Getting started
Getting started with Inbeo
Inbeo is your automatic notetaker and client work hub. It helps you finish what you promised on a client call: summaries, tasks, and follow up emails in one place. This guide is for freelancers, sales reps, consultants, agencies, and anyone who takes calls and needs reliable follow up without spreadsheets or a heavy CRM.
What is Inbeo?
Main areas of your Inbeo account:
Today
Open loops across all calls
New Call
Upload and process
Processing
Background jobs
Clients
Per-person timeline
History
Every processed call
My Account
Language & automation
Inbeo is not a meeting bot and not a full CRM. You upload a call recording or auto import from Zoom. Inbeo saves the conversation, writes a short summary, and pulls out promises you made into task cards: email the client, remind yourself, or check off a to do.
Every call stays in History. Every client is indexed in Clients. You review, tap Send or Schedule, and check Today anytime to see what still needs you. Nothing emails your client until you approve (unless you turn on Auto in settings).
Who is it for?
Anyone who takes calls and owes follow up afterward: freelancers, coaches, recruiters, real estate agents, support leads, small agency owners, solo consultants, and sales reps who do not want Salesforce complexity.
If you have ever forgotten to send a proposal email or lost track of who asked for pricing, Inbeo is built for you.
Your first call in 5 minutes
New Call
Drop your recording here
MP3, WAV, M4A
Keep tab open until upload finishes · then background processing
1. Sign up free at inbeo.app. No credit card.
2. Go to Dashboard → New Call and upload an MP3, WAV, or M4A file.
3. Keep the tab open until upload finishes. AI then runs in the background (see Processing in the sidebar).
4. Read the summary and task cards. Edit any email, then tap Approve all or handle one at a time.
5. Open Today to see anything still open across all your calls.
- Tip: Free plan includes 5 calls, enough to try the full workflow.
- Tip: Use headphones quality recordings when possible for better summaries.