Walk in already caught up
Open the invite and see what you know about everyone on it. No digging through old email five minutes before.
How to prep for a call in 2 minutesFor sales and client teams
Know the person, not just the account.
The clients who stick around are the ones you know as people. Noted keeps what they tell you and shows it before every call, so each conversation builds on the last.
You own your notes, and they go with you when you change jobs.
Northpeak quarterly reviewToday · 2:00 – 3:00pm
Join video call3 guestsJPJane Park
MAMarcus Allen
MEYou · organizer
The moments that make a relationship.
To build relationships with clients, learn what matters to them beyond the deal. Write it down after each call, then bring it up next time. A question about their kid's game or their half marathon shows you listened. Noted keeps those details on LinkedIn, in Gmail and on the invite.
Keep what you heard
Turn it on, and Noted asks what you want to remember about who you just met. Two sentences, done.
Notes that stay with you
Your CRM belongs to your employer. Your notes live in your own account and come with you to your next job.
Personal CRM vs. sales CRMWhere you already work
Where your calls already start.
No new app to open between calls. Your notes show up on their LinkedIn profile, in their email and on the meeting invite.
MAMarcus AllenPrincipal at Harbor VenturesMessageMore
On LinkedIn
Open their profile and your notes are one click away. Add a detail right after you connect.
Notes on LinkedIn profilesQuick question about the Q1 launch
JP
Jane Park
to Priya Shah
Hi! Before we kick off the self-serve launch, could you share how your team handled onboarding? Happy to grab coffee next week.
ReplyForwardIn Gmail
See who you know the moment their email lands, and what you remembered, before you reply.
Notes in GmailCoffee with JaneTuesday, October 13 · 10:00 – 10:30am
Join video call3 guestsJPJane Park
PSPriya Shah
MEYou · organizer
In Google Calendar
Open the invite and get caught up on everyone on it. After the meeting, Noted asks what you want to remember.
Before you meet“Knowing something about your customer is just as important as knowing everything about your product.”
Harvey Mackay's salespeople kept a 66-question profile on every customer: their family, their hobbies, what they really wanted. Noted keeps your answers on their LinkedIn profile, in Gmail and on the invite. They're in front of you before the call.
What to write down about a client
You don't need all 66 questions. Start with the few that make the next conversation personal.
- Partner's and kids' names
- What they're measured on this year
- How they like to be reached
- Teams, hobbies, trips coming up
- Where you met, who introduced you
- What you promised to send
Works next to your CRM, not instead of it.
Keep deal data where your company wants it. Noted holds the human side: the things you'd never put in a CRM field. And it stays with you when you move on.
Read the privacy policy- Your notes stay private. Each account's data is isolated; nobody else can read your notes through Noted.
- Sign up with a personal email.Your notes live in your own account, so they stay yours when you change jobs.
- You own your notes, and they go with you when you change jobs.Export everything as CSV or JSON anytime.
- Keep it personal.Skip confidential company or customer data. That belongs in your company's systems.
Questions from sellers
My CRM already has notes. Why use Noted?
CRM notes are about the deal, and they stay with your employer. Noted is for the personal details, and it shows them on LinkedIn, in Gmail and in Google Calendar without opening another app.
Is Noted allowed at my company?
Noted is for your own personal recollections, like a notebook. Keep confidential company and customer data in your company's systems, and check your company's policy if you're unsure.
Does Noted work in Sales Navigator?
Not today. Noted works on LinkedIn profile pages. If you’d like to see support for Sales Navigator, send us an email at feedback@withnoted.com.
What happens to my notes if I change jobs?
Nothing. They live in your own account, not your employer's. Sign up with a personal email and they stay with you.
Is Noted free?
Yes. Noted is free. The Chrome extension and the web app at app.withnoted.com are completely free to use.
Every call, a little more personal.
Your people, in your words. Free for Chrome, on LinkedIn, Gmail and Google Calendar.