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Talk to sales
On-the-go AI CRM

Follow up while the handshake is still warm.

Scan a business card and say what you talked about. HeyLevo enriches the contact, writes a personal email and sends it, all from your phone.

Talk to sales See pricing

Starts at $39/mo · Up to 90% less manual work · Email and WhatsApp

Demo: a phone scans a business card, reads the contact details, enriches them with Apollo and ZoomInfo, tags the contact as a customer, records a voice note and sends a personal follow-up email.

up to90%less manual work on cards, notes and follow-ups
up to60×more likely to qualify a lead when you reply within the first hour
1 scanto capture, enrich and classify a new contact

60× figure: Harvard Business Review study of 2.2M leads, replying within the first hour vs. waiting 24 hours.

How it works

From card to follow-up in four steps.

No typing, no copy-paste, no “I’ll do it tonight”.

  1. Scan the card

    Point your phone at a business card. HeyLevo reads every detail into a new contact.

  2. Enrich and classify

    Apollo, ZoomInfo and other data platforms fill the gaps. Each contact is tagged customer, distributor or competitor.

  3. Say what you talked about

    Hold to talk. Your voice note becomes notes, a next step and a reminder.

  4. Send the follow-up

    A personal email or WhatsApp goes out, written from your notes, while they still remember you.

Use cases

Ask for it. Consider it done.

What teams hand to the AI CRM, and what it does next.

Follow up with the 24 people I met at the expo today.
Read 24 cards and enriched each contact
Wrote 24 emails using your voice notes
Queued them for 9 AM in each contact’s time zone
Sales
Which of these cards are competitors? Keep them out of my follow-ups.
Tagged 3 contacts as competitors
Moved them to a separate list
Sent follow-ups to the other 21 only
Sales
Build a list of distributors from this month’s trade shows.
Found 46 contacts tagged distributor
Saved them as a segment you can reuse
Drafted a WhatsApp message with the new catalogue
Marketing
Tell every distributor in the West region about the new price list.
Found 31 distributors in the West region
Personalised each message with your notes
Sent by email and WhatsApp
Communications
Add the candidates I met at the campus fair. Remind me to call the best five.
Scanned 18 cards from the fair
Picked the 5 you called “strong” in your voice notes
Set 5 call reminders for Monday morning
HR
Show me every lead with no follow-up in 7 days, by owner.
Found 12 leads with no reply or follow-up
Grouped them by owner
Sent each owner their list with draft follow-ups
Operations
Voice notes

Talk, don’t type.

Describe the meeting the way you’d tell a colleague. HeyLevo turns it into fields, a next step and a reminder.

  • Works anywhere. At the booth, in the cab, between meetings.
  • Shapes the next email. Your notes make every follow-up personal.
  • Admin, done. Next steps and reminders set themselves.
Ask in plain words

Ask your CRM like you’d ask a colleague.

No filters, no exports. Ask a question, get a segment, and follow up with all of it at once.

  • Segments from a sentence. “Distributors I met in March who opened the catalogue.”
  • Bulk, but personal. Every message uses that contact’s notes.
  • Email or WhatsApp. Reach people where they reply.
HeyLevo18:05
MAYA · SALESWho did I meet at the Chicago expo that hasn’t replied?
12 people. Here’s what I did:
  • Found 34 contacts from the Chicago exposearch
  • 12 haven’t replied in 5 daysfilter
  • Saved them as “Expo · no reply”segment
  • Wrote 12 follow-ups using your noteswrite
12 personal follow-ups readyEach one mentions what you talked about
MAYA · SALESSend them at 10 AM tomorrow. WhatsApp for anyone who prefers it.
Scheduled. 9 by email, 3 on WhatsApp.
Tomorrow, 10:00 AM · 12 messagesReplies land in each contact’s timeline
Mobile app

Your pipeline, in your pocket.

Open the app between meetings. See the top leads to act on now, with the full context in hand.

  • Top leads first. Ranked by who needs you now.
  • Full context. Card, enrichment, notes and every message.
  • One tap to act. Call, email or WhatsApp from the lead.
Get the app foriOS Get the app forAndroid
Works with the tools you already use Apollo ZoomInfo Gmail Outlook WhatsApp
Features

Everything a CRM does. Minus the data entry.

AI business card scanner

Reads the card, creates the contact and tags it customer, distributor or competitor. Card Scanner

Enrichment built in

Apollo, ZoomInfo and other data platforms add what the card left out.

Voice notes

Hold to talk. Notes, next steps and reminders fill themselves.

Personal outreach

Every email and WhatsApp uses your notes, so it reads like you wrote it.

Segments in plain words

Ask a question, get a list. Save it and reach everyone on it.

Admin, handled

Reminders, follow-up lists and lead status stay current without typing.

We follow up the same evening now. Nobody types up cards anymore.
Customer nameRole, Company
Pricing

Starts at $39/mo

Scan, enrich, speak, follow up. See what each plan includes.

See pricing
FAQ

Questions, answered.

How does the AI business card scanner work?

Open the HeyLevo app and point your camera at a card. It reads the name, role, company and contact details, classifies the contact as a customer, distributor or competitor, and drafts the right follow-up at once.

Where does the enrichment data come from?

HeyLevo connects to data-intelligence platforms such as Apollo and ZoomInfo to fill in the company and contact details the card didn’t have.

Can I update the CRM by voice?

Yes. Hold to talk and describe the meeting. HeyLevo turns your note into fields, a next step and a reminder, and uses it to personalise your next email or WhatsApp.

How much manual work does it save?

Up to 90% of the manual work around a lead: typing cards, researching companies, writing notes and drafting follow-ups. Speed matters too. A Harvard Business Review study of 2.2M leads found that replying within the first hour makes you up to 60× more likely to qualify a lead than waiting 24 hours.

How much does the On-the-go AI CRM cost?

Plans start at $39/mo. See pricing for what each plan includes.

Works even better with

One platform. Every lead in one place.

International Virtual Office

Enquiries from your country sites land here, enriched and scored, with AI emails in the buyer’s time zone.

Explore the solution

Event Platform

Run the event, scan cards on the floor, and follow up with every attendee the same night.

See Event Platform

Agentic Website

Its AI sales agent answers visitors 24/7 and captures leads. Follow them up from your phone.

See Agentic Website

Get your day back.

Hand the busywork to HeyLevo. Keep the work only you can do.

Talk to sales See pricing

A 30-minute walkthrough, built around your team's workflows.

Made with Levo