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B2B sales · Tax advisory

AI for client visits on site.

Client meeting: receipts photographed, tasks distributed to the firm, follow-up email with concrete requests — without you reworking everything again at night.

client file maintainedfrom photo + voice automatically
tasks for the firmdistributed live, not kept in your head
follow-up emailwith receipts list, right after the meeting

Scenario

What a client visit looks like

Visit at the client "Berger Construction": photo of the rotating folder, voice note "Check 2026 investment reserve, Q1 P&L not plausible, three private receipts still missing, tax-return appointment in week 22". The app reads the client ID from the calendar, creates a meeting-file entry in the DMS, generates three tasks for the firm (P&L plausibility, investment check, request missing receipts) and drafts the follow-up email to the client with a concrete receipts list. Approve — sent.

The app

Field Sales Assistant delivers it.

The product is a Linkworld app with full feature depth — UI, integrations, approval flows, platform security. The use-case scenario above only shows how this specific area uses the app.

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