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Meet Mode — On-Site Capture (Photos, Videos, Voice)

Meet Mode is a mobile-only capture flow for in-person interactions — open houses, property tours, networking events, client visits. Snap a photo, record a short video with a caption, or voice-memo your notes. Captures upload to your org storage; photos attach to a contact and are visible on the contact page, while videos and voice notes are stored but not yet surfaced in the app.

Open in CRMown →

Steps

  1. Open the app > More > Meet Mode > tap "Start" on the relevant mode (Photo / Video / Voice).
  2. Optionally tag the capture with an event name + location. The event name becomes part of the video’s file name (event-videos/<event-slug>/…). On Google Drive that name survives intact; on S3, Cloudflare R2 and Dropbox the provider assigns its own key, so the grouping is only in the stored file’s metadata, not a folder you can browse.
  3. For voice memos, recording sends to AI for transcription + a short bullet summary you can drop on a contact note.
  4. Captures upload directly to your connected storage (BYOS-aware — Google Drive, OneDrive, Dropbox, S3 family, or local).
  5. Photos: pick a contact on the post-capture screen and the photo appears in the Photos grid on that contact's page in the web dashboard.
  6. Voice notes: the recording is saved as an Audio Note the moment you stop recording — find it under Tools → AI Intelligence → Audio Notes, transcribed and summarised. If you go on to save a contact from it, the note is linked to that contact too.
  7. Videos: these upload to your storage but are not yet listed anywhere in the app, and a video’s on-screen transcript is not saved — copy anything you need before leaving that screen.

Good to know

  • Videos are capped at 5 minutes (longer ones exceed the 200MB upload limit). Photos have no count cap; storage burn is whatever your provider plan allows.
  • Voice transcripts use the same AI token budget as the rest of the app — long memos count toward your monthly token cap (Starter 500K / Pro 2M / Max 10M).
  • Meet Mode writes a sidecar JSON next to each video (event name, location lat/lng, caption, captured-by, timestamp) so the BYOS folder is self-documenting.
Example: A real-estate agent runs a Saturday open house. She opens Meet Mode, tags the event "1812 Maple Open House", and captures 3 photos + 2 short walkthroughs + a voice note ("buyer Couple A loved the kitchen, asked about HOA"). Monday morning everything is filed under event-videos/1812-maple-open-house/ in her Google Drive, the buyer note is on Couple A's contact card, and her Pulse score nudges Couple A up because of the activity.

Troubleshooting

I recorded a voice note in Meet Mode and cannot find it
Recordings made before this was fixed were only uploaded as part of saving a contact — leaving that screen first discarded them silently, and nothing was kept. Meet Mode videos are still storage-only.
Fix: New voice notes appear under Tools → AI Intelligence → Audio Notes as soon as you stop recording, whether or not you save a contact. For a Meet Mode video, open your storage provider directly and sort by most recent.
If that fails: A voice note recorded before the fix, on a screen that was closed without saving, was never uploaded and cannot be recovered.
A Meet Mode video upload fails or spins
The upload proxy caps request bodies at 50MB, which a few minutes of 1080p video exceeds.
Fix: Record shorter clips, or transfer a long video off the phone and attach it to the contact from the web dashboard.
Camera screen is black or won't focus
Camera permission was denied during onboarding or another app is holding the camera.
Fix: Phone Settings > Privacy & Security > Camera > CRMown > allow. Force-quit any other camera app (FaceTime, Zoom) and re-enter Meet Mode.
Voice memo transcription comes back empty
Either the microphone wasn't armed (permission denied), the recording was too short (<2 seconds), or the audio was silent.
Fix: Phone Settings > Microphone > CRMown > allow. Re-record holding the phone closer to your mouth.
Video upload spinner runs forever
The network dropped mid-upload, or the video exceeded the upload proxy’s 50MB body limit (the app itself allows more, the proxy in front of it does not).
Fix: Trim the video to under 5 minutes (compress in Photos first if needed) and re-upload. On poor cell signal, the app retries up to 3 times — switch to Wi-Fi for large files.

Plans

Meet Mode itself is free. The AI voice transcription draws from your monthly AI token budget; uploads draw from your storage provider's quota.

Related

  • Storage (BYOS) — where the captures land
  • AI Features — transcription + summary
  • Real Estate Suite — event-tagged tours

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