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Rox Autofill

Automatic CRM updates after every conversation

Rox Autofill fills in your CRM fields, your way, after every meeting, call, or WhatsApp chat. Reps win back a day a week, and managers can finally trust their pipeline data.

See the problem
Rox AutofillSynced to CRM
Discovery call held?
Yes
Critical event
Rolling out more consultative field visits next year.
Decision context
Bia, Vanessa, and Fabiana are part of the evaluation. Criterion: fit for use by medical reps.
MEDDIC criteria
Metrics (yes) Economic buyer (yes) Decision criteria (no) Decision process (yes) Paper process (no) Champion (yes)
Impact
Without visibility, it's hard to tie visits to prescriptions and sales.
Competitors mentioned
Competitor ASpreadsheets
Pains identified
Rework to consolidate visit reports, little manager visibility into the field, and trouble proving ROI to leadership.
Next steps
Send proposal (yes) Book exec meeting (yes) Scope pilot with 5 medical reps (no)
Next step
Present the proposal and scope a pilot with five medical reps.

The problem

Updating the CRM keeps your team from selling

  • Manual data entry

    Hours spent combing through notes, recordings, and WhatsApp messages to update every deal.

  • Missed fields

    What matters to your process never makes it into the CRM, or shows up incomplete.

  • Data nobody trusts

    Without a standard, managers can't use the pipeline to make decisions.

70%

of their time goes to operational work

The lower this number,the more revenue each rep generates.

See how it works

Rep time

  • 30% selling
  • 53% other tasks
  • 17% CRM

17% of time spent updating the CRM adds up to more than a full day every week that each rep isn't generating revenue.

How it works

Set it up once. Every conversation fills it in.

  1. Automatic updates

    Your CRM updates itself after every meeting, call, or WhatsApp chat

  2. Custom fields

    The agent fills in free-text and picklist fields, tailored to your process

  3. Bottom-line impact

    Reps win back a day a week, and managers trust the pipeline data

Setup

Built around how your team works

  1. You pick the fields for each conversation type

    Each conversation type gets its own field group, on the right CRM object.

    Field groups by conversation type

    [Sales] Discovery
    Deal
    6 fields
    [CS] Kickoff
    Company
    4 fields
    WhatsApp
    Deal
    3 fields

  2. You set the update rules

    Fully automatic or reviewed before sending. Keep what's already there, or append new content to it.

    CRM autofill

    • AutomateUpdate the CRM for every conversation that reaches the platform.On
    • Keep existing dataOnly blank fields get filled in.On
    • Append to text fieldsNew content is added to the existing value.Off

  3. One prompt per field

    Every field gets its own instruction, written in your team's words. Records land in exactly the format managers expect.

    Per-field prompt

    Next step

    Prompt for this field

    What next steps did both sides agree on? Include owners and deadlines.

  4. The agent speaks your business's language

    Your terms, products, and acronyms are recognized in the transcript, so every field comes through right.

    Custom vocabulary

    • PloomesPlumes
    • SPICEDSpiced
    • MeetRoxMeet Rocks

In practice

Respects what your team already wrote

  • Empty fields

    The agent fills them in completely, based on the conversation.

    • Customer needs
    • Next step and deadline
    • Objections

  • Fields already filled in

    Nothing gets overwritten automatically.

    • Suggestion saved as an alternate field
    • Your rep keeps it or replaces it
    • Conversation tagged as CRM Autofill

Results

From sales conversations to revenue impact

MeetRox captures and structures conversation data so reps and agents can work more efficiently and effectively.

Efficiency

more time selling

Effectiveness

selling better

Productivity

more revenue per rep

  • Efficiency

    8h+of work saved per person, every week

  • Productivity

    40%+shorter sales cycles

  • Effectiveness

    80%+higher pitch adherence

  • Productivity

    30%+higher conversion rates

Integrations

Every conversation lands in your CRM

Meetings, calls, and WhatsApp chats flow through MeetRox and turn into filled-in fields in the CRM your team already uses.

Conversations

  • Online meetings
  • In-person meetings
  • WhatsApp
  • Phone calls

CRM

  • Salesforce
  • HubSpot
  • Zoho
  • +9 CRMs with native integrations

Security

Your conversation data, always protected

A public Trust Center with policies, subprocessors and status. LGPD compliance and a commitment never to use customer data to train models.

Visit the Trust Center View system status
  • LGPD compliant
  • Per-user permissions
  • Every action logged
  • Customer data never trains models

Trusted by the most demanding companies since 2018

  • Globo
  • VTEX
  • Gupy
  • Flash
  • Logcomex
  • Asaas

Frequently asked questions

Questions aboutRox Autofill

Rox Autofill is the MeetRox Rox Agent that updates your CRM automatically from your conversations. After every online or in-person meeting, phone call, or WhatsApp exchange, the agent fills in the fields you've defined in your CRM.

Your team sells. Your CRM updates itself.