You have the conversation & PocketRep takes the notes.
The AI sales assistant for in-person meetings. Record the conversation, get structured insights synced to your CRM, and never write up a meeting again. Built with sellers, for sellers.
From conversation to clean meeting notes
PocketRep transcribes your conversations, surfaces buying signals you actually care about, and lands structured notes in your CRM before you're back at your desk.
Record any meeting, anywhere
One tap to start. Records securely in the background — even offline, even on the move. Pause, resume, or record ad-hoc when plans change.
Understand what matters
Listens for what your CRM cares about — budget signals, customer details, objections — and extracts them into structured fields, ready to sync.
Syncs straight to your CRM
Yoour conversations, notes and insights, sync directly to your contacts record in your CRM automatically. Ready for you and your team to take action on.
Be present in the meeting. PocketRep handles the rest.
Pocket-sized recording, real-time signal capture, and a clean handover to your CRM — so reps can stop scribbling and actually sell.
Data and security
Conversation data is sensitive. PocketRep is built so that what's said in a meeting stays under your team's control.
Built on enterprise-grade security
PocketRep is GDPR-aligned and runs on infrastructure with ISO 27001 and SOC 2 Type II certification.
Your meeting data stays yours
Recordings and transcripts are stored in EU regions by default and never leave your tenant. Export or delete anything, any time.
Audio is destroyed after transcription
Once the transcript is generated the source audio is deleted. We keep nothing more than what you can see in the app.
Never used to train models
Your conversations and customer data are not used to train PocketRep's models — or anyone else's.
GDPR
Data protection
ISO 27001
Information security
SOC 2 Type II
EU data residency
SSO / SAML
Enterprise
DPA available
“I'm fully in the room now. PocketRep gives me back the meeting notes and the signals I'd have lost trying to write everything down.”
Keith Harvey
Branch Manager, 1st Avenue Estate Agents
Intelligent workflows built for you
Most conversations don’t fail because they weren’t good — they fail because nothing happens after. Notes get lost. Follow-ups get delayed. CRM updates happen too late (or not at all). And opportunities quietly slip through the cracks.
Pocket Rep fixes that — automatically.
From conversation → action in seconds
The moment a call ends, Pocket Rep doesn’t just transcribe it — it understands it. It updates your records, logs key details, and triggers the next steps instantly. No admin. No reminders. No chasing.
Follow-ups that feel personal (because they are)
Instead of generic templates, Pocket Rep uses what was actually said to generate tailored follow-ups. So every message feels relevant, timely, and human — without you lifting a finger.
Multi-step workflows, handled automatically
Whether it’s a simple thank-you message or a full sales sequence, Pocket Rep can manage it. And PocketRep integrates with your CRM tools - so your current processes strengthen.
Your competitors are automating for a reason
Ditch the clunky workflow. Compare how your day-to-day transforms when PocketRep handles the meeting, the CRM, and the follow-up for you.
Meeting notes
Without
Scribbled by hand, half-remembered
With
Captured automatically, structured
CRM updates
Without
Hours of admin after each call
With
Synced the moment the call ends
Follow-up emails
Without
Generic templates, copy-pasted
With
Drafted in your voice from what was said
Buying signals
Without
Easy to miss in the moment
With
Surfaced in real time
Meeting recall
Without
Memory + sticky notes
With
Searchable transcripts forever
Admin per meeting
Without
30–60 minutes
With
Zero
Over 50 integrations and counting...
Integrated with all major CRM and data platforms. Have something bespoke? Contact us and we will support.
Book a meeting
Let's find a time
Pick a time that works for you — we'll walk through how PocketRep records the room, captures the signals, and hands the rest to your CRM.