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The app for sales agents that lives on WhatsApp

You spend the day between the car, customers and principals. Ugo is the AI assistant you send a voice message to as soon as you park: it plans your visit round, writes the emails, updates the CRM and reminds you of follow-ups. Before every action it asks you to confirm.

Try UgoHow sales agents use Ugo every day

An app for sales agents has to work where you actually work: in the car, in a customer’s car park, on a trade show stand. That’s why Ugo isn’t another app to open but a contact on WhatsApp. You type or send a voice message as you would to a colleague in the office, and it uses the tools you’ve connected: your diary, your inbox, your principal’s CRM, the price lists on Drive or OneDrive.

Whether you’re an independent agent with five principals on your books or a sales rep covering one territory, the job is the same: visits, orders to pass on, quotes to chase, commission to check, reports for the area manager. You do the selling. The rest, the part that usually ends up on the kitchen table in the evening, is Ugo’s job.

Whenever something needs to change, like sending an email, creating an appointment or moving a deal in the CRM, Ugo shows you what it will do and waits for your “Confirm”. It only answers your verified number and your data stays on servers in Frankfurt. Further down you’ll find the pages for your sector: software, web agencies, food and drink, hardware, metals, personal care, pharmaceuticals, medical supplies, automotive, pet products and crop protection.

What weighs on a sales agent’s day

It isn’t the visits that wear you out. It’s everything around them.

Too many tools, one per principal

One principal uses HubSpot, another Zoho, the third sends you the price list in Excel and wants orders by email. You spend more time remembering where things are than selling.

The visit round falls apart at the first hitch

One customer postpones, a new one calls, the M60 is at a standstill. Replanning the round while juggling maps, diary and contacts at the wheel is awkward, and dangerous too.

Follow-ups that slip

The quote sent a fortnight ago, the sample to check on, the customer to call back after the holidays. If you don’t note them straight away they get lost, and the order goes with them.

The evening paperwork

Visit reports, summary emails to the principal, CRM notes, checking the commission statement. All necessary, none of it earns you a penny more.

How sales agents use Ugo every day

Real examples of short requests, typed or spoken between one visit and the next.

Tomorrow’s round, with real journey times

Ask Ugo for tomorrow’s appointments and the journey times with traffic. If there’s a gap, it suggests a customer in the area to fit in and creates the appointment in your diary once you confirm.

Skills used

Ugoonline

  1. What does tomorrow look like?

  2. Tomorrow you have 4 visits: • 9:00 Hughes Hardware, Stockport • 10:30 Pennine Building Supplies, Oldham (22 min) • 14:30 Walsh Supplies, Sale • 16:30 The Crown Café, Altrincham You’re free between 11:30 and 14:30.

  3. Put me in with Baxter Tools in Oldham at 12

  4. Here’s what I’ll do: Create the appointment “Visit Baxter Tools” tomorrow from 12:00 to 13:00, in Oldham. Shall I go ahead?

The note in your principal’s CRM, dictated in the car

You leave the customer, send a voice message, and Ugo finds the right deal in your principal’s CRM, adds the note and creates the call-back task. No more notes scribbled on the back of business cards.

Skills used

Ugoonline

  1. 🎤 Voice message (0:21)

  2. Here’s what I’ll do on HubSpot: • Note on the deal “Pennine Building Supplies – 2027 supply”: interested in the new range, want a quote for 200 units • Task “Send quote to Pennine” for Thursday Shall I go ahead?

Unanswered quotes, every Friday

With a scheduled task, every Friday morning Ugo messages you first with the quotes you’ve sent that are still waiting for a reply. You choose who to chase and it drafts the reminder from your inbox.

Skills used

Ugoonline

  1. Good morning. These quotes haven’t had a reply yet: 1. Walsh Supplies, sent 28/09 2. The Crown Café, sent 2/10 3. Pennine Building Supplies, sent 5/10

  2. Chase 1 and 3, friendly tone

  3. I’ve drafted two short emails asking whether the quote is clear and suggesting a call next week. Shall I send them from your inbox?

The weekly summary for the area manager

Ugo pulls together the week’s diary visits, CRM notes and emails and drafts the report for your principal. You read it, correct it, and it goes only when you say so.

Skills used

Ugoonline

  1. Draft the weekly report for Sarah at Northplast

  2. This week: 11 visits, 3 new quotes, 1 deal won (Hughes, £4,800). I’ve written the draft with the detail per customer. Shall I send it to Sarah Fenton?

A typical day for a sales agent with Ugo

From the morning diary to the evening report, without opening the laptop.

  1. 7:45

    Ugo messages you first: the day’s visits, each address and the traffic to the first customer.

  2. 9:40

    You leave the first visit and dictate a voice message: Ugo adds the note in your principal’s CRM and sets the call-back.

  3. 11:15

    A customer cancels. You ask who else is nearby: Ugo searches local businesses and gives you address and phone number.

  4. 13:00

    Over lunch you get a summary of the morning’s emails and reply to the principal about the late order.

  5. 16:30

    Before the last visit you ask what that customer bought last year: Ugo reads it from the file on OneDrive.

  6. 18:30

    Parked up, you ask for the day’s summary and the draft report. Your evening stays yours.

What to connect to your app for sales agents

Nothing to change: Ugo connects to what you and your principals already use.

Each principal’s CRM

HubSpot, Zoho CRM, Odoo or Agile CRM: connect the accounts your principals give you and Ugo reads deals, contacts and tasks, adds notes and moves stages once you confirm.

Price lists and order history on OneDrive or Drive

The price list in Excel, the terms of sale in PDF, the customer’s history. Ugo reads them from the folder you choose and answers while you’re sitting with the customer.

Quote templates with {{client}}

Set up a quote or order form template on Google Drive or Word with placeholders. Ugo fills it in with the customer’s details and saves it in the right folder.

Your principal’s website and your competitors’

With Company websites, Ugo learns the catalogue published online and answers on products and how they compare with the competition, quoting the page it took the information from.

WhatsApp Business for your customers

If you work with a WhatsApp Business number, Ugo can send your customers a visit confirmation or an order reminder, always after your “Confirm”.

The skills to switch on

The most useful Ugo features for this job, starting with the first one to turn on. You switch them on from the portal in a few minutes.

Ugo for every specialisation

Every sector has different clients, products and rhythms: choose yours.

Questions sales agents often ask

What is the best app for sales reps?

It depends on how you work. An order-taking system makes sense if your principal requires it; for everything else what matters is having one place to handle diary, email, CRM and visit rounds without wasting time. That’s what Ugo is built for: it works on WhatsApp, understands voice messages and connects to the tools you already use, even when they differ from one principal to the next.

How should a sales agent plan a visit round?

Group customers by area, book the fixed appointments first and leave gaps for drop-in visits and new leads. Check journey times with real traffic, not the distance as the crow flies. Ugo reads your diary, works out routes with live traffic and looks for local businesses to fit into the free slots.

How do independent sales agents handle several principals with different CRMs?

Agents with several principals often end up with one CRM per company. The practical answer is a single point of access that talks to all of them. In the Ugo portal you connect the accounts your principals give you, for example HubSpot and Zoho CRM, then ask on WhatsApp “add a note to Walsh on Zoho”: Ugo knows where to go.

Does Ugo work out my commission or compensation on termination?

No. Commission, indemnity and compensation under the Commercial Agents Regulations 1993 follow precise rules: for those, talk to the Manufacturers’ Agents’ Association, your accountant or a solicitor. Ugo helps you keep the paperwork in order: it reads the commission statement your principal sends in Excel or PDF and finds the matching orders, so you can check it faster.

Do I need to install an app on my phone?

No. Ugo is a contact on WhatsApp, the app you already have. You connect your tools once in the portal at app.ciaougo.com, then type or send voice messages of up to 90 seconds. It works on any phone with WhatsApp and, when you’re on the road, voice messages are all you need.

How much does Ugo cost for a sales agent?

Ugo costs €50 a month or €550 a year, excl. VAT, with every skill included: diary, email, CRM, maps, documents. No extra charge per principal or per connected CRM. If you work in an agency with several reps, each has their own subscription and team skills like Maps are shared.

Useful references

Associations, bodies and official sources for the sector: external websites, independent of Ugo.

More time selling, less time typing

Connect your diary, email and your principals’ CRMs in a few minutes. From the next day, you plan your visit round with a voice message.

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