Your best deal talk fades before it reaches the CRM.
It’s said out loud, in the hall. Then the day happens.
- 10:30 amYou hear the real pain at the booth.
- 1:00 pmFour meetings later, it’s a blur.
- 9:00 pmYou type the CRM from memory.
- FridayThe follow-up never went out.
And the tools don’t help.
Meeting botsOnly on video calls. Not in the hallway.
CRMsWant typing, at a desk, at night.
Six other appsNotes here, cards there, the schedule somewhere else.
The numbers say it too.
Measure what matters, for you and for your leader.
For your leader
45%of sales leaders and sellers have high confidence in their forecast.
Every meeting scored the same way, the same day.Gartner, 2020
67%of B2B buyers prefer to buy without a rep.
So the meetings you do get have to count.Gartner, 2026
Measure it: for you
- Meetings written up the same day
- Follow-ups sent within 24 hours
- Evenings without CRM homework
Measure it: for your leader
- CRM updates approved, not typed
- Every meeting scored on one framework
- Event leads followed up, by rep
Meet Vaz. It writes it up for you.
You talk for a minute. Vaz turns it into notes, a scorecard and next steps. You approve.
Talk, snap or scan
One minute
Vaz writes it up
Who, what they need, what’s next
You review
Keep what’s right
CRM and calendar
Only after you say so
Nothing leaves without your review. Your notes stay yours.
1 minto capture a meeting
3free Vaz write-ups
Anysignal. Full bars or none, it sends when you’re back.
One day in the field. One app.
From the morning plan to the evening Wrap, it’s all in your pocket.
- 7:45 amYour planCalendar, goals, leave-now alerts
- 10:30 amThe boothScan, talk, Hot or Cold
- 10:31 amVaz writes it upNotes, scorecard, next question
- 10:35 amLeave-Behind™One QR, one page for them
- 12:30 pmLunch from your gridThe right people, booked
- 6:00 pmYour WrapYou choose what goes where
10:30 am · The booth
Hot, warm or cold. Next.
Meeting, session or booth. Scan the badge, say a few words, move on.
- Pick the meeting from your calendar
- Scan a badge or card
- Works with or without signal
- Written from your seat: SE, AE or partner
10:31 am · Vaz write-up and scorecard
Who owes what, by when.
About a minute after you send it, Vaz has the write-up and the scorecard ready.
- MEDDPICC, BMANTR or IMPACT
- The next question to ask
- See what changes in HubSpot or Salesforce first
10:35 am · Leave-Behind · coming in December
Leave more than a business card.
Show a QR. They scan it and get one page with everything you talked about.
- Vaz picks the decks and case studies from your meeting
- They tap Accept. You get the lead.
- They save your contact and book the next meeting
- Know when they open it
For John · Cobalt Ridge Health
John, here’s what we talked about today.
Jordan Lee · Solutions Engineer
Mutual action planTemplate
Accept
Save contactBook next meeting
6:00 pm · Your Wrap · Pro
Your day, wrapped.
Vaz sums up your day. You pick what goes to your CRM, what goes to your manager, and what carries to tomorrow.
- One-tap briefing to your manager
- Nothing ticked until you choose
Work and home
Your whole day. One notebook.
The client follow-up and the school pickup, on one list. Say it on the drive and it’s there.
- Plan your day, work and home
- A nudge when it’s time to leave
- Personal stays personal. It’s private to you.
Today
Send Cobalt Ridge the scopeWork
Pick up the kids at 3:30Home
Prep the target list for the showWork
Groceries on the way homeHome
Book the dentistHome
Private by design
Yours first. You decide who sees what.
Your notebook isn’t a way to watch you. Nothing syncs on its own.
- Connect HubSpot or Salesforce, or don’t
- Review every CRM change before it’s sent
- Your manager sees the briefing you send
Who sees what
HubSpot or SalesforceAsk me each time
Your managerOnly what I send
PartnersOnly what I share
Text my spot™Nothing saved
Everything the field needs. In one app.
What used to take six apps and a notepad.
People and targets
Everyone you meet, in one place. Mark who you want to meet at each event.
HubSpot sync. CSV import from HubSpot, Salesforce or LinkedIn.
The meeting grid
Breakfast, coffee and lunch for every show day. Fill a slot from your targets.
BreakfastCoffeeLunchBreakfastCoffeeLunch
My QR card
One scan puts you in their phone. Add it to Apple Wallet.
Apple Wallet is on iPhone.
Text my spot
GPS can’t find you in a hall. A landmark can. Nothing is saved.
Swag hunts
Snap the best swag, vote, and the best of show wins.
Your schedule
Your calendar, a morning plan, and a nudge when it’s time to leave.
Your CRM, if you want
HubSpot or Salesforce. Or no CRM at all. It works either way.
Snap and scan
Whiteboards, slides, documents and cards. Share photos straight in.
What a meeting bot can’t do.
Bots join video calls. Your best deals happen everywhere else.
Meeting botField Notebook
Hallways, booths and dinners
Scan a badge or a business card
A meeting grid for every show day
Work and home on one private list
Partner co-sell through Hyvara Network™
Written from your seatSE, AE or partner. Scored on MEDDPICC, BMANTR or IMPACT.
You approve firstSee every CRM field before it changes. Nothing leaves without you.
One networkTechnical wins flow to DCN™, so partners see what you proved.
Say yes. Here’s the trade.
Everyone gives a little. Everyone gets more back.
You giveOne minute after each meeting.
You getThe write-up, the scorecard, the next question and the follow-up. Done.
They giveA license for the team.
They getA one-tap briefing every evening. One framework for every rep. A CRM that’s true.
They getEverything you talked about on one page. No digging through email.
Friday, 5 pm.
Same week. Two ways it ends.
Without Field Notebook
- CRM homework all weekend
- Half the follow-ups never sent
- Notes in four places
- Your manager asks, “How did the show go?”
- Dinner waits while you type
With Field Notebook
- Every meeting written up
- Every follow-up sent
- Your CRM is true, and you approved it
- Your manager already has the briefing
- You’re home for dinner
Be the one who followed up.
See it in three minutes.
13 chapters · jump to any
Demo account · made-up people and companies
Free to start.
Free
Free
- Record, snap, scan and type
- 3 Vaz write-ups
- People, conferences and the meeting grid
- My QR card and Text my spot
Pro
Pro pricing coming soon
- Everything in Free
- More Vaz write-ups
- Transcripts
- A morning plan and an evening Wrap
Try it with your team.
- A pilot for your team, then one enterprise license
- A one-tap end-of-day briefing for each manager
- Technical wins flow to DCN, part of Hyvara Network
Tell us about your team. Vaz reads every request and routes it to the right person.