◗◗smart notes & notifications: capture key insights anywhere, anytime
why it works for you
say goodbye to lost insights
at events, don’t rely on memory alone. with smart notes, you can capture your leads interests and challenges mid-conversation with speech-to-text, without interrupting your flow.
speech-to-text
dictate notes in real time using speech-to-text, so you never lose focus on the conversation.
tag leads instantly
add custom tags with additional details for every lead, making follow-ups easy and targeted.
no distractions
jot down notes quickly and efficiently, all while keeping your attention on your prospect.
never miss a follow-up
follow-ups can make or break your event’s success. with smart notes & notifications, you will know exactly when and how to re-engage.
real-time reminders: get timely notifications so you can follow up with hot leads when it matters most.
IoT alerts: receive personalized notifications on your smart devices such as your smartwatch, whenever your leads take any specific actions.
prioritized lead management: See which leads need attention first, helping you prioritize with confidence.
organize and optimize your workflow
smart features are only useful if they fit into your routine. momencio’s smart notes & notifications integrate seamlessly into your event process, so everything flows naturally.
centralized smart notes: all your smart notes in one place, automatically synced with the lead’s profile, no more scrambling for scattered details.
instantly syncs with CRM: all your captured lead data, including the smart notes with custom tags, sync directly into your CRM, keeping your workflow uninterrupted.
optimized lead tracking: track every lead’s engagement from initial contact to follow-up, backed by your observation in form of smart notes, ensuring you maintain full visibility of your pipeline.
how this works
momencio’s smart notes & notifications keeps you organized, informed, and proactive at every event
capture in real-time
take voice notes or typed notes on the fly, adding instant context to your conversations.
set notifications
receive follow-up reminders and alerts based on lead activity, ensuring no opportunity is missed.
track & sync
along with the captured lead data, all smart notes sync with your CRM for streamlined follow-up and tracking post-event.
◗◗who benefits from business card scanning
exhibitors /001
quickly record essential information during conversations and receive automated notifications to follow up post-event, staying organized without hassle.
marketing teams /003
gather deeper insights from notes, allowing for targeted campaigns and more personalized follow-ups based on attendee interests.
business owners /004
manage lead interactions effectively with detailed notes and follow-up reminders, keeping your post-event pipeline moving.
visitors /006
benefit from smoother, more personalized follow-ups, as exhibitors capture key details during booth interactions, ensuring you receive relevant information and timely responses after the event.
frequently asked questions
can I add both text and voice notes?
yes, you can take notes using speech-to-text or by typing them directly into the app, depending on your preference.
can I set different notifications for different leads?
absolutely, notifications can be customized based on each lead’s activity, making follow-ups tailored and timely.
do my notes sync with my CRM?
yes, all notes and notifications are automatically synced with your CRM, so no information is lost.
can I edit notes after the event?
definitely. you can add to or edit your notes after the event to ensure they’re complete and up-to-date.
how do notifications help with follow-ups?
notifications are set to remind you about key follow-ups or actions, ensuring you engage with leads at the right time.
stay on top of every lead
With momencio’s smart notes and notifications capture, organize, and act on important insights without missing a beat.
want to see it in action?
