Written communication
Captures what was sent and received in writing.
Conversation intelligence for in-person business
Turn every in-person conversation into revenue intelligence.
Relay captures the conversations your teams have at trade shows, customer meetings, conferences, and field events, then turns them into structured records, personalized follow-up, CRM activity, and measurable revenue insight.
Works alongside Salesforce & HubSpot No badge-scanner rental. No hardware.
DM Dana Marsh VP Operations · Northwind Logistics
Voice note 0:38
Renewal Q4 2 sites Competitor: Acme
Relay summary 3s ago
Dana is evaluating a multi-site rollout for Q4. Currently on Acme, frustrated by support response times. Wants a security review and pricing for 2 locations.
Draft follow-up Personalized
Hi Dana, great meeting you at TechExpo.
Attaching the security overview you asked about, plus pricing for both sites.
Happy to set up a short review with your ops lead…
Synced to Salesforce · Activity + task created
Built to connect with the revenue stack your teams already use
- Salesforce
- HubSpot
- Slack
- Outlook
- Zapier
Our belief
Business is built through conversations.
Every customer relationship begins with one. Every expansion. Every renewal. Every partnership. Every deal.
Yet the most valuable conversations in your company are often the ones nobody remembers. The details disappear, the commitments fade, the context is lost.
Relay exists to change that. We believe no valuable conversation should ever be forgotten.
The problem
Millions of business conversations happen every day. Most are forgotten.
The details disappear. The commitments fade. The context is lost. Yet those conversations quietly decide who buys, who renews, who expands, and who churns. The intelligence your company needs most is the intelligence it captures least.
Where it goes
Your most valuable conversations are happening outside your systems.
Companies invest heavily in events, travel, field sales, executive meetings, and customer engagement. Yet the knowledge created in those conversations rarely makes it into a system anyone can use. It ends up:
- Written in notebooks and never revisited
- Stored in personal phones and inboxes
- Entered into the CRM days later, if at all
- Reduced to a single scanned contact
- Shared inconsistently, or forgotten entirely
Relay makes every conversation part of your company's institutional memory.
Today: intelligence leaks away
Great booth conversation Buying timeline, competitor, next step
A few words in a notebook Illegible by Monday
With Relay
Captured, structured, routed Summary + qualification + follow-up + CRM activity
Synced Owned Measured
From the people who run lead retrieval
A badge scan returns a name. The conversation is where the value was.
ExpoGenie provides lead retrieval at events, so we know what it takes to make a single QR code resolve: a registration platform, an on-site badging system, a lead-retrieval database, and someone keeping them aligned by hand. Best case, your rep walks away with a name, a company, a title, and an email. Everything they actually learned stayed in their head.
What a badge scan actually tells you A complete badge scan record
- Name
- Company
- Title
That is the whole thing.
A new category
The system of record for in-person interactions.
Every layer of the revenue stack captures something. One layer has been missing: what actually happens when your people meet customers face to face.
Virtual meetings
Records and analyzes conversations that happen on a call.
Accounts & opportunities
Tracks the pipeline, records, and deal stages.
Face-to-face conversations
Captures the context, intent, and next steps created in person.
Relay does not replace your CRM. It makes your CRM more complete, adding the in-person context, intent, and next steps that written and virtual channels never see.
How Relay works
From a handshake to a CRM-ready record, in one flow.
Four steps that take seconds at the booth and save an hour the following week.
- Badge Person captured
- Voice note Conversation captured
- AI summary Understood
- CRM Synced instantly
- Pipeline Influence tracked
- Revenue Measured
One flowing path from the moment you meet someone to the revenue it creates.
- 1
Capture the person
Badge, QR code, business card, CRM contact, or typed in.
- 2
Capture the conversation
A thirty-second voice note or typed notes, while it is fresh.
- 3
Relay creates the record
Summary, qualification, next steps, account context.
- 4
Act immediately
Follow-up drafted, owner assigned, CRM updated, team notified.
Product
More than contact capture. A record of what mattered.
Relay captures the conversation, understands it, and moves it into action, so nothing valuable stops at a scanned badge.
Conversation capture
Capture what was discussed, what mattered, and what happens next.
Voice, notes, interests, products, qualification, timeline, competitors, and commitments, captured in the moment while the conversation is still fresh. Relay records the substance of the interaction, not just who you met.
DM Dana Marsh Northwind Logistics
Products: Fleet, Insights Timeline: Q4 Budget owner 2 sites
AI-generated summaries
Notes and voice become a clean record within seconds.
Relay turns raw input into a structured, readable conversation summary with the key topics, interests, and signals surfaced. No writing up your day at midnight in a hotel room.
Dana is scoping a multi-site rollout for Q4, currently on Acme and frustrated with support. She asked for a security overview and pricing for two locations, and can bring in her ops lead for a review.
Qualification Qualified · High
Sentiment Positive · Urgent
Intelligent follow-up
Personalized follow-up built from the real conversation.
Relay drafts email and next steps grounded in what was actually said, not a generic post-event template. Follow up while the conversation is still fresh, and let managers see it happen.
To: dana.marsh@northwind.co
Following up from TechExpo, Dana
Great to meet you at Booth 214. As promised, here is the security overview and pricing for both of your sites. I also flagged the support concerns you raised, we handle those very differently. Would a short review with your ops lead next week work?
Relationship intelligence
Walk into every conversation already knowing the context.
Before your rep says a word, Relay surfaces the history that matters: who has met this account, what was promised, what is unresolved, and what to raise next. The intelligence your best people carry in their heads, available to everyone.
- You have met this customer twice. TechExpo 2025 and a Q1 site visit
- Renewal in 61 days. Auto-renews unless a plan change is agreed
- Open support issue. Escalated ticket on API reliability
- Mentioned a pricing concern last March. Flagged multi-site cost as a blocker
Suggested discussion
Ask about their expansion into Europe.
CRM integration
Send contacts, notes, activities, qualification data, tasks, and ownership into Salesforce, HubSpot, or your connected system.
Team visibility
Give managers a live view of conversations, activity, follow-up status, and opportunity signals across the whole team.
Relationship history
See every previous interaction with the contact or company before you begin the next conversation.
Event & field analytics
Measure meetings, conversations, qualification, follow-up, engagement, pipeline influence, and outcomes.
Offline-ready mobile
Capture interactions even when venue Wi-Fi is unreliable. Everything syncs automatically once you reconnect.
Consistent qualification
Standardize how every rep qualifies a conversation, so the data reaching your CRM is clean and comparable.
Use cases
One intelligence layer for every place your team meets customers.
Trade shows are the wedge, not the ceiling. The same gap appears anywhere a valuable conversation happens away from a keyboard.
Capture the booth conversation, not just the badge.
Turn a busy show floor into qualified pipeline before your team leaves the hall.
Record decisions, risks, and commitments as they happen.
Keep the room focused on the customer while Relay captures the substance.
Create a shared summary and distribute the actions.
Momentum from the room becomes coordinated follow-through, same day.
Preserve account intelligence and sync it to the CRM.
What your reps learn on site stops living in one person’s head.
- Conferences
- Partner events
- User conferences
- Roadshows
- Distributor meetings
- Hosted dinners
- Networking events
For event organizers
Give every exhibitor a better way to prove event ROI.
Relay comes from ExpoGenie, so organizers can enable it for exhibitors: a more valuable event experience for your customers, and aggregate insight into adoption and engagement for you. No hardware to rent, no scanners to ship.
- A better exhibitor experience
- Higher perceived event value
- Stronger renewal conversations
- Increased lead-capture adoption
- Post-event engagement reporting
- Easy mobile activation, no hardware
312 Exhibitors on Relay
78% Lead-capture adoption
24K Conversations captured
4.7 Avg. exhibitor rating
Go deeper
The rest of the argument.
What a badge scan actually tells you
A name, a company, a title, an email. Why that is the ceiling, from the people who run lead retrieval.
ReadEvent ROI calculator
Work out how many of your in-person conversations leave no usable record, using your own numbers.
ReadIntegrations
What actually reaches Salesforce and HubSpot: contacts, activities, qualification, tasks, and owners.
ReadSecurity and enterprise
Your data, your permissions, your controls. Including a plain list of what we are not claiming yet.
ReadThe vision
No valuable conversation should ever be forgotten.
Relay is building the memory layer for in-person business. Every conversation can become shared context, a coordinated next step, and a durable part of the customer relationship.
Your people already create the intelligence. Relay makes sure your company keeps it.
Early access
Bring your in-person conversations into the revenue system.
Relay is preparing for early access with selected event organizers, exhibitors, and field sales teams. Join the list to help shape the product and be first in line.
- Capture every meaningful in-person conversation
- Turn it into structured, CRM-ready intelligence
- Follow up faster and measure the impact
You are on the list.
Thanks for joining. We will be in touch as early access opens, and we will ask which part of your in-person motion you want to bring in first.