/07/2026

Organizing Data Collected During Sales Visits

Organizing Data Collected During Sales Visits

Manage Information from Multiple Sources

During a sales visit round, it is common to collect data in various formats: paper forms, voice notes, and screenshots. EntryFilter facilitates the organization of this scattered information, improving the efficiency of your work.

Use the PWA Share Feature

Thanks to the **Share** function of the PWA, you can directly send files and text to EntryFilter. For example, after receiving a screenshot of competitor price lists on WhatsApp, you can select EntryFilter from the **Share** option and send the file to associate it with the correct customer. This process is immediate and reduces the risk of losing important information.

Record Voice Notes

The **Voice Notes** feature allows you to record voice messages directly from the app. After recording a note with details on promised discounts, you can decide whether to save it as a draft to sort or add it to an existing practice. This allows you to have voice updates always at hand, making the management of practices smoother.

Example of a Practical Case:

Imagine you are a sales agent who has just concluded a meeting. You have collected a signed form and recorded a voice note with details on a promised discount. Using EntryFilter, you can immediately upload the form and the voice note, ensuring that all information is centralized and easily accessible for future consultations.

Get your time and focus back

Forward messy chats to EntryFilter and get grouped, transcribed and optimized requests in one click.

Start 9-day trial ->