For business development

See what your team is really producing

Every conversation captured, written up in one reply, and in your CRM within seconds.

Four hundred conversations. Sixty in the pipeline.

The rest never get typed in. You paid for the stand, the flights and the week of someone’s time to generate them.

One email. On the train home.

Your rep replies in a sentence. That’s the whole workflow.

No app, no dashboard, no password to reset. Replying to an email is the one thing a salesperson already does without thinking.

CX3 reads the reply, files it against the right contact, and sends it to your CRM.

Re: New contact — Sarah Chen
What we discussed: hedging
their EUR exposure ahead of
the Q1 raise

Who approached who: they
came to our stand

Where: Fintech Connect
No formatting rules. No required fields.

Every conversation, on one screen

Who met whom, what each event produced, and who still owes you a write-up.

Team overview · last 90 daysLive
255
Conversations
92
New contacts
60%
Written up
13.3%
Converted
Conversations by person
Jordan Blake
68
Priya Shah
54
Tom Reyes
41
Ana Duarte
33
By event
Fintech Connect
47
PE Summit
29
Client dinners
18
Tom Reyes has 3 write-ups outstanding. CX3 has already chased him.

Things your CRM can’t tell you

Who already knows this company
A warm introduction you were about to walk straight past.
Relationships stay when people leave
Contacts and history stay with the firm. The card changes hands instantly.
The meetings that never had a tap
One Friday email catches the dinner, the coffee, the corridor.
A card that opens doors
Branded, NFC, and checkable against your regulator’s register.

Compliance stops chasing your team

The write-up your rep sends for the pipeline is the same record compliance needs. Nobody is asked twice.

See it with one of your own events

Your branding, one real conversation, tap to CRM.

Or email us directly at hello@cx3.uk