Donna is an AI‑powered assistant for mobile‑first field sales teams that automates meeting preparation, real‑timetranscription, and CRM data entry across platforms like Salesforce, HubSpot, and Microsoft Dynamics. By delivering personalized briefings, contextual coaching nudges, and automatic updates of contacts, opportunities, and quotes, it reduces administrative overhead and improves CRM adoption and sales performance.
Funding
$11.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
AINS+1Founders
Product
Problem
Field sales representatives spend a large portion of their workday on manual administrative tasks such as meeting preparation, note‑taking, and entering data into Customer Relationship Management (CRM) systems. This overhead reduces the time they can spend engaging customers, leads to inconsistent CRM adoption, and hampers the capture of actionable field insights.
Solution
Donna is a proactive AI assistant built specifically for mobile‑first field sales teams. It delivers hyper‑personalized briefings before each visit by pulling relevant account data and market signals, and provides contextual prompts during the interaction. During and after meetings, Donna transcribes conversations, structures key takeaways, and automatically updates contacts, opportunities, and quotes in integrated CRMs. The platform also drafts follow‑up emails and logs activity, eliminating manual data entry. Real‑time market analytics and proactive nudges give reps actionable insights, while managers gain visibility into team performance through a centralized dashboard. All interactions are secured with enterprise‑grade authentication and compliance standards.
Target Audience
Donna targets B2B field sales teams and their managers in industries such as manufacturing, services, real estate, and enterprise technology—any organization where sales reps spend the majority of their time on the road.
Features
- Multimodal conversation AI (voice calls, voice notes, chat) that works online and offline
- Real‑time voice transcription and multilingual NLP to generate structured meeting notes and action items
- Automatic creation and synchronization of CRM objects (Salesforce, HubSpot, Microsoft Dynamics 365, custom schemas)
- AI‑driven meeting preparation with personalized briefings and proactive task reminders
- Context‑aware coaching nudges and playbook‑anchored selling tips delivered during calls
- Real‑time market analytics and reporting dashboard for field‑level KPI tracking
- Single Sign‑On (SSO) integration and seat‑based subscription pricing for predictable budgeting