Turn Every Customer Call into Actionable Notes
Automatically convert call recordings or voice notes into clean, editable transcripts. With Smart Transcripts, every conversation—sales discussion, support follow-up, or client check-in—becomes searchable, shareable, and ready to act on.
Capture Notes Directly Inside CRM Records
Create text, audio, file, or checklist notes within Leads, Contacts, Deals, Accounts, and Calls in Zoho CRM.Each note automatically links to its respective record, keeping updates, meeting takeaways, and next steps exactly where they belong.
Collaborate Seamlessly Across Your Team
Access and review notes shared by teammates for any record through related lists. From deal discussions to client updates, everyone stays aligned—no more lost context or scattered follow-ups.
Summarize, Refine, and Expand Notes with AI
Let Notebook AI do the work for you. Summarize lengthy discussions, polish tone, or expand quick notes into professional summaries ready for client communication or internal review.
Visualize and Manage Notes with CRM Board
Track all your CRM notes in a flexible, Kanban-style board. Filter, categorize, and reorder lists—from new leads to closed deals—to keep your pipeline organized at a glance.
Access Everything in One Place
Review every note you’ve created—personal or CRM-linked—from My Notes or CRM Notes. Stay organized, retrieve context instantly, and keep your workspace unified across Notebook and CRM.
Keep Customer Knowledge Where It Belongs—Inside Your CRM
From the first interaction to deal closure, every team member works from the same source of truth. Notes and transcripts stay securely within the Zoho ecosystem, adhering to your organization’s privacy and access controls.