Relationship Intelligence Platform
From conversation to CRM-ready record
WaypointQ structures the human context between hello and opportunity — so your CRM reflects what actually happened.
The workflow
Eight waypoints from first capture to CRM sync. Each step keeps relationship intelligence attached to the contact — not scattered across notes apps and memory.
- 1
Capture the interaction
Start a capture session at the booth, meeting, or networking table. Portrait, badge, and card photos plus voice notes — all tied to the same contact.
- 2
Scan badges and business cards
On-device and server-assisted OCR extracts names, titles, companies, emails, and phone numbers. You correct anything that needs a human eye.
- 3
Record or summarize the conversation
Import audio or capture context while it is fresh. Transcripts and summaries become searchable relationship memory — with consent.
- 4
Extract contact details and context
Structured fields, notes, booth location, products discussed, and custom attribution tags — not just a flat contact card.
- 5
Identify intent and buying signals
Capture timeline, budget hints, competitor mentions, and next-step commitments from the conversation itself.
- 6
Score lead quality
Lightweight signals help reps prioritize follow-up after a busy show day — without replacing human judgment.
- 7
Generate personalized follow-up
Draft thank-you and follow-up emails grounded in what was actually said. Rep reviews and sends.
- 8
Sync to CRM
Export vCard or CSV today; direct CRM sync on the roadmap. Records arrive with context your team trusts.
Ready to capture the waypoints your CRM is missing?
See how WaypointQ turns booth conversations, matchmaking meetings, and sales interactions into structured relationship intelligence.