# ActionNotes.ai

> ActionNotes.ai turns conference conversations into closed deals. It captures every contact, conversation, and commitment at conferences and events, extracts contacts from business cards, drafts AI follow-ups, and syncs the results to the CRM so no lead goes cold. Built for sales and business development teams.

Capture every conference contact and conversation, then auto-generate follow-ups so no lead goes cold. AI notes for sales and BD teams.

ActionNotes.ai captures notes by text, voice, or photo (in the web app or via WhatsApp), scans business cards with OCR, extracts action items automatically, and generates AI-powered end-of-day reports. It discovers LinkedIn profiles for contacts and exports to CSV, Markdown, and JSON. ActionNotes.ai is operated by Rethink Ledgers LLC in Charlotte, North Carolina.

## Product

- [Home](https://www.actionnotes.ai): Overview, features, pricing, and FAQ.
- [How it works](https://www.actionnotes.ai/#how-it-works): Set Your Objectives, Capture on the Fly, Get Your Debrief, Follow Up Same Day, Sync with Your Team.
- [Pricing](https://www.actionnotes.ai/#pricing): Free and paid plans.
- [FAQ](https://www.actionnotes.ai/#faq): Common questions about capture, business card scanning, reports, pricing, security, teams, and CRM sync.
- [About](https://www.actionnotes.ai/about): Who builds ActionNotes.ai and how to reach us.
- [Sign up](https://hello.actionnotes.ai/sign-up): Create an account and start capturing conference notes.
- [Sign in](https://hello.actionnotes.ai/sign-in): Log in to an existing ActionNotes.ai workspace.

## Key features

- **Never Miss a Detail:** Text, voice, or photo — capture conversations on the fly. AI processes everything in real time so you stay present, not buried in your phone.
- **Know Who Matters Most:** AI surfaces the highest-value contacts, action items, and commitments from every conversation — so you prioritize the right follow-ups.
- **Cards to Contacts in Seconds:** Snap a business card. Name, email, company, LinkedIn — extracted and saved with full meeting context. No manual entry, no lost cards.
- **Walk Out with a Game Plan:** One click generates a full debrief: who you met, what was promised, and what to do next — ready before you leave the venue.
- **Follow Up While It's Fresh:** AI drafts personalized emails referencing your actual conversation. Send them the same evening — while your competitors are still sorting business cards.
- **Every Relationship Tracked:** Auto-built contact profiles with meeting context, relationship scores, and follow-up history. Know exactly where you stand with every lead.
- **Your Whole Team, One Pipeline:** Share sessions across the sales team. De-duplicated contacts, aggregated activity, and CRM sync — so no lead gets worked twice or dropped.

## How it works

1. **Set Your Objectives:** Create a conference session with your goals — who you want to meet and what you need to close.
2. **Capture on the Fly:** Text, voice, photo, or business card — log conversations as they happen. AI handles the rest.
3. **Get Your Debrief:** One click builds a prioritized report: top contacts, action items, and commitments — ready before you leave.
4. **Follow Up Same Day:** Send AI-drafted, personalized emails while the conversation is still fresh. No more "great meeting you" two weeks later.
5. **Sync with Your Team:** Share sessions, merge contacts across the team, and push everything to Salesforce, HubSpot, Dynamics 365, and more — one pipeline, zero dropped leads.

## Pricing

### Free: $0 (no credit card required)

- 1 conference session
- Up to 10 notes
- 3 End of Day Reports
- 10 AI summaries
- 5 voice transcriptions

### Single Conference: $15.99 (one-time payment)

- 1 conference session
- Unlimited notes (text, voice, photo)
- Unlimited AI summaries
- Unlimited voice transcriptions
- End of Day Reports
- Business card scanning & OCR
- LinkedIn contact enrichment

### Monthly Unlimited: $9.99/mo or $99.99/yr (subscription)

- Unlimited conference sessions
- Unlimited notes & AI summaries
- Voice note transcription
- Business card scanning & OCR
- LinkedIn contact enrichment
- CSV contact export
- Priority support

### Team 3: $99 (one-time payment, up to 3 members per conference)

- Everything in Individual plan
- Up to 3 employees per conference
- Shared conference sessions
- AI-powered End of Day Reports
- Voice note transcription
- Business card scanning & OCR
- LinkedIn contact enrichment
- CSV contact export
- Lifetime access with upgrades

### Team 10: $399 (one-time payment, up to 10 members per conference)

- Everything in Individual plan
- Up to 10 employees per conference
- Shared conference sessions
- AI-powered End of Day Reports
- Voice note transcription
- Business card scanning & OCR
- LinkedIn contact enrichment
- CSV contact export
- Lifetime access with upgrades
- Priority support

## CRM integrations (Team plans)

- **Salesforce:** Sync contacts & leads to Sales or Service Cloud — sandbox supported.
- **HubSpot:** Push new contacts and notes straight into HubSpot CRM.
- **Zoho CRM:** Create leads or contacts in Zoho with full meeting context.
- **Microsoft Dynamics 365:** Map captured contacts into the Dynamics 365 Dataverse.
- **Pipedrive:** Drop new contacts into a Pipedrive pipeline instantly.
- **Marketo:** Feed event leads into Marketo nurture programs.
- **Pardot:** Send prospects to Salesforce Account Engagement (Pardot).
- **Outreach:** Add new prospects to Outreach.io sequences.
- **Zapier and custom webhooks:** Connect any other tool. Payloads are signed with HMAC-SHA256.

## Team capabilities

- **Shared Conference Sessions:** Multiple team members can contribute to the same conference session. Notes, contacts, and action items are aggregated in real time — everyone sees the full picture.
- **De-Duplicated Contact Directory:** When two team members scan the same business card, ActionNotes merges them into a single contact — no duplicates, no confusion about who owns the relationship.
- **Aggregated Activity Feed:** See every note, contact, and action captured by the team across all sessions. Filter by member, conference, or date to find exactly what you need.
- **Role-Based Access Control:** Owners, Admins, and Members — assign roles to control who can invite members, manage billing, and access team-wide analytics.
- **Team Analytics Dashboard:** Track member contributions, contact coverage, and follow-up rates. See which conferences generated the most leads and who is closing the loop.
- **CRM & Webhook Integrations:** Sync contacts, notes, and action items to Salesforce, HubSpot, Zoho, Dynamics 365, Pipedrive, Marketo, Pardot, and Outreach — or any tool via Zapier. HMAC-SHA256 signed payloads keep your data pipeline secure.

## FAQ

### What is ActionNotes.ai?

ActionNotes.ai is an AI note-taking app for conferences that helps sales and business development teams turn event conversations into closed deals. It captures every contact, conversation, and commitment, scans business cards, and auto-generates follow-ups so no lead goes cold.

### How does ActionNotes capture notes at a conference?

You capture notes by text, voice recording, or photo — in the web app or by sending a WhatsApp message. AI processes everything in real time, extracting key entities, action items, and topics.

### What happens when I scan a business card?

ActionNotes extracts the name, email, phone, company, title, and LinkedIn profile from the card and auto-creates a contact with full meeting context attached. Just point your camera at the card.

### Can I use ActionNotes without installing an app?

Yes. ActionNotes works via WhatsApp — send a text, voice note, or photo to your ActionNotes number. You can also use the web app on any device.

### What does the AI report include?

Each report includes an executive summary, prioritized action items, contact highlights with relationship scores, key topics discussed, and sentiment analysis — generated in one click.

### How much does ActionNotes cost?

ActionNotes is free to start: the Free plan includes 1 conference session, up to 10 notes, 3 End of Day Reports, 10 AI summaries, and 5 voice transcriptions, with no credit card required. Paid plans are Single Conference ($15.99 one-time), Monthly Unlimited ($9.99/mo or $99.99/yr), Team 3 ($99 one-time, up to 3 members), and Team 10 ($399 one-time, up to 10 members).

### Is my data secure?

Yes. All data is encrypted in transit and at rest, your notes and contacts are private to you, and we never share or sell your data.

### How does team collaboration work?

Team members share conference sessions, and ActionNotes merges the contacts they capture into one de-duplicated directory. Create a team, invite members with role-based permissions (Owner, Admin, Member), and get an aggregated activity feed plus an admin analytics dashboard showing member contributions and contact coverage.

### Can I integrate ActionNotes with my CRM?

Yes. Team plans include native CRM sync with Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365, Pipedrive, Marketo, Pardot (Account Engagement), and Outreach.io — plus Zapier and custom webhooks for everything else. You bring your own connected app (your OAuth credentials live in encrypted Secret Manager, never in our code), and we push new contacts, notes, and action items into the CRM pipeline with HMAC-SHA256 signed payloads.

## Blog

- [Blog](https://www.actionnotes.ai/blog): Conference networking and follow-up advice. RSS feed: https://www.actionnotes.ai/feed.xml
- [How to Follow Up After a Conference: The 5-Step Workflow](https://www.actionnotes.ai/blog/how-to-follow-up-after-a-conference): Learn how to follow up after a conference with a 5-step workflow — capture conversations, scan cards, debrief, and send same-day follow-ups that convert.
- [Conference Follow-Up Software: From Handshake to CRM in 4 Steps](https://www.actionnotes.ai/blog/conference-follow-up-software-handshake-to-crm): Conference follow-up software turns handshakes into CRM records — AI meeting notes, business card scanning, and drafted emails that keep every lead warm.
- [ActionNotes Now Integrates with StubHub and Salesforce for Business Teams](https://www.actionnotes.ai/blog/salesforce-stubhub-integrations): Discover how Salesforce and StubHub integrations help conference teams automate follow-ups, capture event intelligence, and turn networking into pipeline.
- [CRM Integration for Conferences: Capture Every Opportunity](https://www.actionnotes.ai/blog/crm-integration-for-conferences): Learn how CRM integration helps conference teams capture leads, automate follow-ups, and turn conversations into pipeline opportunities with ActionNotes.ai.
- [The Hardest Part of Conferences Isn't Networking. It's Follow-Up.](https://www.actionnotes.ai/blog/the-hardest-part-of-conferences): You leave a conference with dozens of conversations and cards. The hard part is follow-up. Here is how to capture every contact and never let a lead go cold.

## Tools

- [Free JSON Formatter](https://www.actionnotes.ai/tools/json): Format, validate, and beautify JSON in the browser.

## Legal

- [Privacy Policy](https://www.actionnotes.ai/privacy): How we collect, use, and protect data.
- [Terms of Service](https://www.actionnotes.ai/terms): Terms for using ActionNotes.ai.

## Contact

- Email: info@actionnotes.ai
- Phone: +1 704-737-2724
- Address: 7332 Summerlin Pl, Charlotte, NC 28226, USA
- LinkedIn: https://www.linkedin.com/company/111357315/
- X: https://x.com/actionnotes_ai