Notes designed for sales

Use templates & embedded Salesforce fields to qualify deals, structure meetings, and streamline data capture. Auto-synced to Salesforce.

Pipeline
Notes
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Modern editing experience
for revenue teams

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Salesforce fields
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Templates to improve qualification & handovers.

Use templates to qualify deals, structure your meetings, and streamline data capture.

Update Salesforce fields from the notepad

With embedded Salesforce fields inside your notes, you can write directly into the Salesforce database while taking notes.

Auto-sync notes to Salesforce

Link your note to opportunities, accounts, or leads, and sync them to Salesforce with ease.