CloseNote records your sales calls, generates structured AI notes, and pushes them to Salesforce — in seconds, not 15 minutes.
No credit card required · Works with Salesforce
Record your call, then we'll transcribe and generate notes automatically.
Steps will appear here after you stop recording.
May 7, 2026 at 2:15 PM
Contact
Charles Reed
Company
Atlas Software
Summary
Prospect evaluating vendors for Q3. Main concern is onboarding speed after bad experience with previous vendor.
Key pain points
Previous vendor took 3 months to go live. Needs faster time-to-value.
Next steps
Send pricing deck today. Schedule demo for Thursday.
Contact
Company
Next steps
0 words
Select the exact record to push notes to
Morgan Stanley · (212) 555-9876
Atlas Software · (310) 555-1234
Wells Fargo · (415) 555-2222
No company · (818) 555-4321
Live demo — loops automatically
Structured notes
Contact
Charles Reed · Atlas Software
Summary
Prospect is evaluating vendors for Q3 rollout. Concerned about onboarding time. Wants pricing by next week.
Next steps
Send pricing deck. Schedule follow-up demo Thursday.
Transcript
Rep: Thanks for taking the call, Charles. Wanted to follow up on your Q3 timeline.
Charles: We're looking at a few vendors. Onboarding is our biggest concern — last year a vendor took three months to get us live.
Rep: Our typical rollout is two to three weeks. Can I send pricing by end of week?
Charles: Yes — send pricing and let's do a demo Thursday if the numbers look right.
Three steps. Zero manual note-taking.
Click start before your call. CloseNote captures both sides of the conversation from your browser.
Transcription and structured notes — contact, summary, pain points, objections, next steps — generated automatically.
One click pushes notes to the right Contact or Lead in Salesforce. No copy-paste, no manual logging.
Everything you need, nothing you don't.
Contact, company, summary, pain points, objections, next steps, and follow-up date — generated automatically.
Connect your Salesforce account and push notes directly to the right Contact or Lead.
Powered by Groq Whisper — transcripts ready in seconds, not minutes.
Recordings are deleted immediately after transcription. Only your notes are kept.
Transcripts and notes are encrypted in the database. Your data stays private.
No installs required. Record from any browser on any computer.
Join the beta. Free access while we build. Help shape the product.
Get early access — it's free