# Otto · Full Documentation Snapshot > Generated full-corpus snapshot of https://ottoupdate.com. > For the agent-facing index, see https://ottoupdate.com/llms.txt. > All pages are also available as markdown at /.md. --- ## Home **URL:** https://ottoupdate.com/ Otto is an AI sales coordinator that field reps call after every visit. Your CRM stays current, quotes keep moving, and nothing slips. Otto runs the field, end to end. Six capabilities, one connected workflow so nothing between a visit and the CRM slips. Otto is built for industrial field sales. From a 3-rep welding supply shop to a 200-rep national distributor. How Otto works in the field, on the phone, in front of customers: 1. Captures the field the rep talks, Otto listens and gets every detail of the visit. 2. Structures the update turns the conversation into clean notes, fields, and next steps. 3. Creates the follow-up sets tasks, reminders, and quote nudges automatically. 4. Keeps the account moving everyone knows what happened and what needs to happen next. Otto knows each account. A CRM can only hold what someone has time to type in. Otto keeps track of what actually happens across the account, and hands the rep the next step. Industries served: industrial equipment, manufacturing supplies, material handling, electrical & mechanical components, packaging & automation, building materials, industrial gases & chemicals, industrial services, B2B distribution. --- ## Pricing **URL:** https://ottoupdate.com/pricing Three plans designed to grow with you from a single rep to a national organization. ### Field Essentials $49 / user / month Per user, billed monthly. For individual field sales reps, account managers, territory representatives, and founder-led sales. Features: - Morning Briefing - Pre-Visit Brief - Visit Note Capture - Follow-Up Drafts - Quote Reminders - Customer Memory - Cold Account Alerts - Email & Calendar Integration - Mobile Access - Voice-First Experience ### Territory Intelligence $99 / user / month Per user, billed monthly. Most popular. Everything in Field Essentials, plus: - Post-Visit Coach - Sales Intelligence - Deal Risk Alerts - Quote Aging Alerts - Renewal & Reorder Tracking - Shared Team Memory - CRM-Ready Updates - Manager Summaries - Trade Show Companion - Territory Visibility For industrial distributors, equipment rental companies, manufacturers, chemical sales teams, building materials sales teams, and multi-rep territories. ### Enterprise Command Custom pricing Tailored to your organization. Everything in Territory Intelligence, plus: - Salesforce Integration - HubSpot Integration - ERP Integration - Quote Workflow Integration - Territory Dashboards - Branch Reporting - Custom Playbooks - Custom Workflows - Role-Based Access Controls - Security & Compliance Review - Dedicated Onboarding - Priority Support --- ## Who it's for **URL:** https://ottoupdate.com/who-its-for Otto is built for industrial field sales from a 3-rep welding supply shop to a 200-rep national distributor. Otto fits the way your team already sells. - **Field Reps:** Less paperwork, more selling time. - **Sales Managers:** See every rep, every account, in real time. - **Sales Leaders:** Pipeline visibility without the Friday review. --- ## Field Reps **URL:** https://ottoupdate.com/who-its-for/field-reps ### Spend more time selling. Less time remembering. Otto is your AI sales coordinator on a phone call. Before a customer visit, Otto calls with the context you need. After the visit, you call Otto with what happened. Otto updates CRM, drafts follow-ups, flags quote actions, and keeps your opportunities moving. #### The reality Your day runs away from you. The visit starts with a plan. The day doesn't end with one. The problem is not activity. The problem is the admin that follows it. - You start with a plan. Then the day takes over. - You spend the day driving between customers. - Quotes need updating. Follow-ups get pushed to tomorrow. - A customer asks a question you can't answer on the spot. - Meeting notes stay in your notebook. - CRM waits until later, then until tomorrow, then until Friday. #### A field rep's day, with Otto in it - **Morning:** Otto calls with the day ahead. Accounts, quotes, renewals, and follow-ups that need attention today before your first visit. - **Before a visit:** Otto briefs you on the customer. Customer history, open quotes, recent orders, service issues, and the talking points worth raising. - **During the visit:** Call Otto for any answer. Stock, lead times, product specs, account history on the call, while you're still with the customer. - **After the visit:** Otto does the admin. Logs the meeting, updates CRM, drafts follow-ups, flags quote actions, updates the opportunity, informs the manager before you reach the next stop. #### What you get back - More time with customers - Better preparation - Faster answers in the field - Follow-ups that don't slip - No evening CRM catch-up - More deals closed By the numbers: 60+ hours saved per month, 3.2× more follow-ups, 0 evening CRM. --- ## Sales Managers **URL:** https://ottoupdate.com/who-its-for/sales-managers ### Know what is happening, without chasing updates. Otto gives sales managers visibility into the field without asking reps for another status update. Every visit gets captured. Every follow-up gets tracked. Every quote action gets flagged. Every risk gets surfaced earlier. #### The reality Your team is moving. The signal reaches you late. Your reps are working hard. The question is whether you see it in time to help. The problem is not activity. The problem is visibility. - Your team is working hard. Visits are happening. - Quotes are being discussed. Competitors are showing up. - Customer issues are being raised. New opportunities are being found. - But too much of it reaches you late. - During pipeline reviews. - After deals stall. #### A manager's day, with Otto watching the field - **Morning:** Otto briefs you on the territory. Accounts, opportunities, and risks that need your attention across the team. - **Throughout the day:** Field activity, captured live. Customer visits, meeting notes, follow-ups, opportunities updated as they happen. - **When it matters:** Otto surfaces what you need to see. A competitor appears in a strategic account. A quote sits too long. A champion goes quiet. - **End of day:** A summary you can act on. What happened across the territory, what moved, what stalled, what to coach. #### What you gain - Visibility into field activity - Cleaner CRM data - Better follow-through - Earlier risk detection - Better coaching conversations - Fewer pipeline surprises By the numbers: 100% of visits captured, 5× faster risk signal, 0 status meetings. --- ## Sales Leaders **URL:** https://ottoupdate.com/who-its-for/sales-leaders ### Turn field activity into predictable revenue. Otto helps industrial revenue teams execute consistently across the field. Every rep prepares better. Every customer visit gets captured. Every follow-up moves faster. Every opportunity becomes easier to track. #### The reality Plans look good. Execution drifts. Your forecast is only as good as the field activity behind it. The problem is not effort. It is execution at scale. - Every quarter starts with a plan. - Then execution gaps appear. - Follow-ups slip. Quotes stall. - Customer conversations never make it into CRM. - New opportunities are discovered too late. - Risks surface during forecast reviews instead of when they first appear. #### A CRO's quarter, with the field fully connected - **Morning:** See where revenue is moving. Which opportunities are advancing, where risk is building, where attention is needed this week. - **Throughout the day:** Every rep operating at the same standard. Visits captured, follow-ups logged, opportunities updated. - **When it matters:** Otto connects the field to the forecast. Real conversation data, real stakeholder movement, real deal risk. - **Quarter close:** A pipeline you can stand behind. What moved, what stalled, what to push, what to write off. #### What improves - Pipeline visibility - Forecast confidence - Consistent execution - Opportunity capture - Revenue follow-through - Fewer surprises at quarter-end By the numbers: 94% forecast accuracy, 2.1× pipeline coverage, 0 stalled surprises. --- ## Features (index) **URL:** https://ottoupdate.com/features Six capabilities, one connected workflow so nothing between a visit and the CRM slips. - Morning Briefing - Pre-Visit Brief - CRM Updates - Trade Show Buddy - Visit Review - Sales Intelligence --- ## Morning Briefing **URL:** https://ottoupdate.com/features/morning-briefing Start every rep's day with the accounts that matter. Before the first visit, before the first coffee, Otto calls the rep with what matters today: accounts, quotes, renewals, and follow-ups that need attention. Otto tells the rep what to focus on and what to skip. --- ## Pre-Visit Brief **URL:** https://ottoupdate.com/features/pre-visit-brief Walk into every visit already knowing the buyer. Before the door opens, Otto briefs the rep on the customer: history, open quotes, recent orders, service issues, and the talking points worth raising. No more digging through five systems before the visit. --- ## CRM Updates **URL:** https://ottoupdate.com/features/crm-updates Every call, quote, and note lands in the CRM automatically. Otto captures what happens in the field and turns it into clean CRM-ready updates. The rep talks. Otto listens and gets every detail of the visit. The admin is already moving while the rep drives to the next stop. --- ## Trade Show Buddy **URL:** https://ottoupdate.com/features/trade-show-companion Leave the event with opportunities, not just business cards. Otto helps reps capture every conversation at the booth, qualify the lead on the spot, and route the follow-up before the show ends. The event becomes a pipeline source, not a memory test. --- ## Visit Review (Post-Visit Coach) **URL:** https://ottoupdate.com/features/post-call-coaching Every customer conversation moves the deal forward. After the visit, Otto reviews what was said, surfaces what mattered, drafts the follow-up, and flags the next step. The rep doesn't lose context between the truck and the laptop. --- ## Sales Intelligence **URL:** https://ottoupdate.com/features/sales-intelligence Answers when you need them, with the context to back them up. Ask Otto about an account, a deal, a quote, a renewal and get the answer backed by the history of what actually happened. No more digging through CRM, email, and notes to remember a customer's last service issue. --- ## Resources (index) **URL:** https://ottoupdate.com/resources Follow the build. Updates from the team, plus the research behind every release. - Manifesto - Media - Team - Blog - Contact - Careers --- ## Manifesto **URL:** https://ottoupdate.com/resources/manifesto Why we are rebuilding the CRM around the rep. Industrial sales teams don't need another dashboard. They need an AI Sales Coordinator that prepares reps before customer visits, captures field intelligence afterward, tracks quotes and opportunities, drafts follow-ups, and ensures revenue never falls through the cracks. --- ## Media **URL:** https://ottoupdate.com/resources/media Press, podcasts, and feature coverage. --- ## Blog **URL:** https://ottoupdate.com/resources/blog Notes from the field, weekly. --- ## Careers **URL:** https://ottoupdate.com/resources/careers We are hiring across product, engineering, and design. --- ## Contact **URL:** https://ottoupdate.com/resources/contact Talk to a human, not a chatbot.