Features

Everything between the handshake
and the follow-up.

Every plan has every feature, for the whole team. Plans differ only in how much you record.

Capture

Built for a loud booth
and a full day of meetings.

Records with your phone locked

Slip it in your pocket. The lock screen shows it’s still recording, and how long for.

Works on terrible Wi-Fi

Recordings and changes save on your phone and upload by themselves when you’re back online.

Badges and business cards

Scan an event badge’s QR code or photograph a business card, and the contact details fill themselves in.

Debriefs and dictation

Say what happened after a call, or dictate a note, instead of recording the whole conversation.

Online meetings

On a computer, Record picks up the meeting’s sound and your microphone. Or send a notetaker to join the call.

iPhone, Android and web

Capture on your phone at the show, and pick the lead up on your computer back at the office.

AI write-ups

The notes you’d take
if you had the time.

Notes and buying intent

A clear summary of each conversation, and whether the lead is hot, warm or cold.

Next steps, with due dates

What you promised to do, written as tasks so nothing you said at the booth gets forgotten.

A follow-up email, already written

A draft that mentions what they actually asked for. Tell the AI what to change, then send it from your own email.

Research on the lead

Who the person is and what their company does, so you know who you’re writing to.

Remembers the person

A daughter’s soccer season, a marathon in May. The small personal things, ready for next time you talk.

Updates, not duplicates

Record the next call against the same lead, and the notes and next steps move on with it.

Follow-up and team

Nothing goes cold
after the show.

Follow-ups with reminders

Every next step in one list, by due date, with a reminder on your phone. Mark it done and say what was done.

Going-quiet alerts

A nudge when a lead has had no activity for a working week, while there’s still time to follow up.

Track every rep

Each rep’s leads, hot leads and open follow-ups, at every show and every day in between.

Assign the next step

Managers add a follow-up to any rep’s lead, and it lands in that rep’s Follow-ups.

Team summaries

What each rep did, written from their debriefs, notes and finished tasks, and shared on the schedule you pick.

Export any time

Filter the team’s leads and download them as a spreadsheet for your CRM. CRM sync is on Enterprise.

More for sales managers

Every feature,
free for 14 days.

Up to 5 people. No card needed.

Contact sales

Tell us about your team and we’ll put together pricing that fits. We usually reply within a day.