Input
Your scheduled call starts.
Software
CallNotes
Every sales call, in your CRM, before you stand up from your desk.
Joins your Google Meet, Zoom, and Teams calls, transcribes, summarizes, extracts action items, and pushes everything to your CRM. Sends a follow-up email draft within 90 seconds of hangup.
CallNotesWorkflow preview
Input
Your scheduled call starts.
AI step
CallNotes transcribes, summarizes, and extracts CRM fields.
Output
Deal notes, tasks, and a follow-up draft appear where work happens.
What it does
AI step
CallNotes transcribes, summarizes, and extracts CRM fields.
Output
Deal notes, tasks, and a follow-up draft appear where work happens.
Live integrations
Google Meet
Zoom
Teams
HubSpot
Pipedrive
Salesforce
Compared with doing it manually
| Manual | Slow, inconsistent, and usually done when you are already tired. |
|---|---|
| CallNotes | Cuts post-call admin from 22 minutes to under 2. Follow-up draft ready in 90 seconds |
| Human role | Approve, edit, handle edge cases, and decide what deserves judgment. |
"I stopped writing notes during calls and started listening again."
Lucy Fern-Patterson
29 more monthly meetings
"Our CRM finally matches reality by Friday afternoon."
Derek Omari
91% fields completed
Security & data handling
Customer-facing integrations should use encrypted storage, provider OAuth, audit logs, and data deletion controls before handling real connected accounts.
Common questions
The answers are plain because your software budget should be too.
Yes, if you invite the bot or connect your calendar.
Yes. You can redact keywords and exclude recordings from storage.
HubSpot, Pipedrive, and Salesforce are the first CRM integrations on the product roadmap.