The Problem
CRM updates eat selling time
Reps spend 4+ hours weekly logging notes in Salesforce instead of closing deals. Manual entry means lost details and inconsistent data.
Critical signals get missed
Buying signals, objections, and competitor mentions happen fast. Without structured notes, the nuance is lost by the next meeting.
Meeting bots kill trust
Nothing says 'I don't trust this relationship' like a bot joining your prospect's Zoom. It changes the dynamic of the conversation.
Coaching without data
Sales managers can't coach effectively when they only have the rep's subjective summary of what happened on the call.
How Note Genie Helps
3 Sales Methodologies Built-In
Templates for general Sales, Sandler (pain/budget/decision/fulfillment), and MEDDPICC (metrics/economic buyer/decision criteria/champion).
No Bots — Record From Your Phone
Capture the call from your device. The prospect never knows, and the conversation stays natural and trust-building.
Auto-Extracted Deal Intelligence
AI identifies objections raised, buying signals, competitor mentions, power dynamics, and concrete next steps.
One-Click CRM Updates
Share structured summaries with your team or paste directly into Salesforce. Action items are already extracted.
No Bot Awkwardness
Native Zoom, Teams, and Google Meet integrations mean no bot joins your prospect calls. Record invisibly with direct platform integration.
Shared Deal Rooms
Create shared folders for each deal. Upload proposals, contracts, and meeting recordings. Team members with role-based access see everything in one place.
Templates for You
Plus access to all 16 templates — even on the free plan.
Start free. Upgrade when you need more.
30 free minutes every month. All 16 templates included. No credit card required.