Does the app work in basements and rural areas without signal?

Yes. The Demodesk mobile app records fully offline and keeps the recording on the phone. It uploads in the background once you are back in coverage, and the visit report, follow-up and CRM suggestions appear after the upload.

Can we decide what goes into the visit report?

Yes. Every report is customisable. You build a custom agent in AI Crew that writes the visit report in your template, for example property, heating system, roof, meter cabinet, funding, objections and next step, and it runs on every visit.

How do we record phone calls with homeowners?

At a desk, the desktop app records softphone calls, and Demodesk connects to Aircall, CloudCall, Zoom Phone and RingCentral. On a mobile phone, the Demodesk Recorder attaches to the phone and captures both sides of the call.

Which CRMs does it update?

Salesforce, HubSpot and Pipedrive. The AI CRM Concierge suggests field updates and writes them once the advisor approves. Using another system? Talk to us.

Does Demodesk replace our planning or proposal software?

No. Demodesk records and documents the sales conversations and writes the results to Salesforce, HubSpot or Pipedrive. System design, heat-load or yield calculation and the proposal stay in the tools you already use for them.

We also sell electricity and gas tariffs on the phone. Does that work too?

Yes. Tariff calls run through the desktop app or your dialer, get transcribed and scored like a home visit, and the AI CRM Concierge suggests the CRM fields for approval. Heating, solar and tariff conversations with the same household sit on one record.

Do homeowners have to agree to being recorded?

Yes. The advisor asks for consent before recording, and every Demodesk app reminds them to. Around it, Demodesk gives you hosting in Frankfurt, retention from 12 hours to a year and access by role.

Can we coach heating and solar advisors without ride-alongs?

Yes. The AI Coach scores every first visit and closing call against your own scorecard, so managers can hear the moment a deal turned without riding along. Recordings of your best consultations become onboarding material for new advisors.

Energy & Home

Your advisors focus on the customer. Demodesk does the rest before they reach the car.

Heat pumps, hybrid and gas heating, solar with a battery and a wallbox, or the energy tariff that goes with them: your advisors qualify on the phone, sit at the kitchen table for the in-home consultation, check the boiler room and follow up on video. Demodesk records every step, turns the visit into a structured report, updates Salesforce, HubSpot or Pipedrive once the advisor approves, and gives planning the technical data without a callback.

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Solar panels on a family home roof in autumn light

A day with Demodesk

From the first call to the visit report and installation handover

Demodesk records every conversation, on every channel, and works on each one: summary, follow-up, CRM update, coaching. Here is where it makes the biggest difference on a typical day.

Energy advisor

08:15Desktop
A gas customer calls about the old boiler
The boiler is 22 years old and the last gas bill hurt. Inside sales takes the call on the softphone: house type, current heating, consumption, roof. The desktop app records both sides, with no bot on the line.
Key highlight
AI CRM Concierge fills the qualification fields on the lead from what was said. Inside sales checks them and approves.
10:00On-site
Heating check at the customer’s home
The advisor puts the phone on the table, taps record and walks through consumption, radiators and insulation, and whether a heat pump, a hybrid system or a new gas condensing boiler fits. Down in the boiler room too, signal or not.
Key highlight
AI Assistant captures every detail, so the advisor looks at the homeowners instead of a notepad.
11:40In the car
Back in the car, the visit report is ready
Back in coverage, the recording uploads in the background. Heating data, the roof for solar, interest in funding and financing, objections and the agreed next step are waiting in your report structure.
Key highlight
AI Crew runs your custom visit-report agent, which fills your report template with the technical data, financing and objections from the visit.
12:10Voice note
Voice note for the installer
Two minutes on the way to the next appointment: the flue, space for a buffer tank, and a meter cabinet that needs work before solar and a wallbox.
Key highlight
AI CRM Concierge files the debrief on the right deal and suggests stage and close date. Nothing syncs until the advisor approves.
17:00Video
Offer call on video
Both homeowners join the offer call on video: the heating first, solar and a battery as the second step, and a heat pump electricity tariff. The Notetaker records while the advisor walks them through the numbers.
Key highlight
AI Coach scores the first visit and the closing call on separate scorecards, so the manager knows exactly where to coach.

Who it helps

One conversation, three teams

For the advisor
Listen at the table, not into a notebook
- Tap record and put the phone down. It works offline, in basements and on new-build estates.
- Visit report, follow-up email and CRM fields are drafted from the conversation.
- You approve before anything is written to the CRM.
Explore AI Assistant
For the sales manager
In-home sales coaching without ride-alongs
- Every first visit and closing call scored against your own scorecard.
- Hear the moment a deal turned instead of asking about it on Friday.
- New advisors learn from recordings of your best visits.
Explore AI Coach
For planning and installation
The handover arrives complete
- Heating system, roof, meter cabinet and consumption data are in the CRM before the planner opens the file.
- No callback to ask what was agreed at the kitchen table.
- Ask AI across all visits which objections stall orders this month.
Explore AI CRM Concierge

Paul Macziey, Venture Development, Enpal Heat

sales data quality: 1/5 → 4/5
back per seller every week: 2+ hrs
context loss between meetings: Zero

EU trust, by design

Ready for your works council and your DPO

Recordings are hosted in Frankfurt, certified to ISO 27001:2022 and never used to train AI. You decide how long they are kept, from 12 hours to a year, and who can open them.

Consent, prompted every time.: Every Demodesk app reminds the person recording to ask for consent first, and group-based permissions decide who may record at all.
Retention and access control.: Retention from 12 hours to a year, role-based access and full audit logging, certified to ISO 27001:2022.
EU data residency.: Hosted in Frankfurt. Your data stays on EU servers, never trains AI models and never crosses the Atlantic.
Anonymization for AI.: Names, companies and personal data are stripped before any transcript reaches an LLM.

Security & compliance

Questions from teams like yours

: Yes. The Demodesk mobile app records fully offline and keeps the recording on the phone. It uploads in the background once you are back in coverage, and the visit report, follow-up and CRM suggestions appear after the upload.
: Yes. Every report is customisable. You build a custom agent in AI Crew that writes the visit report in your template, for example property, heating system, roof, meter cabinet, funding, objections and next step, and it runs on every visit.
: At a desk, the desktop app records softphone calls, and Demodesk connects to Aircall, CloudCall, Zoom Phone and RingCentral. On a mobile phone, the Demodesk Recorder attaches to the phone and captures both sides of the call.
: Salesforce, HubSpot and Pipedrive. The AI CRM Concierge suggests field updates and writes them once the advisor approves. Using another system? Talk to us.
: No. Demodesk records and documents the sales conversations and writes the results to Salesforce, HubSpot or Pipedrive. System design, heat-load or yield calculation and the proposal stay in the tools you already use for them.
: Yes. Tariff calls run through the desktop app or your dialer, get transcribed and scored like a home visit, and the AI CRM Concierge suggests the CRM fields for approval. Heating, solar and tariff conversations with the same household sit on one record.
: Yes. The advisor asks for consent before recording, and every Demodesk app reminds them to. Around it, Demodesk gives you hosting in Frankfurt, retention from 12 hours to a year and access by role.
: Yes. The AI Coach scores every first visit and closing call against your own scorecard, so managers can hear the moment a deal turned without riding along. Recordings of your best consultations become onboarding material for new advisors.