Backtrack

Backtrack | AI Lead Capture Dashboard is an AI-powered lead capture and meeting-note tool designed for trades shows, booths, and hosted meetings. It records, summarizes, and transcribes conversations, then automatically pushes structured lead details into your CRM with a single tap. The solution emphasizes memory retention of booth information, automatic CRM integration, and AI-generated summaries that help teams follow up efficiently after events.

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How It Works

1. Always On Standby: The app records and saves the last 5–20 minutes of conversations on-demand, ensuring no critical details are lost.
2. Effortless Notes: Near-instant summaries and transcriptions provide quick, searchable insights from conversations.
3. CRM Integration: Automatically uploads captured data to your CRM, automating follow-up processes and reducing manual data entry.
4. Remember: Snap a photo of a business card or badge after a conversation to trigger automation and enrich contact data.
5. AI Notes & Summaries: The AI generates meeting summaries, transcriptions, and links to the captured content for easy reference.
6. Organize Leads: Tracks leads across events over time, making it simple to reference notes later or follow up after meetings.
7. Bookings & Demos: Prompts to book a demo and keep deal-winning details front and center.

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Features

• Always On Standby: background recording and last-minute capture
• AI-generated notes, summaries, and transcriptions
• Auto-CRM data entry and CRM integration
• Photo capture for business cards/badges to trigger automation
• Lead organization across multiple events with historical context
• Quick demo booking prompts and deal-tracking capabilities
• Cross-platform availability (iOS and Android) and offline-friendly workflows
• Focused on sales enablement and post-event follow-ups

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Use Cases

• Trade show booths capturing conversations and converting them into CRM records
• Hosted meetings with on-site note automation
• Post-event follow-ups with AI-generated summaries and searchable transcripts

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Safety and Privacy Considerations

• Designed for business settings; ensure you have consent for capturing conversations and contact data in your jurisdiction.

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Pricing & Access

• Plans include a free trial and various tiers tailored for individual users and teams, with options for enterprise-scale deployments. Pricing details are available on the vendor’s pricing page and through a demo request.

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How It Works (Bottom Line)

• Record conversations in real time, automatically summarize and transcribe, extract key deal details, and push to CRM with a tap, while organizing leads for future reference.