New: Capture and analyse in-person meetings with Pepsales AI
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In-Person Meeting AI Note Taker & Intelligence Tool

Best AI note taker for in-person meetings

Pepsales AI captures every insight, speaker, and deal context, including in-person conversations. Record your meeting, tag your speakers, and get a full view. No more lost details, missed next steps, or forgotten action items.

See it in action

Critical conversations happen face to face. But your CRM is still in the dark.

Result

Deals slow down, coaching opportunities disappear, and your pipeline risks missing the full picture.

Effortless In-Person Meeting Capture

Switch to In-Person Mode in one click when your in-person meeting wraps up. Add speaker details and let Pepsales AI do the rest. Instantly access transcripts, deal context, risk analysis, and next steps - just like any online call. Your pipeline is now complete, with no conversation left behind.

See it in action

In-Person Sales Intelligence, Simplified

Log, analyze, and leverage in-person meetings as easily as online calls. With In-Person Meeting Mode, Pepsales AI helps you:

Run analysis on conversations wherever they happen

Identify and separate speakers

Tag every participant as Buyer or Seller

Rebuild deal context instantly

How to Use an AI Meeting Note Taker for In-Person Meetings

Schedule Your Meeting

Set it up via your calendar or Pepsales AI; Copilot links automatically.


Record In-Person

When you connect with the buyer offline, open the meeting and let Copilot record the conversation after getting necessary permissions.


Switch to In-Person Mode

After the meeting, toggle from Online to In-Person and confirm it was in-person.


AI Processing & Insights

Pepsales separates speakers, lets you tag Buyer/Seller, and generates transcripts, pain points, objections, and next steps.

Sync and Share

All insights are automatically pushed to your CRM, keeping your pipeline updated.


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Benefits of In In-Person Meeting AI Note Taker & Intelligence Tool

This is some text inside of a div block.The in-person meeting AI note taker provides complete sales visibility by capturing and logging every meeting, eliminating blind spots between online and offline interactions. It ensures accurate and fast note-taking by automatically capturing speaker intent, tone, and key decisions, removing the need for manual notes. All insights flow directly into your CRM, keeping your pipeline data fresh and actionable. Managers gain better coaching and forecasting capabilities, as every conversation is reviewable for deal guidance, risk identification, and more accurate predictions. Plus, with Pepsales AI, collaboration is effortless, and your team stays aligned even if they weren’t physically present in the meeting.

Why Choose Pepsales AI In-Person Mode

Always-on Sales Memory

Never forget an agreement or a next step, even when the meeting was on the move.

Accurate Forecasting

Make every conversation part of your sales data for better, more accurate forecasting.

Consistent Coaching

Give managers and reps a full view to coach and close, regardless of meeting format.

Seamless Workflow

No new tabs or processes, just smarter insights exactly where you need them.

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How Different Teams Use In-Person Meeting AI Note Taker & Intelligence Tool?

Sales Teams


Capture every client pitch, negotiation, and field meeting. The AI in-person meeting note taker tracks buyer intent and logs follow-ups instantly. All meetings get tagged under a single account, so no context is missed even if the previous ones were held virtually.

Customer Success Teams

Document onboarding sessions or review calls with precision. It ensures all feedback and commitments are stored for future reference.

Marketing Teams


Record customer interviews, event discussions, or focus group insights. With the AI meeting note taker for in-person meetings, marketers never miss a quote or insight again.

Founders & Leaders

Use the in-person meeting AI note taker to capture investor meetings, strategic discussions, or internal syncs. Review summaries later and act on insights quickly.

HR & Operations

From interviews to performance reviews, the AI note taker for in-person meetings ensures accurate records, objective notes, and smoother follow-ups.
Our Customers
"Finally a way to intelligently track the completeness of Discovery across sales and solutions, driving MEDDIC adoption and creating a much more focused and relevant prospect journey."
Graham Rance
VP-Global Presales, CyCognito
“Pepsales helps sales, BDR and SC teams save critical time prepping for discovery and demo calls, ensures demos are customized in just a few clicks and uses intuitive AI to help customer-facing teams level up their selling skills!”
Gabe Teperow
Startup Advisor, Ex-Sr. Director, 6sense
I’m amazed at how quickly Pepsales enables sales and solutions teams to drive customer value by delivering outstanding discovery capabilities and highly personalized solution demos. Pepsales leverages AI to ensure that your team—whether BDRs, AEs, SCs, SEs, or CSMs—focuses on identifying customer needs and creating value, from the newest members to the most experienced.
Andy Waterhouse
The Presales Coach, Ex- VP at MongoDB
As a Presales professional, I can say Pepsales truly tackles the challenges we face. Pepsales is dedicated to understanding these challenges to create something that genuinely helps us navigate the day-to-day obstacles in Presales.
Ryan Krueger
Senior Enterprise Sales Engineer, Vic.ai
“Pepsales helps sales, BDR and SC teams save critical time prepping for discovery and demo calls, ensures demos are customized in just a few clicks and uses intuitive AI to help customer-facing teams level up their selling skills!”
Gabe Teperow
Startup Advisor, Ex-Sr. Director, 6sense
“Pepsales is for both sales AND solutions. It's an end-to-end solution that uses AI to better align teams through enhanced discovery, qualification, and personalized demo automation based on customer pain points and business initiatives.”

Andy Seidel
Solutions Consultant, 6sense

Frequentlyaskedquestions

Is there an AI note taker for in-person meetings?

Yes. Modern tools like Pepsales AI offer an AI note taker for in-person meetings that records, transcribes, and analyzes offline conversations. It ensures every discussion, even those outside Zoom or Google Meet, is captured, summarized, and synced to your CRM for complete sales visibility.

How to use an AI note taker for in-person meetings?

Simply schedule your meeting, let Copilot record the conversation in person, then switch the meeting mode to “Offline.” The AI note taker for in-person meetings transcribes, tags speakers, and generates insights automatically, giving you summaries, next steps, and CRM updates without manual effort.

Who can benefit from using an AI meeting note taker for in-person meetings?

Sales, customer success, and leadership teams all benefit. The AI meeting note taker for in-person meetings helps reps capture field conversations, managers coach more effectively, and leaders forecast with complete context, uniting the entire revenue team around accurate, real-world insights.

Capture Every Insight with the In-Person Meeting AI Note Taker

Don’t let face-to-face conversations slip through the cracks. With Pepsales AI’s In-Person Meeting AI Note Taker, capture, analyze, and act on every discussion to accelerate deals, improve coaching, and keep your pipeline fully informed.

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