
Field teams close more with Myko
Field teams close more with Myko
Edit, update, or create anything in your CRM using only your voice, with Myko's assistant for field teams
Edit, update, or create anything in your CRM using only your voice, with Myko's assistant for field teams
1:10
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Myko AI
Just walked-in to John's Pizza, I need to send them a one-pager and stop by next week.
Myko
I'll log your visit to John's Pizza, note that you need to send a one-pager, and create a reminder task to stop by next week.
Create Account Record
Create Task Record
Create Task Record
Opportunities
Myko
Tasks
Files
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The Hidden Cost of Field Admin Work
The Hidden Cost of Field Admin Work
Outside sales reps only spend 23% of their time selling
— Pace Productivity Survey
Outside sales reps only spend 23% of their time selling
— Pace Productivity Survey
Lost Revenue
Missed follow-ups after missing critical information in your notes
Lost Revenue
Missed follow-ups after missing critical information in your notes
Lost Revenue
Missed follow-ups after missing critical information in your notes
Rep Frustration
Reps re-typing handwritten and updating the CRM late at night and on weekends
Rep Frustration
Reps re-typing handwritten and updating the CRM late at night and on weekends
Rep Frustration
Reps re-typing handwritten and updating the CRM late at night and on weekends
Speed To Close
Delays in quoting cost and sending out contracts loses deals to faster-moving competitors
Speed To Close
Delays in quoting cost and sending out contracts loses deals to faster-moving competitors
Speed To Close
Delays in quoting cost and sending out contracts loses deals to faster-moving competitors
Get Data From Your CRM To Help You Prep For Meetings
Get Data From Your CRM To Help You Prep For Meetings
01
Meeting-Ready Insights
With every activity and deal note captured, your CRM becomes a powerful prep tool. Myko helps you turn that data into clear insights you can use to move deals forward.
01
Meeting-Ready Insights
With every activity and deal note captured, your CRM becomes a powerful prep tool. Myko helps you turn that data into clear insights you can use to move deals forward.
01
Meeting-Ready Insights
With every activity and deal note captured, your CRM becomes a powerful prep tool. Myko helps you turn that data into clear insights you can use to move deals forward.
02
Smart Data Retrieval
Myko can join together data from CRM, support, BI, and internal knowledge bases to help give your team a comprehensive view of the account.
02
Smart Data Retrieval
Myko can join together data from CRM, support, BI, and internal knowledge bases to help give your team a comprehensive view of the account.
02
Smart Data Retrieval
Myko can join together data from CRM, support, BI, and internal knowledge bases to help give your team a comprehensive view of the account.
03
Scrape Data From The Web For Account Intelligence
Myko can surface hard to find information for your teams to prepare for meetings. Everything from Google Reviews to owner information.
03
Scrape Data From The Web For Account Intelligence
Myko can surface hard to find information for your teams to prepare for meetings. Everything from Google Reviews to owner information.
03
Scrape Data From The Web For Account Intelligence
Myko can surface hard to find information for your teams to prepare for meetings. Everything from Google Reviews to owner information.

TrevorMonday at 5:09 PM
Audio▼
0:00
1x
Pull up the meeting prep for Blue Harbor Bistro.
View transcript5 replies

MykoAPPMonday at 5:09 PM
Here is your meeting prep for Blue Harbor Bistro:
Account Details
- Website: https://blueharborbistro.com/
- Phone: (415) 882-4421
- Address: 92 Embarcadero Blvd, San Francisco, CA 94105
- Last Activity: 2025-01-27
Key Contacts
- Sarah Kim — General Manager — -sarah.kim@bhbistro.com
- Liam Torres — Operations Lead — liam.torres@bhbistro.com
Current POS: Square
Locations: 2 (SF + Oakland)
Open Opportunity
- Opportunity Name: Blue Harbor Multi-Location Pilot
- Stage: Evaluation
- Potential ARR: $28,000
- Next Steps: They want to understand integration capabilities with Square and weekly automated reporting. Demo scheduled for next visit.

TrevorMonday at 5:09 PM
Audio▼
0:00
1x
Pull up the meeting prep for Blue Harbor Bistro.
View transcript5 replies

MykoAPPMonday at 5:09 PM
Here is your meeting prep for Blue Harbor Bistro:
Account Details
- Website: https://blueharborbistro.com/
- Phone: (415) 882-4421
- Address: 92 Embarcadero Blvd, San Francisco, CA 94105
- Last Activity: 2025-01-27
Key Contacts
- Sarah Kim — General Manager — -sarah.kim@bhbistro.com
- Liam Torres — Operations Lead — liam.torres@bhbistro.com
Current POS: Square
Locations: 2 (SF + Oakland)
Open Opportunity
- Opportunity Name: Blue Harbor Multi-Location Pilot
- Stage: Evaluation
- Potential ARR: $28,000
- Next Steps: They want to understand integration capabilities with Square and weekly automated reporting. Demo scheduled for next visit.
Transform Your Field Team With Myko
Transform Your Field Team With Myko
Everything your team needs to meet the speed of the competition
Everything your team needs to meet the speed of the competition

Log walk-ins in seconds
Capture meeting notes and log all your activity while walking between meetings

Log walk-ins in seconds
Capture meeting notes and log all your activity while walking between meetings

Log walk-ins in seconds
Capture meeting notes and log all your activity while walking between meetings

Generate Dynamic Docs
Generate quotes and draft contracts from the field without waiting until you get home

Generate Dynamic Docs
Generate quotes and draft contracts from the field without waiting until you get home

Generate Dynamic Docs
Generate quotes and draft contracts from the field without waiting until you get home

Real Time Intelligence
Get critical information like previous closed-lost conversations prior to meetings

Real Time Intelligence
Get critical information like previous closed-lost conversations prior to meetings

Real Time Intelligence
Get critical information like previous closed-lost conversations prior to meetings
AI Onboarding
AI Onboarding
Myko handles all of the onboarding and mapping for your organizations custom objects, validation rules, and required fields. Myko understands how you do business and maps text and audio messages directly to your CRM fields.
Myko handles all of the onboarding and mapping for your organizations custom objects, validation rules, and required fields. Myko understands how you do business and maps text and audio messages directly to your CRM fields.
Myko handles all of the onboarding and mapping for your organizations custom objects, validation rules, and required fields. Myko understands how you do business and maps text and audio messages directly to your CRM fields.
Benefits by department
Benefits by department
Build team wide buy-in for CRM adoption
Build team wide buy-in for CRM adoption
Field Sales
Easily complete actions or updates to your CRM without waiting until you get back to your computer.
Field Sales
Easily complete actions or updates to your CRM without waiting until you get back to your computer.
Field Sales
Easily complete actions or updates to your CRM without waiting until you get back to your computer.
Sales Leaders
With sellers actually using your CRM, now you can coach sellers in real time and improve your forecasting
Sales Leaders
With sellers actually using your CRM, now you can coach sellers in real time and improve your forecasting
Sales Leaders
With sellers actually using your CRM, now you can coach sellers in real time and improve your forecasting
Sales Enablement
Improve new seller ramp time and increase CRM adherence by simplifying existing workflows
Sales Enablement
Improve new seller ramp time and increase CRM adherence by simplifying existing workflows
Sales Enablement
Improve new seller ramp time and increase CRM adherence by simplifying existing workflows
Frequently asked questions
Frequently asked questions
Find quick answers to common questions about Myko.
Find quick answers to common questions about Myko.
How can we use the product?
Are you able to connect to other data sources?
Can you connect to our custom objects?
How do you connect to Salesforce?
How does permissioning work?
How much effort is required for an admin to set up Myko AI?
How can we use the product?
Are you able to connect to other data sources?
Can you connect to our custom objects?
How do you connect to Salesforce?
How does permissioning work?
How much effort is required for an admin to set up Myko AI?
How can we use the product?
Are you able to connect to other data sources?
Can you connect to our custom objects?
How do you connect to Salesforce?
How does permissioning work?
How much effort is required for an admin to set up Myko AI?
Carry out any of your admin tasks across systems
Myko's natural language interface enables you to carry out workflows in any software your team uses.

Carry out any of your admin tasks across systems
Myko's natural language interface enables you to carry out workflows in any software your team uses.

Carry out any of your admin tasks across systems
Myko's natural language interface enables you to carry out workflows in any software your team uses.
