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.
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.
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.
The app
Made for one hand
and a busy booth.
