I'm Jack. I spent years manually logging calls in Salesforce after every dial — so I built CloseNote for reps like me.
Read the full storyTry it free in your browser today — record a call, get structured notes, and push to the right Contact and Opportunity. We're building a Mac app that auto-detects Five9 calls and logs notes in the background.
No credit card · Salesforce OAuth · Free during early access
Charles Reed
Atlas Software
Evaluating vendors for Q3. Main concern is onboarding speed. Send pricing deck today.
Preview of the Mac app · auto-detect, background recording, CRM push on hangup
Works with the tools you already use
Live today with Salesforce + Five9.
More dialers roll out based on waitlist demand.
The Mac app will handle this automatically. Today, you can try the same notes and Salesforce workflow in your browser.
Install the Mac app. Link your Salesforce org and dialer. CloseNote stays in your menu bar — you never open it during a call.
When a call connects in Five9, CloseNote starts recording in the background. No button. No tab picker. Just dial like you always do.
Hang up and move to the next dial. By the time you glance at Salesforce, structured notes are on the Contact and linked Opportunity.
During the call
Charles — Atlas Software
concerned abt onboarding
needs pricing EOW
demo thurs?
You jot shorthand if you want. CloseNote captures the full conversation.
After hangup
Summary
Prospect evaluating vendors for Q3. Main concern is onboarding speed after bad experience with previous vendor.
Next steps
Send pricing deck today. Schedule demo for Thursday.
Salesforce
✓ Pushed to Charles Reed · Atlas Software — Q3 Expansion
Call recordings are sensitive. We delete audio after transcription, encrypt notes at rest, and connect to Salesforce with OAuth — we never see your CRM password.
Recordings are uploaded only long enough to transcribe. Audio is deleted immediately after transcription succeeds. We keep the text transcript and structured notes you save — never raw call recordings.
Transcripts, notes, and Salesforce tokens are encrypted in the database.
Standard OAuth 2.0 — no password sharing. Revoke access anytime from Settings.
Audio stays on your machine until upload. No browser tab sharing required.
CloseNote knows when your dialer connects and disconnects. Recording starts and stops without you touching anything.
Summary, pain points, objections, next steps, and follow-up date — generated in seconds after hangup.
Notes attach to the specific deal in your pipeline, not just the contact. Same person, multiple deals, separate history.
OAuth connect. Auto-push to Contact or Lead and linked Opportunity. Managers see call history on the deal.
Lives in your Mac menu bar. Status at a glance: idle, recording, processing, pushed.
Audio is deleted after transcription, notes are encrypted at rest, and Salesforce connects via OAuth — never a password.
I'm Jack. I spent years manually logging calls in Salesforce after every dial — so I built CloseNote for reps like me.
Read the full storyComing soon
Auto-detect Five9 calls, record in the background, and push notes to Salesforce when you hang up — no button, no tab picker.
Don't want to wait?
The web app works today — record calls, generate notes, and push to Salesforce.
Start free in your browserAlready have an account? Log in