For teams
Bring your team’s leads and conversation notes together across every event. See who met each prospect, what they discussed, and what needs to happen next, all in one shared workspace.
01
Each rep signs in on their own phone with their own login, and every scan lands in your shared folder for that show. Managers can see how many leads each rep has captured and when they last scanned. Relay works at any event, not only shows that run on ExpoGenie.
New to scanning with Relay? See how it works.
02
Every rep’s voice notes stay on the lead, with who recorded each one and when. So whoever follows up reads the whole story instead of chasing teammates for what was said.
Claire Sutton
Priya ShahVoice note · Today, 12:53 PM
“Claire is evaluating new software for a spring rollout. Asked for pricing.”
Hana OkaforVoice note · Today, 3:20 PM
“Her director, Mark, needs to join the demo. Next week is best.”
The handoff
Send pricing and arrange a demo with Claire and Mark.
What a teammate takes away from reading both notes.
Sample data. Each note keeps its own recording and transcript on the lead. Relay does not merge them into one note.
03
Reps rate leads Hot, Warm or Cold as they go. The show dashboard lists the hot leads with each rep’s note, so the team can decide who to reach first. When you are ready, export your leads or send them to Salesforce or HubSpot.
CRM sync Available on paid plans
Connect once in the web app, then send leads to Salesforce or HubSpot. Each lead shows whether it is in your CRM.
Email Opens your email app
Gmail or Outlook
The Email button opens a new message in your own email app, addressed to the lead. Nothing syncs, and you send it yourself.
CSV export Every plan
Spreadsheet download
Download your leads from the web app for any tool we do not connect to yet.
Pricing
Start free, then upgrade when your team needs CRM sync or more contact enrichment.
Compare PlansNo. Plans are per company, with unlimited users on every plan, including Free. A five-person booth team buys one plan, not five.
Yes. An admin invites reps from the web app. Each rep signs in on their own phone with their own work email, using a one-time code or Google or Apple. Nobody shares a password.
Your leads, voice notes and transcripts stay in your company’s workspace and are shared with your team there. Admins add and remove users and manage roles and billing. Event organizers never see your leads or notes.
Yes. Relay reads any printed badge or business card, so it works at any show, conference or meeting. At shows that run on ExpoGenie, your account can also be set up for you when you are added to the event.
Every plan, including Free, can export leads as a CSV from the web app. On paid plans, connect Salesforce or HubSpot once in the web app, then send leads to it.
Yes. Relay Free has unlimited scans, voice notes and users, plus 10 contact enrichments to try. No card required.
See how your team can capture leads, share conversation notes, and prepare for follow-up in one place.
Already using Relay? Log in to the web app.
