Zetta Sales Intelligence

Zetta Sales Intelligence is the field companion for real estate sales teams. Record your site visit, and the app turns it into a structured visit report and updates your CRM — so nobody has to type up notes after a long day on site. RECORD THE VISIT, NOT THE PAPERWORK • Record the site walkthrough, or a quick voice summary once the customer has left • Recording only ever starts when you tap record • Built for weak field networks — recordings upload in resumable chunks and finish when signal returns • Lose connection mid-upload and nothing is lost; it picks up where it stopped AUTOMATIC VISIT REPORTS • Every recording becomes a structured report — purpose of visit, budget, price and facing preference, plot number and size, loan eligibility, decision makers, interested projects and other projects mentioned • Get a notification the moment a report is ready for you • Review it, edit any field, then approve — you stay in control of what reaches the CRM • Approved reports sync straight into Salesforce PROOF YOU WERE THERE • Location confirms you were at the site • Your walking path across the plot is mapped, so a walkthrough is verifiable • Clear flags when presence could not be verified — no silent guesswork PLAN YOUR DAY • Upcoming, completed and pending-review visits in one place • Visits near you, shown on a map • Search by client, project or disposition • Schedule an ad-hoc visit for a customer you are meeting today FOR MANAGERS • Assign visits to your team • See your team's visits, schedules and leads • Track what is recorded, what is pending review and what is approved BUILT FOR THE FIELD • Guided first-run tour, replayable any time from the Guide tab • A clear consent prompt before a customer conversation is recorded • Simple sign-in with the account your organisation provides PRIVACY AND RECORDING Audio is captured only when you start a recording, and is used to produce visit reports for your organisation's internal sales operations. Please make sure customers have agreed to being recorded, in line with applicable consent requirements. Our privacy policy explains how data is handled. Zetta Sales Intelligence requires an account provided by your organisation.