AI software for field sales
Your revenue intelligence co-pilot
Acto helps sales teams sell smarter by turning ERP and CRM data into next-best-action recommendations. Prioritize by potential, prep with precision, and recap effortlessly.
- Sales decline in product group B
- Prioritize customers and specifically offer A.
Prioritize, prepare, follow up.
Acto analyzes your ERP and CRM data every day and supports your field reps in the three steps they already take.
01
Prioritize
Which customers need attention today?
Acto spots falling orders, untapped product-line potential and reorders that are due, and shows you every morning where a visit or call pays off.
More on prioritizing →02
Prepare
Which opportunities should I raise in the meeting?
Revenue trends, open quotes and matching product opportunities at a glance, on the phone, in Outlook or in the CRM.
More on preparing →03
Follow up
What needs recording, and what is the next step?
Simply dictate the visit report. Acto structures notes and tasks so nothing gets lost.
More on following up →Inside: seven stages of computation.
Algorithms, machine learning models and AI agents work through every customer before a signal reaches your sales team.
How a signal is made
- 01Data importOrder, customer and product data
- 02MetricsAlgorithms
- 03Risks and opportunitiesMachine Learning
- 04ContextLarge language model (LLM)
- 05ReasoningAI agents
- 06OutputOutlook, CRM, Acto app
- 07Feedback loopFeedback from the sales team
Outside: two minutes to the next meeting.
Field reps only see the result: which customer, why, and what to bring up. In Outlook, in the CRM or in the Acto app.
Field sales app
Your everyday companion in the field
On your phone or right in Outlook: Acto brings sales intelligence to the tools you already work in.
Always perfectly prepared,
even on the go.
Plan your week, get key customer insights at a glance before meetings, or capture conversation summaries instantly. Every Acto feature is always within reach on your smartphone.
Your sales brain, right in your inbox
You live in Outlook for weekly planning. Acto seamlessly adds customer intelligence to your calendar and inbox, and even helps craft your emails.
An intelligence add-on for your CRM
Identify sales potential immediately, receive churn alerts, and see the next best action for every customer — right where you work.
Your AI-driven sales assistant, right in Dynamics
Acto enriches your customer data with AI-based analyses and recommendations. Spot hidden potential right away, get churn alerts and see the next best action for every customer, right where you work.
Your AI-driven sales assistant, right in SAP
Acto enriches your customer data with AI-based analyses and recommendations.
How Acto is
always by your side
Prioritize
Visit the customers with the greatest potential. Every week.
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You plan your week in Outlook. Acto recommends customers and adds context.
Prepare
Prepare meetings with precision — even when you're on the go.
Get the key customer info, risks and potential at a glance on your phone.
Follow up
Get notes into the CRM.
Automate follow-ups.
See the full context for follow-up emails right next to your inbox.
Add CRM notes directly via your smartphone.
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From passive reports to
proactive decision intelligence
Scattered customer data
Researching product ranges and customers across ERP, CRM, Excel and Power BI takes hours every week, or it does not happen at all.
Customer prioritization by gut feeling
Reps decide by gut feeling whom to visit, or they stick to the usual A customers. Real revenue opportunities with B and C customers go unnoticed.
Meetings without structure or goal
Visit preparation happens on the fly. Many visits stay reactive and leave active selling time unused.
Manual follow-up, if any
Visit reports, task assignments and customer follow-ups take time and often get lost in day-to-day work.
All information, right where you work
Acto combines all data sources and summarizes the key information where your reps need it: on their phone, in the CRM, in Outlook.
Visit planning by revenue potential
Your field sales team systematically visits the customers with the highest revenue potential: A, B and C customers ranked by real opportunities, regardless of status.
Sales visits with a clear plan
Acto prepares your team for every customer meeting with risks, opportunities and focus topics.
Follow-up that almost writes itself
Your reps dictate their notes on the way back to the car. Acto summarizes them, syncs them with the CRM and uses the information for future analyses.
Never miss a sales opportunity
Schedule a free consultation to answer your questions and see Acto in action.
Got questions?
We're here to help.
How is Acto different from ChatGPT, Copilot, and other AI assistants?
Ask ChatGPT which customers your field sales team should visit today and it lacks all the context: it knows nothing about your ERP, CRM or order data.
Acto is built for sales data:
Our machine learning models analyze millions of transactions, order cycles and customer patterns and automatically rank the opportunities with the highest revenue.
The result: clear recommendations on which customer, which product and which timing, right in Outlook, your CRM and on mobile.Who is Acto for?
Acto is built for sales teams at distributors and manufacturers:
• Companies with thousands of SKUs
• Reps with hundreds of customers
• Recurring orders
With that much data, nobody can keep the full picture in their head. Acto brings clarity to daily selling and helps your team prioritize customers by potential and prep for every meeting.Is Acto cloud-based software?
Yes. Acto is software as a service, so you're always on the latest version.
Is Acto GDPR-compliant?
Yes, as a company based in Germany, compliance with data protection regulations is our top priority.
What does AI field sales software like Acto do for me day to day?
AI field sales software like Acto helps reps make the most of their time. It prioritizes the most important customer visits, suggests the products with the highest revenue potential and turns voice input into visit notes and follow-ups. This way it steers your field sales team with data, so reps spend their time where it pays off.
How is AI field sales software different from CRMs and dashboards?
Standard CRMs and dashboards store data passively. Acto puts data to work. It is an AI companion that proactively recommends actions and tells you what to do to influence revenue trends.
What is field sales software?
Field software supports the people who visit customers on site, and it comes in two kinds. Field service software schedules technicians, work orders and service reports. Field sales software helps reps decide which customers to visit, how to prepare and what to log afterward. Acto is the second kind, built for distributors and for manufacturers that sell direct.
How much does field sales software like Acto cost?
Acto is billed per field rep per month, plus a one-time onboarding package. What matters is the return: in A/B tests with our customers, revenue went up 5 to 11 percent. For a distributor with €50 million in revenue, that's €2.5 to 5.5 million a year, and Acto costs a fraction of that. Book a call and we'll put together a quote for your team.
Which systems does Acto work with?
Acto connects directly to SAP, Microsoft Dynamics, Salesforce and Outlook, and to other ERP and CRM systems via data exchange. Your IT team spends about three days on it.
Do I also need route planning software?
For field sales, usually not. Acto shows the customers with the most potential first, then suggests other good fits along the way. Google Maps handles the navigation. Dedicated route planning software mostly pays off if you plan visits on fixed intervals.