Field visits, coffees, dinners, events — Chief turns face-to-face conversations into notes, CRM updates and follow-ups. Right from your iPhone.
“…we're opening twelve new sites next year and the current process just won't scale…”
“…right now it's WhatsApp threads and whoever remembers…”
“…budget-wise the CFO has already
Rollout speed keeps coming up — ask what happens if the sites open with no system.
Wrap up: book the next meeting before you leave.
⚠ Decision maker not in the room
Signed off by the CFO
Not booked yet — agree a date before you leave
One notetaker for every conversation
Not every deal happens on a call. Open Chief on your iPhone at the site visit, the coffee, the dinner or the trade show — and get clean notes and next steps from the conversations that used to vanish the moment you left the room.
Your phone on the table, quietly taking structured notes.
Breaking eye contact to scribble “12 sites?? ask re: budget” on a pad
Glance at your phone for tips tuned to the meeting, right as it unfolds — the question to ask next, the gap you haven't covered — and a live checklist that ticks itself off as you talk. So you walk out having asked everything that mattered.
They keep coming back to rollout speed — ask what happens if the new sites open without a system in place.
⚠ Decision maker not in the room
Not booked yet — agree a date before you leave
By the time you're back at the car, Chief has turned the conversation into a structured note — summary, decisions, next steps — instead of a 40-minute recording you'll never listen back to.
Expanding to 12 new sites next year — ops can't keep up with the current process.
Send pricing for 12 sites · intro to Head of Ops on Friday
“Great to meet you today — as promised, here's…” Drafted ✓
The part everyone skips after a day of meetings is done automatically. Chief writes the summary, the next steps and the deal signals straight into your CRM — so nothing from a face-to-face conversation gets lost on the drive home.
The iPhone app is built for the meetings you walk into. For the ones on a screen, Chief for macOS and Windows captures Zoom, Teams, Meet, Webex and phone calls — no bot joins the meeting — and every conversation lands in the same place, with the same clean notes.
They said “let me talk to the team and come back to you”
Chief works around you, so every conversation turns into progress on the deal.
No pad, no “one sec while I write that down.” Your phone quietly captures the meeting while you keep eye contact.
Clean notes, CRM updated, follow-up drafted — before you're back at the car.
A coffee, a site visit, a phone call or a Zoom — every conversation gets the same clean notes and CRM update, in English, Spanish, Portuguese or French.
Every in-person conversation — turned into notes, a CRM update and a follow-up. Automatically, from your iPhone.
Open Chief on your iPhone and tap record. It listens through your phone's microphone and turns the conversation into a structured note — summary, decisions and next steps — so there's nothing to write up afterwards.
Anywhere a conversation happens face to face: field visits, site walkarounds, coffees, dinners, trade shows and events. If it's worth remembering, it's worth capturing.
Both. Every meeting gets a structured write-up — summary, decisions and next steps — with the full transcript kept alongside for checking exactly what was said. The notes are the part built to be read, and you can shape how they are written: the sections they use, the language they are in.
Chief captures and writes up meetings in English, Spanish, Portuguese and French — and you choose the language the notes are written in, so a meeting held in one language can be written up in another.
Chief writes summaries, next steps and deal signals into HubSpot — with more CRMs on the way — and drafts the follow-up email, so your pipeline stays current without you filling in forms after a day on the road.
Yes. Open Tips during a meeting for AI nudges tailored to the conversation as it unfolds, and the Checklist tracks the questions to ask and the boxes to tick while there's still time to act. When you hit End, the write-up, follow-up email draft and CRM update are handled for you.
Yes — with the desktop app. Chief for macOS and Windows captures Zoom, Teams, Google Meet, Webex and phone calls, without a bot joining the meeting. Video calls are captured at your desk rather than on the phone app, and they land in the same place as your in-person notes.
Yes. Your data is encrypted in transit and at rest, your conversations are never used to train third-party models, and you choose what gets shared. Enterprise plans add further security controls and SSO.