How It Works:
Voice-Powered Field Intelligence 

Turn any field conversation into structured CRM data with three simple steps. 

Step 1

Capture Information Three Ways

After any in-person interaction, VendoIQ gives you multiple capture options: 

  • Speak Your Notes: Open the app and speak your notes naturally—our AI transcribes and structures your voice input in real-time 


  • Scan QR Codes: Point your camera at event badges, booth displays, or conference materials to instantly capture contact and event data 


  • Snap Business Cards: Take a photo of business cards or name tags—our OCR technology extracts all contact details automatically 

All methods extract key details like contact information, meeting outcomes, next steps, and follow-up tasks. You have the option to customize surveys for tradeshows. 

Step 2

Smart Data Processing

VendoIQ's AI engine analyzes your voice notes and automatically: 

  • Identifies new contacts and existing prospect updates


  • Extracts actionable tasks and follow-up reminders


  • Categorizes conversation topics and outcomes


  • Captures business card information via OCR scanning


  • Enriches contact records with relevant company data 

Step 3

Automated CRM Integration

Everything syncs instantly to your existing CRM system: 

  • New contacts get routed to the correct rep based on territory rules 


  • Meeting notes populate relevant opportunity records 


  • Tasks automatically appear in your workflow system 


  • Follow-up sequences trigger based on conversation outcomes 


  • Pipeline stages update based on meeting results 


  • Advanced Features e app and speak your notes naturally—our AI transcribes and structures your voice input in real-time 

All methods extract key details like contact information, meeting outcomes, next steps, and follow-up tasks. You have the option to customize surveys for tradeshows. 

Advanced Features 

The result: Your field conversations become structured data without any manual data entry—keeping you focused on selling while your CRM stays perfectly updated. 

Automated Salesforce Updates

New contacts automatically assign to the right sales rep using your predefined territory and routing rules—no manual intervention required. 

Voice-to-Action Automation

Speak requests like "Schedule a follow-up call for next Tuesday" or "Send the pricing deck" and VendoIQ creates the tasks and reminders automatically. 

Business Card Capture

Scan physical business cards or name badges with your phone camera. VendoIQ extracts all contact details and cross-references with company databases. 

Multi-CRM Support

Works seamlessly with Salesforce, HubSpot, Pipedrive, Zoho, and other major CRM platforms through native integrations. 

Conversation Analytics

Track conversation patterns, topic frequency, and meeting outcomes to identify trends and optimize your field sales approach. 

© 2025. All rights reserved. VendoIQ

© 2025. All rights reserved. VendoIQ

© 2025. All rights reserved. VendoIQ