Pick how you want to add a deal, contact, or note. ExactPay turns each one into structured CRM records for you.
🎤
Meeting recording
Drop a Zoom/phone recording. The agent writes the notes & tasks.
🗎
Data scrape
Paste a website or list. The agent enriches & de-dupes.
📱
Text the agent
Out in the field? Text the details - it files them for you.
📊
Upload list / Excel
Bulk-import a partner referral list. The agent parses, de-dupes & merges.
📱
Your agent's text line
Text a note like “Met a prospect today, wants payroll + 401k, follow up Tuesday”
(NNN) NNN‑XXXX
