Slimbot
CRMWhat is Notes?
With Notes you quickly add notes to a customer or contact, such as what was discussed or agreed. This way you save valuable information in the right place and never have to rely on your memory or loose notes again.
How does it work?
- Open the customer or contact card and type a note directly.
- Let our AI summarise a long conversation or email into a short note if you wish.
- See all notes chronologically with the right customer.
- Search back in earlier notes when you prepare a conversation.
Use cases
Adviser recording the agreements briefly after each customer conversation.
Car dealership that records preferences and previous repairs per customer.
Hairdresser who records wishes and treatments per customer.
Salesperson who quickly saves conversation notes per lead after a trade fair.
Benefits
- Never forget important details again.
- All notes with the right customer, not on loose scraps of paper.
- Team members can seamlessly take over each other's conversations.
- AI summarises long conversations into a clear note.
Frequently asked questions
Can colleagues see my notes?
Yes, notes are stored with the customer and are visible to your team, so everyone stays informed and can take over conversations.
Can I have a long conversation summarised automatically?
Yes, our AI turns a long text or e-mail into a short, clear note that you save to the customer with one click.
Also within CRM
Use notes for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.