01 · Overview
Every customer call, written up before you hang up.
Fieldnote listens to your sales calls, drafts the summary and files the follow-ups in your CRM, so the next step is set before the line goes quiet.
Call summary
Acme Corp renewal
Budget approved for the Q3 rollout
Security review due 14 June
Next step: pricing call with finance
Synced to Salesforce
02 · Capture
Capture the call without typing a word.
Join from Zoom, Meet or a phone dial-in. Fieldnote records, transcribes and labels each speaker while the conversation is still happening.
Live transcript
Acme security review
Priya, Acme
We'd need single sign-on from the first day.
You
That's included on Team and above.
Recording · 12:48
03 · Share
Send the recap, not the recording.
One click turns the summary into an email your customer can read in thirty seconds, with every action item and its owner listed.
Recap ready
Recap: Acme renewal, 6 June
Three action items, two owners and the date of the pricing call.
Send recap
04 · Plans
Start free. Pay when your team joins.
Starter covers 20 calls a month for one person. Team adds CRM sync, single sign-on and a shared library of every customer conversation.
Team plan
$24 per seat, monthly
Unlimited recorded calls
Two-way CRM sync
Single sign-on and shared libraries
Start a free trial
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