AI software for field sales
Your sales intelligence co-pilot
Prioritize customers by sales potential, prepare meetings with precision — and follow up effortlessly.
On your smartphone, in your daily tools, and as your personal voice assistant.
- Sales decline in product group B
- Prioritize customers and specifically offer A.
Prioritize customers based on revenue potential
Acto's revolutionary revenue intelligence analyzes ordering patterns from ERP and CRM - and gives your field sales team concrete recommendations on which customers to visit. This way, you plan routes by sales potential, not gut feeling.
Ready for every meeting, every time
Acto provides full customer context, answers your questions, and suggests talking points - all available hands-free via voice call while driving.
Capture everything,
lose nothing
Simply dictate important meeting points via voice – Acto does the rest. Say bye bye to evening CRM update sessions.
Your everyday companion in the field
As your sparring partner on the road or seamlessly integrated into Outlook – Acto isn't just another tool, it's your revenue intelligence, always at hand.
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.
Talk to Acto on the phone
Constantly traveling? Use Acto's voice AI to check your schedule, prep for meetings, and handle notes and CRM tasks – all hands-free while driving.
Powerful analytics, as simple as chatting with a friend
Send yourself meeting prep via WhatsApp or ask questions anytime. With Acto, sophisticated sales intelligence feels like chatting with a friend.
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.
Intelligence addon 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. Identify hidden potential immediately, receive churn alerts, and identify the next best action for every customer exactly where you're taking it.
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 provides context.
Prepare
Prepare meetings with precision — even when you're on the go.
Talk to Acto while driving to prepare you for the visit.
Get the most important customer information, risks, and potential at a glance on a smartphone.
Follow up
Bring notes to CRM,
Automate follow-ups.
Keep an eye on the full context for follow-up emails right next to the mailbox .
Tell Acto about your appointment over the phone.
Add CRM notes directly via your smartphone.
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From passive reports to
proactive decision intelligence
Scattered customer data
Researching product portfolios and customers across tools such as ERP, CRM, Excel and Power BI costs hours every week — or doesn't even take place at all.
Customer prioritization based on gut feeling
The sales force decides who to visit based on gut feeling — or they focus on the usual A-customers. Real sales opportunities for B and C customers remain undetected.
Meetings without structure & goal
Conversation preparation is spontaneous — many visits remain reactive instead of selling specifically and getting the most out of active sales time.
Manual post-processing — if at all
Interview reports, assignment of tasks and follow-ups to customers cost time and are often lost in everyday life.
All information — directly in everyday life
Acto combines all data sources and summarizes the most important information for sales where they need it — on the mobile phone, in CRM, in Outlook.
Potential-based visit planning
Your sales force systematically visits customers with the greatest sales potential: A, B and C customers for real sales opportunities, not by status.
Sales visits with a clear plan
Acto prepares you specifically for every customer appointment, with risks, potential and focus topics. And that while driving or in Outlook.
post-processing, almost by itself (soon)
Your team records notes on the way to the car using the dictation function. Acto summarizes the whole thing, synchronizes it with 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.
You have questions?
We're here for you!
How is Acto different from ChatGPT, Copilot, and other AI assistants?
If you ask ChatGPT which customer your sales force should visit today, the complete context is missing — it doesn't know your ERP, CRM or order data.
Acto, on the other hand, specializes in sales data:
Our machine learning models analyze millions of complex transactions, order cycles, and customer patterns and automatically prioritize the best-selling opportunities.
The result: Crystal-clear recommendations for action — which customer, which product, which timing — directly in Outlook, CRM and mobile. No generic texts, but real sales intelligence.Who is Acto suitable for?
Acto was developed specifically for distribution in wholesale and manufacturing:
• Companies with thousands of items
• Salespeople with hundreds of customers
• Recurring orders
Because of the sheer volume of data, it is simply not possible to keep a full overview. Acto brings clarity to everyday sales and helps your team prioritize customers according to potential and optimally prepare meetings.Is Acto cloud-based software?
Yes, acto is a software-as-a-service solution. So you always use 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 service software like Acto do for me in everyday sales?
AI field service software like Acto helps sales make the most of their time. It automatically prioritizes the most important customer visits, delivers product recommendations with the highest sales potential, and creates call notes and follow-ups via voice input. In this way, she manages the sales force based on data so that they use their time in a targeted manner.
How does AI field service software differ from CRMs and dashboards?
Standard CRMs and dashboards passively store data. acto activates data. It is an intelligent AI companion that proactively provides recommendations for action instead of just visualizing figures. You will receive specific instructions on what you should do to influence sales trends.