Notes

Notes capture what was said in calls and meetings, so the context comes right back next time you talk.

What notes do

A note is a per-contact memo of what was said in a call or meeting. Once it’s in, the context comes right back the next time you talk to that person.

A note attaches to a single contact or one company; write one from the contact card, the company detail, or a deal detail — you see that target’s notes in one place.

Writing a note

1. Open the Notes box on the contact card. On mobile, tap it to expand into a full-screen editor.
2. Right after the call, jot down the key needs, budget, decision-maker, agreed next steps and any cautions.
3. Tap Save and the note stacks into the contact’s timeline in chronological order.

From the list under the box you can edit a saved note with the pencil icon or remove it with the trash icon. Your memory is sharpest right after the call — don’t put it off.

Discovery templates (BANT, MEDDIC)

The BANT and MEDDIC buttons above the box drop a placeholder checklist into the body. Fill in the blanks to make sure you didn’t skip a question.

• BANT — Budget, Authority, Need, Timeline
• MEDDIC — Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion

The button appends the checklist below your existing text without erasing it. You can also drop it in before a call and fill it in as you talk.

AI tidy

After scribbling a rough memo, tap AI tidy to clean it up. It analyzes the memo and pulls out a summary plus needs, budget, decision-maker and next step, then fills the box with them.

Capture a note by voice

Instead of typing, you can talk. Tap Record voice to record the conversation with your mic; when you stop, it’s automatically transcribed into a note. You can record from a company card too, not just a contact card.

Once transcribed, AI organizes it into summary, needs, budget, decision-maker and next step, and even suggests next actions to run right away (a follow-up task, a message draft, and so on). The summary and actions come out in the language you use in the app, regardless of the spoken language.

The notes hub — everything in one place

The Notes menu in the sidebar is a hub for every customer's notes. It has source filters (all, voice, text), search across content, transcripts, contact and company names, and card/list views — the list view supports selecting several notes to delete at once. Open a note to read and edit the transcript and AI summary (transcription minutes used are shown). Finished voice notes come with suggested actions — draft a message, draft an email, create a quote, create a contract, a follow-up task, or a follow-up call.

Seeing notes in the timeline

A saved note appears in the contact’s activity timeline alongside registration, quotes, deals, bookings and tasks, in time order. On a deal detail, the contact’s notes show in one flow together with stage-change history.

When you move a deal’s stage, the change is auto-logged as a note in the timeline, so you can later trace which stage happened when.

Tips from the field

• Leave at least one line the moment a call ends. Pair it with one next action and the follow-up never drops.
• Write facts like the decision-maker, budget and competitors as-is, and mark guesses as guesses so the next call isn’t muddled.
• If silence drags on, don’t stop at a note — send them into a sequence to keep the follow-up going.

Works offline

Notes save to your device first and sync automatically once you’re online. Even in spots with weak signal, writing, editing and deleting take effect right away and reconcile with the server later.

Where to go next

Actions · Sequences · Templates · Contact card · Deals · Today