From CX3 <records@cx3.uk>
To James Okafor <james.okafor@fenwickholt.example>
Time 3 September, 15:24
You met Priya Nair of Harlow Freight Ltd
You met Priya Nair of Harlow Freight Ltd. What was discussed?
01The leak
The conversations nobody types in.
Your people have hundreds of conversations a year, at events, at dinners and in lifts. A fraction reach the CRM. Not because they don’t matter, but because logging them is a chore that loses to the next meeting. CX3 gets them in without asking anyone to log anything.
Fenwick & Holt
- Home
- People
- Cards
- Records
Fenwick & Holt · Home
Two things need you. Cards are busy this month.
TodayNeeds you2 open
- Record with Oliver Marsh seals in 20 hoursNothing is written in it yet. James Okafor can reply to the email about it; once sealed it cannot change.Open record
- 1 deletion request to decideSomeone asked for their details to be deleted, and a record names them.Decide
Last 30 daysCompared with the 30 before
48Card views+9 on the 30 days before
9Contacts shared+2 on the 30 days before
18.8%Views that became a contact+0.9 pts on the 30 days before
91%Written up before sealing10 of 11 records · 1 sealed empty
Views and contacts by day
Last 30 daysBy personviews · contacts
- 01James Okafor18 views · 4Written up
- 02Priya Osei12 views · 2Written up
- 03James Whitfield10 views · 2Written up
- 04Ama Boateng8 views · 1Sealed empty
02The reply
If they can reply to an email, they can use it.
After a card is tapped and the visitor shares their details, your colleague gets an email: who they met, and a prompt to say what was discussed. They hit reply. Two or three lines, from their phone, in the taxi. There is no app to open, no dashboard to learn and no password to forget.
From James Okafor <james.okafor@fenwickholt.example>
Time 3 September, 18:41
Freight and logistics dispute - contested demurrage claim, counterparty in Rotterdam.
She approached us. Sending the charterparty and the correspondence over.
Scoping an early view. No advice given.
Sent 3 September, 18:41
03The ones without a card
Friday catches the rest.
Not every conversation starts with a card. Every Friday, CX3 sends each colleague a short digest asking about the conversations that didn’t. They reply to that too. And if a write-up is still missing six days after a tap, one reminder goes out before the record seals on day seven.
- Day 1Tap
- Day 2
- Day 3
- Day 4
- Day 5
- Day 6Reminder
- Day 7Seals
Every FridayDigest
04Into the pipeline
In your CRM, without anyone putting it there.
The record is delivered by signed webhook to HubSpot, Salesforce, Microsoft Dynamics or Clio, through Zapier or Make.
The contact reaches your CRM as soon as it is captured. The write-up follows when your colleague replies, marked as unsealed. On day seven the sealed record arrives, carrying the consent wording and the seal hash. If your CRM is unavailable, a durable queue keeps retrying.
POST /hooks/cx3 HTTP/1.1
CX3-Signature: v1=4f1c…
CX3-Timestamp: 1789041600
CX3-Event-Id: 8f2a…
{
"type": "meeting.sealed",
"data": {
"meeting": {
"attendee_name": "Priya Nair",
"note": "Contested demurrage claim…",
"consent_text_shown": "By submitting, you agree…"
},
"seal": {
"chain_position": 1284,
"content_hash": "9d4a…",
"previous_hash": "b71e…"
}
}
}05The card
A card worth handing over.
PVC, brushed stainless steel or black brushed stainless steel, in your branding, with a QR code for phones that won’t tap. Nothing for the other person to download. When someone leaves, their card is reassigned from the dashboard and works for its new holder straight away.
Forgot the card? The pass is in their phone’s wallet. Same link, same record.
06Setup
Setup is a spreadsheet.
Your office manager uploads names and emails. Everyone gets their profile and pass the same day. Cards follow, pre-encoded, and each person claims theirs with one tap.
Make this card yours
This Fenwick & Holt card is not linked to anyone yet. Enter your work email and we will send you a link that makes it yours.
Your work emailjames.okafor@fenwickholt.exampleFrom the link in your email
Link this card to James Okafor?
Anyone who taps it or scans its code will see your Fenwick & Holt profile, and can share their details with you.
James Okafor
Partner, Corporate
Fenwick & Holt
- 01Work email
- 02Confirm
- 03Live
07For your compliance team
The note your team writes is the minute compliance is asked for.
The same email reply that fills your pipeline is sealed after seven days and printable as a standalone minute. A sealed record is not impossible to alter; what the chain guarantees is that an alteration is detectable. Your compliance team gets a record of how each relationship began without asking your people for anything extra. One product, one budget line.
08Demo
See it on your own cards.
Half an hour. Bring your head of BD and your compliance lead to the same call if you can. It is the same product for both.