Call Notes to CRMTier B · Recurring B2B tools
Your CRM, updated before you start the car.
Type or paste your call notes. Get a clean CRM update and a ready-to-send follow-up email in about a minute, with next-step reminders every morning.
Then $21 a month. Cancel anytime. For US businesses.
Apex Solar
Call Notes to CRM
- 3:02 PMNotes pasted: “Budget about $20k, deciding by Friday, spouse wants to see financing”
- 3:02 PMCRM updated: stage, budget, decision date, next step
- 3:03 PMFollow-up email drafted with financing options
- 3:05 PMRep reviews it and hits send
The problem
Why this matters.
The call went well. Then the next one started.
- Notes live in your phone, a notebook or your head.
- The CRM gets updated on Friday afternoon, if at all.
- The follow-up email goes out a day late, and the deal cools off.
How it works
What happens, step by step.
Step 1
Log the call
Type notes on your phone, paste them in, or upload a Zoom or Teams transcript.
Step 2
Get the update
Stage, value, decision date, concerns and next step, plus a follow-up email draft.
Step 3
Review and send
The deal updates in your CRM. You check the email and send it. Reminders keep the next step on track.
What's in the kit
Everything you need to run it.
The working automation
Hosted for you, with deals, a private call notes link for your phone, CRM webhooks, team support and morning reminders. An n8n version logs calls to a Google Sheet.
A 6-lesson video course
Why follow-up speed matters, how the update is built, setup, better notes, tracking your pipeline and rolling it out to a team.
A step-by-step setup guide
Including Zapier recipes for HubSpot, Pipedrive and Salesforce.
Video guides
A full setup walkthrough and a short demo.
A marketing pack
Follow-up email templates, a "notes in 60 seconds" habit card and a team rollout message.
The course
6 short lessons.
- 01Why notes and follow-up speed matterIn the trial · 4 min
- 02How your notes become a CRM updateIn the trial · 4 min
- 03Set it up and log your first callFull access · 5 min
- 04Better notes, better follow-upsFull access · 4 min
- 05Track your pipeline and follow-upsFull access · 4 min
- 06Roll it out to your teamFull access · 4 min
Questions
Before you start.
Which CRMs does it work with?
Any CRM that Zapier or Make can update: HubSpot, Pipedrive, Salesforce, Zoho, Close, monday.com and more. No CRM yet? The kit keeps your deals for you, and the n8n version logs them to a Google Sheet.
Will it make things up?
It's told to use only what's in your notes and leave blanks when something wasn't said. It uses your own pipeline stages, and you can fix any field with Update a deal.
Does it email my customers by itself?
No. It writes a draft. You review it and send it, from the dashboard or from your own email app.
What about sensitive information?
Numbers that look like Social Security, card or bank account numbers are hidden before your notes are saved or sent to the AI. Don't paste passwords or health details.
Can my team use it?
Yes. Add each rep's name and email in Setup. Each rep gets their own updates and morning reminders, and their follow-ups are signed by them.
Does it record my calls?
No. It works from your notes, or from a transcript your call tool already made. If you record calls, follow your state's consent laws.
- 7-day trial
- $1
- Then monthly
- $21/mo
In the trial: the working tool, the setup guide and lessons 1–2 of the course.
After your first monthly payment: the full course, video guides, the n8n file, the marketing pack and priority support.
Try it for 7 days for $1Cancel anytime · US businesses only
$1 for 7 days, then $21 a month. Cancel anytime from your dashboard.
Every call logged. Every follow-up on time.
Start the 7-day trial and log your next call with it.