Sales professionals: your client meeting report, dictated in the car park

A visit report written the next day loses half of what the client said. With Notae, you dictate two minutes in the car park: context and contacts, needs expressed, objections, information given, next step. The document is ready before the next meeting.

Notae never invents a price, a discount, a quantity or a commitment. It reports the client's needs and objections as expressed, without interpreting or exaggerating them.

Four templates for sales and client relations

The template is chosen before dictating and switched in one click. The headings below are those of the final document.

• Visit summary — Context and contacts, needs expressed by the client, objections or obstacles raised, information given only if mentioned (prices, lead times), next step. Start with this template →
• Agreed points / proposal — Confirmed need, offer elements discussed, points still open, next milestone. Start with this template →
• Follow-up — Status, points pending on the client side, points pending on your side, planned follow-up date. Start with this template →
• Sales meeting / team update — Participants by role, agenda, review of deals or accounts (status as reported, no figure not spoken), decisions taken, actions with owner and due date, deferred items. Start with this template →

Before / after, on a fictional example

What you dictate in the car park:

"meeting at the furniture manufacturer with the purchasing manager and the production manager, their priority is to cut the delivery time for panels which has gone up to six weeks with their current supplier, they worry about transport costs, I presented our standard three-week lead time without talking price, I send them a priced offer by Wednesday and we have another call the following week"

What Notae produces (Visit summary template):

One account for each sales profession

Choose your exact profession at signup: the vocabulary adapts, the four templates remain those of the Sales and client relations family.

• B2B sales representative
• Business development manager
• Account manager

Confidentiality of your clients and your offers

Notae is hosted in Europe. Your reports are encrypted in your history, never sold or used to train a model, and audio is not kept. Nothing leaves your workspace without your action. The professions edition processes no health data.

The same price, whatever your profession

During the trial

Seven days, no card, with 30 minutes of audio and 5 notes in total over the period (whichever limit is reached first). Enough to test Notae on your real appointments before deciding.

Frequently asked questions