Rich Text Editor
Bold, italic, headers, lists, and highlights for clear, structured notes.
Notes
Capture every conversation detail
Rich notes that link to any contact, company, or deal. Never lose context: write once, reference everywhere, and let your team stay aligned.
Contextual Notes
Notes that connect to everything
Link any note to contacts, companies, and deals. When you open a record, all related notes appear in the timeline. Mention team members with @mentions to loop them in.
- Link to multiple records simultaneously
- @mention teammates for collaboration
- Timeline view shows all notes chronologically
Quick Capture
Write now, organize later
Capture notes instantly and link them after the fact. Rich text formatting, checklists, and highlight support make notes scannable and easy to reference weeks later.
- Rich text editor with formatting
- Checklist and highlight support
- Full-text search across all notes
Capabilities
Notes built for sales teams
Full-Text Search
Find any note instantly by searching keywords, linked records, or dates.
Team Visibility
All team notes on a record are visible so reps never ask "What did we discuss?"
Activity Timeline
Notes appear alongside calls, tasks, and visits in a unified activity feed.
Templates
Create note templates for discovery calls, meetings, and follow-ups.
Deep Linking
Link notes to multiple records. Contacts, deals, or companies at once.
Your team's memory, organized
Stop losing meeting insights. Start building institutional knowledge.