Agents supported 24/7
6,500
Read Case Study
“Now agents instead of calling again and again until someone picks up, their call is getting answered right away.”
- Samson Properties TeamIn-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
04:18Agent
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.
Real customer wins, powered by Frontdesk. Explore stories from teams using AI to capture every lead and convert more conversations.
Weekly calls eliminated
55 hrs
Read Case Study
“Something that usually took us about 37 to 55 hours of phone calls a week. We eliminated that totally.”
- Burkai Earl, Co-Owner
New revenue in first month
$800K+
Read Case Study
“Every lead is an opportunity to connect and build a relationship. We needed consistency at scale.”
- Jake Kaplan, CFO
Calls handled monthly
1,600+
Read Case Study
“When we combine experienced managers with this AI reception, we become a greater force.”
- United Porté team
Admin hours saved
40+/week
Read Case Study
“We had communication breakdowns everywhere, between patients, referrals, and even our own team.”
- Tiffany Hurd, Operations Manager
Leads captured after hours
35%
Read Case Study
“For a lean team, this became real front-office infrastructure.”
- Artisan Homes Team
Calls handled monthly
1,600+
Read Case Study
“The phones were ringing off the hook all day. Frontdesk changed the entire work atmosphere.”
- Todd Dusenberry, Owner
ROI in first week
3,000%
Read Case Study
“What started as automation quickly evolved into a scalable business engine.”
- Trade Recalls Team
Student tenants supported
600+
Read Case Study
“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 DepartmentAgents supported 24/7
6,500
Read Case Study
“Now agents instead of calling again and again until someone picks up, their call is getting answered right away.”
- Samson Properties TeamWeekly calls eliminated
55 hrs
Read Case Study
“Something that usually took us about 37 to 55 hours of phone calls a week. We eliminated that totally.”
- Burkai Earl, Co-OwnerNew revenue in first month
$800K+
Read Case Study
“Every lead is an opportunity to connect and build a relationship. We needed consistency at scale.”
- Jake Kaplan, CFOCalls handled monthly
1,600+
Read Case Study
“When we combine experienced managers with this AI reception, we become a greater force.”
- United Porté teamAdmin hours saved
40+/week
Read Case Study
“We had communication breakdowns everywhere, between patients, referrals, and even our own team.”
- Tiffany Hurd, Operations ManagerLeads captured after hours
35%
Read Case Study
“For a lean team, this became real front-office infrastructure.”
- Artisan Homes TeamCalls handled monthly
1,600+
Read Case Study
“The phones were ringing off the hook all day. Frontdesk changed the entire work atmosphere.”
- Todd Dusenberry, OwnerROI in first week
3,000%
Read Case Study
“What started as automation quickly evolved into a scalable business engine.”
- Trade Recalls TeamStudent tenants supported
600+
Read Case Study
“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 DepartmentAgents supported 24/7
6,500
Read Case Study
“Now agents instead of calling again and again until someone picks up, their call is getting answered right away.”
- Samson Properties TeamWeekly calls eliminated
55 hrs
Read Case Study
“Something that usually took us about 37 to 55 hours of phone calls a week. We eliminated that totally.”
- Burkai Earl, Co-OwnerNew revenue in first month
$800K+
Read Case Study
“Every lead is an opportunity to connect and build a relationship. We needed consistency at scale.”
- Jake Kaplan, CFOCalls handled monthly
1,600+
Read Case Study
“When we combine experienced managers with this AI reception, we become a greater force.”
- United Porté teamAdmin hours saved
40+/week
Read Case Study
“We had communication breakdowns everywhere, between patients, referrals, and even our own team.”
- Tiffany Hurd, Operations ManagerLeads captured after hours
35%
Read Case Study
“For a lean team, this became real front-office infrastructure.”
- Artisan Homes TeamCalls handled monthly
1,600+
Read Case Study
“The phones were ringing off the hook all day. Frontdesk changed the entire work atmosphere.”
- Todd Dusenberry, OwnerROI in first week
3,000%
Read Case Study
“What started as automation quickly evolved into a scalable business engine.”
- Trade Recalls TeamStudent tenants supported
600+
Read Case Study
“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 DepartmentDon't take our word for it. See why thousands of operators have been sharing Frontdesk's AI Receptionists.
Customer story
Read the full storyIt's proven to be actually exceptional. It's handling everything we want it to handle and there's possibility for it to handle more.
FAQ
Common questions.
- 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.
- 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.
Do I need both parties to consent to recording?
What about HIPAA for therapy practices?
Get started
Every meeting, logged.
Tap record. Be present. The CRM is updated before you leave.