1BEFORE THE EVENT
Set Up Your Event
Create a shared Space, invite your sales team, and organize lead tags before the event begins.
Turn every handshake
into a connection
A simple workflow to capture event leads, remember every conversation, and follow up while it's still fresh.
Where Great Follow-ups Begin
Scan & tag instantly
Point your camera at any paper card or badge and Allbuddy extracts the details automatically.
Contextual voice notes
Record a quick voice memo right after meeting someone, and it's transcribes it to their profile.
Smart follow-ups & Reminders
Keep the conversation going with messages or reminders.
Space for the team
You control what's shared and with whom. Your information stays private until you approve
CRM Sync
Sync contacts to your CRM, calendar, or address book the moment they're captured
Deep smart search
Find anyone by name, company, or even what you talked about, across all your contacts.
First Conversation to Closed Deal
Everything your sales team needs to prepare, capture conversations, collaborate, and follow up—all in one connected workflow.
2DURING EVENT
Capture & Categorize
Scan business cards or badges and add quick voice notes to keep every event contact connected to its context.
3AFTER EVENT
Follow Up While It's Fresh
Send a timely first touch using approved templates before the conversation gets lost in the rush.
4AFTER THE EVENT
Bring Every Lead Together
Review your team's captured contacts and export or sync the complete list to your CRM.
Frequently
asked questions
Can't find your answer?
No. All Buddy is the capture layer that feeds your CRM, not a replacement for it. It's built to get contacts in cleanly, not to run your pipeline.
Yes. Capture, tagging, and follow up work fully today. CRM sync is rolling out, and CSV export is available right now.
Nothing is lost. Leads captured inside a Space belong to the Space, not the individual rep.
Yes. Every contact in a Space is attributed to the rep who captured it, and the leaderboard shows real time totals.