Worried about taking notes rather than being present with the customer
Rely on memory or hand-written notes for things customers have referred to
You spend hours in tidying up notes and filling in the CRM
Focus on actively listening and participating in the meeting
Keep an accurate meeting record that can be referred to at anytime
Automate time-consuming tasks with the power of AI and integrations
Notta automatically captures meeting notes, allowing you to stay fully engaged in the conversation to handle customer needs and objections, while never missing important information.
Leverage AI to effortlessly generate a concise meeting summary, extracting key topics like Customer Insights, Budget, Decisions, and Action Items, helping you promptly follow up with clients and accelerate deals.
By syncing the meeting notes directly to a CRM like Salesforce, you will save hours per week to concentrate on more high-value activities. This also increases data transparency across the team for better customer relationship management.
Keep your customer calls in one centralized space as a dynamic knowledge base that team members can learn from top performers, making onboarding and training sales a breeze.
Notta integrates with video conferencing tools, calendars, CRM, and a hundred more apps via Zapier, keeping your systems in sync.
Kristine Bell
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“Notta allows me to be fully engaged with my prospects as I don't have to spend crucial time in my demos jotting down important notes. Biggest thing is it gives me a list of action items to execute to quickly move on to the next step in our sales cycle.”