HeyLevo for Sales

Sell more.
Type less.

Your CRM should fill itself. Scan a card, say what you talked about, and HeyLevo enriches the lead, writes the follow-up and tells you who to call next.

A 30-minute walkthrough, built around your sales workflows.

sales busyworkHanded to HeyLevo
Typing visiting cards into the CRMScanned and sorted in seconds
Googling every lead before a callEnriched with Apollo and ZoomInfo
Writing the same follow-up 30 timesPersonal emails, written for you
Updating notes after every meetingLogged from a 10-second voice note
All 4 off your plate. Back to the real work.
A day with HeyLevo

One rep. One day.
Zero data entry.

Follow Maya through a normal Tuesday. She asks in plain words. HeyLevo does the typing.

Maya · Account executive214 open leads · always on the road
  1. 8:45AM
    Before the first coffee

    Who needs me today?

    She asks the CRM in plain words instead of building a report.

    AI CRMAsk in plain words
    HeyLevo08:45
    MAYA · SALESWhich leads should I call first today?
    Here’s your short list:
    • Checked 214 open leads for new activitycrm
    • Ranked them by fit and last replyscore
    • Pulled the notes from your last callsnotes
    Your top 5 for todayNorthwind replied last night and asked for pricing
  2. 11:20AM
    At the trade show

    A card becomes a lead in one scan.

    She points her phone at a business card. The right email goes out before the next visitor arrives.

    Card scannerApollo + ZoomInfoMobile app
    HeyLevo11:20
    SCAN · 1 CARDRaj Mehta, Northwind. Wants a demo for 3 plants.
    Got it. Raj is in your CRM:
    • Read the card: Raj Mehta, VP Operationsscan
    • Classified Northwind as a customer prospectclassify
    • Enriched with company size and LinkedIn from Apolloenrich
    • Sent Raj the demo invite emailemail
    Demo invite sent to Raj11:21 AM · under a minute after the scan
  3. 4:10PM
    Between meetings

    Notes without typing.

    She records a voice note in the car. HeyLevo files it, sets the task and loops in her colleague.

    Voice notesTasks
    HeyLevo16:10
    VOICE NOTE · 0:14“Northwind call went well. They need pricing for three plants by Friday. Loop in Arjun.”
    Saved. Here’s what I did:
    • Added the note to Northwind’s timelinevoice
    • Created a task: send pricing by Fridaytask
    • Added Arjun to the dealassign
    Fri, 10:00 AM · Send Northwind pricingArjun added · call notes attached
  4. 7:30PM
    After the meetup

    Twelve follow-ups, one sentence.

    Every email mentions what they actually talked about. On email or WhatsApp, whichever the contact prefers.

    Personal follow-upsEmail + WhatsApp
    HeyLevo19:30
    MAYA · SALESFollow up with everyone from tonight’s meetup. Mention what we talked about.
    Done. 12 follow-ups are ready:
    • Found the 12 contacts you scanned tonightcrm
    • Added your notes to each messagenotes
    • Wrote 9 emails and 3 WhatsApp messageswrite
    • Scheduled them for 9:00 AM in each contact’s time zoneschedule
    12 follow-ups queuedSending at 9:00 AM their local time
Use cases

What sales teams hand off first.

Real requests, written the way your team would type them. Each one done end to end.

Scan these 40 cards from the trade show and sort them.
Sorted into 26 customers, 9 distributors and 5 competitors
Sent the right email to each group
AI CRMCard scanner
Which deals haven’t heard from us in two weeks?
Found 17 leads with no reply in 14+ days
Drafted a nudge for each, using your last notes
AI CRMAsk in plain words
Build a segment: manufacturers with 200+ staff that we met this quarter.
Built a segment of 63 enriched leads
Saved it for your next email sequence
AI CRMSegments
Reply to the website enquiry from Dubai within the hour.
Lead captured by the website AI sales agent
Enriched, scored and assigned to you
Personal reply sent in 6 minutes
Virtual OfficeAI CRM
Note: Lena wants a pilot in Q1, budget approved.
Saved the voice note to Lena’s lead
Moved the deal to Pilot and set a reminder for January
AI CRMVoice notes
Invite our top 50 customers to a dinner in Chicago.
Created an invite-only event with an RSVP form
Sent 50 personal invites from the CRM
Event PlatformAI CRM
Outcomes

Less typing. More selling.

90%

Up to 90% less manual work. Cards, notes and follow-ups take care of themselves.

On-the-go AI CRM
60×

More likely to qualify a lead when you reply within the first hour instead of waiting a day.

HBR study of 2.2M leads
24/7

Your website’s AI sales agent answers visitors and captures leads while you sleep.

Agentic Website
We scan the card. The follow-up goes out on its own.
RGRajesh GuptaRezovate
FAQ

Questions from sales teams.

Something else on your mind? Ask us

How does the business card scanner work?

Open the HeyLevo mobile app and point your camera at the card. HeyLevo reads it, sorts the contact as a customer, distributor or competitor, and sends the right email at once.

Where does lead enrichment come from?

HeyLevo enriches contacts using data intelligence platforms such as Apollo and ZoomInfo, so every lead arrives with company and role details before you call.

Can I update the CRM without typing?

Yes. Record a voice note and HeyLevo adds it to the right lead. You can also ask questions in plain words, like “who hasn’t replied this week?”, and build segments the same way.

How much does the AI CRM cost?

The On-the-go AI CRM starts at $39 a month. The International Virtual Office is priced per country, per month. See pricing

Get your day back.

Hand the busywork to HeyLevo. Keep the work only you can do.

A 30-minute walkthrough, built around your team's workflows.

Made with Levo