Record the conversation
Tap once and put your phone away. It keeps recording with the screen locked, and saves on your phone when the show floor Wi-Fi gives up. Snap a badge or business card to add who you spoke to.
How it works
Talk like you always do.
Instalead does the typing.
One conversation in, a written-up lead out: the notes, the next steps and the follow-up email, saved before you reach the next booth or the car.
Three steps
From hello
to follow-up sent.
AI writes it up
A clear summary, how ready they are to buy, the next steps you agreed, a follow-up email in your voice, and the personal things worth remembering next time you talk.
Follow up while it’s warm
Every next step lands in Follow-ups with a due date, for you and your manager. Send the email, mark it done, or record an update after the next call.
Four ways in
However the conversation goes,
it ends up on the lead.
Record the whole conversation
Best on a show floor or in a meeting. Recording carries on with your phone locked, and the lock screen shows it’s listening. Where the law asks everyone to agree to a recording, ask first.
Do a quick debrief
Rather not record? Walk away and say what happened in thirty seconds, or at the end of the day in the car. Instalead updates the lead, the tasks and your summary for you to check.
Scan a badge or business card
Point the camera at an event badge’s QR code or a business card, and the name, company, title and contact details fill themselves in. Or pick someone from your contacts.
Record an online meeting
On a computer, Record also picks up the meeting’s sound along with your microphone, so a Zoom, Teams or Google Meet call is written up the same way. A notetaker can join the call for you instead.
What you get back
Written up for you,
then kept on track.
From every conversation
- A short summary of what was said
- How ready they are to buy
- The next steps you agreed, with due dates
- A follow-up email that mentions what they asked for
- Research on the person and their company
- Personal details worth remembering
Afterwards
- Next steps wait in Follow-ups, with reminders
- Ask the AI to change the email, then send it from your own email app
- A nudge when a lead has gone quiet for a working week
- Record an update after the next call, and the lead stays current
- Your manager sees it all, without asking
Try it on your
next conversation.
Free for 14 days with up to 5 people. No card needed.