What is Dial-A-Note? What Is Dial-A-Note?
 

Dial-A-Note is the first phone to CRM solution that combines technology and intelligence. The idea is simple. You dictate to your phone (no prompts, just speak); then we process the audio file and the information gets placed directly into the fields of your CRM system.

"Even customized fields and entries that require multiple screens to be populated are completed accurately."
  1. Dial a toll-free number
  2. Speak your meeting notes
  3. Details are entered directly into your CRM system
    (notes can also be emailed if you’d like!)

We work with all CRM systems, even internally built systems. So no matter your CRM, Dial-A-Note can work for you! Even customized fields and entries that require multiple screens to be populated are completed accurately. No need to worry about misspelled client names or products discussed — the combined technology with intelligence creates the most accurate solution on the market. Just ask our customers!

Think Dial-A-Note may be a fit for your sales team? We’d love to hear from you! Call Us at (203) 618-1811 or Contact Us so we can set you up with a pilot program to see if Dial-A-Note is a fit for your organization.

 

Dial-A-Note