The busy work ends here. Field reps lose hours every week to planning and admin that has nothing to do with selling. Badger AI takes it all off their plate — building routes, prepping meetings, and logging activity automatically — so your team can focus on what actually drives revenue.
AI Route Planner
Your optimal week,
built automatically
Stop deciding who to see and when. Badger AI analyzes your accounts and builds your entire week automatically — prioritizing your stops by last visit date, follow-up status, and opportunity size, all built around the existing meetings in your calendar.
Schedule your route planning to run once a week so you can start every day with a clear plan of who you need to see and how to get there.
Build me 5 routes for next week to visit my top Chicago accounts that I'm overdue on. Work around my existing calendar.
Update your CRM as fast as you can talk.
The moment a meeting ends, drop a voice note and Badger does the rest. It captures the details, populates the right fields in your CRM, and logs the visit — automatically, accurately, and instantly. No end-of-day catch-up or manual data entry.
Pre-Meeting Briefs
Walk into every meeting prepared and ready to close
Badger automatically builds a brief before every customer meeting — pulling the latest from your CRM, recent news, account history, support tickets, whatever matters to your team. No more scrambling to remember the last conversation or missing a key update that could've changed the pitch. Walk into every meeting with the context you need to close.
Company Details
Brightview Family Dental
Dr. Lena Ostrowski · General & Family Practice
Opportunity
With a second office opening this fall, now is the time to pitch a unified equipment setup for both locations.
Key Insight
The client liked the demo but is price-sensitive due to a small 3-chair setup. Requires clear ROI.
Suggested Talking Point
A second location is a strong opening to revisit ROI — frame the scanner as a standardized workflow she can roll out to both offices.
Show more
- Demoed iTero handheld unit
- Impression speed well received
- Price concerns raised for 3-chair office
- Opening a second location this fall
- Expanding patient capacity
- Growth signals active investment
- Status
- Active Opportunity
- Owner
- Dr. Lena Ostrowski
- Industry
- Dental Care
- Last Visit
- 23 days ago
- Support Ticket
- #4471 (In Progress)
- Demo Activity
- Completed
Automate follow-ups
Deals die in the silence between meetings. Badger AI reads your meeting notes and automatically drafts and sends personalized follow-up emails to every customer — so the right message goes to the right person at the right time, without you lifting a finger.
Hi Sean, great talking to you the other day about the new model coming out. Would you like to get together and I could take you through the ROI analysis that we discussed.
Best,
Michael
Scheduling, without
the back and forth
Before you even leave for the field, Badger AI analyzes your routes and sends targeted email blasts to prospects in the areas you're visiting. By the time you're on the road, meetings are already being set up around your existing schedule.
The old way of field sales is over.
Reps planning routes by hand. Hours of admin after a long day in the field. Follow-ups that fall through the cracks. Badger AI eliminates all of it — so your team can focus on what actually moves the needle.
Traditional Field Sales
- Manually deciding which accounts to visit and when
- Building routes by hand every morning
- Digging through notes, news, and old emails to remember what matters
- Typing meeting notes into the CRM after a long day
- Follow-ups falling through the cracks
- Manually emailing prospects to set up meetings
Badger AI way
- AI builds your optimal route automatically, every day
- Your week planned around the accounts that matter most
- Walk in with a complete brief, built automatically
- Drop a voice note — your CRM updates itself instantly
- Follow-ups sent automatically, based on your notes
- AI email blasts set up meetings around your calendar
The future of field sales is automated. Start today.
Try Badger AI free with your team — fully integrated with your CRM, set up by our specialists at no cost. We're so confident it will work for your team, we back it with a 90-day money-back guarantee.
90-day money-back guarantee. No credit card required.