Meeting notes app for financial advisors, property agents and sales reps
Find what the client said last time.
The pad, the phone memo and the paper form, in one place you can search. When a client calls back, what they told you is a search away.
Sarah
Coffee with Sarah LimMar 14
Wants to keep it under $800 a month, all in.
Moving flats in June, so nothing before then.
- Sarah Lim: signed formMar 2
- Call with SarahFeb 20
Six moments
Your week, with every client conversation kept
01After the meeting
Say it once in the car. It's typed for you.
Open a note, pick Voice note and talk through what the client said. Your words land in the note as text, so there's nothing to type up tonight.
- Talk instead of type
- Works on your phone
- The words go straight into the note you're in
Sarah Lim, Mar 14
Wants to keep it under $800 a month, all in.
Moving flats in June, so nothing before then.
Asked for the comparison by Friday.
02When they call back
Find what they said, fast.
Type their name or a word they used, and every note that mentions it comes up.
- Search a client's name and see every note it's in
- Keep a search like tag:review as a folder you open in one tap
- Open the note while they're still on the line
6 notes
03What you promised
The follow-ups from the meeting, on your list.
Write the promises as a checklist, then turn the lot into tasks in one go. Or highlight one line and make just that a task.
- Turn the meeting's checklist into tasks, one per line
- Highlight a line to make it a task
- Tick them off on your task list, not in the note
Your tasks
04Before the next one
Walk in knowing what they said last time.
Start from a client review or call summary template, and link it to the last meeting's note with @, so the history is one tap away.
- Templates for meeting notes, client reviews and call summaries
- Link notes with @ and jump between them
- Pin the clients you're seeing this week
Client: Sarah Lim
Situation / Needs & gaps / Recommendation / Follow-ups
This week
- Coffee with Sarah Lim
- Raj Kumar: first meeting
- The Chans: yearly review
05Paper forms
Snap the form. Find it later.
Add a photo of a paper form or a whiteboard from your laptop, and its text is typed into the note, so search finds it too.
- A photo of a printed form becomes text you can edit
- Attach photos and PDFs to any note
- Search finds the form by any word on it
Name: Sarah Lim
Best time to call: after 6pm
Moving in: June
Monthly budget: $600 to $800
06Recorded calls
Use Fireflies? Your calls arrive as notes.
Connect Fireflies and each recorded call lands in the notebook you pick, with its summary and action items, and a ping when it's ready.
- Summary, action items and transcript, your choice
- Action items can go straight to your tasks
- A notification when the note is ready
And the rest
And the small stuff, handled.
Keep what every client told you.
Talk in the notes from your last meeting. It's one note.