NewTake a 60 second quiz to get a free AI lead audit. Scan my Website
Frontdesk

In-Person Meeting Capture. Turn face-to-face conversations into CRM data.

Record any meeting from your phone. Frontdesk transcribes, identifies speakers, and pushes structured CRM fields and a summary back to the contact record. No notes app required.

Recording
04:18
Agent
How many bedrooms are you looking for?
Prospect
Two, and we'd want a move-in by August.
Agent
Got it. Budget range?
Prospect
Around $2,800 max.
CRM recordAuto-filling
Name
Jordan Reyes
Bedrooms
2
Move-in
August 2026
Budget
$2,800/mo

How it works

Four steps from conversation to filled CRM record.

01

Open the Frontdesk mobile app

iOS and Android. Same login as your dashboard. The "Capture" tab is the only screen you need for meetings.

02

Disclose + hit record

The app surfaces the right consent language for your location. Hit record, slip the phone away, be present.

03

AI transcribes + extracts

When you stop, the recording uploads (or queues if offline). Frontdesk transcribes it, identifies each speaker, and pulls out every contact detail and intent signal automatically.

04

CRM populates, you keep moving

Lead created or updated. Contact info, intent, and your custom fields filled automatically. Full transcript and meeting summary attached to their timeline.

Capabilities

Capture conversations without thinking about it.

One-tap recording

Open the Frontdesk app, hit record, slip your phone in your pocket. Stop when the meeting ends.

Multi-speaker transcription

Automatically labels what each person said. Useful when walking a couple through a unit or running a 3-person sales meeting.

Contact + intent extraction

AI pulls names, phone numbers, emails, addresses, dates, dollar amounts, and intent signals out of the conversation automatically.

Smart variables, your fields

Custom intake fields, "budget", "move-in date", "follow-up needed", "policy interest". Fill in based on what was said, no copy-paste from notes.

Push to your CRM

New lead? Frontdesk creates it. Existing contact? Updates the record with a transcript and meeting summary attached to their timeline.

Works offline

Recording works fully offline. Once you reconnect, files upload and transcripts are generated automatically.

Use cases

Where face-to-face conversations live.

Property tours

Leasing agents and real-estate brokers walk prospects through units, every conversation auto-logs to your PMS with budget, move-in date, and unit feedback.

In-person retail consults

Boutique apparel, jewelry, furniture, electronics. Capture sizing preferences, repeat-purchase intent, and follow-up needs from the floor.

Outside sales meetings

Wholesale buyers, B2B reps, distributor meetings. The CRM is updated before you leave the parking lot, not on the plane home.

Healthcare intake

In-clinic intake conversations capture insurance carrier, referral source, presenting concern. HIPAA-compliant with signed BAA for therapy and behavioral health practices.

Core features

Everything you need to turn meetings into data.

Mobile Recording

Open the Frontdesk mobile app and tap Record to capture any in-person conversation. A site visit, a tradeshow meeting, a client walkthrough.

Automatic Transcription

Every recorded meeting is transcribed within minutes. The full transcript is saved alongside the contact in your CRM.

AI Meeting Summary

The AI generates a structured summary of the meeting. Key topics, action items, next steps, so nothing is lost.

CRM Contact Creation

After the meeting, the AI creates or updates the contact record with the meeting details, transcript, and outcome.

Offline Mode

Recording works fully offline. Once you reconnect, files upload and transcripts are generated automatically.

Speaker Identification

The AI distinguishes between speakers in the transcript so you can tell who said what.

Meeting Tags

Tag meetings by type. Discovery call, site visit, demo, check-in, for easy search and filtering later.

Action Item Extraction

The AI pulls out action items and assigns them as tasks in your CRM so nothing falls through the cracks.

Team Sync

Meetings recorded by any team member are synced to the shared CRM so the whole team stays informed.

Audio and Video Support

Record audio-only or video meetings. Both are transcribed and summarized the same way.

Search Across Meetings

Search the full transcript text of all meetings by keyword, contact, date, or tag.

No Wires or External Hardware

Works entirely from your phone, no badge recorders, no integration boxes, no new equipment.

Thousands of Businesses Grow with Frontdesk

Samson Properties testimonial preview
6,500
Agents supported 24/7
Samson Properties logo
6,500 agents get consistent coverage. After-hours and peak periods no longer mean unanswered lines.
Samson Properties Team
Elegant Comfort testimonial preview
55 hrs
Weekly calls eliminated
Elegant Comfort logo
We eliminated 37-55 hours of phone calls a week and gave that time back to the team.
Burkai Earl, Co-Owner
Garman Homes testimonial preview
$800K+
New revenue in first month
Garman Homes logo
Maya isn't just a receptionist. She's our sales force and the brain of our customer experience.
Jake Kaplan, CFO
United Porté testimonial preview
1,600+
Calls handled monthly
United Porté logo
Our customers get instant answers about products, pricing, and availability even when our showroom is closed.
United Porté team
Clear Speech & Language testimonial preview
40+/week
Admin hours saved
Clear Speech & Language logo
It changed our front desk. Our team can finally focus on higher-value work.
Tiffany Hurd, Operations Manager
Artisan Homes testimonial preview
35%
Leads captured after hours
Artisan Homes logo
We were missing calls after 5 PM every day. Now every inquiry gets a response.
Artisan Homes Team
Provest Realty testimonial preview
1,600+
Calls handled monthly
Provest Realty logo
The phones used to ring all day long. Now we can go an hour without hearing a landline ring.
Todd Dusenberry, Owner
Trade Recalls testimonial preview
$30K+
Generated in 5 days of outbound calls
Trade Recalls logo
We generated $30K+ in 5 days just making outbound calls with Frontdesk AI. The thing pays for itself in a week.
Trade Recalls Team
St. George Associates testimonial preview
600+
Student tenants supported
St. George Associates logo
It's saving us so much time, and we're not even using it to its fullest extent yet.
Nick, Leasing Department
Freak Brothers Pizza testimonial preview
100%
Order calls answered (up from 0%)
Freak Brothers Pizza
We literally never answered the phone. Now Frontdesk answers every single call.
Freak Brothers Team, Co-Owner

Don't take our word for it. See why thousands of operators have been sharing Frontdesk's AI Receptionists.

Customer story

It's proven to be actually exceptional. It's handling everything we want it to handle and there's possibility for it to handle more.

Nick|Leasing Department, St. George Associates
Read the full story

FAQ

Common questions.

Do I need both parties to consent to recording?
Consent rules vary by state and country. The app surfaces the appropriate disclosure language for your location at the top of every recording session. Two-party consent states (California, Florida, Pennsylvania, etc.) get explicit prompts; one-party states get a lighter reminder. You're ultimately responsible for compliance. We make it as easy as possible to do it right.
What about HIPAA for therapy practices?
Frontdesk signs a Business Associate Agreement (BAA). Audio is encrypted on-device, in transit, and at rest. Transcripts are encrypted in our database. Audit logs track every access. The in-person capture pipeline is the same HIPAA-compliant infrastructure that powers our therapy AI receptionist.

Get started

Every meeting, logged.

Tap record. Be present. The CRM is updated before you leave.