Pitch Relationship Capture
Record who you met, where, and how — then resolve identity and project linkage in the queue.
Meeting context
Type to search marketing calendar events (including NEW Marketing Events). Pick one to link date and event, or enter free text.
Contact source
Tap Dictate and say it — who you met, their title, company, contact info, and the property address if there is one.
Speech is transcribed in your browser, then parsed into contact, company, and address fields. Review the summary (or the Manual tab), then Capture relationship.
ATTOM resolves the parcel and owner; the Microsoft roof lookup measures the building footprint. The owner pre-fills the company — add contact details on the Manual tab if you have them.
The camera opens automatically when you pick this tab. Photograph the card — AI extracts name, title, company, email, phone, and address.
Copy the visible profile from LinkedIn — name, headline, company, contact info.
Confirm before import. Ready rows write contacts and companies. Needs review rows stay in the resolution queue — no account, no research, no draft until you decide.
| Name | Company | Title | Phone | Match |
|---|