AI sales call notes that remember what the customer asked for
note1 records your sales calls and writes AI sales call notes with what the customer needs, what worries them and the next steps. Before the call, drop account details and the questions you want answered into Prep Notes.
If a note-taking bot in the call would put the customer off, use note1 for Mac to record customer calls without a bot. Disclose the recording and obtain consent where required before the call begins.
Sales call recap
Discovery call report
Overview
Prospect needs a clearer post-call workflow with searchable recaps and visible follow-ups across sales and implementation.
Key points
- Handoff quality is a core buying concern.
- Searchable transcript matters for internal review.
- Next step is validating the current follow-up workflow.
Action items
AE - Send recap with proposed next steps 12:04
Solutions - Review internal handoff requirements 16:27
Start your discovery call notes before the customer joins
You already know things about the account before you dial in. Add the background, what you want to learn, objections you expect and handoff details, and the recap can reflect them.
Prep the account
Paste CRM details, discovery questions, handoff notes and deal risks into the meeting's Prep Notes.
Better recaps
The AI recap can relate the customer's answers to what you already knew about the account.
Share prep with the next team
Solutions and customer success get your prep and the call outcome together.
Prep Notes
Sales discovery - shared workspace
Read the call recap, then write the follow-up
Each call gets a recap page with the customer's needs, their questions and what you promised. Choose the Sales Call summary style to sort it into goals, pain points, requirements, objections and next steps.
What the customer needs
Pain points, priorities and next steps, ready before you write back.
The transcript behind it
Open the transcript when the exact wording matters, like a price or a date.
For the next teammate
Whoever joins the next call can read the recap and play the recording first.
Call summary
Post-call review page
Overview
Prospect needs a clearer post-call workflow that keeps summaries, transcripts, and follow-ups visible across sales and implementation.
Highlights
- Primary pain point is missed follow-ups after customer calls.
- Searchable transcripts and recaps would reduce manual cleanup.
- Internal handoff quality matters as much as customer-facing follow-up.
Sales call transcription you can search before you reply
Every call is transcribed with speaker names. Search by phrase, topic or person to confirm what the customer asked for, what they pushed back on or which setup detail they need.
Customer language
Reuse the customer's own words about priorities, blockers or timing in your follow-up.
Nuance
Read the full exchange when a one-line recap isn't enough.
Clickable times
Click a time to hear the customer bring up pricing or a deadline.
Quick lookup
Pull up requirements, objections and dates by keyword.
Customer or rep
Each line shows whether the customer or your rep was talking.
Linked notes
Click a recap line to open the transcript where it was said.
Next-call prep
Before the next call, reread what the customer said last time.
Call follow-ups
From the Acme discovery call
AE - Send recap with meeting summary and proposed next steps.
Solutions - Review customer handoff requirements before the follow-up call.
Prospect - Share current post-call workflow and pain points with the team.
Keep the promises you made on the call
note1 turns the next steps from the call into to-dos with a name on each. When the AE says they'll send a recap, that's on the list too.
Easier handoffs
Pass the deal to solutions with the recap, so nobody has to retell the call.
Customer commitments
What you told the customer you'd do is on the to-do list, with an owner.
Search before you send
Look up the exact point before you send a recap, proposal or next-step email.
Bring the rest of the team up to speed after the call
Teammates in your workspace can open the summary, play the recording and see the next steps. You can send sales call recaps to Slack and keep the full call in note1.
Add note1 to your next discovery call
One recording gives the AE, solutions and customer success the same notes to work from.
Meeting notes for the video platforms your team already uses
Focused pages for each meeting platform, without making every page compete for every platform keyword.
Frequently Asked Questions
SupportDoes note1 do AI sales call transcription for Zoom, Google Meet and Microsoft Teams?
Yes. It works on all three. Transcription runs while you talk, and afterwards you can search the full transcript and read the recap.
Can sales teams add account context before the call?
Yes. Use Prep Notes for CRM links, discovery questions, requirements, competitors, pricing notes or handoff details. note1 reads them before it writes the recap.
Can sales teams use AI to take call notes?
Yes. Add note1 to the call or record it with the Mac app, and tell the customer you're recording. Pick the Sales Call summary style for notes built around the customer's pains, objections and next steps.
Can account executives send a recap after a sales call?
Yes, as a written recap. note1 writes the summary and next steps after the call and can post them to a Slack channel. Use them to write your follow-up email. The recording stays in note1, where people with access can play it. note1 doesn't make video recaps.
Can teammates catch up on a sales call they missed?
Yes. Share the meeting with them, and they can skim the summary, look up details in the transcript and listen to the parts they need. You don't have to walk them through it.
More AI meeting tools from note1
More note1 features for sales calls.