Notes is your personal notebook inside AgentticCRM. It opens in a small window over the screen you are on, whether that is a client, a ticket or an email, so you can write down what someone tells you on a call without closing what you have open. Only you can read your notes. If a note has something someone on the team needs to do, you turn it into a task.
AgentticCRM screen with fictitious data. The Clients list is in the background and the Notes window is on top of it. On the left of the window are the folders: All notes, Clients, Calls, Ideas and Trash. In the middle is the list of notes, with one pinned at the top. On the right is the open note from a call with Lucía, with what she asked for and a to-do list. At the bottom are the buttons to copy, export, move to a folder, dictate and create a task from the note.
You open Notes from the top bar of any screen, so you do not have to stop what you are doing to write something down.
Open your notes with Alt+N, or a blank note with Alt+Shift+N. You can move the window and resize it, and next time it appears where you left it.
Headings, bold, bulleted and numbered lists, to-do lists with checkboxes, tables and images you paste or pick from your Gallery.
Press the microphone and speak for up to three minutes. The text appears in the note, where your cursor was.
Sort your notes into folders, pin the ones you use every day to the top of the list and search any note by its title or its text.
There is no save button. The note saves as you type and you can always see whether it is saved. If you delete a note, it stays in the trash for 30 days in case you need it.
Download a note as a file when you need it outside AgentticCRM. The file is named after the note's title.
Every note belongs to one person. Your teammates cannot read it, neither can your organization's administrator, and AgentticCRM's support staff cannot see it even when they enter your account to help you.
That is why you can write down things you do not want on the client's record yet, such as your impression of a call, a draft or an unfinished idea. If you later want the team to see it, you turn it into a task or move it to a document.
During a call, the important detail usually ends up on paper, on your phone or in another app. Later it is hard to find, and if it was something that needed doing, nobody adds it as a task.
Your notes are not seen by your team, your clients or AgentticCRM's support staff.
When a note has something someone needs to do, you press Create task from note. The task form opens with the note's title and text already copied. You choose who does it, by when and which client or project it belongs to.
The task shows up in the team's list and in the lists of the people responsible. Your note does not change and stays private: only the text you sent in the form is copied to the task.
From whatever screen you are on, Alt+Shift+N opens a blank note. You type or dictate and carry on with what you were doing.
When you have time, you add a title, a list of steps or an image, and file it in a folder.
With Create task from note you choose who does it, by when and which client or project it is for.
The task shows up in the team's list. Your original note stays private.
No. Not your teammates, not your organization's administrator and not AgentticCRM's support staff when they come in to help you. Every note belongs to one person.
Notes comes with the Growth, Business and Scale plans. Every person on the team can use it, with no separate charge.
Your organization needs to connect its OpenAI key in the Assistant settings, and your browser needs to allow the microphone. Each recording lasts up to three minutes and you can make several in a row.
Use Documents, which the team can edit together and which you can also share with a client. If what you want to share is something that needs doing, use Create task from note.
Yes. On a phone the window fills the screen and works the same way, dictation included.
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.